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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 new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .
Read Answer Asked by Lawrence on January 02, 2019
Q: I am in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!
Read Answer Asked by Dale on January 02, 2019
Q: I'm looking for suggests on where to invest about $18K that I have in cash that's in two RRSP's and my TFSA, from stock sales and cash deposits in 2018.
My total portfolio is about $53K, with $22K already in RBC, BNS and BAC, also $3.5K in Goeasy and $1.5K in Orca Gold, I'm still up on all of these even with 2018. I have a further $7K in various oil, gas and a driller, these I'm under water over 50%, but like to keep them for now and try to recoup some of those loses as I think they are very oversold.
Can you give me some ideas for investing my cash, I'm looking for longer term investments not just trades, I would prefer dividend paying stocks but would also be interested in non-dividend payers as well. I want to stick to Canadian companies for now as the dollars is down some much against the US.
Also should I look at trimming the banks stocks I currently have, I'm quite overweight on them, but I'm not worried at this point with the amount I have tied up in them.
Read Answer Asked by Don on January 02, 2019
Q: Sold Cliq and Ygr today at a loss. Bought MAXR at $ 15.60. Yield of 9% ???. Would it be a good idea or sell into the strength.? In spite of their problems in the past current fundamentals don’t look all that bad. How big a problem is their debt. New arrangements with their bankers. I’m mainly a dividend / growth investor. This is my only tech stock. 3% of portfolio.
Read Answer Asked by Roy on January 02, 2019
Q: Assume for the moment that I believe that the current market has just experienced a pull back as opposed to being at the start of a longer downward trend (bear market, recession, ...).

I have about 25% of my portfolio in income generating, relatively diverse, ETFs (xhy, xpf, xtr, ...) but I don't currently need the cash flow. These fell more or less in line with the TSX - in some cases less.

I feel like now would be a good time to move these ETF holdings to solid individual companies that have done worse this year (BNS -20%, TD -18%, ctc.a -23%, etc.) and in a recovery period should do better than the ETFs.

Your thoughts on this strategy?
Read Answer Asked by Gordon on January 02, 2019
Q: Hi,
Happy Holidays. Please deduct as many credits as needed. I mainly follow your balanced portfolio, some of your other two portfolios and some US stocks etc. I just transferred my pension to a LIRA and have 30% cash to invest. With this pull back the timing might work out well. Retirement is 12 years away and my husband has pension for the fixed income portion of retirement. I plan gradually start to deploy 20% of the cash (still hold 10% cash for now) and add to all my current half positions and increase my holdings back to full positions that been beaten down such as TCL.A, DOO, NFI etc. I am not sure about adding to the following and wonder if they are a show me story or a good opportunity. Their portfolio weights have dropped to roughly the 1% range all in registered accounts with no tax loss advantage. Would you add to the following or just wait:
FB
Photon
COV
DOL
ENB
BOX
Any other stocks in your Balanced portfolio that that you would not add to at this time? Does this plan sound ok? Any other suggestions/advice
Thanks,
Kerri
Read Answer Asked by KERRI on January 02, 2019
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