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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: RE below your answer still does NOT appear (even in your reprint and attempt to remedy this:

July 07, 2016 - Asked by M S

Q: Your answer to Oliver ( July 6) seems not to have printed. He was asking about his allocation to the 12? sectors.

5i Research Answer:
This is strange, so our IT team is checking what happened here. Here is the question and answer:

July 06, 2016 - Asked by olivier

Q: Hi,

I have a diversified portfolio consisting with the majority of my money being in etfs: XIU, XEI, VTI and VXUS

I use a spreadsheet to calculate my sector allocation.

At this present moment in the macroeconomic cycle, should I be equally weighted across the 12 sectors ?

If not, in which sectors should I be under and over weighted respectively ?
Read Answer Asked by Scot on July 07, 2016
Q: Hello,

What is the proper way to assess ones portfolio performance and over what period of time should it be underperforming before you change your approach?

The equity portion of my portfolio is down 8% for the year which is horrible compared to the TSX. I have lots of solid blue chips and stocks from your balanced, but 25% of my portfolio are small caps (mostly from your growth portfolio) that are not doing well at all.

It makes me kinda depressed to be underperforming an index but on the other hand I know that small caps aren't doing well right now and generally need to be held for several years. Also, if one or two doing really well, my portfolio will too.

So how long do I wait to see if I get the 9% yearly returns I'm aiming for?

Best,

Carla

Read Answer Asked by Carla on July 04, 2016
Q: I have noticed with low trading companies, quite often a bid or ask of one lot hiding behind it a larger numbers of bids and asks. Often enough I put my bid or ask 1 cent lower or higher than the competing bid or ask and that particular one lot bid or ask moves ahead of me. Are these traders trying to hide the larger number from regular investors that don't have access to second level quotes? What would be the purpose of their actions.

Thanks
Read Answer Asked by Saad on June 30, 2016
Q: Hi 5i. I just read an article at pbs.org about the growing monetary bubble and its eventual unwinding which is supposedly inevitable given the unprecedented level of money creation in the world that is going on. What is your take on the subject? Do you agree that a day of reckoning is inevitable, and what would it look like? Doesn't Econ 101 say we should be seeing escalating inflation if this is the case? What would be the best defence to protect savings in a bad scenario?

Deduct questions as you see fit. Thanks!
Read Answer Asked by Rick on June 30, 2016
Q: This is a comment on Austin question this morning. Some fund companies and in particular Sprott charges performance fees even when the fund loses money. So in the example you have shown if the market went down by 50% and the fund went down by 30% the some performance fees are charged. So they get on the upside and downside, which I think it is unfair. I would like to see fund companies, charging only on the upside with a specific percentage of absolute return. Or better yet giving back what they earned in performance fees when the investor loose money.
Read Answer Asked by Saad on June 27, 2016
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