Q: I have 25 per cent in my portfolio in oil and gas stocks--tou, sgy, spe,pou wcp and I am doing great, but in your model portfolio you have zero oil and gas and just surge in your income portfolio--why. dave
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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 Peter and Co.
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
Q: Hi Peter and Team:
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?
thank you
AD
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?
thank you
AD
Q: Just some general comments on AYA that some members might find useful from one who has been investing for 25+ years:
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!
Q: Hello Peter,
I sent in a question a couple of weeks ago but didn’t receive a reply… so here goes again:
I was a bit surprised by some of your stock selections for the Income Portfolio, and also by some of the exclusions.
Loblaw, for example (a low margin business with big competition, small yield and only recent dividend increases) made the portfolio while companies in a somewhat similar space like THI, PBH, NWC, HLF, CSW, ADW, BPF (having generally higher yields/better 5 year dividend growth) did not. Can you explain why Loblaw?
If I follow your advice, is there a particular company in the names I mentioned that you feel would be best switched-out to acquire L?
Thank you very much,
Paul
I sent in a question a couple of weeks ago but didn’t receive a reply… so here goes again:
I was a bit surprised by some of your stock selections for the Income Portfolio, and also by some of the exclusions.
Loblaw, for example (a low margin business with big competition, small yield and only recent dividend increases) made the portfolio while companies in a somewhat similar space like THI, PBH, NWC, HLF, CSW, ADW, BPF (having generally higher yields/better 5 year dividend growth) did not. Can you explain why Loblaw?
If I follow your advice, is there a particular company in the names I mentioned that you feel would be best switched-out to acquire L?
Thank you very much,
Paul
Q: I would like to make investments as per your income portfolio. However I already have 5% holdings in BNS,ENB, L and T. Should I purchase other stocks in the same sectors or keep with your Model portfolio? If you think I should not duplicate, do you have any suitable replacements. Thanks for your great service.
Q: Good morning 5I
Glad someone asked about the model portfolio and if less than 100 thousand is worth it. With 50 thousand in my TFSA, which 10 of the twenty stocks in the model would you suggest?
As always,i value your insight.
Glad someone asked about the model portfolio and if less than 100 thousand is worth it. With 50 thousand in my TFSA, which 10 of the twenty stocks in the model would you suggest?
As always,i value your insight.
Q: Good Morning 5i Team and thanks for such a great product. I am learning a lot from member questions and your responses.
Weighting of a portfolio is very important and in your model portfolio you keep the weightings around the 5% mark. For those who might have less than $100,000 such as in a TFSA account it seems almost pointless to purchase less than a board lot as any gains, while maybe nice on a percentage basis, may not add much in terms of value when trading fees are calculated in. In a smaller account one may only have 2 or 3 stocks and this would distort the 5% weighting practice.
My question is, at what portfolio dollar level would you consider moving closer to the 5% weighting recommendation?
Weighting of a portfolio is very important and in your model portfolio you keep the weightings around the 5% mark. For those who might have less than $100,000 such as in a TFSA account it seems almost pointless to purchase less than a board lot as any gains, while maybe nice on a percentage basis, may not add much in terms of value when trading fees are calculated in. In a smaller account one may only have 2 or 3 stocks and this would distort the 5% weighting practice.
My question is, at what portfolio dollar level would you consider moving closer to the 5% weighting recommendation?
Q: Quick question on FLOT. In the model portfolio it shows acb as $55.97. RBC is giving me a quote of $50.66 for April 1.
Mike
Mike
Q: Your model portfolios are a great aid in putting together my own investment portfolios, thanks for the great work. In your income portfolio spreadsheet, can you add a column to show the dividend increases for each stock, perhaps a percent growth over the past three years? Or would you consider that to be superfluous?
Q: Hi Peter and Team,
I bought the 5 income ETFs from the 5i model income portfolio and have enough cash to buy 2 more stocks. Of the following I don't yet own, which would you consider to provide the best chances of reliable long term income?
BCE
DH
ETL
SPB
SGY
VNR
WSP
Please note I also already own all the other income stocks in the portfolio as well as Stantec and Telus if that affects your response. Otherwise I have a well-balanced portfolio.
