Investment Q&A

Q: Re Gary's question on fund sorting. I find fundlibrary.com useful. Click on funds, then on browse funds and then sort by fund name, category, or asset class. Then sort by time frame, short or long, and then drill down to specific time frames by clicking on the column year header to sort by 3, 5, 10 year performance etc.
Peter.

Q: globeinvestor gold service had a great mutual fund sorter with any options you would want. They have since changed there service to globe investor and have nothing near to what they had.

do you know who has the best service to check mutual funds by sorting options

Q: Hi Guys,
I'm looking to put together a 5 year bond ladder through my discount brokerage, this is purely for downside protection, I would want to draw on the money if there was an extended downturn in the market to avoid having to sell positions mainly in dividend stocks that I'm holding for the long haul. My question is it worth building a ladder myself, or should I buy ETF's, with different approaches i.e. government or corporate bonds, do you have and suggestions for a one stop shop approach, my original thought was 50k spread over a 5yr ladder.
Best Regards,
Tom

Q: Just purchased your Portfolio Analytics today. Was not going to buy it, as I thought that it would be a long and complicated process. Turns out that it is very easy to do. Was able to enter everything and get the results immediately. I highly recommend . Thankyou

Q: Re my question about the volume mid march, I would have expected such a high volume of shares in one day would have moved the share price up or down depending on ?
Thanks
Peter

Q: Portfolio analytics
Génial ! Awesome, your new features.
Well done, easy to use, and instant results. Most helpful to the small investor. You will be hard to beat !
Many, many, many thanks !
Jacques

Q: Hi, my kids are 12 and 14. They are both avid savers and my wife and I regularly talk to them about investing and long term planning. Recently they have both read “The Richest Man in Babylon”. This has gotten them excited to really start investing. What do you see as the easiest and most effective way for minors to hold stocks? They’re RESPs are already filled and invested every year so that’s not an option for more.

Thanks

Q: Gentlemen
I have this information after asking many questions
It seems that is the Central Securities Depository (CSD) decides CSU dividends are in Ca$.
Are you aware about that.
Its very strange

Q: On March 15 Shopify had a huge surge up to 5,849,405 shares traded. For 30 days around this date the shares traded ranged between a guess of about 300,000 and 400,000. I am curious about the 15th. was this institutional buying. I also wonder why such a huge buy did not seem to effect the market price.
Trying to understand these things, Thank you for your insight every day.
Peter

Q: Hi All at 5i! Is it possible to buy shares of a company prior to its IPO? Uber is set to put forth an IPO in April. Thanks, Tamara

Q: Could you please explain how falling, 5, 10, & 20 US Treasury Bond Yields indicate a slowing economy and an increase in deflationary pressures?
Thank you.

Q: Hi, I tend to shy away from companies that have ROC , because I do my own taxes and cannot be bothered with figuring out my capital gain or loss with ROC.
Are a lot more companies relying on ROC to keep investors happy with higher yields? Not sure which companies actually use it, they don’t really tell you. And does my bank broker service (investors edge) calculate my average cost when I sell?
I have no problem doing my own taxes and do not want to pay $250+ because of ROC
Your thoughts, thanks

Q: My Godson's birthday is coming up. I wish to buy him stock as a gift. Is there an easy way to accomplish this without using an RESP account.

Q: Hi 5i,

I am new to your service and was wondering if I should buy all the securities listed in the model portfolio at one time or should I ease into them somehow? Any guidance/direction on this would be appreciated.

Thanks so much

Q: For information to Stan switch to TD Waterhouse Self-directed US dollars account and save your 2.5% each way out and in on the conversions. Coming from Herbert

Q: I have just done a portfolio review following your system and I gained much more than I expected from the exercise. Once again thank you. This is, if not a life saver, certainly a great time saver. But, it does show that there were many things that I was blind to.
thanks

Q: Question still about ex dividend dates

BNS EX Dividend is march 31 , Sunday, If I buy today friday march 29 , DO I STILL RECEIVE dividend ? ( my understanding is I would not be the owner of shares bought today until april 1 monday.)

Also PWF IS ex dividend march 28, what is the earliest I can sell while still receiving the dividend ? march 28 or today march 29 ?

thanks

Ernie

Q: Both GWO and PWF are offering to buy back shares, is it my understanding that agreeing to sell to them through my BMO investorline account (self directed) that I don't know what price I am getting?

That doesn't make any sense to me. Why would anyone agree to sell for an unknown price, dictated by the company?

How do you think share prices will behave in the next 1 to 2 weeks with this hanging in the air ?

Q: My question relates to asset balance. I have recently retired and am in the process of de-risking my portfolio. That said, I'm also mindful of the dangers of investing too conservatively and outliving my investments. Given I am 60 with a good defined benefit pension, roughly what percentage of my portfolio would you suggest be skewed toward blue chip growth stocks (eg. GOOG, AMZN) vs. income stocks with limited growth potential (eg. AQN, PPL, FSZ)? Thank you.

Q: Hello,

I am interested in using a small portion of my holdings for short term trading (ie swing trading, day trading). There are so many technical indicators to monitor, would you have any suggestions for paid services that recommend buy and sell signals for stocks in the short term? I have considered vector vest, Investor's Business Daily which follows the CAN SLIM methodology (unfortunately only covers US stocks), others offering AI software. There are so many options out there, even TD tracks multiple indicators but a little overwhelming and self serve..just looking for something more automated to recommend trades. If you have any suggestions it would be appreciated vs signing up and testing each service.

Thanks,
Neeraj