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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: Time to rebalance my portfolio. BCE has increased to almost 7% of my portfolio (4% in RRSP and 3% in Investment accounts). Is this too overweight and should I trim back? Which account, or both, and by how much? Can you suggest another communications/telecom stock to redeploy the funds? I also own Verizon at about a 1% of portfolio holding.

I am primarily a conservative investor, a few years from retirement, with a tilt to growing dividends.

Many thanks!
Read Answer Asked by Brenda on August 06, 2019
Q: Hi 5i,
I am looking for your advice on what to buy for a new TFSA (full $63,500 deposit) at this time. The funds in this account will be required in the next 3 to 5 years. Income and growth are the objectives, within the requirement to preserve capital. Would you allocate your recommendations equally or ? Thanks!
Read Answer Asked by Heather on August 06, 2019
Q: I would appreciate your recommendations for the most tax-efficient ETF's for US equities in non-registered , RSP & TFSA accounts .
Thank you.
Read Answer Asked by David on August 02, 2019
Q: I bought these ETF's a couple of years ago for diversification purposes. They have not performed well and I am wondering if I should keep them or move on and forget about diversifying outside of North America. I do not like exchange risk.
Read Answer Asked by stephen on August 02, 2019
Q: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario
Read Answer Asked by Mario on August 02, 2019
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