Q: I follow the insider trader info on the TSX website and note BCE is sold almost every day by insiders. Does this raise an alarm with your researchers.
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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. In a RESP account for a 16 yr old child valued at 50k, are you comfortable moving it to model income portfolio. Current holdings CDZ,CHB,XHY,CNR,ENB,XFN (about equal weights). or any other suggestion.Thanks and keep up good work.
Q: With the plans for a major expansion do you see this as a good time to buy Loblaw?
Q: Wondering which one you prefer for growth with a 5 - 10 - 20 year time frame? Any other companies that you'd pick over these 2 given the time frame / growth profile? I am leaning towards ATD.B because of the opportunity for growth outside of Canada but Loblaws recently announced plans to open 50 new stores across the country.
As always, appreciate the input
- J
As always, appreciate the input
- J
Q: In regards to your upcoming higher risk growth portfolio what % do you recommend one could hold in their equity portfolio- 5%,!0%?
How many years is short term, medium term, long term?
Thank you
How many years is short term, medium term, long term?
Thank you
Q: Following Alan's q&a on Mar. 4, about the growth portfolio (which I have been waiting for quite sometime), I could not find it. The only 2 portfolios I have found were the Income & Model. Please guide me.
Thanks,
Morris
Thanks,
Morris
Q: Morning.I am confused (not unusual) I don't understand the strategy of another Portfolio. I have followed 5i's advice and invested in the two existing portfolios (thankyou) ... when you introduce another portfolio if I were to follow your direction, should I start trimming back on the Model Portfolio and try to come up with 100K to reinvest.From what I have read it may be riskier than the other two. Ryan/Peter could you just clarify why we are embarking on another portfolio ? what its goals are? and what account would best suit this new entity? Thanks as always.
Dumb Dumb
Dumb Dumb
Q: It sounds like the Growth Portfolio will have around 25 stocks, a few more than the other portfolios. I know diversification is needed to reduce risk, and am wondering if a large number (30?) of smaller cap names could ever provide the same risk level as a 'standard' portfolio of 20 securities. Would you ever suggest this type of strategy? Thank you for a great service!
Q: Hello, I'm trying to pick up the remainder of the company's that I don't have from the Model Portfolio. The ones I still need are: DSG, ESL, FSV, MG & SLF.
With the exception of SLF, these companies are at or near their 52 week highs; so should I wait for a bit of a pull back, before I pick them up? And what about SLF, should I wait to hear about interest rates to increase before jumping in?
I'm also a little hesitant to grab anything at this time in anticipation of your new portfolio that is soon to come out. Any firm dates for that?
I know market timing is difficult or impossible to predict, but any advice would be appreciated.
Patrick
With the exception of SLF, these companies are at or near their 52 week highs; so should I wait for a bit of a pull back, before I pick them up? And what about SLF, should I wait to hear about interest rates to increase before jumping in?
I'm also a little hesitant to grab anything at this time in anticipation of your new portfolio that is soon to come out. Any firm dates for that?
I know market timing is difficult or impossible to predict, but any advice would be appreciated.
Patrick
Q: just confirm what i am saying your upcoming growth portfolio will be released around april 1, will contain 25 stocks and will not i repeat not be equal weighted.
and my second point is a question, what is your cutoff of a companies market cap to be included or is it openended.
and lastly just a comment i think the interest from your membership is huge and i think most people will try and cherry pick it. dave
and my second point is a question, what is your cutoff of a companies market cap to be included or is it openended.
and lastly just a comment i think the interest from your membership is huge and i think most people will try and cherry pick it. dave
Q: Just a question/suggestion about your upcoming growth portfolio.
Because I already have your model portfolio, indexes and bonds, I won't be able to buy all 25 stocks when you release your portfolio in March. I can probably buy about ten stocks and then will buy the rest over time. I assume others will be in the same position. The problem them becomes which ones to pick in which order. When you publish the portfolio would you be willing to include a ranking or suggest the order they should be bought in?
