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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: Hi 5iTeam,

I wish to setup a long-term equity portfolio for my child consisting of the following:

QQQ - 30%
SPY - 30%
XIC - 10%
VEA - 30%

Rebalancing will be done annually.

Do you have any suggestions on how to improve the risk-return profile of this portfolio? For example, should additional ETFs be added to incorporate "value", "small-cap", "emerging markets" and "frontier markets"?

Your comments are most appreciated.

George
Read Answer Asked by George on August 16, 2021
Q: Just bought a position in SOXQ. This appears to basically have identical holdings as SMH. SOXQ is not charging a management fee until December and subsequently are only charging a fee of 19 points which is almost half
of the fee for SMH. Is it likely that they will increase this charge in the near future or can I expect it to stay the same for some time. What is your long term outlook for the chip stocks? ( I should have asked this question before
purchasing) and is this a cyclical product?
Read Answer Asked by ed on August 16, 2021
Q: On Aug 13, you answered questions regarding Well as " As WELL stock did well, the stock price set in the equity component of the deal was $11.80 (up from $9.80). Circle had very strong growth. " What did that mean? Can you provide some background about above statement? What is equity component in the sentence mean and where did the $11.8 price came from?

Thanks,
Read Answer Asked by Adam on August 16, 2021
Q: Despite having released a steady stream of NRs, the shares of BABY have essentially been treading water below the $3.00 mark. But today's announcement may have finally changed things for the better. Would appreciate your views.

ELSE NUTRITION HOLDINGS INC. the plant-based baby, toddler and children nutrition company, announces that it has signed an online distribution agreement with Walmart.com and will be expanding into Walmart’s E-commerce (Walmart.com) marketplace by Q4, 2021 with its Plant-Based Complete Nutrition products for Toddlers.

According to eMarketer, Walmart’s U.S. e-commerce sales prior to the pandemic were $30 billion and are projected to hit over $64 billion by the end of 2021.

Read Answer Asked by karl on August 13, 2021
Q: AngloGold offered to buy out Corvus Gold at $4 a share. In you opinion is it a fair price? Since then the management said will steady the offer but no more new come out. Are they still talking behind close door for a better price?

XBC keeps dropping is it worth to keep the stock or should looks else where?
Thanks, Alec
Read Answer Asked by Alec on August 13, 2021
Q: Hi 5I team. I am attempting to set up a long period (5 year) US portfolio for an educational fund for my grandchildren.
Considering that I read 5I question answers daily, let us see if I have retained any wisdom and your current preferences by sector-
FIN(JPM); Health(ABBV); Real Estate(WPC); Materials (NTR); Info Tech (PLTR); Energy(CVX);Industrials(CAT); COMM(VZ)

would you change any of these choices?
Read Answer Asked by Peter on August 13, 2021
Q: Hi, what in particular do you think investors did not like about FDGE's recent results?
Is the sell off overdone in your opinion?
Is it wise to pick up an initial 1/3 position and fill to a full position over the next 6-9 months or would you wait this out for a couple more days/weeks.
Not the best scenario when a stocks price drops below or nears its IPO price.
Management kinda indicated a rosier picture in 2022 for what ever that is worth.

Cheers,
Steve
Read Answer Asked by Stephen on August 13, 2021
Q: Q2 report did not look stellar IMO, what are your thoughts. The acquisition is interesting, but seems like a bit of a reach and that they have given up some future profit with a Commission based sign-up for the Co-Ops that they purchased the company from. What do you think the largest concern is that is causing the fire sale today.
Read Answer Asked by Daniel on August 13, 2021
Q: I received one share in a non registered account and two shares in a RRIF account. Now what to do with them? Exchange them for BAM.A (despite the fact they BAMR is selling at a premium to BAM.A)? Keep holding? Eventually try to add more to BAMR? Is it better to keep it simple and focus on the BAM.A position for the future.? Is BAMR likely to show greater growth then BAM.A? Earnings report was decent. Acquisitions look promising.
Read Answer Asked by Maureen on August 13, 2021
Q: Can you please give me your current view on MDF, it's latest results along with it's Periscope acquisition?
Is this company worth holding or would you suggest a switch to LSPD or NVEI?
Thank you!
Read Answer Asked by Yvonne on August 13, 2021
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