Q: Hi 5i: I've been reviewing my sector weightings and I'm clearly over-weight in one or two. Could you please post your recommended weights for a balanced equity portfolio? I've now added real estate as a separate sector. Many thanks for your always sage advice.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.
Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.
Q: If you were interested in buying bitcoin how would you go about it. It may have legs, who knows. Thanks, James
Q: I see wealthica is trying to assume the portfolio tracking business that Google is abandoning. I used Google, but am reluctant to go to Wealthica, as they require you turn over your investment portfolio access and password, which sounds unsafe.
Do you feel they are safe to deal with/
Do you feel they are safe to deal with/
Q: On Globeinvestor, Globe and Mail, this week end . Details of the most shorted companies. on the column : % of shares Short. is this the actual % of the total amount of shares issued?
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
Q: Can you explain to me the concept of virtual stop orders? Does RBC have this tool? Do you recommend it?
Q: Hello Peter and Team, in a response to Michael (November 6th) you say that Peyto’s payout ratio is 41%. Using the Peyto data provided by TMX Money, and after a quick calculation I get a payout ratio that would be 153% (0.110 DIV x 12 months / 0.86 EPS). Could you tell me where is my mistake in making this calculation? In the event that the payout ratio is in fact 153%, then would you consided the dividend at risk? Best regards, Gervais
Q: re your advice to Paul yesterday to tender to the offer through a broker
Is there a difference if I sell directly online or do I need to speak with a broker.
Thank You
Is there a difference if I sell directly online or do I need to speak with a broker.
Thank You
Q: I have some US$ in a savings account (haha) and would be interested in your suggestions re; money market, T bill, or other reasonably safe yield bearing investment, tia. Pat
Q: I currently hold a very small position in Enbridge (1.5%) and a very large position in CDIC-guaranteed High Interest Savings Accounts (HISA's). I am retired and capital preservation has become important to me. HISA yields are about 1% while ENB yield is more than 5%. However, ENB dipped below $44 briefly this morning, which represents a 20% drop over the past year. Would you recommend switching some of my HISA's to ENB at this time to obtain a better yield?
Q: hello
Wondering where I can find out how much a company is institutionally owned or sponsored, ie not really followed by analysts. Would you favour a small ownership
if you were looking for an inconspicuous company and what would you say a small number would be?
thanks
Jeff
Thanks
jeff
Wondering where I can find out how much a company is institutionally owned or sponsored, ie not really followed by analysts. Would you favour a small ownership
if you were looking for an inconspicuous company and what would you say a small number would be?
thanks
Jeff
Thanks
jeff
Q: Hi great service and much improved web site. My question is related to growth companies. It is not that there is no growth but seems to be beating the expectation in earning reports determine the outcome of share price up or down. Do you have any suggestion of stocks that are high percentage of beating expectation. Thanks always.
Q: why do trailing stop loss orders sometimes not work and you find the stock has dropped below the price that you had set your trailing stop loss at. I appreciate your expertise. thanks
Q: Hello!
I am curious how a liquidly traded quasi utility stock like Enercare can trade as low as 17.99 and close above 20.00 on the day after reporting. Were results that difficult to interpret?
Regards,
Robert
I am curious how a liquidly traded quasi utility stock like Enercare can trade as low as 17.99 and close above 20.00 on the day after reporting. Were results that difficult to interpret?
Regards,
Robert
Q: Hello 5i, In your old website I had marked some questions and answers as a favorite's and there was a gold star by the question and I cannot find the selection link to find these. Where do I find this link in the new website. Thanks
Q: One of my favorite features of your website is the ability to maintain a 'favorites' list. Since the upgrade I haven't been able to figure out how to add questions/answers to 'my favorites'. Please advise.
Q: Does your Interactive Chart Tool plot the security price including or excluding distributions? It would be nice to have option to choose either one. I find that most web charting tools include distributions which can be misleading when one wants to determine a price to buy or sell a security at. Thanks!
Q: Is there a correlation between Book Value growth or decline and a company's total return? For example, are companies that consistently grow their Book Value more likely to have price appreciation than those companies whose book value stays flat or even declines?
Q: WHY DO THESE HIGH PRICED STOCKS NOT SPLIT --WOULD IT NOT ALLOW THE SMALL RETAIL INVESTOR TO PARTICIPATE ?
THANKS
DON
THANKS
DON