Q: It is impressive that you have held some of the original stocks in the balanced portfolio. I was wondering if you would consider adding a column showing the purchase date. All the best and see you on September 16th at the World Money Show.
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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: Gentlemen
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne
Q: Hi there,
Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?
Thanks!
Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?
Thanks!
Q: I have about $60,000 to invest in your balanced portfolio. Invest now or wait until after the US election? Do I buy at equal weight for each company or at the percentage you now have?
Thank you
Jean
Thank you
Jean
Q: I want to increase my equity allocation ; it is still correct to simply buy your whole balanced equity portfolio (5 % each names) ?
Q: I am having trouble with your math.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.
Q: Hi there,
I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?
Thanks!
I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?
Thanks!
Q: Thanks for the good service you have helped my portfolio and my investing greatly...if one was to invest in the balanced 5i and the growth with no fixed income what percentage would you recommend be allocated to each for an aggressive investor ... also, what percentage would you recommend for a conservative investor...
Q: Hello Peter and teams,
Have you added positions to the growth protfolio from that cash? I can't seem to find it on your website if you did. Thanks,
Wes
Have you added positions to the growth protfolio from that cash? I can't seem to find it on your website if you did. Thanks,
Wes
Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:
For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B
Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.
Thanks,
Kuldip
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:
For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B
Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.
Thanks,
Kuldip