Investment Q&A

Q: Hello 5i,

Can you rank AIA (ETF), TT, and KKR on their potential for growth over the next 5-10 years. We own 3% positions AIA for Asia exposure and KKR due to their global footprint,

Would any of the 3 above be a high conviction stock to add to a TFSA at 1/3 of a position?

Thank you
D&J

Q: Can you please provide an ETF as a proxy for RBC North American Value Fund (RBF 608) ?
Thank you

Q: I own HBIL and have noticed that when yields increase, it falls in value. I get that. But when yields fall as they have been lately, the price goes up much more slowly. Can you explain please. Thanks

Q: I have been hearing more about the next stage in the commodity cycle is copper and then oil essentially from gold. What is the best way to get exposure to that trade without taking single security risk?

Q: What are your thoughts on the new Vanguard mutual Funds, VIC1000 and VIC8020 compared to VEQT and VGRO? Would you recommend buying those mutual funds in a TFSA account for long term or a Non-Registered account?

Q: Interested in this for safe/stable income. What impacts the price of this ETF and what would be your outlook for the next 2-3 years (and is there any scenario that could see this one tank?)

Q: Dear Peter:

Thanks for once again for being ahead of the curve with Gold! Not surprising given the fact that you worked alongside with legendary investor Eric Sprott! Your consistency and voice of moderation has helped me. I have over the years accumulated GLD/XGD and your favourites, FNV/AEM/NEM and more recently WPM and ARIS.
No complaints about Gold!!

The question is based on your recent answers suggesting that Gold can still go higher but warned folks to be careful about position sizes. I get that point of yours as well.

Where would you add new funds? In individual names of the miners or ETFs? Large caps or Mid tier producers like ARIS? GDX is in USD. IF Gold goes higher, then is it good or bad for USD denominated GDX? Am I not better off adding to my XGD?
Finally how much more room has Gold to go, in terms of percentage, 15%.or 20%? When "experts" on YouTube call for 5000/8000/10000 Gold, I get VERY nervous! Not sure if the mainstream institutions have started to buy Gold or slowly unwinding their positions! Ordinary folks like us have no access to that sort of data!! Any words of wisdom what the smart money is doing? (Every single news feed I get seems to say that ALL the central banks are accumulating Gold!!)

Please deduct as many credits as you see fit.

Thank you for all the good work!

Q: Similar to my last question on Jepi/Spyi, and with the following mandate:

In my USD dollar Rif, I want to reduce single stock risk and diversify across either Europe only or internationally (for North American I will use either Jepi or Spyi). Mandate is, 4% plus yield, low Mer, Large market cap, lower volatility, and Capital preservation more so than appreciation. do you have any concerns holding the captioned over the long term

Q: Hello....I am looking for ideally 1 or could be in combination with a second ETF. I would like to achieve a balanced mix with say 60% with a small or 0% of US stock market and about 10% private assets and 30% fixed income. Could you suggest 1/2 ETFs that would achieve something close to this percentage breakdown. Thank you.

Q: is this ETF a buy today?

Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!


Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?

Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?

Thanks....Steve

Q: Which is better? CEF or phys?

Q: your opinion for international exposure or other suggestions

Q: Please advise Corporate Class Structure ETF in SP500, Dow Jones, Nasdaq and TSX in CDN dollars. Which account is best to hold Non-RRSP or RRSP accounts.

Is there any books or video you can refer to regarding CCS.

Thank you for your great service.

Q: Could you please recommend a few good ETFs that deal with short term bonds? I listened to a webinar last week that suggested these and I don't know which ones to look at.
Many thanks as ever,

Marilyn

Q: wondering what is your opinion on these CLO's?
How safe are they and what is the yeild. having trouble finding out any info on them.
Would they be a safe alternative to GICs for income?
I see the volumes traded are low as well.
Thanks
Jeff

Q: I believe that Warren Buffet has most of his fixed income in short term bonds. Longer term or shorter term strategy in today’s context? I would also appreciate your reasoning, so as to better understand bonds
Thanks

Q: A question was recently asked about whether gold has finished its run and you said no. I don’t think I have ever owned anything related to gold and i don’t know much about it. But, if it has more runway and we face a bit of an uncertain future, it may be time to test the water. I imagine some kind of etf, either US or Cdn would fit best. What would you suggest on each side of the border for someone in my position
Thanks for great advice

Q: QUU What are your thoughts of this ETF? Is there a similar ETF you prefer?

Q: Fidelity Canada Short Term Corporate Bond ETF - FCSB

Your opinion of this ETF please, and compare/contrast with similar fixed-income ETFs from others. Additional comments re: Fidelity Canada ETFs (not funds) in general would be welcome.

As always, Thank you

IslandJohn