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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: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?
Read Answer Asked by Steven on June 02, 2020
Q: In your reply to Richard this morning you stated: "We might sub IIP for CAR to add more residential over retail exposure". Aren't both of these REITs "residential"?
Read Answer Asked by Dennis on June 02, 2020
Q: I'm looking to add some REITs to my portfolio. Could you comment on the following REITs? Would you suggest holding all 4 as they have different holdings? If not, could you provide a ranking of your selections?
Read Answer Asked by Richard on June 02, 2020
Q: Hello 5i, Currently managing a cash/dividend investment account for 90 year old mother. Dividends and capital gains from this account are used to supplement OAS, CPP and RIF income. Also trying to manage overall personal income for her so as not to exceed OAS clawback net income of $79,054 for 2020. Question - can I use a net capital loss in the year against taxable capital gains to ensure I stay below the 2020 clawback amount ? Many thanks, Steve
Read Answer Asked by Stephen on June 02, 2020
Q: Is the delisting of Chinese companies on US stock exchanges a real possibility or more noise. How might Alibaba be impacted. Should investors sell and watch or ride it out. The senate bill would require that foreign companies let the Public Companies Accounting Oversight Board oversee the auditing of their financial records. Does Alibaba currently use American accounting methods - GAAP?

Read Answer Asked by Thomas on June 02, 2020
Q: Hi Gentleman,
I'm looking to simplify my portfolio on both the Canadian and US side.
Looking for your suggestions on your top 1-4 ETF's that trade on the TSX that would provide diversification by sector and globally as well as a dividend that would be safe? The same question for your top 1-4 ETF's on the US side. Long term holds 10-15 years. portfolio size is $500,000.
Thanks,
SF
Read Answer Asked by Steve on June 02, 2020
Q: Hello 5i,
Could I have you assessment of this US company please?
Thank you
Dave
Read Answer Asked by Dave on June 02, 2020
Q: Can I have your opinion on 3 quite safe and high paying dividend stocks. I have 30k in a savings account at 2 % being taxed and I have room in my TFSA, but I really feel better with quality dividends rather than risk at this time.
Thanks, J
Read Answer Asked by JAMES on June 02, 2020
Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on June 02, 2020
Q: With no position in the energy sector, what are some suggestions i can add to my portfolio that are high growth/high risk. four year timeline.

Thank you very much.
Read Answer Asked by Jacob on June 02, 2020
Q: hi there,

I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.
Read Answer Asked by kelly on June 02, 2020
Q: Thank you for your answer to my question of May 28th, about forecast equity returns by geographic region/ country. You provided a link to Star Capital's site, which forecasts the US to have amongst the lowest equity returns globally over the next 15 years.

I would appreciate you advice about this forecast. Do you agree with this forecast? Which regions/countries of the world do you see best to invest in over the next 5-10 years? In Portfolio Analytics, what rates of return are you using for each geographic region/country to forecast the long-term expected return for a portfolio?

The CPPIB is now invested 90% outside of Canada. What are your views for an individual investor? Should individual investors be taking a similar position, and having most of their portfolio invested globally?

Thank you again for your excellent advice, and this wonderful service.
Read Answer Asked by Dale on June 02, 2020
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