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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: Just a comment to Nino's earlier question about CDZ: at the end of February 2017 Aimia was the largest weighting at 3.15% of that fund (according to iShares website). With the loss of the Air Canada contract and subsequent cancellation of the dividend it would have been delisted from the index (can't find a link to that on S&P though). Seems to me there would be recent losses and distribution cuts to the fund especially from Aimia's fall plus any other changes in holdings. Fair to say situations like that make yield-driven weighting riskier?
Read Answer Asked by Stephen on September 19, 2017
Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
Read Answer Asked by joseph on September 19, 2017
Q: I have a reasonably well-balanced portfolio encompassing many 5i suggestions. I have recently opened a TFSA account and would like your assessment of the above for immediate purchase in that account.
Thanks for your assistance.
Geoff
Read Answer Asked by Geoffrey on September 19, 2017
Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 18, 2017