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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: Earlier today you mentioned tech as a pretty good etf for holding mainly fang stocks. It got me thinking about my own situation. I own both voo and rsp partly to balance out my technology holdings. I am wondering whether I might be better with something like tech and rsp and selling voo? I like the idea of being a bit overweight in technology stocks and this might be a good way to achieve this. What are your thoughts on this ? Also, i note tech is a Canadian etf. What would be a good US denominated possibility?
Thanks for your expertise

Read Answer Asked by joseph on December 05, 2022

Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c

Read Answer Asked by Claus on December 05, 2022

Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?

Read Answer Asked by Brucey on December 02, 2022

Q: I asked in a previous question if you favoured SPY or VIG, you sided with SPY. So brings me to SPY vs QQQ. Bat the average with SPY or gamble on the more tech heavy QQQ rebounding stronger and looking like a good buying opportunity. I am slightly underweight tech so would beef up my tech holdings as well

longterm hold, registered account, hybrid balanced/income follower.

Read Answer Asked by Tom on November 29, 2022

Q: If you currently had about 50% cash in your portfolio;

- how would you suggest investing the balance and over what time period?

i.e. 30% cash now, 30% in 2 months etc

Thank you for your input.

Read Answer Asked by Dick on November 24, 2022

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Read Answer Asked by Terence on November 08, 2022

Q: Good morning, what ETF's would you advise for a new portfolio today. Mid age investor, including sector allocations please. TFSA and Non reg'd accounts

Thank you

Read Answer Asked by Laurence on October 31, 2022

Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave

Read Answer Asked by Dave on October 27, 2022

Q: Good morning, I have some USD in my tfsa and was wondering if you could suggest a few ETFs in the states where I wonít get charged a withholding tax. Can be growth or index oriented.
Thanks

Read Answer Asked by Seamus on October 07, 2022

Q: Let's assume I am ready to bet that the stock market will provide me 7-10% CAGR over the next 20 years. I could buy an index that tracks the market. But is there an ETF that could provide me with 2x or 3x leverage on this bet (with the help of derivatives or any other tool/tactics that I have no chance of understanding), hence providing me with 20%-30% CAGR ?

That would be too easy right ?

Read Answer Asked by laurent on September 15, 2022

Q: What are your thoughts on index funds and if you were to buy a few which ones would it be, following the Canadian and US exchanges?

Thanks

Read Answer Asked by Cam on August 31, 2022

Q: Hi group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.

TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY


Thanks for your help and guidance deduct credits as you see fit

Read Answer Asked by Terence on August 31, 2022

Q: What specific ETFs suggestions would make a diversified portfolio

Read Answer Asked by Nick on August 02, 2022

Q: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in

Read Answer Asked by Terence on August 02, 2022