skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a US portfolio that I'm doing my dog on best to model a balanced portfolio. It is diversified over 7 sectors of the S&P and represents 17% of my Cdn balanced and income portfolios. There are 20 positions and I am rebalancing and re-deploying 13% cash. At this time of the cycle and going forward with a 5 plus year timeframe and to complement CDN holdings, what weightings would you suggest I consider for these sectors - Communications, Consumer Discretionary, Consumer Staples. Health Care, Industrial and Technology?...thanks for all the guidance......Tom
Read Answer Asked by Tom on September 17, 2018
Q: Hello 5i
I just sold a small amount of Precison Drilling to recuperate a tax loss. I don't really want to keep anything like this permanantly in my portfolio but was hoping to buy it back in 30 days in order to get back at least what I paid for it. Is there any other stock that I could use as a substitute in the meantime?
thanks
Read Answer Asked by joseph on September 17, 2018
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?
Read Answer Asked by Paul on September 17, 2018
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
Read Answer Asked by Tom on September 17, 2018
Q: My direct investing account shows a time weighted and a personal gain. Can you explain the difference in terms a financial luddite can understand? Many thanks for this extremely useful and reassuring site.
Read Answer Asked by M.S. on September 14, 2018
Q: Hi 5i
I know you typically add ones equity ETF`s plus all individual stocks to determine the total equity exposure in ones portfolio , but I'm not sure what the best method is to determine max exposure to any one stock when ETF`s make up a good chunk of the portfolio . There are some ETF`s that you would want a greater percentage then maybe the 5% max you might want for most of the individual stocks and some you might not want more than the 5%. . So if i have determined that i don't want more than a 5% waiting in any one equity do i add up all ETF`s and individual stocks and calculate the 5% or am i best to calculate the 5% number just on individual stocks since ETF`s are inheritantly diversified anyways ? Thanks in advance for your clarification .
Bill C
Read Answer Asked by Bill on September 14, 2018
Q: Hi,
I noticed a question about the correct way to draw trend lines and can offer an excellent site called Stockcharts.com to answer this question in detail. The site allows you to use an interactive tool to position a trend line on a price chart, as well as an extensive 'chart school' area that should prove helpful in this instance.
As always, we appreciate all your answers to our questions - so in the rare instance we might be able to offer a suggestion, we do so with great delight.
Dawn
Read Answer Asked by Dawn on September 14, 2018
Q: Hello 5i,
I currently hold both of the above ETF's at approximately 4.90 % (ZDI) and 5.5% (CYH). My primary concern is income along with diversification. However, I was wondering if you feel I am well-served by having both at a total of 10.5 % of my PF? Is there an alternative approach that you would recommend? Pare down to just one or switch to something else altogether, or stay the course? In particular, I would be interested in some alternative suggestions for my international exposure given my focus on income.
Thanks for any assistance you can provide.
Cheers,
Mike
Read Answer Asked by Mike on September 14, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!