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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 hold WSP positions in both my balanced portfolio and also in income portfolio. Both portfolios are "balanced" and diversified. In total, WSP is more than 7% when the two are added up for what is in the two portfolios, although less than 7% in the individual two portfolios. My question is this okay as it is or is there a percentage cap for WSP that I should apply for both portfolios?.....Tom
Read Answer Asked by Tom on July 04, 2019
Q: Looking to start a Cdn dividend paying portfolio to provide balanced income for retirement. Have maxed out TFSA and RRSPs. Goal is to have $200k in place three years from now.
What would you recommend?
Thanks for the great service.
Read Answer Asked by Gregory on July 04, 2019
Q: Last winter I sold ZPR and replaced it with MFT in my RSP. This seemed like a good move, but recently MFT has slid below my purchase price. It has a great distribution, but with rates more likely to go down than up (?), do you think that MFT will continue to go lower and is there a chance that the distribution will be reduced?
Would you sell or hang on?

Thank-you
Read Answer Asked by grant on July 04, 2019
Q: Hi Peter and Ryan,
Thank you for providing information on LSPD. I bought half position at around $30. I have been thinking of adding the other half. But LSPD had a good run and kept going higher. Since it has been out there for only a short period of time, I am not sure I should add the other half right now. I would like to get your opinion on it.
Thank you.
Read Answer Asked by Yiwen on July 04, 2019
Q: Sometime ago you had an article called "Who is working for You." or some thing like it. I cannot find it in 5i . Has it been deleted or am I not looking in the correct place. Could you please tell me where to find this article... Thanks. Ernie
Read Answer Asked by Ernie on July 04, 2019
Q: Regarding the upcoming webinar on Portfolio Analytics, will you be archiving it for those of us who are not available to watch it live on the 9th?
Thanks.
Read Answer Asked by Molly on July 04, 2019
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