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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'm meeting with my broker tomorrow. My results were over 20% last year. 2019 TSX return was 19%.
I'm still working full time so I find it difficult to manage my portfolio on my own.
I check all of his recommendations on 5i.
Mostly conservative dividend paying stocks. Buying on dips and trimming on rises.
Overall, I'm finding it hard to complain about what he's doing
What should I ask him when we meet tomorrow?
Read Answer Asked by Vern on February 20, 2020
Q: I was wondering what US stocks will do well in the short term.
-Jay
Read Answer Asked by jay on February 20, 2020
Q: I have about 45000 to invest and am considering setting up my own little Gold Etf ,perhaps of junior miners. This is for a Tax Free account. Does this sound like a reasonable plan and if so which companies would you recommend. I would prefer safe jurisdictions.
Read Answer Asked by John on February 20, 2020
Q: Kirkland Lake's quarter looks pretty solid to me and they are raising the dividend and buying back shares and their production guidance looks decent. Any thoughts on why the stock is getting hammered down 5.3% on this news today? Is this a short trying to drive it down on a quarter release or am I misreading the quarter?
Read Answer Asked by Marc on February 20, 2020
Q: Telus is having a solid pull back today - I believe on news of it's capital raise at $52. I've been a long time holder of the stock but had to sell to assist with a house transaction. I enjoy it's capital appreciation and consistent dividend growth. Is now a good time to re-enter given that I mostly mimic the BE Portfolio and currently have no telecom exposure?

Thanks!
Read Answer Asked by Marc on February 20, 2020
Q: Hi,
Can you explain the difference in performance over 10 years between those two ETFs? I am showing a difference of almost double between the two over eight years. The portfolio seems to share similar stocks. Could it be the currency hedging? Please explain
Thank you for the great service
Read Answer Asked by Jean on February 20, 2020
Q: I have my registered accounts with a broker RRSP and TFSA. They have suggested Manulife Global Balanced Fund, managed by Mawer. Please give me your opinion on this fund. I am not sure that is what I want, but would like your opinion. Could you suggest something better for both a RRSP and TFSA.
Thank you so much, Shirley
Read Answer Asked by Shirley on February 20, 2020
Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
Read Answer Asked by Betty on February 20, 2020
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