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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: I would like to invest a portion of my RRSP funds in the balanced portfolio I've seen here. I have a 15-year time span until I'd possibly need to begin relying on these funds. I understand that we are all in unique circumstances and that you don't wish to provide specific advice but could you give me some overall guidance on how one should be integrating the portfolio into an investment account? More specifically, should I purchase a position in all stocks at the same time or slowly adding one stock at a half/ full position per month or if they seem to be retracting in price. I thought of adding a new holding on a regular basis but I was concerned that I would not have the complete industry exposure until all were purchased. Is there a more prudent way of doing things in your experience. Thanks in advance.
Read Answer Asked by Ben on April 21, 2021
Q: On each of your 3 portfolio pages you have a section for "Annualized Returns" . Could you define and explain how they are calculated - I am stumped as to how to do this calculation for my own results.
Thank you
Read Answer Asked by Alexandra on April 20, 2021
Q: The management team has not changed, the company strategy has not changed and the company still has net cash to buy more POS companies to continue with their acquisition strategy. The only thing that has changed is people’s perception on what price they will pay for the price of owing LSPD shares. Am I missing anything?
Clayton
Read Answer Asked by Clayton on April 20, 2021
Q: Magna has doubled in the last year and is at an all time high. I keep reading on this site that Mg is cheap with good upside. I am waiting for a pull back, but the stock keeps steadily climbing. Do you think another double is doable within the next 5 years and if so could you provide some data points to support this contention. Thank you
Read Answer Asked by Richard on April 19, 2021
Q: Hello,
I have cash in my RRSP to buy an initial position in one of these companies. Growth focus, with a chance to double the share price in a 5-year timeline approx. Morningstar rates both as "undervalued".
On TOI, on April 1st you mentioned two funds have recently bought-in (Fidelity and Akre). TOI has now run up 20% in the last 3 weeks, ahead of the May 5 call and their first reporting as a public co. It feels like the smart money knows there is good performance coming on TOI, near-term and further out, with its parent company providing support. If you were picking just one of these...
Read Answer Asked by Robert on April 19, 2021
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