Investment Q&A

Q: Excellent market update, I wish I had that update in my back pocket on Oct 19,1987…I didn’t I did nothing and found out in a year my good stocks where still good stocks, my bad stocks I should never have bought. A lesson I have carried around for ever.

Q: A big thank you to 5i Staff for providing us with a Market Update today despite it being a holiday Monday, and giving us your perspective on the big sell off today in global and US markets. Much appreciated.

Q: Everyone, I went for a bike ride, listened to an audio book (Jack Reacher), baked some date squares, and generally had a non event day. How did your day go? Clayton

Q: Do you think this portfolio can deliver about 10% yield including both dividends and capital appreciation in the first year? Do you suggest any other assets if you don't like the ones below pls? Thank you!
Holdings % of portfolio
S&P 500, hedged, equal weight ETF: ZUE 10.00%
S&P 500, hedged, ETF: CDZ 10.00%
S&P 500 unhedged ETF: EQL.T 10.00%
gold coins: I buy gold 1 Oz coins 10.00%
GICs and money market GIC 10.00%
Utilities, gas and electricity, CDA: ZUT 10.00%
High tech hedged or unhedged ETF; TB 10.00%
High Dividends CDN ETF: XBB 10.00%
Bonds ETF 10.00%
Constellation S,: CSU 4.00%
Couche-Tard: ATD 3.00%
CDN National Railway, CDN: CNR 3.00%
TOTAL 100.00%

Q: Hi 5i
Well, this rotation is making my head spin!
Could you provide some calming words to settle my stomach :)
Thanks

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.

Q: Are you still emailing the market updates? I did not get the July 16 th update and cannot find it anywhere on 5i website. Where can I access this report?

Thanks

Q: I've been reading opinions that the tech sector has topped, especially in the US. Wondering if I should be proactive and trim my tech holdings. Do you see a possible downturn in tech stocks?

Thanks

Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Q: Hi there, I have an interesting question regarding sell equities from a global etf to live on in retirement. I would sell once a year to set aside money for yearly living expenses. I suppose indiscriminately a person could do this on Jan 1 every year but presumably the ideal time to sell equity to live off would be at their yearly highs. Based on this presumption, technically and seasonality wise historically when would be a good time in the year to pull expenses to fund a years worth of living expenses?

Q: I am concerned that over the next few years, the US dollar will gradually lose its reserve currency status. Currently, the US dollar is high relative to other Western currencies. Can you please suggest a way that I can track the value of the US dollar relative to not only Western currencies, but to those of the BRICs, emerging markets, etc.. My view is that once the US dollar starts to weaken, then the value of gold, commodities, and emerging markets will increase. Do you agree with this hypothesis?

Thank you for your excellent advice and service.

Q: With high expectations for technology companies and a high likelihood of political turmoil in the fall, combined with traditional tax loss selling season, when would you tendto thinkis the best time to buy, if one has been holding cash to deploy?
A big question but I know you have lots of experience
Thanks

Q: Hello team.

JD Vance has said he wants a lower US dollar. What would be 3 or 4 stock market based consequences / implications be if the US dollar was and remained significantly weaker? Lastly, what type of policies do presidential administrations have that they can use to purposely devalue their dollar?

Thanks.

John

Q: The switch to small-mid caps predicted by the 5i team is evident in the past few days. Seems to be in part at the expense of large caps that have been very successful in the past year (largely tech names). Many of us have a diversified portfolio that includes small through large cap holdings. However, is there sufficient uninvested money on the sidelines to support a broad range of gains or do we need to adjust our portfolios, away from AI names, for example, to profit from the rotation? The AI story seems to be in early stages but the market may not be adequately supported or rational in the short term. Do nothing and stay the course or react and trade with the trend?

Q: Morning 5i Team,

May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?

Cheers,
H

Q: What are your thoughts regarding lingering inflation and the market?

There seems to be heightened conversations around a recession. Is it best to continue to pick away at stocks even though we are close to all time market highs?

Q: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)

also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated

Q: Is there meret in the theory that metals do best at the end of a bull market. Does history show this. I'm thinking a recession is on the horizon based on the double digit returns I've been seeing in metals and should start taking profits.

Q: hi, what is 5i's current views on when, how many, and how much interest rate cut(s) the Bank of Canada will do for the remainder of 2024. further, is there a "metric" on how much "torque" each percentage point may have on the big beaten down blue chips in Canada ( eg Telus, BCE, Banks, Utilities, REITS...)
cheers and thanks, Chris

Q: If Trump is re-elected as president of the USA. he could seek to devalue the U.S. dollar, making Canadian exports to the U.S. less cost competitive. How would this be done??? Also would this put in jeopardy the USA dollar being the reserve currency and perhaps the currency of another country taking over, like Germany, Japan or South Korea??? Anxious to hear you thoughts....Thanks....Tom