Thank you very much. Michael
I bought the 5 income ETFs from the 5i model income portfolio and have enough cash to buy 2 more stocks. Of the following I don't yet own, which would you consider to provide the best chances of reliable long term income?
BCE
DH
ETL
SPB
SGY
VNR
WSP
Please note I also already own all the other income stocks in the portfolio as well as Stantec and Telus if that affects your response. Otherwise I have a well-balanced portfolio.
Thank you very much. Michael
Q: Can you give 1 or 2 names of also rans for the model portfolio and the income portfolio i.e. You almost decided to put them in there. Many thanks for the great service.
Q: CVD as recommended in your new Income Portfolio has almost zero trading volume making it difficult to buy. Can you recommend an alternate?
Q: Hello 5i team
With the changes in your model portfolio and the new income portfolio I have some questions regarding making changes to my portfolio.
I have owned TransCanada Pipe Line for a while, bought at $36 so I have a nice capital gain. I see you prefer Enbridge which I have avoided because of its expensive valuation. I own TRP for income and growth, I have 1000 shares, should I swap for Enbridge? TRP is in my RRIF account.
I recently bought Precision drilling but this is not in your portfolio, I was diversifying into the oil and gas services sector. Would you recommend a swap with Black Diamond Group or do you have an alternate?
Thank you David.
With the changes in your model portfolio and the new income portfolio I have some questions regarding making changes to my portfolio.
I have owned TransCanada Pipe Line for a while, bought at $36 so I have a nice capital gain. I see you prefer Enbridge which I have avoided because of its expensive valuation. I own TRP for income and growth, I have 1000 shares, should I swap for Enbridge? TRP is in my RRIF account.
I recently bought Precision drilling but this is not in your portfolio, I was diversifying into the oil and gas services sector. Would you recommend a swap with Black Diamond Group or do you have an alternate?
Thank you David.
Q: 5i Research team
Could I have your opinion on (spb) superior plus. Is its dividend safe? it looks like it may be breaking out.
Cal
Could I have your opinion on (spb) superior plus. Is its dividend safe? it looks like it may be breaking out.
Cal
Q: Thank You to 5i team for the assistance you provide,i resetting my rsp. portfolio based on your income list.For many years i kept PPL running on ours RSP and TSFA and added some TOG about 6 months ago,can ENB and SGY be replace by PPL and TOG in the same size proportion about 5% in each account i'm over 70 (yes)
Dan
Dan
Q: Great service, love the q&a forum, the tweets, the blog, and the fantastic education. I am learning every day and have done very well since joining last spring.
I am dividing this part of my financial plan into 50% Model portfolio and 50% Model income portfolio. I need to buy 4 of the Equity, SJ, BDI, CCL.B, and top up AYA, and also purchase 11 of the Income portfolio. I am just wondering how fast I should execute the purchases given, the fact that we are moving into the April, May, spring summer period now. I am not expecting a portfolio assessment. Thank you.
I am dividing this part of my financial plan into 50% Model portfolio and 50% Model income portfolio. I need to buy 4 of the Equity, SJ, BDI, CCL.B, and top up AYA, and also purchase 11 of the Income portfolio. I am just wondering how fast I should execute the purchases given, the fact that we are moving into the April, May, spring summer period now. I am not expecting a portfolio assessment. Thank you.
Q: Here's a meta-question: What are the risks involved in relying on the recommandation of 5iResearch and it's portfolio? In a sense, I'm actually asking about your bias and angle to investing. Hope you don't mind my question.
Q: Hello Peter....Is VRX (Valeant) a sell? I recently purchase it with the holding now being -10%. But I read your sector bubble reason for deleting it from the model portfolio....thanks....tom m
Q: Hi Peter,
Now that you have released the income portfolio and have included Valener and sold BEP.un and IPL to make room for this name would you suggest we sell our utilities/pipelines to buy this? For example sell TRP to buy VNR? Thank-you.
Now that you have released the income portfolio and have included Valener and sold BEP.un and IPL to make room for this name would you suggest we sell our utilities/pipelines to buy this? For example sell TRP to buy VNR? Thank-you.