Investment Q&A

Q: Good Afternoon,

When using the 60/40 etfs (VBAL, XBAL, ZBAL) in an RRSP, what would you consider to be the most prudent way of splitting up +$100,000 for a long term hold (30-40 years)?

Ie:
100% in one etf?
50/50 split between two etfs?
3 way split between three etfs?

And in general, at what dollar value in a single 60/40 etf do YOU start to feel uncomfortable?

Thank you!

Q: possible to get a list small to midcap of what you might consider "cash cows"
thanks

Q: Hi

What do you recommend for a TSX listed ETF that is ex-Canada and ex-USA for global exposure?

Thanks,
Robert

Q: Having been bitten by the emerge ark funds disaster and wondering (not apples and apples but)

1 - about the potential for further gains for the mag 7

2 - what additional risks are involved in buying CDR’s instead of the us listed stocks.

Q: Hi Team,
I hold NVDA and SHOP with some great gains after buying the dip in the fall of 2022 (thanks to 5i!) . My question I suppose is more of a broad market question. I went through the rise of tech in the 2020/21 blistering rally, and also held through the subsequent gut-wrenching fall. Luckily for the most part I held on to most names and am now riding high with my tech heavy portfolio. Are we flying too close to the sun again so to speak with some of these names again? Should I be selling some of the higher flyers such as NVDA? Or should I just ride it out? I have trimmed some NVDA a while back and re-allocated it into BN for some more diversification. After watching my portfolio crumble in 2022 I just don't feel like going through that again (if we feel that the tech sector is overvalued). If valuations are justified; however, I am willing to keep holding. I won't be retiring for another 10-15yrs... unless I really have some massive winners that is! Just looking for an opinion here.

Thanks,
Shane.

Q: I am recently retired, a DIYer, and don’t have much of a withdrawal strategy in place and would like to learn more about this as well. Is it possible to devote a blog about this or would David like to share some of his “secret” on the forum so we could learn from his success. At the very least could you suggest some high quality dividend-paying stocks that David refers to that we should be drawing from in retirement
Thanks

Q: Hi this is a question about David’s reply to George’s question about how to achieve an effective withdrawal plan for your retirement portfolio. Would you list 6 or 7 high quality dividend paying stocks to include in your RRIF portfolio. And David if you want to consider taking your expertise on this subject to the forum, myself and others would appreciate it
Thanks

Q: I was looking at INDS ETF showing 10% dividend. Are they really paying 10%.

Is there any other Industrial ETF.

Thanks for the great service

Q: Would comment on the fate of FDGE , mainly the errors an investor should not do, starting from IPO price that -for me-should have been a no-no. Any other similar stories as a lesson ?

Q: Could you please give us your latest opinion on IBM its been on a tear lately

Q: As they are both Caterpillar dealers serving different geographical areas, do you ever see these companies merging into one? Would a merger not create cost savings via synergies, increased capital pool etc for expansion and growth etc ultimately benefiting the shareholders of the combined company. . Thanks for the great service you provide.

Q: As per the question by Ross on January 24 could you please give me your top 2 pick for each of the sector allocation for 2024? Tks. Larry

Q: what is 5I,s suggested % allocation by sector in 2024 for a growth portfolio

Q: Good morning guys ..
would u start a position here with the recent run up or wait for a pullback with this story .
Thx
Mark

Q: I tend to favor value investing. which would you prefer?

Q: Hello 5I,
Just wondering if there are many stocks out there right now that are dividend growers and have a yield of 6% plus? and do you like any other them as picks longer term?

Thanks

Q: Hi, I’m retired and have a $75,000 rrsp that I’m looking to invest. Would like two ETF’s one Canadian one U.S that complement one another, or four to five stocks.
Would like the suggestions to be fairly conservative with possibly 3-4% dividend. ( don’t really need the money). I’m slightly favouring the etf’s as I want a buy and hold portfolio with a sleep at night possibility. I do have lots of financial and energy stocks already, ( fyi) I know there is always risk that I’m willing to accept.
Thanks for your suggestion

Q: In today's Globe and Mail:
Premier François Legault’s Coalition Avenir Québec government plans to table legislation soon that would allow private wind, solar and small hydro-power producers to sell their electricity directly to industrial customers. Currently, the private producers can sell only to Hydro-Québec.

Are there any public power companies that would materially benefit from this legislation?

Q: looking at tsl and drx both appear as peers in several research reports.
is tsl as undervalued as i think or am i way off on this.
thanks

Q: Is there an ETF that tracks the s&p but excludes the mag 7 ?