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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: You stated in a previous question:
"Cash, long term, acts as a portfolio drag. Generally, we like to keep cash fairly low. Personally, we are in a small (7%) margin position right now in our portfolio. "

My questions are 1. Is a margin position just a negative cash amount in a portfolio or do you have to request an amount based on the margin amounts determined by your stock positions?
2. What interest rate is charged when you borrow on margin?
3. What happens when a margin is called?
I realize these may be naïve questions. Thanks, Len
Read Answer Asked by Leonard on August 10, 2021
Q: Hi Team,
Can you comment on Acuityds Holding symbol AT in toronto and ATY Nasdaq .
Thanks as always,
Tak
Read Answer Asked by Tak on August 10, 2021
Q: Peter, my dad a died one week ago at 97 years. He did not have a pension but he and my mom always lived within their means. He began saving $5./month in 1947 and increased that every time he could afford to. It was not always easy. He ran his own business for 65 years. which he started in 1948. My parents went on 26 ocean cruises and many other trips around the world. They travelled using investment income, never touching their principle. Your article is bang on. Mike
Read Answer Asked by Michael on August 10, 2021
Q: I am a retired income investor. I bought NTR a few months ago to get some diversity in the materials sector and the dividend. Since then I am down about 6% which is normally an amber symbol for me but it seems to be recovering in the last few days. I am happy to hold it for the long term but I would like your thoughts. I understand it reports next week.
Read Answer Asked by Don on August 09, 2021
Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.
Read Answer Asked by Lois on August 09, 2021
Q: I would like to add a new position in my TFSA. Please comment on the above equities. Outlook for the next 4 years. What would be your preference.
Thank you!
Read Answer Asked by ALBERT on August 09, 2021
Q: My sister just pulled out of Questrade's Robo account to a self-directed account. She planned to buy basic 4 index ETFs in order to keep things simple (XIC for Canadian (30%), XUU for US (35%), VIU for Europe (20%), and VEE for emerging markets (15%)).

However, when the funds appeared, we found two thirds of it was in CAD and one third in USD. It seems inefficient to convert it back to CAD and buy those funds. So we're thinking of buying the US equivalent ETFs for XUU and perhaps VIU and VEE.

Can you give us the US equivalents of these funds. If you have any advice on our strategy here or the funds I've mention (eg. whether iShares or Vanguard is preferable in these areas) feel free to add your wisdom which I so much value as a member.
Read Answer Asked by Kevin on August 09, 2021
Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks
Read Answer Asked by Joanne on August 09, 2021
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