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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've been working with your Portfolio Tracking tool, which is absolutely great, and it's telling me I should hold more bonds. Okay, that's clear enough, but what I'm unclear about is the number of Bonds (ETFs) I should hold. I know it's not really your thing, but is there a recommended bond portfolio you would recommend (for someone about to retire)? Also how important is it to hold international bonds VS only Canadian ETFs? Any advice is truly appreciated. Thanks as always for all your great work!
Read Answer Asked by Michael on February 19, 2021
Q: In his question, Rajiv mentioned that QBTC was at a 6% premium to NAV. While QBTC has sold at a premium (up to 20% in early Jan) on Feb. 18 at end of day, per the 3iQ website, NAV was $74.47 and closing price was $70.49. This is a discount of 5.34%, not a premium. Intraday, the discount appeared to be even higher, perhaps due to selling pressure as people transferred to the Purpose ETF.
Read Answer Asked by David on February 19, 2021
Q: Hello 5i,

The reality today is that the little guy was ripped off for years with MERS and fees. Now that this correction is unfolding with personal management of investments the next area of concern is Hedge Fund and Large Corporate consortium manipulation of the market in a "war" or to collaborate on stock pricing. It was fun to watch the little guy get some revenge but there seems to be an underlying criminal element to the "establishment" or "old boys" club when it comes to investing in the stock market.

What "IF" any investor (personal, hedge fund, or other large organizations) could "ONLY" buy and and sell a stock. . no shorts, calls, puts, etc. What would happen to the stock market?

Thank you again for helping the little guy navigate the stock market. 5i is the best value of any service out there.

Cheers,
Debbie and Jerry





Read Answer Asked by Jerry on February 19, 2021
Q: Since CSU and Topicus are somewhat similar, the latter with a European focus, would you think it to be able to take the same path to growth that CSU took years ago? In other words, do you look at TOI as being a mini-CSU with (hopefully) a similar story of acquisitions and long term success? Lastly, is Management of TOI considered "top notch"? Thanks as always!
Read Answer Asked by Doug on February 19, 2021
Q: QBTC dropped 6% today and it still trades at a 6% premium to NAV today. With the advent of BTCC, do you see the premium disappear almost immediately? I was wondering if it made sense to exit QBTC right away while the premium still exists; and invest in BTCC. The capital gains tax hit per unit for me is currently equivalent to $7 or 10% of the unit price today. Capital gains would have to be paid sometime and does it make sense to pay it from the premium that would dwindle over time? Or do you think the premium would still exist and it is better to defer the gains for now?
I also see that 3iQ have an approval for a bitcoin ETF. How would that play into the equation?
Regards
Rajiv
Read Answer Asked by Rajiv on February 19, 2021
Q: Loop Energy IPO. What do you think of Loop Energy? Would you be a buyer and if so at what price?

For IPO how do retail investors participate in them? Is there anyway retail investors can get their hands on hot IPOs?
Read Answer Asked by Roy on February 19, 2021
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