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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: Could you recommend a moderately aggressive portfolio suitable for a young person with a reasonably long time horizon (5 to 10 years)? Cash available is quite small at $2,500.00.

Today we harvested profits on SHOP and closed out two equity positions being held. We wish to still gain from above average growth however it is time to diversify and take on less risk.

Thank you
Read Answer Asked by Terry on May 09, 2023
Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.
Read Answer Asked by CARMELO on May 09, 2023
Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?
Read Answer Asked by Gerry on May 09, 2023
Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.
Read Answer Asked by Tom on May 09, 2023
Q: I have no utilities in my RRSP portfolio at this time. What are you preferred utilities in order of preference to buy now for total return (dividend and potential growth)? Any preferences among these that I'm thinking about being Fortis (FTS.TO / FTS), Emera (EMA.TO), Brookfield Infrastructure (BIPC.TO), Brookfield Renewable (BEPC.TO)?
Read Answer Asked by Gerry on May 09, 2023
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
Read Answer Asked by sam on May 09, 2023
Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?
Read Answer Asked by David on May 09, 2023
Q: I have these stocks in my TFSA and most are doing okay. I have some extra cash to use to either beef up or buy another stock or ETF. I’m an income investor with also an interest in growth. Any suggestions would be appreciated. Thanks in advance. I appreciate your work immensely.
Read Answer Asked by Deidra on May 09, 2023
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