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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: I'm an owner of the Balanced Equity portfolio. I had to turn over a lot of the portfolio in the second half of last year due to some transactions I was doing. I'm now back to having my cash and looking to rebuild the part of the BE portfolio I'm missing.

How do you see GIL for new purchases today? Any key BE names other than this one I should focus on now given market conditions today?

Read Answer Asked by Marc on January 03, 2020
Q: An article in the Fin Post calls Marketaxess the undisputed champion in the S&P financial index for the last decade. Your only comment on this company was in March,2018. The company appeared to have done very well up till then. The CEO was even interviewed that year by Crammer on his show. As I understood that interview, MKTX is sensitive to interest rates, yet it continues to rise in value in this low interest environment. Do you think MKTX is a safe way to have "bond" exposure? Belated season's greetings. Lionel
Read Answer Asked by Lionel on January 03, 2020
Q: In your previous incarnation as a chief investment officer for a large investment house. What was your plan for December and January each year.

Clayton
Read Answer Asked by Clayton on January 03, 2020
Q: I want to rebalance my portfolio and increase my US holdings to ~60% of my portfolio using ETF's.
I currently hold VFV (15%), VB(10%) & VIG (10%).
- What other ETF's should I consider adding
- Recommended percent in each.
My timeframe is 3-5 years
You provide a great service for investors, thanks to you and your staff...
Read Answer Asked by William on January 02, 2020