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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: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.

MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.

This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Read Answer Asked by Cameron on April 19, 2023
Q: Please rank in terms of (1) growth potential 3-5 years, (2) risk (lowest first), and (3) percentage allocation recommended for risk tolerant investor
Read Answer Asked by sam on January 11, 2021
Q: These stocks are somewhat different [financials and commercial services]. For a long-term investment, please advise top 2 for growth with rationale. Since all are priced for perfection, would plan to initiate positions only.
Read Answer Asked by sam on July 28, 2020
Q: An article in the Fin Post calls Marketaxess the undisputed champion in the S&P financial index for the last decade. Your only comment on this company was in March,2018. The company appeared to have done very well up till then. The CEO was even interviewed that year by Crammer on his show. As I understood that interview, MKTX is sensitive to interest rates, yet it continues to rise in value in this low interest environment. Do you think MKTX is a safe way to have "bond" exposure? Belated season's greetings. Lionel
Read Answer Asked by Lionel on January 03, 2020
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