Q: I have inherited a small amount of money which I plan to use to diversify my stock portfolio. I currently have some of the same or similar stock as shown in your Model portfolio. For example I have TRP instead of ENB, MRE instead of MG, etc. My existing portfolio is overweighted in oil and oil services stocks and banks, eg Bank of Nova Scotia so I believe some diversification is probably good. With this as a basis, do you believe that all the companies shown in your model portfolio will still continue to show good growth over the next few years. I usually keep most shares indefinitely and seldom less than 3-5 years. So assuming you believe all of the companies will continue to show good growth, I will probably purchase some Amaya (AYA), CCL Industries (CCL.B), Cineplex (CGX), Constellation Software (CSU), Descartes Systems (DSG), Enghouse Systems (ESL), First Service Corp (FSV), MacDonald Dettwiler (MDA), Stantec (STN), Stella-Jones (SJ), and Sylogist (SYZ). All of these are in your model portfolio. Perhaps there are alternates that may be better than those above shown in your Model portfolio??? Thank you very much for your thoughts.
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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 Mr. Hodson
How will we know when the new Growth Portfolio is released today?
Do we get one of those emails from 5i?
Or do we just check your website? Thank you so much.
sarah
How will we know when the new Growth Portfolio is released today?
Do we get one of those emails from 5i?
Or do we just check your website? Thank you so much.
sarah
Q: I previously wrote about the release of the portfolio in response to a number of other questions and concerns previously posed by other members. There were concerns that members wanted time to analyze the portfolio before trading started. There may well be a flurry of activity at the beginning and it appeared some members wanted to have an even starting point. Not sure this makes a huge difference but that seemed to be their concern.
I just read a question this morning about growth companies and embedded in the response is reference to releasing the growth portfolio later today. I'm a bit disappointed that (a) there was no advance notice of it's release. I don't consider same day notice as advance notice and (b) the portfolio was't released at the beginning of a weekend to give members a chance to digest the information.
Your service is stellar but I think you dropped the ball with a thud on this one.
I just read a question this morning about growth companies and embedded in the response is reference to releasing the growth portfolio later today. I'm a bit disappointed that (a) there was no advance notice of it's release. I don't consider same day notice as advance notice and (b) the portfolio was't released at the beginning of a weekend to give members a chance to digest the information.
Your service is stellar but I think you dropped the ball with a thud on this one.
Q: At Close today DH announced purchase of fundtech for 1.25 b, coupled with 5.00% Convertible Debenture to probably fund the purchase.
The stock has been halted at the moment, and wonder what your thoughts are regarding the open tomorrow.
Thanks for your great advice
The stock has been halted at the moment, and wonder what your thoughts are regarding the open tomorrow.
Thanks for your great advice
Q: Hi Mr. Hodson and 5i Team,
Thanks for answering my previous question.
Is your (first, not Income) 5i Model Portfolio ok to buy now, without worrying about the market? We would like to get started.
If the upcoming April portfolio for Growth, how will you label your first one? thanks sarah
Thanks for answering my previous question.
Is your (first, not Income) 5i Model Portfolio ok to buy now, without worrying about the market? We would like to get started.
If the upcoming April portfolio for Growth, how will you label your first one? thanks sarah
Q: Thank you for the details regarding SGY's year end however, I can't seem to square with their claim of achieving a Book value of $7.36/share!? My calculations don't agree with their Balance Sheet. Maybe it's because I'm from south of the border. Help & thanks again.
Q: Good morning team, What would you think would be a good price to add to ET? Chart looks a bit negative right now.
Thank you!
Thank you!
Q: If someone has all of their money currently invested in your model/income portfolio, what % would you recommend shifting to growth portfolio?
Q: Hello, when you come out with your new and updated portfolios could you formulate a best balanced model. This including something like 20 selections or whatever is appropriate from your 3 portfolios. I hope this reasonable.
Q: Hi All, I am wondering if it would be too much to ask if you could advise on a balanced portfolio formulated using selections from the existing 5i and new 5i growth portfolios. I'm not sure what selections and ratios to use. Thanks for what you and if unreasonable I understand. Dale
Q: will a new equity portfolio come out in april
Q: There seems to be significant anticipation regarding your higher risk portfolio due out soon. I am wondering if you will release it on a Friday after the close so all members have a fair chance to review it as I am positive that some, if not all, stocks will jump noticeably.
Would you be willing to tell us a ballpark number of subscribers that you now have so we can judge the influence of your recommendations considering your record, to date, has been stellar, with very few like Surge and most like almost all of the rest. Thanks.
Would you be willing to tell us a ballpark number of subscribers that you now have so we can judge the influence of your recommendations considering your record, to date, has been stellar, with very few like Surge and most like almost all of the rest. Thanks.
Q: Is this a good entry point for Loblaws? Thank you
Q: Hi Peter What is your take on the Whitecap Beaumont deal >Sure am not happy with wcp raising cash at $13.50 probably to fiancé the deal.
Regards Stan
Regards Stan
Q: Is 5i starting a new model portfolio for small cap stocks and when?
Q: Good Morning!
Will the growth portfolio be all Canadian stocks? The new portfolio with its about 25 stocks will be my entire growth portion of my overall portfolio. And is it it wise to put all my growth investment in Canadian stocks?
Will the growth portfolio be all Canadian stocks? The new portfolio with its about 25 stocks will be my entire growth portion of my overall portfolio. And is it it wise to put all my growth investment in Canadian stocks?
Q: Hi guys, was wondering if you can comment on the following?
a) approximately how many holdings will the growth portfolio have; and
b) if one was starting with less capital than the portfolio assumes (e.g $50,000 vs. $100,000), is it generally better to still add the proportional amount of all securities suggested? Or would it be better to hold say half portfolio and add remaining positions over time?
a) approximately how many holdings will the growth portfolio have; and
b) if one was starting with less capital than the portfolio assumes (e.g $50,000 vs. $100,000), is it generally better to still add the proportional amount of all securities suggested? Or would it be better to hold say half portfolio and add remaining positions over time?
Q: I was thinking about setting up the new portfolio between our 2 TFSA. 13 companies in one 12 in the other. I doubt I will need the money ever which give roughly 30-40 years for it to work its magic. Now would it be reasonable to do so and would you expect it to outperform a portfolio such as the model portfolio or similar? What if I need the money in 10 years? Both TFSAs are max out and I have other diversified portfolios beside that.
Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
Q: I am currently missing the following 6 stocks from the model portfolio: Amaya, Ciniplex, First Service, Magna, MacDonald Dettweiler and WCP. Is this a good time to buy these companies? Or should I wait until you make changes at the end of March? I currently own a 1/2 position in XTC and wonder if I should just bump it up to a full position instead of buying magna? My full positions represent 4% of my Canadian equity portfolio, or 2% of my entire portfolio.