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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,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
Q: Hello Peter,
Your decision to sell IT took me by surprise. After holding it for nearly two years through short attacks and volatility, you have decided to give up on it just when things seem to be falling in place, with the awaited catalyst and an upward momentum. What has changed?
Is the valuation that was earlier considered cheap at this price is not cheap today? Has the growth slowed? Or is the financing and cash flow not good enough? Do you anticipate IT to trade at even lower multiple in London?

I would appreciate if you could give your opinion on the questions above. In addition , any further elaboration on your decision will be appreciated.
Regards.
Read Answer Asked by Rajiv on January 18, 2017
Q: Hi 5i: Thanks for answering my question about the cyclical and non-cyclical stocks, and also for identifying the Discretionary/Staples categorization (which I also found puzzling). The only stock in the balanced portfolio that I thought I knew how to classify was Magna - I believe Peter once explained it was discretionary not industrial, as one might think. You did not list this one in your response. Does that mean that MG has been re-classified? AS I said in my question, I find this categorization class a real puzzle.
Read Answer Asked by Roland on January 17, 2017
Q: It seems to me Open Text is one of your top technology stock pick now, and I like it very much too. The only problem for me is that the company seems like to be paying too much to stock price and playing trick with the stock price. It has a split last year, and now it is splitting again. This is in stark contrast with companies like Google, Priceline, Amazon, not to mention Birkshire, etc. Is this a warning sign? I mean two splits in less than a year.

Thanks

Shaun
Read Answer Asked by Dong Sheng on January 13, 2017
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