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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: JEPI did reasonably well vs. US markets in 2022 and YTD 2023. The fund is now beginning to see net outflows. Question: Are US-listed covered call ETFs going to do less well “going forward” -- say , in the period from now to end of year 2024. My rough calculations of JEPI’s returns including distributions *appear* to show JEPI did not outperform a general index like SPY.

What are the main signs to look for to help one decide that’s it’s time to sell. No, not market timing! One would simply like to *try* to leave before the exits get overcrowded.

Read Answer Asked by Adam on June 15, 2023
Q: Hello Peter,
Thanks for your service. My renewal is coming up and yours is the only service i plan to renew.

For the three index funds, over a 5 year comparison, VFV out performs all , SPY 2nd and XSP is the last ... Why such a discrepancy? Am I better off with VFV going forward? Thanks
Read Answer Asked by umedali on June 12, 2023
Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!
Read Answer Asked by Trevor on May 02, 2023
Q: Hi Peter,

I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?

Thanks
Read Answer Asked by George on April 11, 2023
Q: Dear 5i
Do you think its important to hold more than one general market S&P 500 ETF in an RRSP account ? If so what Canadian and what US listed ETF`s would you recommend ? Is it important to hold both or just one or the other in an RRSP with regards to withholding taxes ?
Also if you own a Canadian listed ETF such as ZSP which holds individual US stocks , do those stocks held count towards the $100,000 foreign investment limit where a special tax form has to be submitted if above that limit in a nonregistered account ?
Thanks
Bill C
Read Answer Asked by Bill on March 22, 2023
Q: Greetings, 5i Research,

Thank you for your authoritative answers to my previous questions.

Outside my tax-advantaged accounts, I plan to sell just-in-the-money, cash-secured puts on SPY on Mondays, expiry dates on Fridays of the same week. I expect to be assigned half the time. When assigned, I will own SPY, which will allow me to sell just out-of-the-money covered calls on the security. I will repeat the process when assigned, and sell just-in-the-money, cash-secured puts again.

My question is what are the risks of this approach?

Thank you.

Milan
Read Answer Asked by Milan on March 06, 2023
Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves
Read Answer Asked by Yves on January 20, 2023
Q: Happy Holidays!! Two part question - What are your thoughts on index funds, I don’t think I see any in your portfolios.

I read some commentary sometimes how some “professional investors” say they are better than stocks, for as the stock market goes up the index funds will too, but stocks don’t always rise when the market does. I do see the counter argument there too.

And assuming you’re not opposed to them, you which ones would you recommend?

Please take 2-3 credits, as that was a long question.

Thanks,

Cam
Read Answer Asked by Cam on January 06, 2023
Q: We have been keeping in cash the proceed of the sale of a condo. what would you suggest for a conservative growth ETF in canadian currency. That would represent 10% of our equities holdings. Looking for more growth than yield, as this would be in a non registered account. We would like something all in one, as I do not want to add more names to the list of equities we have.
Read Answer Asked by francois on January 04, 2023
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