Investment Q&A

Q: What would be your 3 top picks right now from your income portfolio and why? Thanks

Q: Good Morning
In my portfolio review AUG/16 you suggested the following for my fixed income portion (50%) of my rrif- xhy 5.6%, Clf 5.7%, MDL 240 14.1%, XSH 12.3%, ZAG 12.1%. Reading the last mutual fund/etf update I am wondering whether you would make any suggestions as steady interest rate rise seems more of a certainty than at that time. A conservative income oriented portfolio.
Tom

Q: My spouse has an RRSP that models the 5iR income portfolio. She also has a balanced portfolio like the 5iR one and it is twice the size of RRSP which she will be drawing on in about 4 years. The current RRSP positions do not require to be rebalanced. She would like to add positions to the RRSP, even if it means somewhat overweight certain positions. What are the 5 income portfolio equities that she should consider at this time?

Q: Wondering when you will do a New years review on the different portfolios, I have alot of cash ready but waiting to see what your top picks will be for 2018 either by sector or portfolio

Q: Hi, I currently hold all companies in your income portfolio (except I sold Cineplex a while back) and would ideally like to go down to holding approximately 30 companies in total from the 50+ I currently hold. Going forward I would like to continue following the income portfolio but would like to add about 10 from your balanced portfolio. Which 10 from the balanced portfolio do you feel would most complement the ones from the income portfolio? In other words what are your favourite 10 from the balanced portfolio. Thanks, Mario.

Q: Can you please tell me what the dividend growth rate is for the income portfolio?

Q: On Dec 4 an interesting question was asked by Neil regarding your favourite two choices for each sector. It is interesting to me because I am always, if not trying, at least thinking about reducing the number of our holdings. I was a little surprised by some of the names you mentionned in there, however. it seemed some were quite risky. Would I be right in understanding that this recommendation would be appropriate for, say a person of 40, and not so appropriate for someone of 70? If this is right, could you give a recommendation for the older person? What would a 25 stock portfolio look like, if you were putting it together for an older person, for example?
many thanks for your excellent service as always

Q: You are still holding XHY in the Income Portfolio. With credit spreads near record lows and the Fed forecast for three rate hikes over the next year are you looking at a higher quality and shorter duration alternative, and if so, what choices are you considering for both $CDN and $US holdings?

Q: Regarding the asset allocation of the income portfolio, what does N/A at 7.86% represent? In addition, generally speaking, where have you included CPD,CVD and XHY? If I excluded CPD, CVD and XHY and recalculated the remaining sector %'s, would the adjusted asset allocation work by substituting larger companies for some of the smaller cap names to decrease the volatility? Thanks

Q: Hi,

Saw that you listed your top 5 growth stock to a subscriber.

What would be your top 5 (in order if possible) in each of the Balanced and the Income Portfolios.

Thanks.

Q: In a previous question, you thought that most of the uninvested cash in the Income Portfolio would be deployed by the end of September. Just wondering what your latest timeframe would be? I'm sitting on a little bit of investable cash, but am willing to wait for the right opportunity.

Thanks...Steve

Q: If I would try to copy your INCOME PORTFOLIO today, which stocks etc. would you leave out?
Thanks for your reply,
Baldur

Q: Good day I have a complete balanced portfolio exposure and hold ABT, BCE,ECI,FSZ,KWH.UN,SPB AND VNR from your income portfolio I have enough room in an outside acct for two new income stocks what would your advise on two to add to my portfolio ...cheers...gene

Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks

Q: There is 9.86% cash in the Income Portfolio. I know you are a big believer in not having large amounts of cash sitting idle. When do you expect to put this cash to work? Thanks for the great work! Steve

Q: Where can I find past model portfolio updates? I am a new member and would like to review the historical trades in the portfolios along with a brief description but I can't find anywhere that has past trades unless I open up every monthly report.

Q: The 5iR income portfolio has a 9.47% cash position. And in my income portfolio, cash is about 4.5% and my portfolio has 21 positions. Now I am wondering how I go about investing the available cash. This cash is the accumulation of income which is not need in the foreseeable future as the income portfolio is segment to the balanced portfolio. My intent is to reinvest this income back into the income portfolio. I could add another position but that would be adding to the overall positions which is already above 21....so I prefer not to do that. The other option is to invest in the existing positions. These positions are well balanced, aka no rebalancing required, other than a 20 decline in EIF-T. With your cash position being double mine, what are you expecting to do after July 12th? Or should I just "keep the powder dry" at this time in a savings account?......What I am really wondering is - What approach should be taken?.....Thanks....Tom

Q: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You

Q: Hi Peter and team, this is about the Income portfolio of June 30, 2017. I have noticed that you haven't sold ZRE and haven't added a new 4% position in CSH.UN as per the infos in the New reports and updates from 5i Research of last week. Always in the context of the Income portfolio, I have noticed that you have a total allocation of 9.5% for the Industrials, Basic Materials, Healthcare, and Consumer Cyclicals combined. I know you are a strong advocate of sectors diversification, is 9.5% too litle for these four sectors combined? Would that be different if you had US stocks in the portfolio? Best regards, Gervais

Q: We are still sitting with 20% cash waiting to deploy on downturn. Would like to enter market soon in your income portfolio and increase a 1.5% holding in IGM or other tech etf. Would now be a good time begin on the income portfolio and which tech etf would you favor. Thanks for your great service.