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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 recently asked: "f had $500,000 invested in the Income Portfolio balanced exactly as it was in 2017, how much money would I have earned in 2017?"

Your answer was "The income portfolio returned 9.28% in 2017; so $500,000 at the start of the year would have earned $46,400. Note our portfolio returns do not include commission, so your actual return would be slightly less than this depending on your commission charges to buy/sell.'

y follow up question- Does that figure of $46,400 include the dividend pay out, or just the appreciation of the portfolio?




Read Answer Asked by William on May 23, 2018
Q: Hello Gentlemen,
Is Puma ever going anywhere with now being in bed with Trevali Mining ? Trevali must have been attracted by something Puma has!
Read Answer Asked by Frank on May 22, 2018
Q: I had shares of Jean Coutu. I thought the deal with Metro was that I would get shares of Metro in exchange of PJc. Instead, I got the proceedings of the sale on my Disnat account. I surely missed the document where I would have been able to select a different choice and avoid part of the capital gain at this moment. I would like to put that money at work. What would be a good choice from the BE or Income portfolios to replace PJc? The weight of Metro, Loblaws and EMP.A is already 10% of my portfolio.
Read Answer Asked by Serge on May 22, 2018
Q: Greetings 5i,

I am making an effort to increase my US bond exposure, and am considering adding a full position (5%) in AGG to compliment my current bond holdings TDB and XHY (at roughly 4% each). My reasoning is that the addition of a US aggregate index will not only add multiple levels of diversification (geographical, currency, bond types, etc.), but also a higher degree of stability should the US economy decline; thereby, at least theoretically, putting pressure on XHY's corporate holdings. If I were to add this position, the three aforementioned holdings would make up the entirety of my bond exposure, as the majority of my fixed income investments are GIC ladders.

I am 36 years old, debt-free, conservative, and only invest with a "buy and hold" mindset. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.

Based on my situation, does the addition of AGG sound like a reasonable course of action to you?

Thank you.
Read Answer Asked by Lucas on May 22, 2018
Q: From your company data on CLIQ the earnings estimates for 2018 &2019 have been dialed back quite dramatically over the past 90 days however the price estimates are unchanged. Do you expect the analysts to revise their prices down?
Would you change your own investment thesis or are you still comfortable with the recent report and would consider buying today?
Thanks
Mike
Read Answer Asked by michael on May 22, 2018
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