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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 21 years old and am planning on making a TFSA portfolio of Canaidan companies (Mostly Blue-chip dividend paying stocks, IE, Banks, Telcos etc....) to buy and hold forever. I'm also planning on adding SHOPIFY in my TFSA and placing BABA in my RRSP. I was thinking XAW in RRSP as well top get american/international exposure, Just wondering your thoughts on this and any advice would be great. Also do you think it's a good idea to invest now or wait for a market correction or just avergae in over time in all of these companies.
Read Answer Asked by Johnny on November 14, 2019
Q: I'm doing a review of my equity holdings. I note that there are 4 CDN stocks that have each made slow, but consistent gains, since purchase. Also, each pay a dividend. However, as components of my overall portfolio, they now represent less 2% (average is 1.7). (During the same period, my other equities have grown to surpass 5%). My question is whether I should increase those small weightings (all held for 5+ years with no worrisome setbacks)-- or let them go and deploy that capital to other more growth-oriented prospects. Thanks.
Read Answer Asked by RANDALL on November 14, 2019
Q: I have half positions in these stocks,purchased at lower prices, thanks to 5i.In what order would you add to increase my positions today?
Read Answer Asked by Allen on November 14, 2019
Q: On the US side, we've owned TOT, CSCO, MO and PM for some time now and they have languished. Is patience merited or should I sell these positions and replace them with other US stocks? We're retired and want to preserve capital but do like dividend income. thanks
Read Answer Asked by alex on November 14, 2019
Q: Hello 5i team, I am slowly reducing my exposure to equities for two reasons: position my portfolios ( US + CDN) for a possible recession or slowdown and also, I am 66 year old and my portfolios are 80% equities.
I have taken small positions to above bonds ETFs.. May I have your comments and also, would you recommend short/long or medium bonds and treasuries? As well, do you have other recommendations for someone my age? Thanks CR
Read Answer Asked by Carlo on November 14, 2019
Q: Portfolio Analytics suggests we increase our US and International allocation to 35% and 25% (Currently much lower in both) and also decrease our equities and increase our fixed income to achieve a 60/40% split . (Currently we are at 85/15%). Looking at XBAL as a simple way to help achieve this, using some cash and proceeds of TSGI which I plan on selling soon. Any concerns or other suggestions ?
Thanks as always.
Read Answer Asked by Alexandra on November 14, 2019
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