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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: Hold all four in growth oriented TFSA for several years now. How much overlap do you see among them? How would you rank them first (best) to last? Are any need to own? If reducing number of these four holdings, which ones would you trim or eliminate? Any that could be increased as position size of each is less than 1.5% of total of all portfolios?
Read Answer Asked by William Ross on May 31, 2024
Q: This ETF was mentioned in an answer a few months ago. Its focus and objectives appealed to me. I purchased a position and then added. It has worked out well so far but as I am wont to do, I shot first and am now asking questions later.....
At present, the AUM is reported to be just over $1.1B (US); has this been growing much in the last year? And at that size, is there any small cap risk as would be the case with an equity? Last, does the fund use leverage, and if so, is it an amount that meaningfully adds risk?

Many thanks for your excellent service.
Read Answer Asked by Leonard on May 31, 2024
Q: What are the reasons for the significant drop in the Cdn and US stock markets since last Friday???.....thanks for your insights.....Tom
Read Answer Asked by Tom on May 31, 2024
Q: Hi, I was looking for a US Growth ETF sold on the Cdn exchange that is the equivalent of VUG that I can buy with Cdn dollars.

Thx
Read Answer Asked by Kim on May 30, 2024
Q: Bond ETF's like XLB have performed poorly in the face of peak interest rates and pending Fed rate cuts. Could you offer some insight as to why there has been recent weak demand for US treasuries, whether you see that trend continuing in the near term and at what point bonds may become a rewarding investment?
Read Answer Asked by Curtis on May 30, 2024
Q: Why the big drop,earnings appear good??I
Read Answer Asked by terry on May 30, 2024
Q: Your recent responses to questions, include a caveat " if you have a decent time frame ". Is this 3years, 5years or 10years? Thank you
Read Answer Asked by Richard on May 30, 2024