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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: in general do you favour etfs or mutaul funds for a sector investment?
Read Answer Asked by Gary on May 03, 2024
Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar
Read Answer Asked by auftar on May 01, 2024
Q: I am helping my in-laws take ownership of their investments. Presently, they have the majority of their funds managed by banks/'financial advisors' in high fee mutual funds. What is your opinion of the following funds and can you offer equivalent low-cost ETF solutions? RBF209, RBF269, RBF272, Invesco Global Select Equity Series P
Read Answer Asked by Matthew on March 22, 2024
Q: Name the top 5 mutual funds you would recommend for strong growth with high roi
Read Answer Asked by Gary on March 01, 2024
Q: Your take please. Happen to be checking out Ci direct investing asset management for a managed portfolio. They have declining management fee starting at .6% On the first 150k and so on 500k it would be .4%.and if you chose the balanced portfolio you would get the portfolio fund mentioned above. This would be at an expense of an additional 2.92% for the Nicola core portfolio fund. Can this make any sense if a person wanted a legacy portfolio. Your valued opinion please and any advice on a better alternative? Basically do you think this fund is worth it? Tks Larry
Read Answer Asked by Larry on February 21, 2024
Q: Regarding Harry’s question from Feb 8, Fidelity has an ETF version of this Fund - FCGC
Read Answer Asked by Michael on February 13, 2024
Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Read Answer Asked by Sal on February 12, 2024
Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks
Read Answer Asked by Raymond on February 08, 2024
Q: Hi 5i,

Could you recommend a replacement for this mutual fund; ideally something that gives some exposure to outside NAM markets with some income distribution. If this mutual fund is the best alternative, please feel free to let me know. I held this for few several years; and only up 8% total with no income generation.
Read Answer Asked by Dean on February 01, 2024
Q: I have held Mawer 102 for many years and would appreciate your thoughts on this fund and if you would suggest something International that may do better this the fund. Thank you as always. Barbara
Read Answer Asked by Barbara on January 30, 2024
Q: Hi 5I
Thanks for your great insight to all things investing!
I am trying to help a friend who is very new to investing. He was convinced to invest with an advisor/sales person from Primerica. I am leery and haven't read great things about them online. That could be sour grapes or really anything else for that matter.
My question is; after paying a 2% commision to invest in some AGF funds they show a .4% MER to invest in a fund that only holds a collection of other AGF funds. Each of these funds has another MER of it's own does the original MER include this or is it just compounded fee on top of fee?
If you have any other insight on this "advisor" company or, more broadly, ones operating on similar platforms please shed some light?
Thanks again!
Richard
Read Answer Asked by Richard on January 23, 2024
Q: I have a large (for me) holdings in these two Mawer funds.
I can either keep paying the management fees and the annual capital gain, or sell MAW150 at a loss, or sell both, get hit by a large capital gain (MAW107) and buy Canadian ETF's holding small and mid US stocks.
What'd you do?
Thanks Jerry
Read Answer Asked by jery on January 22, 2024
Q: Good morning,

I'm in search of a Low to Medium risk Monthly Income fund that will provide a an additional and reliable income stream for next 15 to 20 years with no legacy issue. The amount to be invested is $100,000 and I'm looking at taking out $600 per month for the next 15 to 20 years.

Q1. Of the two Monthly funds mentioned, which would you recommend and why?

Q2. Would you kindly recommend your best mutual fund idea for a monthly income fund?

Q3. Would the purchase of an annuity be a better option?

Thank you and I will await your sage recommendation for a Monthly Income Fund.
Read Answer Asked by Francesco on January 09, 2024
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