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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 5i Team,

I am looking to do some portfolio rebalancing. I am currently overweight in the following sectors and, therefore, I am looking to reduce my exposure. Which one stock from each sector would you recommend selling. Note that I am 32 years of age and have a medium to high risk profile.

Consumer discretionary: BYD, ATD, CCL, NFI, MG, TOY
Technology: CSU, SHOP, ENGH, KXS, OTEX, SYZ

Thanks in advance!

Regards,

Jon
Read Answer Asked by Jonathan on February 14, 2017
Q: I am looking for your top 10 picks from all the 70 companies that you currently hold in your 3 current portfolios. Growth. Income and Balanced Portfolios. Using todays prices which 10 companies out of 70 in your 3 portfolios would you suggest for immediate purchase ?. I have funds to invest today for a 2 year hold. Thanks a lot & best wishes. I really do appreciate your investment ideas. Bob
Read Answer Asked by bob on February 13, 2017
Q: Regarding Bill's RRSP transfer to Questrade from a brokerage, the main issue of selling the investments to reinvest the funds is the tax implication. The sold RRSPs would be taxed, likely at 25%, and depending upon his RRSP contribution limit, he might not be able to reinvest the net sum. The RRSP amount would be included in his taxable income for the year of withdrawal and if large enough would "bump" him into a higher tax bracket. He would pay tax on the withdrawal at his marginal rate.

As you suggested, the transfer in kind is the only way to make this transfer without incurring any tax.
Read Answer Asked by Michael on February 13, 2017
Q: I have only 1.5% of my portfolio in WCP and are looking at equal weightings of RRX, TOG and HWO so I can have the same weighting in the energy sector or the balanced portfolio which I have replicated and have full weightings on all of the other sector in that portfolio. Does this seem like a good idea as I think that diversification in a sector is good...cheers
Read Answer Asked by gene on February 10, 2017
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