Q: I always hear that we should not hold more than 5% or max 12% on any given stocks. So why would PAY hold one company that is the majority of their income. If that is the case would 5i management would be comfortable buying any of their stocks.
My question does any of the Growth, Balanced or Income portfolio stocks holds where above 50% of their income comes from one source. If yes please share the company name since I usually buy from that portfolio. I don’t want to see another company collapse if they lose that contract or they don’t renew.

Thanks for the great service

Q: Hi,

If you had an 80/20 split of funds in a cash account and a TFSA account, what securities would you put in a TFSA, based on the models current allocations? And would you move AW to a cash account after its merger in October.

Thx as always.

Q: Hi 5i
I just moved my rsp to a rif.
Out of the income portfolio what would be your first 5-10 stocks to start with.
Not in a hurry just your thoughts for the long haul with iincome.
Keep up the good work, I’m with you for the ups and downs.
Thx
Gerry