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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: I’m 40 years old and I have a portion of my investments in fixed income ETFs. In a rising rate environment, should I reduce my fixed income exposure? Each fund is down about 4%, while my preferred ETF fund is up 10%.

Jason
Read Answer Asked by Jason on August 28, 2018
Q: Not sure if this is in your area of expertise. If I expect to have capital gains taxes on death, should I consider permanent insurance? If so, should the cash value portion of the policy replace my fixed income exposure?

Jason
Read Answer Asked by Jason on August 28, 2018
Q: Hi 5i - I have about 35% in cash coming soon and Im looking at how to deploy it. Here are my top holdings:

ENB - 5.4%
KXS - 4.7%
SIS - 4.2%
BNS - 4.2%
PBH - 3.6%
T - 3.5%
WSP - 3.4%
HR.UN - 3.2%
CGX - 2.5%
TSGI - 2.5%
GUD - 2.1%
TOG - 2%
VET - 2%
PHO - 2%
KWH.UN - 2%
CPG - 2%

Are the any positions you would top up to 5% or new positions that I should add? Thanks, Neil
Read Answer Asked by Neil on August 27, 2018
Q: I have MACD on my Vector Vest charts but really dont understand it and how to read it and use it----Can you explain this to me?
Thanks
Peter
Read Answer Asked by peter on August 27, 2018
Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
Read Answer Asked by Chris on August 27, 2018
Q: Hi Team,

It would be nice to have a column in the Portfolio report indicating a recommended price range for buying any stock for new money. The "Start Price" column shows the price when 5i added the stock to the portfolio which could have been a long time ago and the current valuation of the stock may be very high in terms of price. Alternatively if the stock is in the portfolio report does it mean it is always a buy recommendation ?

Appreciate all the work done by 5i Team.

Thanks
Ninad
Read Answer Asked by Ninad on August 27, 2018
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