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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: Regarding carrying charges for etf investment income are you allowed to use fund fees.
For example. $40,000 on Dec. 31 X .0069 management fee = $276 carrying charges, or
$40,000 X .0076 mer = $304

Thank you
Read Answer Asked by JACK on March 14, 2023
Q: Hi there, you mentioned this name in an answer to a question Monday as one to consider buying on the dip caused by the svb blow up. I had my eye on it because it seems to have strong earnings growth. I hesitated because it is up about 100% already this year and there was a short report on it. Can you comment further on why you like this name? I am afraid to buy something that is already up so much as I worry that it could fall a lot in a profit taking environment. The short report has also scared me off. Thanks as always for the comments.

Jason
Read Answer Asked by Jason on March 14, 2023
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
Read Answer Asked by D on March 14, 2023
Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.
Read Answer Asked by Dustin on March 14, 2023
Q: Hello 5i,
I have reviewed the questions on these two ETF's and I would like to confirm my thinking. I need to increase both my international and U.S. sectors, one more than the other. As I understand it, if I purchase LIFE, then my international sector would improve over HHL and if I purchase HHL, then my U.S. sector would improve over LIFE. Beyond geographic sector allocation I am largely indifferent albeit with a slight preference for HHL more due to its MER more than anything else.
So, are my assumptions correct and would you have anything further to add in terms of preferring one over the other that I may have overlooked?
Many thanks as always!!!
Cheers,
Mike
Read Answer Asked by Mike on March 14, 2023
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