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Investment Q&A

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Q: I read with interest a recent answer that split the 5iR balance portfolio into 3 ‘buckets”. My wife has a RRSP and a regular account….and both of these “buckets” hold 5iR income portfolio positions...and will be adding to it. From risk and diversification reasons, I would be interested in your take on what a two way split of the 5iR income portfolio would be…….Thanks…….Tom
Read Answer Asked by Tom on January 23, 2017
Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

Read Answer Asked by Alexandra on January 10, 2017
Q: Hi 5i Team,

My question is regarding the Balanced Equity and Income Portfolio. In light of the recent US election outcome, are you planning on making any significant changes to these portfolios in the near future? Would the election results cause any shift in company weightings to take advantage of sector strengths?

Thank you.
Francesco

Read Answer Asked by Francesco on November 11, 2016
Q: In your Portfolio Update this morning you said "Rationale - With a US rate increase looking likely in December and a nice run in the US dollar thus far, we think it is time to repatriate the cash and and hold a bit of extra cash to allow us to take advantage of any new opportunities that may occur with a rate increase. Now that the rate of future rate increases has slowed, we think we can move funds into an area that may pay a bit better yield while continuing to provide stability."

Does that mean bring US cash back to Canada or send CDN $ to US?

Thank You
Craig
Read Answer Asked by Craig on November 01, 2016
Q: If you were asked to create a Canadian dividend Aristocrat ETF what holdings would you include? Would you equal weight the holdings? Would you diversify it across sectors? How would you base your selections against payout ratios or higher dividend payers? How often would you review the selections and how many names would you hold. Why might you want to do this type of ETF over another example such as growth, small cap index, value , GARP, etc.? Also please compare your Model portfolio to such an ETF. What makes the model portfolio different from this approach? Sorry for the longer question. To sum it up I am hoping to get a feeling of your strategies from the answer. Thank You Jeremy
Read Answer Asked by Jeremy on October 03, 2016
Q: On the fixed income side of a portfolio 5i has included both conv. debs. and prefs. Do you see them as having a similar risk profile? With new money would you choose CVD or CPD? and why? I am having a hard time finding CDs that are worth the risk, yet the rate reset pref. market seems like a "bargin" assuming rates go up in the next 5,10,15 years.
Read Answer Asked by Ronald on July 21, 2016
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