Thanks,
Carla
Because I already have your model portfolio, indexes and bonds, I won't be able to buy all 25 stocks when you release your portfolio in March. I can probably buy about ten stocks and then will buy the rest over time. I assume others will be in the same position. The problem them becomes which ones to pick in which order. When you publish the portfolio would you be willing to include a ranking or suggest the order they should be bought in?
Thanks,
Carla
Q: I am thinking of building a small portfolio using only the (A) rated stocks from your monthly summary list. Wondering if that would provide enough diversification to get a decent return over the long term?
Q: Hi Team!
From the model growth portfolio which stocks are considered small cap?
Thank you and great service!
From the model growth portfolio which stocks are considered small cap?
Thank you and great service!
Q: I am about to invest based on your model equity portfolio. I noticed though that the yearly start date for it is March 31st. Are there significant changes made to the model at this time that might make it worthwhile for me to hold off a month before making my purchases?
Q: Hi.
Peter mentioned Evert Technologies in the weekend National Post. I can't find the company on 5i site. Do you cover this stock and what do you think of it as an income/dividend growth stock.
Thank you David.
Peter mentioned Evert Technologies in the weekend National Post. I can't find the company on 5i site. Do you cover this stock and what do you think of it as an income/dividend growth stock.
Thank you David.
Q: I have recently transferred all my holdings from a Financial planning company to a self directed RRSP/LIF worth about $700,000. I joined 5I to get some thoughts on how to invest $350,000 in cash. The cash came after I sold all mutual fund holdings that existed in the former plan. Should I hold in cash for now as the market seems to be volatile & over-priced, should I purchase a basket of ETF's based on your sites recommendation or should I purchase individual stocks as per 5I's recommendations. I seem to be locked in fear of doing the wrong strategy but I know holding cash is not the answer. I really appreciate your advise and enjoy reading all the questions, thanks.
Q: Hi Peter,
I am a new subscriber and one of my first objectives is to incorporate your model port into my investment port.
I need a bid of guidance from you on that.
Currently from your port I already own (before subscribing) BNS, ENB, FSV, MG, STN and SLF.
So that is 6 out of the 20. Question to you is, in what priority (order) would you purchase the other 14 positions as cash becomes available.
This will help me prioritize my purchasing.
Thanks in advance for your help.
I am a new subscriber and one of my first objectives is to incorporate your model port into my investment port.
I need a bid of guidance from you on that.
Currently from your port I already own (before subscribing) BNS, ENB, FSV, MG, STN and SLF.
So that is 6 out of the 20. Question to you is, in what priority (order) would you purchase the other 14 positions as cash becomes available.
This will help me prioritize my purchasing.
Thanks in advance for your help.
Q: Can you tell me when the revised model portfolio will be released . Will the updated portfolio carry the same number of stocks and what if any of the existing companies will be continued on the new model portfolio . MY goal is to invest $120M of RRSP's and TFSA funds in only A-B rated companies on your new portfolio. It would be helpful if you could highlight which companies would be best suited for RRSP's versus TFSA .
Thank You Rick
Thank You Rick
Q: hello,
In one of your interview on BNN I understood that you will start in march a thematic research/portfolio model based specifically on small cap companies. Would it be possible to have more details ?
Thank you
In one of your interview on BNN I understood that you will start in march a thematic research/portfolio model based specifically on small cap companies. Would it be possible to have more details ?
Thank you
Q: Good morning. I enjoy your service and appreciate the knowledge gained. I look forward to your new growth portfolio.
I was wondering if you would consider implementing a TFSA portfolio. I myself would find this to be most helpful. I understand that the strategy used would be different for different people. Possibly 3 portfolios with one for income oriented, one more balanced and a third growth orientated. My problem is finding the right mix for diversification and growth in mind. Specific TFSA advice would be most helpful since it is such a great avenue for wealth building for Canadians. Each january a new stock could be added. Just a thought.
I was wondering if you would consider implementing a TFSA portfolio. I myself would find this to be most helpful. I understand that the strategy used would be different for different people. Possibly 3 portfolios with one for income oriented, one more balanced and a third growth orientated. My problem is finding the right mix for diversification and growth in mind. Specific TFSA advice would be most helpful since it is such a great avenue for wealth building for Canadians. Each january a new stock could be added. Just a thought.