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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, it appears self driving cars are going to be on the streets much sooner than anyone thought a short while ago. Meanwhile technological improvements have the potential to greatly reduce the frequency of accidents and eventually may eliminate them altogether, perhaps reducing the need for insurance or significantly reducing premiums or coverages? What impact might this have on major auto insurer like IFC? Thanks.
Read Answer Asked by Gary on January 21, 2018
Q: Hello 5i Team, I would like to reduce my financial sector holdings from the current 19% to 15% or less, mostly as a defensive move against the potential of a sector "down-draft". Currently hold POW-2.0%, IFC-3.0%, MFC-2.5%, and BNS,TD,and RY at 3.5% each. I am leaning towards eliminating POW and trimming each of the banks to get to the target (income from POW is great but also the only one I am underwater on and I'm not a huge fan of income at the expense of loss of capital), but I also know you don't feel the need to necessarily hold 3 banks so could just sell RY and call it quits. Trading fees not a consideration. Would appreciate your thoughts as always,

Regards
Read Answer Asked by Stephen R. on June 06, 2017
Q: Good morning Peter,would you please list these 4 stocks in preference order .Thank you !
Read Answer Asked by Sunny on November 17, 2016
Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert
Read Answer Asked by Robert on July 08, 2016