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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: Can you suggest a few good ETF’s which should form the basis of one’s portfolio.

Also please suggest ETF’s for specific applications like..... high risk/ growth, dividend, US equities, Canadian equities, dividend stocks, tech stocks, emerging markets ..... and your choice of basket of ETF’s which a person could use to build a portfolio ( with % allocations)
Read Answer Asked by HARRY on May 10, 2021
Q: The other day Brad was asking about the current trend of shifting to value and a concern with rising rates & inflation, and wondered whether it would good to lighten up on growth stocks. The 5I answer covered a number of points and suggested adding sector diversification or balancing out with some value stocks. and that “high grading” things a little might be prudent. Although I like the sector diversification they offer, if I wanted to do some “high grading”, would I want to move out of these 3 names? They have been increasing in value ( by the way, I came to consider them because of 5I, so thanks). Or do you see them as being sufficient "grade" to continue to hold? hank you for your excellent service.
Read Answer Asked by Leonard on May 10, 2021
Q: Hi Peter, Ryan and Team,

I was wondering about what is the best course of action for an investor when interest rates rise? Should we get out of growth stocks and move to consumer and noncyclical stocks? If our time frame is 5+ years, should we just stay the course? What 3 or 4 stocks would you recommend when interest rates rise?

Thanks for your helpful advice!
Read Answer Asked by Marvin on May 10, 2021
Q: What do you think is the remaining downside in this market? 0% or 5% or more than 10%? It does not bother me because markets go up and markets go down!
Many thanks
Clayton
Read Answer Asked by Clayton on May 10, 2021
Q: I am asking this question on behalf of my son. He does not like to invest on his own, he has no interest and probably never will. I am thinking of setting up some kind of weekly investment program using Wealthsimple (to save on commissions), to acquire a fixed dollar amount of shares/ETFs every week. This will serve as his pension in the long run. He is 31 years old. He is fairly conservative but still young so can easily assume some risk.
1. Do you think using Wealthsimple is a good choice.
2. Do you think that investing a fixed amount every week in the same shares/ETFs is a good strategy OR would you recommend doing so every 2 weeks or on a monthly basis. (If the markets (on average) don't move too much from week to week we can increase the investment window.) Would you recommend a different investment strategy?
3. What would you recommend as a good mixture of ETFs and stocks for somebody of his age and risk appetite (to acquire and build on over time).

Thanks again.
Read Answer Asked by Walter on May 10, 2021
Q: Hello Peter,
My margin account is dominated with US stocks and a corresponding borrowing of US dollars. The Canadian dollar has been exceptionally strong probably at the top of the trading range. I generally prefer not to speculate on the dollar and keep the borrowings in the same currency as the assets. However, I am tempted to convert about 50% of the US borrowings to Canadian.
In your experience, would you endorse this, or just stay the course?
Regards
Rajiv
Read Answer Asked by Rajiv on May 10, 2021
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