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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, I have a spec position in a junior miner that has done very well while we wait for them to release drill results. In your experience, is it better to sell before the results or wait it out? The first drill result was very promising. I ask this question in the context of investing in the junior market. What has been your experience in investing in junior miners? Any strategies?
Cheers
Read Answer Asked by Seamus on September 15, 2017
Q: Given all the world events and the fact we are at the end of a prolonged bull market could you give me your thoughts on a gold hedge play. I have a small position in DGC(.75%). Would you suggest adding here or selling this for another or just staying put?
Would you suggest a stock or the bullion and could you give me suggestions on both?
Thanks
Read Answer Asked by JEFF on September 11, 2017
Q: Have over 20 years until retirement. VVL has been a disappointment , seems to be holding too many stocks that underperform and has substantially low dividend yield compared to VCN/VUN.

RRSP Account
ZUH 10%
VVL 7%
ZGI 8%
COW 10%
XWD 6%
ZLU 7%
ZLB 7%
VXC 5%
ZID 2%
VUN 7%
CWW 9%
XGD 6%
XIT 8%
Cash 8%

What would be your top 5 etfs for a long term hold?
Read Answer Asked by Thomas on August 18, 2017
Q: Do I really need gold (XGD)?

I know 5i regards gold as an insurance/flight-to-safety hedge, but over ~ 10 years of investing, gold (XGD) has only lost me money. So, based on:

(a) http://money.cnn.com/2017/04/19/retirement/retirement-savings-gold/index.html and
(b) May 08, 2017 - Asked by Harry 'you can use TIPS securities under ticker TIP',

I'm considering replacing all my XGD (2.2% of portfolio; keeping RTM and ZCL in Basic Materials sector) with TIP ETF (10-year returns: TIP: +13.2%, XGD: -30%).

Would very much value you thoughts on this. Thank you.
Read Answer Asked by J Carl on August 01, 2017
Q: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks
Read Answer Asked by Jeff on July 21, 2017
Q: Good Afternoon: I am thinking of increasing my exposure to the materials sector (principally North America but am open to international) and would like to do so through an etf. I already have an approx. 7% exposure to energy (mostly Cdn.) and less than 1% each to gold and materials. Would you please recommend an etf that you believe to be a good option for me here. Thanks.
Read Answer Asked by Donald on July 12, 2017
Q: In my portfolio I am overweight in Canadian Financial (Banks) and the US tech stocks, but I have no exposure to the Materials sector (except gold.) Can you please recommend me a few materials and mining stocks (in the order or your preference) or do you suggest an ETF.
Based on the recent weakness of the sector is this the right time to get in this sector? or do you suggest that you should stay away
Read Answer Asked by Jacob on June 16, 2017
Q: My average annual return based on 5i guidance is 13.3% over 8 years. Can't argue with that. Thank you.

Question: XWD, for example, is a global ETF which invests in 5000 companies around the planet, which has returned a very steady (almost a straight line) 13.09% since inception.

So why not sell my 40 stocks and simply buy a combination of:
- XWD (growth)
- CBO (fixed income + security)
- XGD (security)
and call it a day? This would have returned say 11% - 12%.
Pretty close...

Maybe this should be addressed on your ETF site, but I thought it was worth asking here.

As usual, thank you for your sound advice.
Read Answer Asked by J Carl on May 01, 2017
Q: Hi, i'am down on win 40%, and do not have anything in the gold sector. Not a gold bug.
My question is, should I get rid of win, "it seems to be doing ok?",and put in OTC, or would you put the proceeds into XGD,or something else?Win and Syz are my only tech stock at 3%
Thanks,Brad




Read Answer Asked by Brad on March 09, 2017
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.

Thank you!
Read Answer Asked by Wendy on January 23, 2017
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