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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 just sign up for portfolio analytics! A quick question — why is it important for 5i to understand the cost base of securities held?
Read Answer Asked by Mike on April 10, 2024
Q: Everyone, what are your rules for buying or selling stocks. I believe one was not to buy before 10:30 am… others? Clayton
Read Answer Asked by Clayton on April 10, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: Is there any point to submitting a proxy vote on Company’s director appointments and resolutions when one owns such a miniscule number of shares?
If the company is doing satisfactorily well, I typically vote according to recommendations otherwise I may not agree to any of the recommendations as a signal of displeasure. I am not sure either is an appropriate response; perhaps none would be better?
Read Answer Asked by Lawrence on April 10, 2024
Q: Morning
Which etf would you recommend for US exposure and why. Please rate them from 1-4
ZSP
VFV
VGG
XUS
Also thoughts on XEQT for all round exposure
Thank you
Read Answer Asked by Michael on April 09, 2024
Q: I'd like to start a small portfolio of US stocks in a TFSA, small dollar names/specs. Comments? Also OWL:us (blue owl capital). All sourced from CNBC. Cheers!
Read Answer Asked by george on April 09, 2024
Q: Just some info re Shane’s asking why prl jumped. When discussing gsy top pick on bnn guest said the only financial exposure needed in Canada was gsy and prl. Given small cap status this side comment might have driven some buying hence a gap up.
Read Answer Asked by Greg on April 09, 2024
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