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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: I have now smallish positions in these ETFs held in registered accounts. ARKG at a 40% profit ARKW at a 60% loss and ARKK at a 64% loss. Do you see these recovering in the next few months or would you sell now and look elsewhere?
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Many thanks.

Read Answer Asked by Carlos on March 14, 2022

Q: Dear 5i team.

Looking at Q history, you last pulled ARKK and ARKF from the ARK group of funds as your suggested two of the bunch as at Oct'21.

Does this still stand or has current market backdrop changed your view in any way?
I'd like to get small positions in the best two now that the rotation is well under way.

Thanks.

Read Answer Asked by Arthur on January 25, 2022

Q: Would some of the companies that ARKK invests in have the "Zombie Company" label?

In a major market collapse where there is an avalanche of investor redemptions in this ETF, is there any danger(s) to be aware of? i.e. would it actually be less risky investing in perhaps (5) of the top holdings as opposed to the ETF itself in this extreme situation?

I like the idea of a Disrupter investment component within my very diversified portfolio. However, to come up with my own personal yet-to-be-determined weighting, I am trying to get a feel for the risks with this ETF if things were to really, really go south.

Read Answer Asked by James on January 10, 2022

Q: With the market rotation and possible interest rates impacting growth stock valuations.

Is ARKK becoming hit too hard to ignore?

What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.

This is an added boost for my portfolio which is otherwise balanced.


Thank you very much!!!

Read Answer Asked by Adam on January 07, 2022

Q: Hi 5i and Happy New Year!

I hold the above noted stocks/ETF in a TFSA.
The only 2 that are above water are Nanoxplore (GRA:CA) and PayPal (PYPL:US).
Question 1). Which would you recommend keeping?
Question 2). Which would you recommend selling?
Question 3). With ESG values in mind, what would be your top 3 CAD stocks and top 3 US stocks for this year's $6000 TFSA contribution?

Thanks for all that you do!

Read Answer Asked by Brian on January 04, 2022

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Read Answer Asked by jim on January 04, 2022

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Read Answer Asked by James on December 20, 2021

Q: Given recent corrections, which ETFs (both Canada and US) are worth watching/stepping into to take advantage of the sales.

Read Answer Asked by Hua on December 16, 2021

Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS

Read Answer Asked by Jacques on October 25, 2021

Q: Hello -

Your opinion on these BMO ETF's please. They don't seem to totally align with the ARKK group of ETF's, do they?

Read Answer Asked by James on September 28, 2021

Q: Hello,

Which aggressive growth ETF (or a set of ETFs), would you recommend for a long (e.g. 14+ years hold) in a RESP account?

Thank you

Read Answer Asked by Timour on September 16, 2021

Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again

Read Answer Asked by Dennis on September 15, 2021