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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: I am retired and comfortable with the mix of stocks I have but with the increase in chatter about bitcoin I wonder if I am missing something. I have looked at bitcoin as a pyramid scheme and avoided it. Can you comment on its value and if you think is has any, maybe suggest some options to buy into this new commodity.
Read Answer Asked by Wayne on April 16, 2024
Q: Hi The focus on bitcoin these days I am surprised that I can’t find more questions or information about bitcoin and related cryptocurrencies on the 5i website.

I can’t help but wonder if I’m just not asking the right questions or looking in the right places.

If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment

On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?

Addition, could I have your thoughts on Solana and Ethereum going forward

As always, thank you so much for your help. Much appreciated.
Read Answer Asked by Donald on March 12, 2024
Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?
Read Answer Asked by Allan on March 11, 2024
Q: Can you suggest some Canadian and US listed stocks and ETF's one might want consider to get a small exposure to BlockChain in a TFSA. Do any of these companies make any money? Do you think the ETF's are reasonable proxies for BitCoin but with less volatility?
Read Answer Asked by Ian on February 22, 2024
Q: Beside exchange rates effects, is there any major difference in owning a CAD bitcoin etf like BTCC.B vs one of the newly minted US BTC etfs? I use GBTC as an example but if there's some you like better please mention.
Read Answer Asked by Patrick on February 15, 2024
Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks
Read Answer Asked by Marjorie on January 16, 2024
Q: Hi 5i team,

I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.

However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.

Please share your thoughts.

Best,
Matt
Read Answer Asked by Matt on January 15, 2024
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