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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: 5i, I was watching one of those money-market-stock TV shows, and this guru comes out of nowhere and said SHOP is might be go down to 300 dollars, out of fear (I should have done it before) I trimmed down a bit since I was up about 400% (thank you), what do you think, how do you sewe SHOP over the next 2 years.
Thank you
Read Answer Asked by Fernando on July 21, 2020
Q: Based on BIP.UN and BIPC performance i'm thinking of switching from BEP.UN to BEPC on the first day of trading. I think July 24th is the ex-date and that BEPC trades on a when issued basis starting the same date. Please confirm. I know there are tax pros and cons but as an investment can you comment on the short term and long term of doing this switch.
Read Answer Asked by Mike on July 20, 2020
Q: I am a retired, dividend-income investor with a company pension, CPP, OAS and some Insured Annuities. I wanted to get your views on our asset allocation. Currently we have the following targets by asset class (in the equity portion of our portfolio):
Finance = 17.5%
REITs = 7.5%
Telecom, Utilities and half of Pipelines = 22.5%
Consumer Staples & Disc = 17.5%
Health = 2.5%
Industrial = 10%
Tech = 10%
Energy and the other half of Pipelines = 10% (actual is 7%)
Materials = 2.5%

While I believe pipelines should be 100% allocated to the Utilities sector, they seem to trade more like the Energy sector...hence the 50-50 split. Also I normally have 20% allocated to the Consumer sector, but we have reduced the Discretionary sub-sector for a period of time due to COVID.

I read years ago that something like 75% of your returns are associated with your asset allocation as opposed to your stock selection. Our portfolio is set up for mostly dividend generation, with some capital growth.

Question 1 = Do you see any red flags with our allocation targets?

When I attempt to replicate the 5iR Income Portfolio into my system, I note 5iR has a significantly higher weighting in Consumer and Industrials...while significantly lower in Health, Technology, Energy and Materials.

Question 2 = Are there reasons for the lower allocation weights in the last 4 sectors...higher risk maybe? I am asking so I can fine-tune my own allocations, which don't change much over the years...maybe 2.5% here or there from time to time.

Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on July 16, 2020
Q: I was wondering Enbridge has a place in a carbon free energy world. As far as I know, that would involve transmission of natural gas (a fuel used more for the transition away from carbon based energy), or perhaps hydrogen. None of this will happen for a while, however sentiment seems to Really affect the stock price.
Read Answer Asked by Anthony on July 16, 2020
Q: Based on your balanced portfolio, which 3 stocks would you be comfortable adding in this environment for a long term hold investor.
Thanks as always.
Read Answer Asked by Kevin on July 14, 2020
Q: Hi Guys,

From your Model Income Portfolio, which would be your top 5 picks at this time. Thanks

Dave
Read Answer Asked by David on July 14, 2020
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