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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: Hi team, looking for some advice for a small LIRA account 40k, that won't be touched for the next 15 years. I would like to grow this as much as possible at a medium risk level with maybe a small position in higher risk, thinking maybe Square? Canadian or US companies, doesn't matter. Current holdings are FID 669 which is going no where but down and EFA. I'm thinking to keep the EFA and sell FID to reinvest in growth.
Thanks for your advice
Read Answer Asked by Nancy on September 20, 2017
Q: If you had two or three hundred thousand dollars (not in an RRSP or TFSA), and you wanted to grow it aggressively for a period of about three to five years, how would you invest it, and what kind of a return would you expect? Would your answer be different if it was only fifty thousand? Assume that I don't need any income from the investment, that I have maximal tolerance for risk, and that I've already tried tulips but I was 380 years too late. Thanks.
Read Answer Asked by Brian on September 20, 2017
Q: I am retired, age 65 and I am constructing a portfolio for dividend income which my aim is to have monthly dividend income for cycles 1,2 and 3 for dividend payments. This will be my main portfolio for income.Here is the portfolio I have put together for a unregistered account :
cycle 1: BNS,BCE,SU,TD,GSY,TRP,T
cycle 2: BMO,EMA,RY
cycle 3: FTS,ENB,MFC,SLF,TRI,SLF,NFI,CU-T,AQN,ATD.B,CCL.B
I would appreciate your opinion on this portfolio.Also, I'm sitting in cash in my TFSA and I am looking to possibly put some of these stocks in that account and would appreciate your recommendation on that as well.
Read Answer Asked by Jennifer on September 20, 2017
Q: Hi Peter,

I have been following your model portfolio and have greatly benefited from it. Thanks so much for your great recommendations.

I would like to ask for your advice on some non-tech US stocks. The stocks are:

- Abbot (ABT)
- Buffalo Wild Wings (BWLD)
- Celgene (CELG)
- Chipotle Mexican Grill (CMG)
- Echo Global Logistics (ECHO)
- McCormick & Co (MKC)
- Restaurant Brand (QSR)
- Starbucks (SBUX)
- Yum Brand China (YUMC)
- Yum Brand (YUM)

Would you also be able to suggest some other US non-tech stock alternatives, as well as some small caps?

My investment time horizon is 15-20 years.

Your opinion is greatly appreciated. Thank you!
Read Answer Asked by Lai Kuen on September 19, 2017
Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
Read Answer Asked by joseph on September 19, 2017
Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 18, 2017
Q: My first year of my 5 year GIC ladder is due.I have $20,000 /year in GIC's most at 2.75%.Oaken is still maintaining the renewal 5 yr. GIC rate at 2.75% I have a good pension, cash in the bank and debt free. I am 71 with a balanced value /income portfolio.
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley
Read Answer Asked by STANLEY on September 18, 2017
Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George
Read Answer Asked by George on September 18, 2017
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