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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: If one already has a 10% weighting in ITOT would an additional position in a small cap fund be warranted? Which ETF is preferred for small cap exposure and why - IJR or IWM? It appears IJR has outperformed on all timelines. Is this due to its more concentrated approach? Is there a global small cap etf that is recommended?
Read Answer Asked by Matthew on June 02, 2023
Q: How stable is the $2 dividend, currently yielding 8%?

Any similar etf you would consider to be a better choice for income and some growth?

Thanks.
Read Answer Asked by Donald on June 02, 2023
Q: Hi Peter and Team,

Are there any good ideas that are publicly traded to participate invest in productive farm land? In an ideal world, such a vehicle would pay a dividend also.

Thanks!
Read Answer Asked by Marc on June 02, 2023
Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.
Read Answer Asked by Brian on June 02, 2023
Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?
Read Answer Asked by Chris on June 02, 2023
Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len
Read Answer Asked by Leonard on June 02, 2023
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Read Answer Asked by satish on June 02, 2023
Q: Would this be a good time to start adding to freight/ trucking operators?

Would please rank these in order of upside potential give current prices.

Thanks.
Read Answer Asked by Donald on June 02, 2023
Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year
Read Answer Asked by Kim on June 02, 2023
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