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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: Good day...I am in the process of moving money to the u.s as currency seems to be at the proper spot and also I have all of the balanced and income portfolio now, so my question is would I be better using etfs - MXI - SOXX - XLV and IYF or using ICHR - NVDA - ISRG - HD - JPM - V - HD AND DIS...my thoughts are this will give me diversification that I cannot achieve with 5i stocks...your direction has made a huge difference to my portfolio but I feel I need some geographic diversification ....I look forward to your answer and thanks...gene
Read Answer Asked by gene on January 21, 2018
Q: I’ve been very impressed with you guys on bnn as as well as direction and opinions to questions asked here. Very pleased with your suggestions and commentary. I just sold vee at a substantial profit.
I’ve moved in a more conservative direction. Really don’t need to make a lot of money just keep what I’ve got. Maybe some additional income to supplement my pensions etc. I now have over 30% of my portfolio in cash. I can’t seem to find a good value play. I have enough preferred shares. Don’t like gics or bonds.
Read Answer Asked by Roy on January 19, 2018
Q: Hi Peter and Team,

Just read your answer to Stuart. We keep a spreadsheet on Google Sheets that automatically "captures" price data from Google Finance, and unfortunately Google Finance doesn't provide Aequitas prices. Any ETFs or stocks listed with Aequitas have to be manually entered. :( Other than that, I suppose that Aequitas is "okay".
Read Answer Asked by Jerry on January 18, 2018
Q: Hi 5i team. My RIF account has only ETF's except for ENB which is 8.8%. I have 15%EM, 21.3%INT, 21.3%US, 31.5%CDN, and my Fixed Inc. at 4.6% in Pimco PMIF. I am thinking of selling half (or more) of ENB and increasing PMIF or should I put into Pimco IGCF (not in your database) or some other you suggest.
As usual I appreciate your views and suggestions. I am 80, healthy and fully retired. Thanks.
Read Answer Asked by Richard on January 18, 2018
Q: Good afternoon team
I’m looking to add to the income side of my portfolio and already hold 10-15% of ZPR and CPD.
I’d like to add another 5% to the income side of my portfolio so which one or two options do you advise?
I’m looking for more income with little or no growth as my equity weighting is fairly high in dividend paying stocks as well as growth stocks already?
Thnx in advance!
Read Answer Asked by David on January 18, 2018
Q: Hi guys
I see under the Blackrock website for CJP it states "BlackRock Asset Management Canada Limited anticipates that the units of this fund will be delisted from the Toronto Stock Exchange at the close of trading on February 21, 2017 and will be listed on the Aequitas NEO Exchange at the open of trading on February 22, 2017. Please click here for more information."
Is that something I should be concerned with? Would they be doing this for reasons of saving costs?

Thanks

Stuart
Read Answer Asked by Stuart on January 17, 2018
Q: I am 70 years old, retired, with a small company pension (not indexed), and rely on investment income for expenses. I am also a conservative investor with 85% of my portfolio in laddered GIC's. For the remaining 15%, I would like a balance of income and growth, combined with maximum geographic diversification. What do you think of this remaining 15% being divided into 30% FIE (which I already hold), 30% XIN, and 40% XAW? I have been with 5i since your inception and greatly appreciate the advice you offer. Thank you.

Paul W
Read Answer Asked by Paul W on January 17, 2018
Q: Two ETF questions:
1. I invested in ZPW primarily for income and it has been fulfilling this purpose. However its price performance has been less than stellar and I am wondering whether you can suggest an alternative that would provide excellent income but offer some possible small market upside as well;
2. Is there a Canadian dollar equivalent to VOE?
Thank you for your assistance.
Read Answer Asked by Peter on January 17, 2018
Q: I am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.
Read Answer Asked by Gayle on January 17, 2018
Q: Hello Peter and team,
I want to pick a manageable number of fixed income ETFs that will mke up 25% of my portfolio in the fixed income portion. I note that Ishares has many bond etfs, many of them designed for a rising interest rate environment, but I am not clear on the differences between the products.

What ETFs would you recommend and in what weightings?
Read Answer Asked by Pamela on January 17, 2018
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