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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: When I first contracted for the portfolio analytics product I had an investment in MFS International Eq Segregated Fund A and you were kind enough to tell me the name I should use to input that investment in my portfolio. I transferred the full amount of that seg fund into another SLF seg fund entitled "Leith Wheeler International seg Fund" today and I need to know what name/title I should use in my analytics portfolio. Could you provide me with a name please. Thanks you Mike
Read Answer Asked by Michael on April 30, 2021
Q: I am hoping you can help with some suggestions for review for a RRIF portfolio. The plan is for one third to be invested in a 5 year laddered bond portfolio. Is it best to buy bonds or an ETF ? Please suggest a couple of bond ETF's for review.

The remainder would be invested in equity ETF's. Half would go to 3 or 4 ETF's which would pay dividends and would have some growth potential. The remaining third would be invested in 3 or 4 ETF's focused on growth.

Obviously the dividend tax credit is of no benefit in the RRIF but currency fluctuations would be a consideration.

Any assistance you can provide would be appreciated.

Mike
Read Answer Asked by michael on April 30, 2021
Q: Hi Guys
Just curious why last March during the big sell off, XLB traded down so far. I would have though during times of crises, people would run into buying Govt Treasuries for Safety.
Also, at what yield would people consider buying back into XLB, i think the current yield is around 3.3 % My current Portfolio weighting is 2.06% and I'm down 11% you think its a good idea to increase my position to around 4% at this time. I'm also about 40% in GICs , which should perform inversely .
thanks
Read Answer Asked by Gordon on April 30, 2021
Q: Hi team,
I was wondering if you could briefly describe the business model of eglx. I realize it’s a gaming platform , but how do they make money, and what are their plans for long term growth? On a separate note I am a little confused as to why eglx is being compared to scr? From what I gather scr is pretty much solely online sports betting now , and eglx is gaming? Also, would eglx be one to buy right now? And how bullish are you on the name? Is it a potential multi bagger ? Thanks
Shane
Read Answer Asked by Shane on April 30, 2021
Q: In a well diversified portfolio, thanks to Portfolio Analytics if one wanted to be overweight in one or more industries which would you pick? Which would go underweight? Long term holder but don't mind playing trends as the post pandemic era comes to fruition.
Read Answer Asked by Yves on April 30, 2021
Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?
Read Answer Asked by Simon on April 30, 2021
Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob
Read Answer Asked by Robert on April 30, 2021
Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.
Read Answer Asked by Rob on April 30, 2021
Q: Hi,

Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.
Read Answer Asked by HARRY on April 30, 2021
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