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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 looking to add 1 ETF to existing all-ETF portfolios in my TFSA and RRSP accounts. Existing portfolios are roughly an equal mix of technology growth (ZQQ), dividend appreciaion (VGG) and a bit of fixed income/growth (VCNS) for stability. I am looking for something "alternative" for a roughly 10% position that would not be correlated to traditional equities or fixed income and preferably provide some inflation protection. May I please have your general thoughts (pros/cons) on the Purpose Diversified Real Asset Fund for this purpose. Can you also offer some other ETF suggestions within this general objective, either CAD or USD, that I might consider as alternatives to PRA. Thanks as always.
Read Answer Asked by Brad on November 30, 2021
Q: Good afternoon,
I was up 30% on WELL but I am now down 20%. I know you are positive on the stock over the next few years. I do not need to sell it but I'm thinking of (1) selling it for tax loss purposes and buying it back after 30 days, or (2) buying more now to average down, Alternatively, (3) I could sell the shares for tax loss purposes and buy the new convertible debentures which pay 5.5% and are convertible at a share price of $9.23. Al things being equal which looks like the best approach over the next 3 years? if it is to buy the debentures what is the ticker symbol for them? Thanks.
Read Answer Asked by Ken on November 30, 2021
Q: Hello, if my calculations and interpretation are correct the 5i Balanced Equity Portfolio 5yr annualized return is 11.05% which is pretty good. But at the same time why would i not just invest in an index fund such as XIU which has a very similar 5 yr annualized return of 11.07% or SPY which comes in at 18.93%
Read Answer Asked by Rob on November 30, 2021
Q: I have noticed that trading volumes of most of the stocks, except energy stocks, are down significantly today although the overall market is up quite a bit. This trend has been consistent in the last few days. Is it indicating any ominous event that might happen or is it just a normal event?
Read Answer Asked by Dev on November 30, 2021
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