Q: Just want to confirm there is no capital gain tax for US stocks in TFSA?
Thank you!
Thank you!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you clarify one of your comment?
In inflationary times Canadian markets outperform
the USA market ! Why
In inflationary times Canadian markets outperform
the USA market ! Why
Q: Both of us retired in our mid 80s, the market has been good for us, so far. We are looking for investment that will preserve our capital, and give us some income, perhaps little capital growth or the least amount of damage in case of interest rate increases. Would segregated founds or JICs, be the right area to look to?
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington
Q: Peter & co., greetings,
Respected studies show that most investors, pros included, cannot beat a broad market index. Adjusted for inflation, the Toronto Stock Exchange composite index lost money over the last decade while the S&P500 composite index more than doubled.
Why would future returns be much different? Wouldn't investors be better off holding the S&P500 index via say, VOO or SPY or QQQ and sitting in their rocking chairs?
And more questions - what can I do when I run out of my 24 questions? Are you considering a way of allowing subscribers to ask more than 24 questions (for a fee, of course)?
Thank you for your good work.
Milan
Respected studies show that most investors, pros included, cannot beat a broad market index. Adjusted for inflation, the Toronto Stock Exchange composite index lost money over the last decade while the S&P500 composite index more than doubled.
Why would future returns be much different? Wouldn't investors be better off holding the S&P500 index via say, VOO or SPY or QQQ and sitting in their rocking chairs?
And more questions - what can I do when I run out of my 24 questions? Are you considering a way of allowing subscribers to ask more than 24 questions (for a fee, of course)?
Thank you for your good work.
Milan
Q: Q. I am interested in environmental orientated stocks, specifically water treatment / filtration. Can you please give me your opinion on Veolia Environment (VEOEY) and Consolidated Water (CWCO) stocks for long term holds. Also, if you could provide any other stocks you would recommend in this field, it would be greatly appreciated.
Q: Hi Peter,
If one were renewing their mortgage, based on your outlook would it best to enter a variable or fixed rate mortgage at this time and would a longer term (i.e. 5 yers) be preferred over a shorter term (i.e. 3 years). Appreciate any thought you may have. Thanks as always.
If one were renewing their mortgage, based on your outlook would it best to enter a variable or fixed rate mortgage at this time and would a longer term (i.e. 5 yers) be preferred over a shorter term (i.e. 3 years). Appreciate any thought you may have. Thanks as always.
Q: with block chain technologies becoming more prevalent, can you please advise how to invest in this sector for long term holder, maybe provide four or five companies/industry leaders that are your top picks? many thanks for your services..
Q: There is a book out by RAY DALIO -PRINCIPLES LIFE & WORK. He run's the largest hedge fund in the world, a wonderful read, look it up on amazon.
Q: As it is tax-loss-selling season, what are two or three of your favourite candidates in this space (that could have a bounce back in the new year)? Cheers.
Q: if NAFTA is torn up which stocks in the Balanced Portfolio would be most affected?
Q: If the Trump tax plan goes through on corporate taxes, this would be a real plus for canadian companies that do a large part of there business in the USA, am i right on this, and what large companies of our's would really benefit?
Thank you
Thank you
Q: Hi 5i Team,
Love your answers, but somewhat frustrating as I cannot do the Canadian thing and thank you after.
I was pondering this earlier this morning, and thought a social media thing like a thumbs up (or down) by the person who raised the question would be nice to have. BTW - all your answers to date would be thumbs up. OR, maybe a 1 to 5 rating (BTW2 - they would be all 5 to date). (but just for the person who raised the question).
Just some possibilities for you to reflect on.
Jim,
Love your answers, but somewhat frustrating as I cannot do the Canadian thing and thank you after.
I was pondering this earlier this morning, and thought a social media thing like a thumbs up (or down) by the person who raised the question would be nice to have. BTW - all your answers to date would be thumbs up. OR, maybe a 1 to 5 rating (BTW2 - they would be all 5 to date). (but just for the person who raised the question).
Just some possibilities for you to reflect on.
Jim,
Q: Hello Peter & Team,
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
Q: 1. While navigating the Questions on the new website, is there a way to quickly search for questions for a particular date. I believe this was possible prior to the changes. This would help those of us who do not regularly read the questions on a daily basis. The only way I can do it now seems to be by keeping on clicking on the few pages at the bottom until the dates of the questions changes from for example today's date to yesterday's date and so on.
2. I was unable to find older Q & A from the time of your inception on many stocks. Have you deleted those older Q & A?
Thanks. Frank.
2. I was unable to find older Q & A from the time of your inception on many stocks. Have you deleted those older Q & A?
Thanks. Frank.
Q: Hi 5i: Thanks for providing the sector percentages. One thing still puzzles me, namely the breakdown of the consumer space into (1) discretionary vs staples or (2) cyclical versus non-cyclical. From my reading it appears that discretionary and cyclical are synonyms, as are non-cyclical and staples. Is this correct? Also, could you tell me which sector Amazon, Priceline and Facebook belong to? Many thanks.
Q: Im looking to add an etf for foreign diversification in my rrsp portfolio. Long time horizon. I just want to "set it and forget it" for this particular etf. I already hold VEE in a half weighting. Looking for low MER and broad diversification across different countries. Any thoughts? Thanks again.
Q: Can you tell me why ex-div, takes an index down a few points
Q: Could you refresh us with what metrics to use when looking at a companies debt to equity ratio?
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Q: I'm not a fan of mutual funds and dislike seg funds Evan more. However I have a friend that wants to invest in seg funds and doesn't mind paying the extra frees. He's dealing with a rep from WFG and they recommend this fund. Why are your thoughts on it? What in your option would be the top three seg funds for appreciation?
Q: Hi 5i: I've been reviewing my sector weightings and I'm clearly over-weight in one or two. Could you please post your recommended weights for a balanced equity portfolio? I've now added real estate as a separate sector. Many thanks for your always sage advice.