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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!
I recently (2days ago) opened new portfolio total of 121K consisting of 66K in TFSA accts. and 55K in RRSP accts.
In TFSA I have: ACQ 13.6%, CSU 13.&5, AD 13.5%, BAD 13.6%
In RRSP I have: STN 11.4%, ESL 11.4%, RRX 11.5% DHX 11.3% .

What is your opinion about my portfolio choices & would you suggest any changes to it.
I also want to increase my # of holdings to 10 or 12 names.
Please suggest to me 4 extra names to my TFSA/RRSP portfolio.

Regards Andrew B.
Read Answer Asked by Andrzej on February 18, 2014
Q: courtesy info...grand-dad can't set up a tfsa for anyone under 18

http://www.tfsa.gc.ca/
Read Answer Asked by Robert on February 13, 2014
Q: Hi Si group. Really need some good investment ideas, choices, recommendations as I am creating a new TFSA for our four grandchildren, ages 2 to 9 years. Will invest initially about $1300.00 per child. Would like those investments/equities to have potential growth, reasonably good financials, as they will be long term holds, with some dividends in the future. The sectors is not critical in our evaluation. Thank you for your fine work on previous questions. This is an great service and insigt for the investment public. Keep up the stanard you have started. Many thanks, Jim
Read Answer Asked by James on February 12, 2014
Q: What is your philosophy/approach to investments in a TFSA?
Read Answer Asked by Kirk on February 12, 2014
Q: Dear Amazing 5i Team:
If you were starting a tax free account today with $40,000, what would you buy? Thanks.
Lorraine
Read Answer Asked by Dr Lorraine on February 07, 2014
Q: Dear 5i Team:
I would appreciate your recommendations for stocks in TFSA ($30,000)....high risk/growth if fine for this senior. Great service. Lorraine
Read Answer Asked by Dr Lorraine on February 07, 2014
Q: Hi Peter!

I'm looking to create a TFSA portfolio with an emphasis on growth. Given the smaller account size I'm looking to create a portfolio of 5 or 6 names. Can you provide some suggestions.

Ian
Read Answer Asked by Ian on February 04, 2014
Q: Can you please suggest a few safe stocks that pay a monthly dividend for my TFSA thanks Roland.
Read Answer Asked by Roland on February 04, 2014
Q: Hi Guys, as you said in your market update this downturn is a sharp correction. Would you be buying at this point or do you expect it to continue for a while yet and if so when do you think it would be wise to start buying, I'm going to start a TFSA investment account. Thanks, Nick
Read Answer Asked by Nick on February 03, 2014
Q: Hello, we have cash funds to put to work in our TFSA. We already own AVO/E/Magna/CSU/AYA. Do you have one or two further recommendations, or would you suggest adding to any of the stocks already held? Thank you, Bill Y.
Read Answer Asked by Bill on February 03, 2014
Q: Hi - my TFSA of $32,000 is currently invested as following:

CDH - 50% (recently come alive again; still a believer :-)
Front Street Growth Fund - 7.68% (tough 2 years for Lamarche)
MEI - 25% (good long-term potential - liking it)
CASH - 17% (where to go?)

The goal of my TFSA is aggressive high growth. I like MCR; AVO; BYD.UN and DHX for the cash. Any comments and suggestions to potentially restructure the portfolio and deploy the cash to achieve diversified aggressive growth are appreciated. thx!
Read Answer Asked by Al on January 23, 2014
Q: Right now I have Rogers and TD Bank for my TFSA. Trying to figure out high safe paying yields of good companies. Any suggestions. Plus where can I see a list of these types of yields. Is there a website with a list of them. Thanks so much for helping me figure out my TFSA challenge.
Read Answer Asked by Barry on January 21, 2014
Q: Peter, regarding TFSA holdings, I am unhappy with the performance and looking for suggestions. This TFSA is maxed out for contributions. Total value is only $34, 932. The holdings are ax.un (26%), zwb (9%), BCE (40% ) and Rei.un (7%). The remainder, almost 18% is cash. The yields on ACB are as follows: artis..9%, zwb... 5.4%, BCE..5.9%, and Riocan is 6.9%.

I would appreciate your suggestions for restructuring this portfolio. I am looking for some solid growth.

Ruth Ann


Read Answer Asked by Ruth Ann on January 15, 2014
Q: My son, a 3rd year PHD student, has approximately $5,000 to open up a TFSA. He is planning to invest the money in 1 or 2 ETFs. Is it a good strategy? Alternatively, please recommend 1 or 2 stocks for his portfolio. Thank you.
Read Answer Asked by Rita on January 13, 2014
Q: My wife and I contributed our maximum to our TSFAs.
Any suggestions would be appreciated. We are underweight financials and REITS.
Read Answer Asked by Bob on January 10, 2014
Q: Hi Peter and 5iResearch Team,
Is there any tax issue or other negative factor which should be considered with holding US dividend paying stocks in a TFSA. Thank you. Linda
Read Answer Asked by Linda on January 09, 2014
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