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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: Peter, I am going to provide my daughters (18 & 19) with $5,000 to start their TFSA's. The amount is not large enough to have a portfolio and I have read your answers on this type of question. However, I am thinking of a EFT for the S&P 500 rather than the Canadian index which is too focused on Financials and Energy. As their expenses will be in Canadian $, I would like your recommendations for a hedged EFT. Should I add a small position in SHOP, etc?
Read Answer Asked by stephen on February 21, 2017
Q: I am helping my sister with her work RRSP in which she has to choose which funds to invest in and just want to know if you were to increase a fund from 2.5% to 5% (Real Estate) and sell some units in another fund that is 24% (Income Growth)of her total holding would you sell 2.5% all at once or best to sell over a period of time? She has 10 years before retiring.

Thanks
Dolores
Read Answer Asked on February 17, 2017
Q: Hi i5
My wife and I are 59 years old and semiretired
Are pension income is enough to fund are day to day life , we have some investment
Income that is used for travel and any extras that come up.
In that investment we have about 25 % in bond funds (pmmo005) 20 % cash
And the balance in Canadian and American equities .
On Bnn market call many analysts are saying bonds are not the best investment in
today's market of raising interest rates . Would you recommend selling or reducing the bond portion of portfolio .
Thanks for the help
Sam
Market
Read Answer Asked by Sam on February 16, 2017
Q: Hello Peter & Team, I read in the newspaper this morning that Canada Goose will soon go public in Toronto and New York. According to the article, they have business in 34 countries, and they plan to expand their business. Will that be a good investment? Do they have debt? Do you know the exact date the stock will be available on the TSX? Regards, Gervais
Read Answer Asked by Gervais on February 16, 2017
Q: I'm not sure if this has been previously asked.I have 4 accounts with Scotia itrade. In their acct. summaries they don't have a field for current allocation percentages. I'd like to set up a similar format to your Balanced,Income and Growth portfolios reports.I assume your program is propitiatory.Are you aware of other similar programs available to avoid doing it manually?.
Read Answer Asked by Henry on February 16, 2017
Q: Hello 5i Team, I would like your views on averaging up on stocks. I was reading in your blog the article about Averaging up on a stock. Yet I hear many professional say to take some off the table when you have some winners. Why not keep your winners and avg up instead? I like to wait for a 10% gain from my last purchase price and see some momentum before I avg up. Can I get your criteria or trigger point before you avg up on stock. Is your criteria different for a blue chip such as a bank than a growth stock such as a tech company?
Thanks for your service
Read Answer Asked by pietro on February 16, 2017
Q: Hi Gang.. For a swing or position trader in a winning trade and where the stock is now rising parabolically what’s the best way to exit the trade to optimize one’s gain ? Is it scaling out or selling all at once ? If scaling out then what is the best scaling method and if selling all then what’s the best method for determining the exit point ?

Thank You
Anthony
Read Answer Asked by Anthony on February 15, 2017
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