Q: If an investor books a large capital gain (and has no losses to offset it), how should it be handled from a tax perspective? Is it OK to wait untill filing to pay the tax on it? Or does the CRA want its cut right away? Thanks.
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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: Please provide your thoughts on this company. Would you invest in this at this time or, do you have a more promising selection in the silver category?
Q: Do you still like these companies here or have they become too highly valued? And which of the two is the better bet?
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USCF Gold Strategy Plus Income Fund (USG $39.78)
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USCF Gold Strategy Plus Income Fund (GLDX)
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Global X Gold Producer Equity Covered Call ETF (GLCC $51.00)
Q: Would you please compare these two ETFs. Is one ‘better’ than the other?
Q: Good day. Can you comment on the purchase by AEM of East Detour from Wallbridge. Was this predictable?
Kelly
Kelly
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.00)
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Mawer Global Equity Fund Series A (MAW120 $48.44)
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iShares International Select Dividend ETF (IDV $36.32)
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Invesco S&P International Developed Momentum ETF (IDMO $53.83)
Q: I have owned MAW120 for almost 10 years, and upon looking at its recent performance, I can't find any reason to continue owning this fund. Can you?
As per Mawer's web site (https://www.mawer.com/funds/performance) it shows results as of June 30, 2025 versus its benchmark:
MAW120 1yr: -0.9%; 3 yr: 9.8%; 5 yr 7.7%
Benchmark: 1 yr: 15.8%; 3 yr: 19.6%; 5 yr 13.7%
For the one year period ending June 30th it lost money! It's benchmark earned 15.8%. It has > 50% invested in the US market. I don't see how they could lose money over that time period. Can you explain how it could lose money when markets in US, Canda and Europe over that period were generally good. Even their International Equity fund made 23.3% over the same 1 year time period.
I will be "firing" them. I have sold 1/2 today, and will sell the other 1/2 next week. I would like to invest in the benchmark for this fund, or something as equivalent as possible. Can you suggest 3 ETFs for me to buy for global equity exposure that have significantly better performance than MAW120.
Thanks,
Paul
As per Mawer's web site (https://www.mawer.com/funds/performance) it shows results as of June 30, 2025 versus its benchmark:
MAW120 1yr: -0.9%; 3 yr: 9.8%; 5 yr 7.7%
Benchmark: 1 yr: 15.8%; 3 yr: 19.6%; 5 yr 13.7%
For the one year period ending June 30th it lost money! It's benchmark earned 15.8%. It has > 50% invested in the US market. I don't see how they could lose money over that time period. Can you explain how it could lose money when markets in US, Canda and Europe over that period were generally good. Even their International Equity fund made 23.3% over the same 1 year time period.
I will be "firing" them. I have sold 1/2 today, and will sell the other 1/2 next week. I would like to invest in the benchmark for this fund, or something as equivalent as possible. Can you suggest 3 ETFs for me to buy for global equity exposure that have significantly better performance than MAW120.
Thanks,
Paul
Q: How do we find out the top 10 of their portfolio?
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Evolve Bitcoin ETF (EBIT $59.91)
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Fidelity Advantage Bitcoin ETF (FBTC $55.95)
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Ishares Bitcoin ETF (IBIT)
Q: What are your thoughts on this ETF? Do you prefer another one over EBIT?
Thanks
Thanks
Q: Thoughts on leadership and potential for this Bitcoin related company
Q: Hi - Can I have your assessment of this company please. Is it buyable?
Thanks
Thanks
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Fidelity Advantage Ether ETF (FETH $83.50)
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Ishares Bitcoin ETF (IBIT)
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3iQ Solana Staking ETF (SOLQ $24.50)
Q: I am considering holding a crypto currency ETF in my TFSA, approximately 5% of current TFSA total, with a 10+ year horizon. My goal is good long term return tax free.
Would you agree with this strategy>
Would you choose Bitcoin or Etheureum?
Would you choose an ETF or MSTR or BMNR? Why?
If an ETF, which Canadian ETFs would you investigate?
Thank you for your ongoing great service.
Would you agree with this strategy>
Would you choose Bitcoin or Etheureum?
Would you choose an ETF or MSTR or BMNR? Why?
If an ETF, which Canadian ETFs would you investigate?
Thank you for your ongoing great service.
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Galaxy Digital Inc. Class A common stock (GLXY $55.22)
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Coinbase Global Inc (COIN $375.78)
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Robinhood Markets Inc. (HOOD $145.00)
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ISHARES ETHEREUM T (ETHA $33.90)
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3iQ Solana Staking ETF (SOLQ $24.50)
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Circle Internet Group Inc. Class A (CRCL $148.72)
Q: Hello 5i,
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
Q: I am a northerner who worked in the mines for many years. Bought ITR in August and it has almost doubled. It reaches a high, consolidates, and then goes to another high and continues this pattern. Your opinion on this would be greatly appreciated. Thank you.
Q: Why is this stock tanking today???
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Nike Inc. (NKE $68.91)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.56)
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lululemon athletica inc. (LULU $173.17)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $39.08)
Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.
Thank You
John G.
Thank You
John G.
Q: Have held this in an RRSP for quite some time and find it frustrating that it hasn't been able to move up and the hold the high 40s. How much longer should I give this? Other than SLF and MFC what you choose as a replacement?
Thanks!
Thanks!
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Kraken Robotics Inc. (PNG $5.95)
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Zedcor Inc. (ZDC $5.83)
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Vitalhub Corp. (VHI $11.14)
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Genius Sports Limited (GENI $11.53)
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Nebius Group N.V. (NBIS $117.70)
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Ouster Inc. Warrants (OUSTW $0.00)
Q: NBIS is now a 3-bagger for me. Thank you so much! If I were to ask you to pick the "next" NBIS, what would be your top 5 picks today, for a 3 year hold, ranked in order? I have a high risk tolerance.
Q: Good morning5i.
I need to sell or trim one of the following position in my RRIF. Which position would you sell at this time? I would have to sell all BCE or part of ENB or BNS to get the withdrawal amount needed.
I need to sell or trim one of the following position in my RRIF. Which position would you sell at this time? I would have to sell all BCE or part of ENB or BNS to get the withdrawal amount needed.
Q: Hi there. I have a diversified portfolio that mixes growth & income stocks. I'm looking to boost dividend income in my non-registered accounts with hopes of some capital appreciation as well.
What would be your top 3 picks for Canadian dividend payers with a yield of >4% that are currently undervalued, or that have growth ahead of them over the next 3 years. We are already well invested in the financial space (banks, insurers), so would be great to hear your thoughts on companies in other verticals.
Thanks for the great advice!
Erick
What would be your top 3 picks for Canadian dividend payers with a yield of >4% that are currently undervalued, or that have growth ahead of them over the next 3 years. We are already well invested in the financial space (banks, insurers), so would be great to hear your thoughts on companies in other verticals.
Thanks for the great advice!
Erick
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.10)
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Kraken Robotics Inc. (PNG $5.95)
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WELL Health Technologies Corp. (WELL $5.60)
Q: What is the projected release date of next earnings for these companies?