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: Good afternoon 5I.

When I bought CPD I thought it would hold its value better then it has. I did feel better when I looked at your income portfolio I see its down 20% and you still hold it.
What will it take to make CPD change direction?
Do you still feel like its a good position to have in a income account?

Thanks
Read Answer Asked by Stephen on March 28, 2019
Q: In response to your answer to my question. A capital gain cost on an interest vehicle removes any benefit of investing in the mutual fund (TDB8152), when the Canadian dollar is falling, as it surely is. It would be better to leave the money in cash. Is there a better alternative?
Read Answer Asked by Mark on March 28, 2019
Q: Hi There,
This new tool sounds interesting but, the pricing is confusing.
My current 5i subscription expires Jan. 30, 2021.
How much does it cost to add Analytics so it expires Jan. 30, 2020?
How much does it cost to add Analytics so it expires Jan. 30, 2021?
This sounds like this advisory service may qualify for a tax deduction. Can you confirm this?
Is there a limit to the number of TFSA, RRSP/RRIF, NonReg accounts that can be supported?
Read Answer Asked by Ian on March 28, 2019
Q: Have any of the big 6 Canadian banks ever cut their dividends and if yes can you please provide specifics as to when, by what magnitude.
Many thanks for your service,
Stevr
Read Answer Asked by Steve on March 28, 2019
Q: Hello, Just wondering about your new portfolio analysis service. I see a fee of $390 for the full service, what if I still have time remaining on my existing 5i service? As well, curious about how we share information about my accounts and holdings, email, pdf?
How often do you review my portfolio, annually, as needed? Thanks, Lavern
Read Answer Asked by Lavern on March 27, 2019
Q: Hi,
I would like to subscribe to the Portfolio Analytics but I have already paid for the subscription till Feb 2020. How do I make partial payment
Read Answer Asked by manish on March 27, 2019
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!