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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: My question is about portfolio balance. Right now I am very overweight in technology (30%) But it isn't all the same kind of technology. For example , Facebook, Shopify and Google are not the same sort of business as Avago and Texas Instruments. And they, in turn, are different from Constellation Software and Kinaxis (also different countries). These are the companies I own. So would you recommend I reduce my tech weighting, and to how much?
Read Answer Asked by John on March 20, 2017
Q: Hi,
I'm 60 years old and have $135,000 cash in my in my RRSP brokerage account that I would like to put to work. I have a defined benefit pension plan, however, I plan on drawing down on this money in approximately 5 years. Would you suggest I mirror your balanced or income portfolio? Or go with a diversified ETF portfolio? Your suggestions are greatly appreciated.

Curtis
Read Answer Asked by Curtis on March 20, 2017
Q: I am relatively new to managing my own investments and understand the importance to position sizing etc. I am 62 with of course the need for solid income portfolio in a few years. However as I review my portfolio and determine forward tactics I wonder if I am getting to heavy in sector sizing. For instance when I look at income I have 27% in financials, 20% in utilities, 14% in real estate etc.. Or for growth 8% in hi tech.

What strategic advice can you offer on sector position sizing?

Thank you


Steve

Read Answer Asked by Stephen on March 20, 2017
Q: 5i

I am 75 years old, retired and do not have any funds in my portfolio. Am looking at ZDV,ZRE,ZWH,ZPR,HPR. Looking at income and safety. How would you rate these funds for income and safety in today's environment and the environment you percieve in the next year. Any other suggestions appreciated.

Read your Q&A every morning, great info is generated through readers questions and your response.

W
Read Answer Asked by Wayne on March 17, 2017
Q: I am trying to make a spreadsheet where I collect the best stocks I can find with different metrics and ratios and rank them. When I say best I think about quality and predictability, not price. Since these stocks will be from different industries, what metrics and ratios should I use to compare them against each other? Or maybe I must ask what ratios and metrics should I NOT use to compare stocks from different industries against each other?
Read Answer Asked by LARRY on March 16, 2017
Q: I am concerned about a correction in the market (both USA and Canada) and am wondering if I should take some profit given the great run over the last 4 months and hold some cash for better buying opportunities should the correction occur later this year. Recent analysts on BNN are also calling for a defensive position with holding cash. What do you think about this strategy and what percent of a portfolio would you suggest to have in cash? Does 10 to 15% make sense? Thank you for your great service.
Deborah
Read Answer Asked by Deborah on March 16, 2017
Q: In my overall portfolio (RSP, RIF, Unregistered & TFSA) my low weighted sectors are:
2.5% in Telecom (BCE & T);
3% in Consumer Staples (WPK & ATD),
3% in energy (RRX, SPB, WCP, VET);
5% in Materials (SJ, SLW/FR, RUS);
6% in Health (GUD, SIS, ECI, CRH, CSH.un)
With the sale of RDM, I have some cash in my RSP which is mostly 'Balanced' equities. Which one or two of my underweight sectors would you consider the first place to deploy the cash in my RSP at this time? And what would your top stock selections be - of either my existing stocks, or new ones ? As always, thank you for your help.
Read Answer Asked by Alexandra on March 16, 2017
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