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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: Macro Markets Models
What is the estimated time frame for the Macro markets values turn to negative or positive from historical perspective?
Miroslaw
Read Answer Asked by Miroslaw on March 18, 2024
Q: Hi 5i
April 23, 2021 I asked the question...
...What would be your allocation % to the 11 sectors?
Your answer was...
....As a GENERAL guideline, considering current market factors and outlook, and leaning towards some growth: real estate 5%; financials 10%; industrials 15%; cons. disc. 15%; cons.staples 5%; utilities 5%; energy 5%; communications 5%; materials 10%; info/tech 20%; health 5%....

Would you revise this % allocation to the 11 sectors today?
Thanks
Read Answer Asked by Gordon on March 18, 2024
Q: There seems to be a lot of commentary in the market about a potential pullback given the current run the US and CDN markets are having, while reaching close to all time highs.

Maybe the noise has me spooked but I do find it tough to deploy cash to stocks in the current environment, particularly in the AI and Tech space, given that some stocks are seeing growth of 200% to 400% in one year.

Its a long winded introduction to my question, what is your current view on the market, do you feel that a pullback is possible in the next few months, would you be cautious right now?

I understand that no one can predict the market at any given time but I would greatly appreciate your view.

Thanks
Tim
Read Answer Asked by Timothy on March 15, 2024
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Read Answer Asked by Harry on March 14, 2024
Q: I have a crystal ball question regarding the potential market reaction to One or both US Presidential candidates not being available to govern due to health or "alleged" illegal indiscretions. Is there a precedent of such an occurrence historically?

Thank you
Read Answer Asked by Mike on March 13, 2024
Q: Everyone, is the money flow into the market in 2024 higher or lower than 2023? What segments is the money flow going into or out of. Clayton
Read Answer Asked by Clayton on March 12, 2024
Q: Good morning,

Have you done any work on what asset classes or equity sectors significantly outperformed/underperformed while Trump was President from 2016-2020. I recall that that the USD did not do well; gold did very well.

Any views/analysis most welcome. And would you be worried about overall market directionality with his expected focus on China and tariffs?
Read Answer Asked by Trevor on March 11, 2024
Q: Just a general question on how to react in moment like we are having now; a very nice 4 month bull with some sign of top. How to respond ? Trim your winner, trim your looser or do nothing and accept a correction. Thanks !
Read Answer Asked by Martin on March 11, 2024
Q: Hi 5i Team - I have heard some concerns about other countries withdrawing money from the TSX and probably the Vancouver exchange as well. Am assuming that this is through the sale of equities and then withdrawing the proceeds. Am not sure which countries or how many. Could you comment on whether this a valid concern, and if so then how might it affect prices of Canadian equities going forward.
Thanks.
Read Answer Asked by Rob on March 11, 2024
Q: Hi there, what economic data points are being released next week, and the week after?

Which one of those data points listed do you believe will move the markets (+/-) over the next few weeks?

History dictates that markets are generally positive during the month of March, anything to be concerned about this March? Your thoughts on (forward looking) how you believe this month will unfold?

Thanks!
Read Answer Asked by Hussein on March 05, 2024
Q: A family member is 73 years old, Canadian, single, retired, and lives a very modest lifestyle. She has $100,000 from a recent inheritance with no other savings. I have been asked to assist with setting up an investment portfolio. Another family member has recommended she place some funds with a "MIC" which historically has a 7 % return; I think $20,000 could be allocated there. Then looking for a reasonable measure of security of capital, with a balance of some income and a bit of growth, my thought would be to divide the remaining $80,000 into the following: VDY; FTS; RY; SLF; BAM; CNQ; ALA; WSP; Amzn; and VGRO.

If you were me, would this seem like a reasonable approach?

Many thanks.
Read Answer Asked by Leonard on March 05, 2024
Q: What is the best way/strategy to make money in the stock market? I have tried trading, but that only led to small profits.

I tried buy and hold, but then I didn’t cut my losses in time.
Read Answer Asked by David Michael on February 28, 2024
Q: could you comment on sectors affected by the new u.s. sanctions on russia.
many thanks
Read Answer Asked by howard on February 28, 2024
Q: "History doesn’t repeat itself but it often rhymes". Does the AI/tech surge remind Peter of anything in the markets before in history? If so, how does it all end?
Read Answer Asked by Mike on February 28, 2024
Q: READING A LOT LATELY OF BUBBLE, RECESSION, MARKET CORRECTIONS. INFLATION, INTEREST RATES ETC. UNFAVOURABLE FACTORS FOR INVESTORS.

WHAT IS YOUR OUTLOOK/THOUGHTS FOR THE US AND CDN MARKET OVER THE NEXT 12-18 MONTHS. LOOKING FOR SOME BRIEF GUIDANCE AS I AM SITTING ON SOME CASH THAT I WOULD LIKE TO DEPLOY.

I HAVE SIGNED UP FOR YOU US OUTLOOK WEBINAR NEXT WHICH I ANTICIPATE MORE DETAILS.

THANK YOU
Read Answer Asked by Dick on February 22, 2024
Q: Hi 5i, this is a general question on the big ship S.S. North America.

First what do you consider are the best leading indicators? For example US PPI and Retail Sales are down this week, and the sales are down a lot, not sure if this is seasonal post holiday burn out. Another thing that perplexes me is why housing, both mortgages and rent, aren't backed out of the CPI. If they are then aren't we around 2%. Lastly how come we don't look at GDI more? It seems while GDP , govt and personal spending, is driving this number however GDI is going down. It would also be nice to see real numbers adjusted for the massive immigration, pretty sure they would all be negative.
Read Answer Asked by Christopher on February 16, 2024
Q: I have quite a bit of cash in GICs & HISAs to invest. I am trying to reconcile buying at the top of the market vs waiting for a drop (which is difficult to time). I do not need the funds in the near future. I am thinking that if I buy now at the top of the market and then the market drops, I can always sell for a capital loss and immediately repurchase a similar ETF that trades in a different index provided the ETF is held in a non-registered account . If I take this course of action, then I would actually be no further behind vs waiting for a market drop (other than the ~4.5 I would get in a GIC or HISA). Is my thinking logical? Am I missing something?
Read Answer Asked by Mary on February 16, 2024
Q: My question is what to do with my legacy fixed-income holdings.

I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.

They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.

What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.

Please advise your thoughts and wisdom, Thank you.
Read Answer Asked by Maury on February 14, 2024