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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: Which would you choose, or would you have a bit of both
XRE or VRE?
VFV or XUS?
Thank you
Read Answer Asked by Michael on May 14, 2019
Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Read Answer Asked by Jerry on May 14, 2019
Q: Peter and those surrounding - as someone with 25% cash due to recent trimming I'm wondering 1. whether you believe the downside is close to bottom or not 2. whether you would wait for further clarity before redeploying 3. whether you would redeploy the growth names on my buy list first (down more) or stay conservative with more stable lower valuation equities being re-purchased first and 4. any general remarks you might offer at this rather confusing moment in the markets. Thanks as always - Ken
Read Answer Asked by Ken on May 14, 2019
Q: I'm looking at adding these for a recession/defensive type of portfolio.
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....
Read Answer Asked by adam on May 14, 2019