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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: Is there any advantage or disadvantage if I buy any of above stocks to my registered accounts (TFSA,RRIF) on Canadian versus US stock exchange.
What is the better choice and why?
Andrew
Read Answer Asked by Andrzej on March 28, 2019
Q: With your portfolio analytics you mention in some answers that it will also track portfolios. I'm just trying to grasp to what level. Could this be a replacement for say Yahoo finance, where it would be our go to daily portfolio tracker for up to date gains/losses on holdings, portfolio performance (yearly included), also since most of us will have tfsa, resp, rrsp, non reg holdings, will it give overall performance of all combined? Thanks,
Read Answer Asked by Adam on March 28, 2019
Q: On Portfolio Analytics, if my understanding is right, you screen all portfolios (TFSAs, RRIFs, US accounts and etc.) then make a total evaluation of the entire portfolios together.
Read Answer Asked by Herbert on March 28, 2019
Q: Are the fees for the Portfolio Analytics membership tax deductable
Read Answer Asked by Bruce on March 28, 2019
Q: Hello and congratulations on the new portfolio analytics roll out. I have started to enter my data. I notice the system allows Unregistered, RESP, RIFF, RRSP and TFSA. I have a LIRA should I enter this with my other RRSP holdings? I am also wondering about my wife's accounts. Should I lump them in with my holdings or is there a way to separate them? Thanks as always
Read Answer Asked by Frank on March 28, 2019
Q: Your new portfolio analysis tool sounds perfect for me. I am my own advisor (with help from 5i). So I have signed up. I wonder how I should approach the questionnaire on what my risk level is. For our RRSP’s I am a conservative income seeking investor. For TFSA I am a growth investor. In a smaller non registered account an aggressive growth investor. I should add I have a very good defined pension.
Read Answer Asked by David on March 28, 2019
Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn
Read Answer Asked by Glynn on March 28, 2019
Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?
Read Answer Asked by Robert on March 28, 2019
Q: Hello
Can you explain what is standard deviation and how does one calculate it? I am trying to understand how to calculate it when it comes to options especially for selling put options?
Read Answer Asked by pietro on March 28, 2019
Q: does your new service provide daily gains/losses? also can it be used as a watchlist? ie does it accept indices , commodities, currencies ,or other items with but no positions?
thank you.
Read Answer Asked by adam on March 28, 2019
Q: Sorry for this repeat question. I have a bunch of cash in CAN and US dollar accounts that I want to be more productive and I cannot find the right ticker symbols.

Last year there were several question/answers regarding money markets from TD Waterhouse for both countries. Are you able to find
those ticker symbols?
Read Answer Asked by joe on March 28, 2019
Q: I currently have 20% fixed income in my portfolio. 10% is laddered GICs and the other 10% is in ZAG ETF. I'd like to add another 5% to fixed income and was wondering if you think XIG would be a good source as it adds some US exposure and a slightly higher yield. How risky would it be? Or do you have other suggestions? Please note that I am not interested in junk bonds.
Read Answer Asked by Carla on March 28, 2019
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