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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: 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 there- I’m wondering if you can please recommend a US ETF. It is for a RRSP account so not looking to access funds until another 10 + years.

Thanks
Read Answer Asked by Jill on November 11, 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 L 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 won’t 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: I have held MA stock for 18 months now, it's barely gone up at all and it looks like growth is stalled. Is this worth holding over QQQ or VOO?
Read Answer Asked by Brucey on August 26, 2022
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Read Answer Asked by Keith on August 02, 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
Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim
Read Answer Asked by Jim on July 21, 2022
Q: SPY is down over 20%QQQis down over 30% ytd.BAM is down over 25% ytdMSFT is down over 25% ytd.Do you think now is appropriate to enter into any of these names…and if so how would you rank each one to enter?Kim
Read Answer Asked by Kim on June 16, 2022
Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.

As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
Read Answer Asked by satish on June 10, 2022
Q: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx
Read Answer Asked by Tony on June 03, 2022
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