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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 the “new Trump reality” and associated statements and his expressed policies goals for the American economy directions for the near and long term would you advise/recommend your specific portfolios content/weighting adjustments in regards to geography , type of investments , cash % and any other potentially important issues ? Or should they stay as designed before the Trump second presidency term ? Certainly Trump election has generated a lot of noise in the media including business media . Thank you for your opinion and input in this obviously concerning and confusing times .
Read Answer Asked by Miroslaw on January 23, 2025
Q: Perhaps it is dumb question time, however I am struggling to understand the reported stats for UMAX. Perhaps it is an obvious answer I am missing.

As of Jan 21, 2025 the Hamilton ETF's web site says UMAX is yielding 14.67%. Just below that it shows "Total Returns (incl. Dividends)" of -4.53 for 1 month to 4.18% since inception. How is this possible without eroding the NAV (or a significant stock value loss, which I do not see based on stocks in the ETF). Scratching my head to see how this math works, as I was considering this ETF for yield in a LIF.

Thanks

Dave
Read Answer Asked by Dave on January 22, 2025
Q: I hold CROX and 2024 has been a roller coaster ride. Still up a bit though.
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave
Read Answer Asked by Dave on January 22, 2025
Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)
Read Answer Asked by Jacques on January 22, 2025
Q: any idea if you are using you tfsa for a GIC yield if it would effect your O.A.S. to be clawed back.
Read Answer Asked by jim on January 22, 2025
Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks
Read Answer Asked by Benoit on January 22, 2025
Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?
Read Answer Asked by Don on January 22, 2025
Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?
Read Answer Asked by Maryon on January 22, 2025
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