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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: I hold the above positions in the Information Technology sector of my US dollar portfolio that is balanced and well diversified. I am now able to add 1 or 2 Information Technology sector positions. Please provide me with your suggestions including weightings.
Also if you think that the above positions overlap one another, please let me know......Many thanks.....Tom
Read Answer Asked by Tom on July 05, 2019
Q: UBER had a good run lately. It is higher than the IPO price the first time. I am thinking of adding UBER into my investment portfolio for a mid-term investment. Do you think it is a good idea?
I am also thinking of COST, Google, TTD for a relatively stable RRSP portfolio for a very long term. Is it okay to have all three of them?
Thank you very much.
Read Answer Asked by Yiwen on July 03, 2019
Q: Hi,
I need to increase my Technology Sector. I started with full positions in CSU, which has doubled, and KXS (which is flat), and a half position in Open Text.

What would you do hear to increase my sector holding by 50%?

Thanks,
Robert
Read Answer Asked by Robert on July 03, 2019
Q: Hey,
I’m down 20% on Photon right now, it makes up just over 2% of the account it’s in and around .5% of total portfolio. I held through it’s great run up last then watched it fall lower than I started. Are you confident enough in another future run to look at the price now as a good chance to average down? Or is it too speculative and I should just hold now and be patient.
Thanks
Read Answer Asked by david on June 27, 2019
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