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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: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.

Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Read Answer Asked by Doug on November 25, 2024
Q: to lower capitol gains can i buy an equal amount of shares today and then sell it all in a month.or do i have to hold longer.thank you b white
Read Answer Asked by brian on November 25, 2024
Q: For a CAD denominated S&P500 and NASDAQ100 ETF within a TFSA, would you prefer the HXS and HXQ funds - given no distributions and therefore no 15% withholding tax drag - vs other CAD denominated S&P500 and NASDAQ100 ETF options? Thanks.
Read Answer Asked by Bruce on November 25, 2024
Q: Good morning. Saw a question regarding RTX on Friday and was wondering if you would recommend solely holding this or would you prefer an ETF holding this and LMT, NOC, GD?
Thanks
Steve
Read Answer Asked by Steven on November 25, 2024
Q: Hello
A BNN guest recently commented on the actual potential hedging loss of the various CDR s & many US Hedged ETFs. He mentioned the global revenue s of these US companies have many conversions back to USD from the respective country's currency IE A CDN investor is in fact potentially losing more on these currency conversions also ?

5i s thoughts ?
Read Answer Asked by Brant on November 25, 2024
Q: Hello Team
I am sure you have answered a similar question so apologies. With the push for AI accessing lots of energy, what are best stocks or etfs to invest for the energy transition? Thanks very much
Read Answer Asked by umedali on November 25, 2024
Q: This year, I transferred most of my Canadian TFSA funds to US and into USA Equities. Now a friend told me I can only hold so much of my total holding in US. Is there a limit on how much I can hold in TFSA, RIFF or Cash account?
Read Answer Asked by Donna on November 25, 2024
Q: Good afternoon 5i staff
Just a brief addendum to my previous question regarding short or long term bond etf’s are best for today. Many say that Canada’s inflation rate is already rising and that Trump’s policies will push inflation. What I was interested in is why you don’t believe the narrative that we will be facing an inflationary environment.
Thanks
Read Answer Asked by joseph on November 25, 2024
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