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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 own two of Innovator's Defined Outcome ETF's - PAPR and POCT - each with the 15% downside buffer. They have performed as hoped for during the period I have owned them - limiting the upside to approx. half of the index return and similarly buffering the downside by approx. 50%.
On their web-site, Innovator has an interesting article questioning the future of the traditional 60 /40 portfolio. With 10 year bonds under 1% and headed lower, they question future returns from FI and perhaps its ability to act as a ballast to a portfolio in volatile times.
They suggest for the future - 50% Equity ; 30% Defined Outcome products ; and 20 % FI. Talking their book admittedly but interesting . Your thoughts , please.
Thank-you.
Read Answer Asked by William on March 06, 2020
Q: This question was asked almost a year ago. Any changes to the list of stocks you cited?
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Q: Could you please list several divined stocks (no banks ) that might do better in a prolonged recession especially with dividend pay outs. Best first on list please.
thanks

Asked by JOSEPH on March 19, 2019
5I RESEARCH ANSWER:
BEP.UN, AQN, FTS, T, L, BCE, RCI.B, NWC, SAP
Read Answer Asked by Mary Ann on March 06, 2020
Q: Top 5 picks for a Smith Maneuver portfolio of dividend paying stocks for someone in their late 30's?
Read Answer Asked by Jamie on March 06, 2020
Q: Hi 5i, Another question about your model ETF portfolio.
This one is about VE-T and VEE-T.
They trade on the Toronto exchange, Does that make them like Canadian ETFs?
I mean, are their dividends eligible for the tax credit? Or are they fully taxed, just like US
ETFs?
Many thanks. Shan
Read Answer Asked by Shanthi on March 06, 2020
Q: On the question Mar. 5 by James about Canadian companies and US dividends, I called my broker and discussed my dividends remaining in US currency, he said that I would have to transfer the Canadian stocks to my US side of the account and then the dividends would be paid in US money and then if I wanted to sell the stock I could sell it in US money or they would move it back to the Canadian side. With the Norbert Gambit situation, I thought you could only transfer Canadian stocks that were also listed on the US side. The stock I transferred AQN (Algonquin Power) I didn't think was listed on the US side too. I have other stocks in the same situation but I don't think a lot of them are dual listed. Should I go ahead and transfer the other ones over or I am not getting the right information from the broker? Thanks Dennis
Read Answer Asked by Dennis on March 06, 2020
Q: An investing strategy question for a TFSA where growth is the primary concern, the investing horizon is 5+ years and I’m comfortable with risk. About 18 months ago, market turmoil resulted in me going all to cash in my TFSA. I have since returned to growth stocks and have learned to better weather the volitility that comes with them. Today I’m wrestling with the same capital preservation vs ride it out scenario as many investors. My question is what advice would you provide given my growth objectives. I’m considering selling CSU and GSY simply because I have nice profits, while keeping PHO because I’m down 30% and would rather not sell at a discount. Does this make sense or am I selling 2 winners and keeping a loser that might drop much further as the economy slows? Is selling PHO the better capital preservation move? BTW, I’m open to not selling anything in this market as you frequently advise the best move is sometimes no move. I guess I’m wondering what your thought process would be in scenarios such as this. Thank you for all of your guidance, at times like this it’s invaluable!
Read Answer Asked by Warren on March 06, 2020
Q: An exchange question: is it common for buy or sell orders that are not multiples of 100 to be bypassed?

I recently had a purchase order for 150 shares say at $10.01. 100 shares will filled at $10.01, the stock then dropped to $10.00, but my order was not filled. I.E. some other order was filled for $10.00. Annoying! RBC said this was a function of the exchanges.

Is there a logical explanation?

Thanks.
Read Answer Asked by Robert on March 06, 2020
Q: I know you really like BNS but with TD at a 52 weeks low, would you pick it over BNS for a long term holding. (Building a position for dividend income)

Also, can you explain me if there is an advantage to own 2 full positions of banks vs 1 of bank and 1 of SLF (knowing that its your top insurance company pick)
Read Answer Asked by Olivier on March 06, 2020
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