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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: Is it worth getting rid of all these mutual funds? . Are they as bad as they look? Account is for a early 60s couple nearing retirement

Do you have any mutual funds or etf recommendations for replacing these? Maybe just keep Mawer balanced fund

Thanks


MAW 104 .
.Mawer Balanced Fund Class A
.

Fidelity Monthly Income
Class Series B .
FID 416


Fidelity Canadian Large cap  Fund  
FID 231  

Fidelity Monthly Income.  
FID 269


Invesco Select Canadian Equity Fund.
.AIM #1581.


CIBC Balanced Fund . Cib 901

Ci Signature High Income Fund.
Cig 14014

Sentry Conservative Balanced Income
Nce 534

Templeton International Stock Fund.
TML 705.

RBC Select Balanced Portfolio Series
RBF 460
Read Answer Asked by Thomas on January 09, 2018
Q: At present my TFSA is composed of MAW120/MAW150 at a 60/40 split.
I can keep this and add 1 stock this year. If that is the case which growth stock would you recommend?
Or should I sell and buy a 5 growth stock portfolio? What 5 stocks would you recommend?
The reason for the MAW funds in the first place was to increase my international exposure since I was mostly in canadian funds overall. I have now rebalanced my portfolios and have my international exposure needs met elsewhere.
As always your help is greatly appreciated.
Read Answer Asked by Anna on January 05, 2018
Q: In the absence of fraud, if a company is trading under tangible book value and it goes bankrupt should the common equity holder get the tangible book value of his/her shares? I say this because I have been in this position before and got nothing with no explanation provided by my broker. As it was a small position and I am not a big player with armies of lawyers I couldn't take it further.
Read Answer Asked by Andrew on January 04, 2018
Q: This company was recommended by Eddy Elfenbein a few years ago as part of his Buy List. He dropped it this year because he felt that it had become too expensive. I am a buy and hold investor and know that your strategy is to hang on to winners (as long as nothing changes within the company) while maintaining a balanced portfolio.
My question is, is there a time to sell a winner even if nothing has seemingly changed in the company? HEI has grown for several years, had 2 partial stock splits and raised its dividend in the past year, its CEO was executive of the year and it is in an industry (aerospace and electronics) that would seem to still be growing. Other than its debt level increasing somewhat I see little wrong here., although I am not a strong analytical type. While I don't expect 30% plus growth annually, it would seem to still have some oomph left in it. Or has it possibly run its course?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 04, 2018
Q: I have two young kids with RESPs (5 and 10). I have asked a few questions regarding etfs mostly because available resource in the accounts was small. That said, one is worth about 28K (AVO, DSG, DHX, ENB, HR.UN, KBL, MUX, STN, TSGI), the other, a series of etfs worth 12k (XIC, XIN, VUN). Both accounts have 3-5k in cash, what would you do at this point? I understand this borders on portfolio review, but in terms of sector allocation etc, I would appreciate any advice. With 38K in play, the review is not yet a wise investment. As an aside, an RESP model portfolio would be immensely useful to I am sure many subscribers in a similar spot as I find myself, with small but growing portfolios built over time matched with gvt subsidies. Anyway, thanks for all you do, and a very Happy New Year to you all. I look forward to your thoughts.

Thanks,

Eric
Read Answer Asked by Erichsen on January 04, 2018
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