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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: Along the same vein as Jeremy's question of July 18th, when it comes to the positions held in the 5iR Growth Portfolio, what would you suggest, or rank a most likely fine or some combination to achieve diversification to be held in a TFSA?......Thanks to 5iR for your outstanding service, like it's so real life educational about equity investing.....also to Jeremy's for his question, too......Tom
Read Answer Asked by Tom on July 20, 2018
Q: Hi thinking of adding to either ax.un ,kwh.un , DR or hot.un which of these do you think the div is the safest and has some upside potential thanks
Read Answer Asked by Dale on July 20, 2018
Q: Hi team
I have some money in XTR and FIE, both etf for income in my RRSP
which I am happy about

in my non registered account
I am looking for an income/dividend fund Canadian
and an international income/ dividend fund

would you recommend anything in the Royal Bank family of mutual funds for the
above ?
or an equivalent ETF
I have VIG already

many thanks

Michael
Read Answer Asked by Michael on July 20, 2018
Q: Your recommended etf list has xwd. It has a higher mer than xaw and is somewhat smaller. The return of xwd is better. What would you consider the more conservative etf?

I will pair one of the above with xic for my total equity exposure. I want to keep things simple. Can you buy into this strategy?
Read Answer Asked by Richard on July 20, 2018
Q: I'm now 70 (but spry) and reviewing my options for RRIFs. I have managed my RRSP portfolio and done well over the past since 2009; I remain 90% invested in US/CAN stocks. I also have larger non-RRSP stock portfolios. Going forward, I want to consider other less hands on options. Do you have any feedback/recommendations on Bank wealth management performances. Any experiences from other members would also be appreciated. References to other documents or trusted web-sites would be good.
Greg
Read Answer Asked by Greg on July 20, 2018
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Read Answer Asked by Maureen on July 20, 2018
Q: I currently have MFI, PBH, ATD.B. I'm under weight in consumer non-cycl. I'm planning to add to PBH to bring it up to a 2% position. Could you recommend a US non-cycl. name you find interesting.

Thank you
Read Answer Asked by Brent on July 20, 2018
Q: I have a financial advisory is recommending this fund as a 40-50% portion of a retirement portfolio. After looking at the fund facts it seems to be investing in companies with no rated credit quality. Would you consider this fund high risk?
Read Answer Asked by Antony on July 20, 2018
Q: Hi Peter
I’m 65 and getting a pension and have less than 7% of my portfolio in real estate investments . For dividend security and future growth , which would you recommend -WIR.U or SMU.UN?
Thank you so much for all the great info and support 5i provides .
Joanie
Read Answer Asked by Joan on July 20, 2018
Q: Parex has initiated a strategic review for sale of one asset - perhaps the entire business. Yesterday, market original reaction was positive. Today down sharply. You indicated in an earlier comment this was a positive development. I cannot find any new news on this story to warrant the sell off.

What are your thoughts? This company is well managed, no debt and huge cash balance, long life assets, and still reasonably valued. This is not like Spartan or Raging River where consolidation needs to take place. New pro business government in Columbia without pipeline issues. What gives here? If you held this name would sell, hold or buy more?
Read Answer Asked by Glen on July 20, 2018
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