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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: As a follow up to a question on CLS, which stocks in the three portfolios are on your "intensive care list" for monitoring, or do you keep a close eye on all the holdings?
Read Answer Asked by Kelly on November 02, 2018
Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?

Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.

The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve
Read Answer Asked by Stephen on October 11, 2018
Q: I have been reviewing your Income Portfolio. We have decided to bring all of the assets remaining with an Investment Company over to our non-registered account. Tired of paying the high fees and realizing that the rate of return is less than what we have been achieving ourselves over the past 5 years, in part due to the advice received through all the questions and answers on various topics we are able to read each day!
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.
Read Answer Asked by diane joan on October 03, 2018
Q: Hello,
As per Morningstar’s equity style box the 5i portfolio stocks fall under following categories.
BE:- Large = 8, medium = 9 , small = 9,
value = 5, blend = 5, growth = 16
Inc:- Large = 4, Medium = 4, small = 11,
value = 9, blend =6, growth = 4
Is that the strategy you have implemented for the 5i portfolios. Are the classifications accurate in terms of value,blend and growth.

Thanks for all the good work
Read Answer Asked by Ninad on July 13, 2018
Q: Hi Peter/Ryan,

I am currently invested in various etfs under my wife and my registered accounts.
1) I would like to make BE portfolio as my core portfolio with about 20 stocks in it. Which stocks should I exclude and also please recommend 5 to 10 stocks from the Income portfolio
2) Should I split the portfolio holdings between my wife and my registered accounts to reduce the transaction costs or it is a good strategy to keep the same holdings as a separate portfolio in our accounts. We have an investment timeframe of 15+ years.

Thanks
Read Answer Asked by Ninad on July 13, 2018
Q: Good day...my question is concerning 5 G being the new evolution in wireless...which companies in your 3 portfolios would be part of this expansion and if you could rate them highest possibility to lowest possibility...also, thanks for the great education that I am receiving from being a member...Eugene
Read Answer Asked by gene on June 04, 2018
Q: Hi 5i Research,
I am in the process of copying your Balanced Equity Model Portfolio.
So far I have purchased 9 items, but before I go to far, I wonder if perhaps you have some suggestions for me how to go about it the best way ? Any tips and suggestion are appreciated. Thanks for your service and keep it up, I like it.
Read Answer Asked by Baldur on May 18, 2018
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