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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: I am new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .
Read Answer Asked by Lawrence on January 02, 2019
Q: I am in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!
Read Answer Asked by Dale on January 02, 2019
Q: It feels like the end of 2018 was simply a perfect storm of conditions suited to create an impressive (and painful) but not overly unusual pull back on the TSX. Yet there is talk of recession and looming bear markets (I suppose there always is).

What's your take on this? Would you be buying the many apparent opportunities (like mx, cnr, ctc.a) or would you be cautious still?
Read Answer Asked by Gordon on January 02, 2019
Q: there was an interesting fast money halftime on cnbc today which i watch daily, mike wilson chief equity strategist was on and he was the only analyst period of all of them out there he predicted this correction back in january and he said now is not the time to be selling, we are bottoming but this process could take 3-4 months not weeks because of the damage done,furthermore he likes energy and banks and then they had a segment with lee cooperman and a guy from the sec talking about quants algorithms and computors causing this extreme volatility, and some feel until the vix hits at least 30 maybe even 40 this is not over, and there is tons of value in the market now but you still have to pick your spots slowly.i think you agree with some of this, just wondering your opinion which i value because lets be honest we all missed the severity of this. i think this is as bad as 2008. and everyone was in complete agreement that jerome powell was and is an idiot who cannot communicate properly. and how much is etf selling which causes the underlying stocks to be sold sonething we never had to contend with in 2008 or not as much. dave
Read Answer Asked by david on December 21, 2018
Q: Continuation of my previous question.

After reading your response my understanding is that 5i portfolios will not build the cash position higher for any major downside risks that the market may have in next few years. What about any new money available for investing Do we hold on to buying any stocks in this kind of unpredictable volatile markets until a clear bottom or direction is indicated by the markets ? MLP are not a good option for canadians because of tax implications. What is your opinion about US CEF (closed end funds) and do they have similar tax impact like MLPs ?

Thanks
Ninad
Read Answer Asked by Ninad on December 20, 2018
Q: To confirm my numbers/thinking around tax loss selling could you please confirm if the following is accurate: If I have a capital loss of $5000 and my marginal tax rate is 40%, I can now or in the future use that to offset a capital gain of $5000. 50% of this capital gain is taxable, so I am in essence saving $1000 spendable cash for myself (40% of $2500). Thanks!
Read Answer Asked by Andrew on December 20, 2018
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