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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 am planning to own all stocks in growth, income and model portfolio excluding ETF.
I would allocated Growth = 1%, Income = 1.75% and Model = 2.25%
Do you think this is the good strategy and it will work going forward?
Total stocks = 59.

I set up dummy portfolio since Nov 2016 and it has the gain of 11%.

Currently, I own all stocks in Model portfolio with 3% waiting and it has gain 6%

My portfolio is over 500K

Thanks for the great service.
Read Answer Asked by Hector on April 11, 2017
Q: In the last few months I have been rebuilding my "taxable" portfolio modeled on your balanced portfolio with the addition of some growth names. I am happy with my overall balance of equities and am now going to change my TFSA from an ETF to stocks. What are your top five picks from your balanced portfolio at this time. Similarly the top five picks from your growth portfolio. I realize you often hate questions like this but I do find your answers interesting. Thanks you for your excellent service!
Read Answer Asked by Paul on April 03, 2017
Q: Hello!

I am mirroring your model portfolios and I currently have 50% of my holdings invested in Balanced, 25% Income and 10% Growth. I also have 10% of my portfolio equally split between VEF and VSP.

I have the opportunity to increase my holdings by about 30% and I'd appreciate your help in deploying those additional dollars.

Should I allocate across the board based on the same percentages? Should I up my percentage in VEF/VSP? Or is there something other investment(s) you would recommend?

I foresee a 6-8 year horizon before needing to draw down on any of these investments.

Thank you for all that you do. I really appreciate all your effort.

Best regards
M
Read Answer Asked by Michael on January 30, 2017
Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?
Read Answer Asked by Ken on January 24, 2017
Q: Signed up tonight after watching BNN. I have reviewed your website and have a question in how to translate this into a successful strategy.

I've gone over your portfolio's and have decided Growth is the profile I will follow.
My TSFA is nearly maxed out and currently all CASH.

Your Dec 31st Growth Model Update shows approx 25 companies with different allocations. Half of these show an NR (Which I assume is New Rating - Initiation)

Would you advise investing primarily in the NR's as a place to start this portfolio and over the coming years sell and buy as suggested? Or would you advise in investing in only those stocks with a grade higher than B+?

Thank you.

Read Answer Asked by Geoff on January 20, 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: when buying stocks you recommend depending on the stock up to a 5% weight based on total portfolio. My question is that since you are limited to how much you can put into a TFSA that a 3-5% of the total may be up to 30- 40% of the TFSA account,you could do very well or lose quite a bit in your TFSA depending on how the stock does.So should there a percentage difference when investing inside the TFSA especially if investing in some growth names that you have provided.
Read Answer Asked on May 02, 2016
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