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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: Hello team 5i !
How important is the relative sector allocation in your different portfolio ?
For example: Technology is 21% in the balanced portfolio vs 7 % in the income.
Financial 13 % in the balanced vs 19 % in the income portfolio.
Do you expect to change eventually those sector representation ? If yes why ?
I am right in assuming that this sector allocation could a determinant factor in performance and volatility relative to Canadian ETF (always high on financial and energy) ?
Keep on the good work ! You're much appreciated !

Read Answer Asked by Martin on May 10, 2017
Q: I bought this stock earlier this week en route to emulate your Growth portfolio in my TFSA. I currently hold a 1.6% position. The stock dropped 7% in 2 days,is that the normal volatility for this stock or there is something to be concerned about? Does this drop become an opportunity to take a full position (~5%) as per you portfolio allocation. Thanks for you insight
Read Answer Asked by Francois on May 09, 2017