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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 have a question about 89639

Hi 5i,

NSGE ETF is a Sustainable Global ETF that has been around for a little over 1 Year. It has good performance since it's introduction. It's AUM have grown from approx. 10M to over 300M in a short time. Can you help explain why the trading volume is extremely low? Can you provide your overall thoughts for this ETF? Can you also provide your thoughts on the subadvisor Alliance Bernstein?

take care and thanks
Read Answer Asked by Ian on August 26, 2021
Q: Can you provide guidance on what is the most appropriate strategy for profit taking? Should you have an objective in mind when purchasing, and when that goal is achieved, sell? Or if underlying investment still has solid fundamentals, continue to hold?
Read Answer Asked by Steven on August 26, 2021
Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: I own ZHY, XHY and ZEF bond ETFs. They do pay some income, but the capital is getting constantly depleted - I am 10% down on ZHY/XHY and 5% down on ZEF after holding them for many years. Is there a point of keeping these funds or should I get rid of them?
Read Answer Asked by Mirjana on August 26, 2021
Q: Hi Guys,

I own all of the above (Bam.a 2.55%, Bepc 1.7% , Bep.un 2.2% ), I was thinking of selling either Bepc and Bep.un and purchasing more Bam.a.

Does this make any sense inside a balance portfolio.

thanks

Jim
Read Answer Asked by jim on August 26, 2021
Q: Hi guys,

I own BAM.A (2.5%), BEPC (1.80%) & BEP.UN (2.2%) inside a "balance ish" portfolio. Your thoughts on selling one of BEPC or BEP.UN and adding to BAM.A, making it a full position (5%).
Thanks
Jim
Read Answer Asked by jim on August 26, 2021
Q: I have been invested in EAF for a few years now (currently down a bit). It seems like they are making good progress in paying off their debt and over the time and the overhang of Brookfield selling off its stake is decreasing. I am fairly patient on this one and I am likely to keep being patient but do you see negative issues I may be discounting because I already hold it.

From my perspective they seem like they could end up with a low debt ratio and good cash flow in a few more years while the biggest risk seems to be that the long term contracts they have will not be rolled over at anywhere near the same levels.
Read Answer Asked by Graham on August 26, 2021
Q: I'm down about 34% on REAL in a registered account. I initially bought with a 5 year time frame in mind. What catalysts can you think of that might be a positive for the stock price? How likely are these to occur over the next year or two? With my time frame in mind, would you advise selling and moving on?

Read Answer Asked by Robert on August 26, 2021
Q: May I please get your thoughts on Opendoor Technologies? All the stocks in this group seem to have settled out and are down ~50% from their peaks. Being risk agnostic, would you prefer Zillow over Opendoor?

I like that Opendoor has housing inventory. It is unclear to me if competitors Zillow and Redfin also have inventory. I would appreciate any clarity you can provide me on that.

Thank you for your thoughts!
Read Answer Asked by Marco on August 26, 2021
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