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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 am little confused with your answer to Jerry regarding dividend from US Companies. It seems to me that Dividends from US stocks are reported as forigan income which is taxed similar to interest with no dividend tax credit. Could you please elaborate further on this? Thanks
Read Answer Asked by Saad on November 07, 2019
Q: Hi there, is the John Bogle Vanguard approach to investing a good one? I believe Buffett has a similar approach. Is a 2 US ETF equity portfolio good enough to get growth and global exposure, since many US companies operate on a global scale? Would a 50/50 split between ZQQ and VUN or a split between ZQQ and VFV be better? Can I go 100% into VUN/VFV? Are there better ETFs or is there a better approach to this? Thank you!
Read Answer Asked by Michael on November 07, 2019
Q: I would appreciate your help in simplifying my RRIF fixed income portfolio. I am retired at 73, with about 55/45 equity/income split.primary aim is income and capital preservation. I hold positions in zag 10%, xsh 9%, clf 5%, pmif 5%, tlt 5%, xlb 3%, Xhy 2.5%, srln 2.5%, rbf 1340 4%, mdl240 23% and (sadly) preferreds HPR 3% vrp (US) 1.5% .the rest is cash type investments. I would like to switch the canadian PFD to all US: switch xlb for more TLT. I am gradually decreasing mdl240 which has to be withdrawn overtime for another more flexible short duration ETF. Keeping either xhy or srln which ever you feel would improve the porfolio. I would appreciate your thoughts of these etfs, and percentage allotments to them If there are better choices please share your insight. Please use the number of credits appropriate. Thanks very much Tom
Read Answer Asked by Tom on November 07, 2019
Q: Hi, Quarterly results missed all estimates for the second quarter in a row. The stock was added to Balanced Portfolio, 6-8 weeks ago at $39.90, with the thesis that it was just one bad quarter and it was time to start a position. Your advice has been to stay course as strong growth is expected over next 2 years, even after today's earnings release. Apparently, market does not agree. What influenced your decision to add this stock to the 5i Portfolio and do you still support it despite its dismal performance and 30% loss in value in just one day. Thank you
Read Answer Asked by rajeev on November 07, 2019
Q: With the recent moves to zero commissions in the US IBKR has taken a significant hit in price. Would you suggest selling this company and putting money in something like SYF or MRVL. Concern is IBKR growth is going to be very limited over the next few years.
Read Answer Asked by RALPH on November 07, 2019
Q: I do not have any position in Cannabis sector. Since current govt. will be staying for another 4 year and their position about legalization will not change, I like to start investing in this sector. Can you please suggest few Cannabis stock for 4 years hold period? And it is better to invest in these stocks RRSP or TFSA or Non Registered accounts?
Read Answer Asked by Anshu on November 07, 2019
Q: I have positions in these companies way way under my cost. Looking for a strategy to capture some tax loss without giving up completely in allocation in case of oil turnaround. Consolidation in less number of stocks that represents the best potencial is an option or selling all of them and buying two or three different companies is another option. Appreciate any suggestion. Thanks for your help.
Read Answer Asked by Saad on November 07, 2019
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