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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 looking for retirement monthly cash flow to supplement retirement. Can you please recommend some etfs and dividend aristocrats. About $400,000.
thank you.
Read Answer Asked by Pradip on July 09, 2021
Q: Hello

My question and answer was:


Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. My question is: do you have to include in calculation of Total Amount any cash siting in my US account? Andrew

Answer:

If cash is held in a foreign jurisdiction (i.e. at a US bank) it needs to be included. If it is held at a Canadian company then it does not need to be reported.

I want to differently and more specifically formulate my question again:



Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. MY NEW QUESTION IS :

do you have to include in calculation of Total Amount any US dollar cash siting in my JOIN US MARGIN ACCOUNT with Canadian Broker?
Andrew



Read Answer Asked by Andrzej on July 09, 2021
Q: I'm looking for a ETF holding US stocks that will work well with ZWH.CA
This would be in a RRSP.
Read Answer Asked by Stephen on July 09, 2021
Q: Looking to start a position in a US Marijuana ETF
Can you please give me a brief overall long term
outlook and a ETF trading on US market or Canadian market.
Thanks
Read Answer Asked by Al on July 09, 2021
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
Read Answer Asked by john on July 09, 2021
Q: Could you explain to me STARLIGHT Investments and their multiple subsets. In Nov 2019, I was interested in the Continuum Reit IPO, but Starlight took over the Reit before the IPO for 1.72B, no small deed !! Where did the funds come from for such a young company, debt only? Are the many Starlight Multi-Family units Closed-end Funds? Limited PartnerShips? Do they have an « expiration » date ? Thanks.
Read Answer Asked by Denise on July 09, 2021
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