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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: Very interesting!!
WHY DOLLAR COST AVERAGING BEATS BUYING THE DIP!
A Josh Brown YouTube.
https://www.youtube.com/watch?v=4dswzb-8nHk&t=311s
Read Answer Asked by Joseph on February 14, 2019
Q: Greetings,

I am currently reviewing holdings as i have taken over management of my own US 401K. I generally prefer to hold the individual stocks over paying management fees, however, as I research this fund, the fees seem to be worth it in this case and i certainly like the monthly dividend as i head into retirement in the next couple of years. Your thoughts on this one?

Thanks
Read Answer Asked by kelly on February 14, 2019
Q: Hello,question concerning the changes on the Income portfolio, H and CSH are been added to the portfolio jan.16,why we are not been notified on the change in real time, i've also noticed the change on the chart the Yearly dosen't give me the performance since Inception why the changes ?
Thank You
Daniel
Read Answer Asked by DANIEL on February 14, 2019
Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.
Read Answer Asked by Keith on February 14, 2019
Q: Hello:

I am interested in your opinion on when to take profits. In this case I am looking at Absolute, but it could be another stock at another time.

I am up about 50%. That’s a tidy gain. The dividend is nice, but I can get that elsewhere. Removing tax considerations from this question, how would you make this decision?
Read Answer Asked by Danny on February 14, 2019
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