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 morning Peter,

Thank you for your thoughtful-as-usual, prompt answer to my recent question.

You feel that over the long term, a 50/50 portfolio (50% US Market Index ETF/50% US Money Market Fund) would return about half or less than one that is fully invested in the US Market Index ETF.

Writing in San Francisco's MarketWatch on Sept. 2, 2010, Jonathan Burton showed that such a portfolio "...has made almost as much money as the more aggressive, stock-heavy strategy over the past 25 years and topped it over the past decade."

Why would investors not reasonably expect a similar future performances?

Thank you.

Milan
Read Answer Asked by Milan on July 18, 2017
Q: a bit of granurality for the benefit of your readers following your response on Fairfax.
The last time I checked they had I think no more than 5 positions, one of them is an important position in the BANGALORE AIRPORT growing ''exponentially''.
On the bad side :
1 it trades in US dollars and I have no hedge
2 It has I think a pretty hefty MER similar to a hedge fund, I have a call wainting to be answered but nobody answers as I want to know how the MER is calculated.
All and all seems not bad and signifantly better than ZID so far
Print at will
CDJ
Read Answer Asked by claude on July 18, 2017
Q: good day...I am looking for a mutual fund that has no load and a small mer that my son and his wife can use in their rrsp for the next year or two ...I only want an mutual fund because of the trading costs incurred by buying individual stocks until they have a larger balance in this account...if you could recommend a good fund here I would greatly appreciate it...gene
Read Answer Asked by gene on July 18, 2017
Q: My financials consist of the above two stocks and a full position in GSY. AIF has been week and I am down 9%. AIF is 1.85% of my portfolio. ECN has done well and is up 12%. It makes up 2.25% of my portfolio. Which would you top up to a full position at this time. I also have a managed account that holds the usual canadian banks so I have narrowed my choice to the above two.
Read Answer Asked by Paul on July 18, 2017
Q: Hi 5i Team:
What are 5 pure Canadian growth companies that you will recommend for TFSA. Risk is not a factor. No need for dividends. 3 to 5 year horizon. Plan to add future contributions to this list in the next few years. Of course I will be reading your reports to see if there are any sudden changes in these companies and adjust accordingly.
Read Answer Asked by Savalai on July 18, 2017
Q: My tech portfolio includes the above plus full positions of SHOP, KXS and CSU. I am looking at topping up one of the above. At current prices which would you choose and why? The aim of this portfolio is growth with moderate stabiliy.
Read Answer Asked by Paul on July 18, 2017
Q: Is it possible that CRH sees competition to their roll up plan so they opt to buy controlling interest in a number of clinics to ensure a good market share and then over time pick up the NCI as the NCI partners sell out or move on. It would be nice to know what their game plan is. When did they make the switch from buying the complete business to just buying controlling interest?

Thank You
Clarence
Read Answer Asked by Clarence on July 18, 2017
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!