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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: Please list the above in order of preference. Would all three, equally weighted, be sufficient for a conservative portfolio? Two of three?
Thanks.
Read Answer Asked by Paul W on February 11, 2021
Q: I am holding AQN, BEPC, and BLX in utilities and am considering selling AQN to purchase NPI. I’m retired and looking for safe growth with some income. Does this trade seem reasonable for a longer term?
Read Answer Asked by Lyle on February 11, 2021
Q: For an Income balance portfolio which stocks and/or EFT would you recommended for Consumer cyclical and Consumer discretionary sectors? Preferably with some dividend to keep the desired Income Portfolio as a goal. As to my last question I also ask you for recommendations for an Income Balanced Portfolio for stocks and/or EFT in a Consumer Defensive sector.
Thank you,
Thank you.
Miroslaw
Read Answer Asked by Miroslaw on February 11, 2021
Q: How would you rank the following, upside opportunity with total return(div and capital appreciation). Are there any you would avoid. Horizon is 2-3yrs.
Read Answer Asked by Chris on February 11, 2021
Q: Hi,
I have two questions on my TFSA:
1) Bought ENB at around @49 back in 2018, going no where since then (other than dividends). Is it good time to trade for BEP? (ENB is currently my only stock on the fossil fuel/energy space).
2) If I buy BEP for TFSA, which one makes most sense, BEP as PEPC? US vs. Canada-listed?
Thank you for your guidance as always.
Martin
Read Answer Asked by Martin on February 10, 2021
Q: On 01 Feb. 2021 Dow Jones Indices made changes to the S&P/TSX Canadian Dividend Aristocrats Index. CHP.UN. OR, and RNW were dropped from that index.
I own CHP.UN and RNW. Will being dropped from the index likely have any material effect on those holdings going forward?

Thank you,
IslandJohn
Read Answer Asked by John on February 08, 2021
Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.
Read Answer Asked by Donald on February 06, 2021
Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks
Read Answer Asked by pietro on February 05, 2021
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