Q: David Picton is claiming the traditional 80/20 or 60/40 portfolio is history and investors should be thinking about having a 40, 30, 30 portfolio with liquid alternatives (alpha driven strategies). They suggest something that does not move in sync with bonds or stocks. What is your opinion on this and if you support this strategy what alternative investments would you suggest a novice in this area look into? Anything at Picton Mahoney? Thank you!
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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: Canoe Energy Alpha Fund LP Class F Instrument Symbol(GOC15053.CF).
This fund is doing well lately and I don't know why. Do you have any thoughts on it? Thanks. It does not appear in your database although several other Canoe funds are listed.
This fund is doing well lately and I don't know why. Do you have any thoughts on it? Thanks. It does not appear in your database although several other Canoe funds are listed.
Q: Thoughts on this fund? Thank You
Q: name your 5 top hedge funds with a fairly good track record
Q: AQR Capital Management, saw its Delphi Long Short Equity Strategy post a return of 7.1% in January alone.
What do you think of ETF's like this?
Is there one [or more] in Canada you would recommend, or would you not recommend these types of ETF's?
Thank you.
What do you think of ETF's like this?
Is there one [or more] in Canada you would recommend, or would you not recommend these types of ETF's?
Thank you.
Q: Hi Peter,
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.
Q: HDGE is recommended by a fund manager in addition to the traditional 60/40 portfolio. What are your views? Do you recommend the inclusion of such a hedge fund in a portfolio for added insurance as the fund manager claims ?
Thank you as always for your insight.
Thank you as always for your insight.
Q: Hello, with respect to David's suggestion for 5i initiating a US growth portfolio - If I remember correctly, Peter started a Long/Short USD Equity fund 1-2 years ago. With disclosure " Not a solicitation ", may be you could direct us to a place/contact, where more information could be obtained about this USD Fund offer - Eligibility, minimum, mandate, performance and fees etc.
Thank You
Thank You
Q: Apparently there are successful fund managers that charge only a percentage of their profits and not a MER on holdings….How does one find and evaluate such folks… l
Q: Hi
This is a video 5i members may find interesting and helpful concerning the market.
https://www.youtube.com/watch?v=PH21P_4NUcA
This is a video 5i members may find interesting and helpful concerning the market.
https://www.youtube.com/watch?v=PH21P_4NUcA
Q: Hi, is Hedges fund safe or very risky
thanks
Jean Guy
thanks
Jean Guy
Q: Hello,
It seems like Wealthsimple Trade is offering some new products. 3 of which are stock lending, private credit, and a few months ago a venture fund. What are your thoughts on these offerings and could you explain how they generate a return?
Thank you.
It seems like Wealthsimple Trade is offering some new products. 3 of which are stock lending, private credit, and a few months ago a venture fund. What are your thoughts on these offerings and could you explain how they generate a return?
Thank you.
Q: How does one determine if an alternative investment company is legit and determine the level of risk with the investment. My daughter has been looking at bequest legacy investing. They have a legacy fund that invests in commercial real estate, performing loans and energy that provides 10% cash flow and gives you your investment back after two years if you choose or you can stay invested. Are you familiar with this company?
Q: I am thinking of investing in the Westbridge Capital Partners Income Trust. Can you please provide your thoughts on this income trust.
Q: What are your thoughts on VMD recent earning. At this time would you classify it as a Buy or Wait till latter? Thanks … Cal
Q: Could you comment on this fund I cannot find any information I was told they had over 37 percent return in 2021 with no management fees
I think it is a real estate fund
Paul
I think it is a real estate fund
Paul
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YTM Capital Mortgage Income Fund Class F (YTM103 $10.00)
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YTM Capital Credit Opportunities Fund Class F (YTM511 $9.78)
Q: Looking for some insight regarding redirecting a small percentage (5% - 10%) of fixed income ETFs to an alternative credit opportunity fund and/or Mortgage Fund? Are there "better" options than YTM Capital's offerings?
Q: Hi Peter and Ryan,
It is a pleasure to see you folks on BNN, When is the next appearance ?
why don't you add `a calendar of events' on your website of when you and your team is invited to interviews on business news channels on TV or Internet. Those interviews are really informative and cover wide ranging topics and I'm sure your members would love to watch them `live'.
Thanks
Rajesh
It is a pleasure to see you folks on BNN, When is the next appearance ?
why don't you add `a calendar of events' on your website of when you and your team is invited to interviews on business news channels on TV or Internet. Those interviews are really informative and cover wide ranging topics and I'm sure your members would love to watch them `live'.
Thanks
Rajesh
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Sangoma Technologies Corporation (STC $8.26)
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Vitalhub Corp. (VHI $12.45)
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DKAM Capital Ideas Fund LP Class A (DON201 $414.10)
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Dye & Durham Limited (DND $9.68)
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Wishpond Technologies Ltd. (WISH $0.19)
Q: I follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?
Q: Over the past few weeks I've become increasingly interested in alternative investing, particular with regard to fixed income. I meet the criteria for an accredited investor and could manage an offering memorandum, yet liquid alts look a little more interesting. Three questions: (1) Do you think there's a case to be made to redeploy 5% to 10% of the traditional 60/40 mix into alternatives? (2) Are you guys up for answering some questions about the different liquid alt strategies? (3) If not, any suggestions where a relatively savvy investor would go to get some good independent advise on how to best wade into this asset class?