Investment Q&A

Q: Just to say that I really enjoyed reading the articles in your Money saver Special Edition. In the Feature written by Moez Mahrez called Future Proofing Your Portfolio I would appreciate your opinion on BOTZ with respect to performance to date and risk level. Thanks.

Q: Hi 5iResearch Team,
Would you please recommend some US$-based ETFs that are focused on each of the following areas:
- cybersecurity
- artificial intelligence
- mobile payments
Cheers

Q: Can you recommend a small group of companies in Canada that are principally involved in Artificial Intelligence. I think you advised in the past; however, I can’t find your response.
Thanks, Jerry

Q: Good day and continued thanks for your knowledge and advice.
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?

Q: Could you please give me your top rated 4-5 individual stocks from either BOTZ and or ROBO. Thank you

Q: Good Morning
I will appreciate your comments with respect to these two ETFs.
At today's prices are they a buy, hold or sell?
Thanks

Q: If I invest in this ETF using funds from my TFSA, will I have to pay tax on any capital gains because it contains US and International stocks?

Q: Hello Peter and Team,
The article;Filling in Portfolio Gaps for a Canadian Fund Investor by Ryan Modesto makes the point that passive investing in the TSX 60 ETF is not proper diversification.

The 5i Balanced Equity Portfolio is actively managed with a strategy to offer a balanced diversified approach to sector, style, market capitalization and does not aim to mirror a broad index (BE Portfolio holds 15.62% in technologies and 2.41% in healthcare).

1. An investor with risk tolerance comfortable for the BE and a time frame of over 10 years would it be advisable to add two or three positions like ZQQ (US Technology sector exposure), ZUH (US Healthcare sector) and or ROBO (robotics and artificial intelligence)?

2. Would you consider these ETF not in line with the BE strategy and would create over diversification and or not to be in risk tolerance of the BE portfolio?

Thank for the great no conflict service that you provide, Ronald

Q: I understand that NVDA is a leader in this field. Would you chase it at these prices? How can one invest in this sub-sector - individual stocks or ETFs?

Q: I am trying to gage if these stocks will surprise us in a positive way let’s say a 6 months to a year from now. In other words I am trying to think ahead of the curve.

-Considering how well Bitcoin has done will hive-tsx.v follow in its footsteps ?

-Solar. No one talks about it so much anymore.  Is this the calm before the storm.  Is this little known stock uge:tsx.v poised to do shout up?

 -Is ostk.n  the next eBay ?  Amazon ? Shopify?

 -Robotics.  Definitely the way of the future .  Are these 2 eft a good buy ? ( Botz and Robo ) . 

 Or are there other companies that are strongly recommend today that would appreciate in stock value ?

Thanks so much for your input.

Barry from Montreal.

Q: I have not paid much attention to robotics and Artificial int. I found this US ETF and seems to be doing well.I was thinking 5% holding $9.000. in this area as I do not much tech in portfolio.Is there a comparable Canadian ETF and does 5i have any other stocks to compare with this ETF.Thank's 5I

Q: Could you suggest some Artificial Intelligence ETF vehicles? I assume that these will be US based ETF's.

Doug Gameroff