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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: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!
Read Answer Asked by Marc on September 15, 2016
Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.
Read Answer Asked by Richard on September 13, 2016
Q: These three make up my tech sector which always seems to take the biggest hit when the market tanks like Fri. I am thinking of cutting one out. Which one would you consider to be the one prone to drop the most when the overall market behaves like this? I thought OTC would be the safest but it took the biggest hit Fri.
Read Answer Asked by Arthur on September 12, 2016
Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
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