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.
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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: A Money Saver Magazine had a interesting article (Richard Morrison, July August 2017) regarding that you should invest in places that you would be willing to live and places with low corruption. Denmark #1, New Zealand, Singapore,Sweden and Switzerland were among countries with the higher scores ahead of Canada #8 and the United States #18. Dividend yields are over 4% on the New Zealand and Switzerland etfs and company holding appear solid.
Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?
Are there any countries around the world that you are most bullish on and would you comfortable investing in the above etfs say 10-20% of a portfolio of a 30 something year old?
Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.
Q: I'm aware that you don't follow companies outside of Canada but I also appreciate the fact that you make a special effort to answer questions about them to the best of your ability.
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert
Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.
Q: If you were interested in buying bitcoin how would you go about it. It may have legs, who knows. Thanks, James
Q: I see wealthica is trying to assume the portfolio tracking business that Google is abandoning. I used Google, but am reluctant to go to Wealthica, as they require you turn over your investment portfolio access and password, which sounds unsafe.
Do you feel they are safe to deal with/
Do you feel they are safe to deal with/
Q: On Globeinvestor, Globe and Mail, this week end . Details of the most shorted companies. on the column : % of shares Short. is this the actual % of the total amount of shares issued?
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
Q: Can you reccomend an ETF or other instrument for short term cash (3 - 9 months).
Q: Hi Guys
What is your relationship with Set Your Stop and capital Ideas, are you just sharing promotions or are they affiliated with your company. thanks
What is your relationship with Set Your Stop and capital Ideas, are you just sharing promotions or are they affiliated with your company. thanks
Q: Not a question, just a comment regarding your new web design. Its much improved, I like it a lot. It is much easier to navigate.
Q: Can you explain to me the concept of virtual stop orders? Does RBC have this tool? Do you recommend it?
Q: Gentlemen, the next shale revolution article (Bloomberg) vs Steve St. Angelo's recent financial carnage update of U.S. shale oil production.
Can you provide some clarification?
Thank you. Gaston
Can you provide some clarification?
Thank you. Gaston
Q: I have some US$ in a savings account (haha) and would be interested in your suggestions re; money market, T bill, or other reasonably safe yield bearing investment, tia. Pat
Q: hello
Wondering where I can find out how much a company is institutionally owned or sponsored, ie not really followed by analysts. Would you favour a small ownership
if you were looking for an inconspicuous company and what would you say a small number would be?
thanks
Jeff
Thanks
jeff
Wondering where I can find out how much a company is institutionally owned or sponsored, ie not really followed by analysts. Would you favour a small ownership
if you were looking for an inconspicuous company and what would you say a small number would be?
thanks
Jeff
Thanks
jeff
Q: Hi great service and much improved web site. My question is related to growth companies. It is not that there is no growth but seems to be beating the expectation in earning reports determine the outcome of share price up or down. Do you have any suggestion of stocks that are high percentage of beating expectation. Thanks always.
Q: why do trailing stop loss orders sometimes not work and you find the stock has dropped below the price that you had set your trailing stop loss at. I appreciate your expertise. thanks
Q: For investments out side N America, particularly for Japan,Switzerland,Germany,France,Small % for U.K. What ETF would you recommend, hedged or non hedged? Thanks. Fooklin
Q: Please advise how long I have to wait to buy back a stock I have sold for tax loss purposes. Thanks
Q: I wish to realize a capital gain on a number of positions. I also plan to immediately re-purchase these same positions. From a tax standpoint, can I simply sell and then re-buy straight away (e.g. a few seconds/minutes later), or do I need to wait some period of time? Thank-you.