Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
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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.
- Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
- Global X S&P 500 Index Corporate Class ETF (HXS)
- Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
Q: I have a larger cash account with a 10+ year horizon and would like generate capital gains only and no significant dividends. I like the Horizon TRI funds but would also like to invest in some individual stocks. Could you recommend some good stock (or other ETFs) that pay out little or no dividends.
Thanks!
Grant
Thanks!
Grant
Q: Requesting your thoughts on Canadian Tire as it is not mentioned much over the years. One of the gurus on TV says it is limited to growth by just being a Canadian stock. Wanted to know your thoughts on its future growth or will it be just by more acquisition over future years.
Regards
Regards
Q: Can I please get your opinion on Toromont's (TIH) results. Thanks
Dave
Dave
Q: Hello,
I have been holding NTR for many years, but the recent downwards trend concerns me. Do you think its time to cut loss and find opportunity elsewhere? what other resource stocks would you recommend? thanks
Martin
I have been holding NTR for many years, but the recent downwards trend concerns me. Do you think its time to cut loss and find opportunity elsewhere? what other resource stocks would you recommend? thanks
Martin
Q: Here is a simple question for you. When determining an amount that a particular equity has for the percentage of my portfolio, do I use the total value of my portfolio including the fixed income part, or just the equity part? For example, if the total portfolio is $100,000 including fixed income and I have a 60/40 split of equity /fixed, is a 5% position $5,000 or $3,000?
Thank you for your excellent service.
Thank you for your excellent service.
Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.
Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?
Thanks in advance.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.
Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?
Thanks in advance.
Q: if you could comment on recent earnings please. Also, given the drop, if a person is bullish on the Teck project getting an ok would this be a good time to step in?
- Roxgold Inc. (ROXG)
- PPL Corporation (PPL)
- Enbridge Inc. (ENB)
- Algonquin Power & Utilities Corp. (AQN)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- Aecon Group Inc. (ARE)
- Alaris Equity Partners Income Trust (AD.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- Knight Therapeutics Inc. (GUD)
- Exchange Income Corporation (EIF)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Antibe Therapeutics Inc. (ATE)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Maverix Metals Inc. (MMX)
- Kraken Robotics Inc. (PNG)
- Akumin Inc. (AKU)
- ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Q: I own both parkland pki and pbh. would you switch from pki to atd.b at this juncture or perhaps add to pki?
Also would you suggest an alternative pick to pbh.
I am also looking at buying irdm but would like your opinion please.
Thank you.
Also would you suggest an alternative pick to pbh.
I am also looking at buying irdm but would like your opinion please.
Thank you.
Q: In answer to Nick on Feb 7 about the topic of "company share splitting", I thought the practice in the past had to do with a lower share price making it easier for the small investor to buy 50 or 100 share "board lots". Now with the ease and ability of buying even 1 share, the board lot issue has all but disappeared. Not sure...just my recollection....Steve
- Costco Wholesale Corporation (COST)
- Procter & Gamble Company (The) (PG)
- Walmart Inc. (WMT)
- Loblaw Companies Limited (L)
- Alimentation Couche-Tard Inc. (ATD)
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
thanks
Joe
Q: Hi Peter / Ryan, do you know what reasons companies use to determine stock splits. I've heard the price of the share is to high so to allow more people access to it they split the shares. Now a lot of shares are over 500 dollars but they don't split, which shoots that reason out and some split more often than others, for example ATD.B gets to about 90 and they split, its happened twice since I've owned them. Banks used to split more often now they don't. Last time RY split it was around 90 now it's over 100 and still no split. Thanks, Nick
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you
Are the above listed companies still buyable at this time?
Thank you
Q: On Feb. 3, a member wrote on the question board that "TD Waterhouse stopped coverage on GSY only because their analyst quit." Would a brokerage as large as TD completely drop coverage of a company if an analyst left their organization, or would they simply transfer coverage of the company to another analyst which they employed (or perhaps hire another analyst if the company in question could not be evaluated by analysts within their employ)? I would figure that any brokerage which offers analysis of publicly traded companies would not drop evaluation of a given company altogether due to one of their own analysts seeking employment elsewhere. I am curious to know your thoughts on this question. Thanks so much!
Q: Hello all,
My portfolio is largely based on your balanced portfolio with some stocks from your growth portfolio. I'm reviewing asset allocation in my portfolio and recognize that some stocks represent too much of my portfolio e.g., GSY which is currently almost 22% and is now a 4 bagger for me. I've always let winners run, but I recognize that this increases my risk. I've seen, in the past, that you typically do sell stocks to reduce allocation to a certain level. Is this a strict rule you follow or do you ever let a stock go until there's a concrete reason to sell it? Thank you as always for your great service.
My portfolio is largely based on your balanced portfolio with some stocks from your growth portfolio. I'm reviewing asset allocation in my portfolio and recognize that some stocks represent too much of my portfolio e.g., GSY which is currently almost 22% and is now a 4 bagger for me. I've always let winners run, but I recognize that this increases my risk. I've seen, in the past, that you typically do sell stocks to reduce allocation to a certain level. Is this a strict rule you follow or do you ever let a stock go until there's a concrete reason to sell it? Thank you as always for your great service.
Q: Would you provide a list of companies covered by 5i that fall under the Environmental, Social, Governance theme? Thank you.
Q: As concerns withholding tax on foreign-but-non-US dividends in registered accounts: the member's concerns are certainly valid, but it bears mention that a great number of ADRs also give holders the option of receiving dividends either as shares, or as shares converted immediately (by the issuer) to cash, neither of which option involves withholding taxes.
To be sure, this exposes you to risk as concerns the share price at the time shares are sold, but for corporations with liquid shares, this is unlikely to cause significant losses, and, certainly, should not cause losses anywhere near the tax hit.
The complication in this arrangement is that not all ADRs offer the most-tax-efficient option by default, i.e., for such ADRs you would need to give instructions to your broker prior to some cut-off date. This sort of information falls under the general heading of 'Corporate actions', i.e.: supposing you trade online, you would need to check your inbox for a corporate action notice re: the ADR in question.
To be sure, this exposes you to risk as concerns the share price at the time shares are sold, but for corporations with liquid shares, this is unlikely to cause significant losses, and, certainly, should not cause losses anywhere near the tax hit.
The complication in this arrangement is that not all ADRs offer the most-tax-efficient option by default, i.e., for such ADRs you would need to give instructions to your broker prior to some cut-off date. This sort of information falls under the general heading of 'Corporate actions', i.e.: supposing you trade online, you would need to check your inbox for a corporate action notice re: the ADR in question.
Q: I will be spending a significant amount of time travelling for work. I was wondering if you had any podcasts you could recommend relating to financials and investing. Thank you