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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: Hi there, as part of the new year, I have rebalanced my portfolio with all names in the BE Portfolio with equal weighting. By reading through other's Q&A's and I've broken it down into the following accounts:

UNREG: BNS, SLF, WSP, T, PKI, CGX, ENB
TFSA: CSU, SIS, PBH, KXS, NFI, CXI, TOY, SYZ
RRSP: ATD.B, CCL.B, SJ, WCP, MX, AEM, MG, ENGH

I believe I read you are considering moving a name or two from the growth portfolio over to the BE Portfolio so I have a little bit of cash in my TFSA to make that purchase when the time comes. Based on my breakdown, are there any names you would swap around for maximum portfolio returns?

Thanks so much for your help and for everything your company does!
Read Answer Asked by Michael on January 13, 2017
Q: Hi Peter and Team,

In our portfolios (TFSAs, RRSP, RRIF, and Margin, we are moderately overweight in ATD.B, CCL.B, and KBL; (about one and a half positions in each) and are somewhat more overweight in CSU (slightly over two positions).

In the case of KBL, it has come down over 15% over the last year, so would it be prudent to reduce its weighting (we're still up)?

Should we keep the slightly overweight positions in ATD.B and CCL.B?

There was a recent article in the Globe pertaining to CSU by Andrew Willis "A Canadian firm's strategy for deals finds new roadblocks". Possibly the premise of this article isn't valid, but due to having a bit more than two positions with CSU, would it be wise to take some money off the table here?

It's so hard to sell shares in good companies!

Thanks in advance for your valued recommendations.
Read Answer Asked by Jerry on January 13, 2017
Q: I have 21 holdings in my RRSP. All dividend payers and am interested in diversity,safety and income. I have 5% USA and 6% CDN bonds the balance are CDN equities. With the unclear future going forward what do you think my weightings should be for diversity and can you suggest some emerging market holdings.
Read Answer Asked by John on January 13, 2017
Q: I currently have HCG and WCP in the "explore" portion of a LIRA and they are both nearing break-even after holding for a relatively long period. 85% of the account is in a "core" mix of low-cost CDN, US, and Global EFTs. The remaining 15% is split evenly between HCG, WCP, and SIS. Wondering if I should sell these two positions now that they are back to my ACB and if so, what two alternatives would you recommend from a growth perspective over the next 3-5 years?
Read Answer Asked by Chris on January 12, 2017
Q: thank you for reading my email - and for your assistance.
I have these above stocks in an rrsp, - can you suggest - how I can diversify
Read Answer Asked by Marla on January 11, 2017
Q: Hello 5i team,
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine
Read Answer Asked by Antoine on January 11, 2017
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