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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: Lots of discussion and comments regarding small caps today.
My only exposure - about 10% of my portfolio - is VIOO.
Is this a good choice to play in the space or would you have other suggestions.
Thanks
Read Answer Asked by Gary on January 14, 2026
Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
Read Answer Asked by John on January 14, 2026
Q: Thank you for those useful articles on all-in-one ETFs. I plan to gradually invest this way​ to make life easier on myself or whoever may be doing the investments in the future.
The problem (and it's not a big one ​as it just needs a bit of math). To have a position of 50%​/50% ​Equities/Bonds I need to have an 80% position in a 40/60 E​quity/B​ond ETF and a 20% position in a 80/20 E​quity/B​ond ETF.

​Is there an all in one 50/50 ETF with a reasonable MER?
​Alternatively, are there similar diverse all-in-one​ 100% equity and diverse all-in-one ​100% bond ETFs where we could just have one of each then rebalanced every 6 to 12 months back holding 50% of total each​? (Makes the math really simple :)

Though I don't tend to use timing​, is there a time of year long term where that rebalance might offer a​ percent​ or fraction of a percent advantage?​ For example, do bonds trade higher or lower at certain times of the year? Similarly equities?
Read Answer Asked by Tulio on January 14, 2026
Q: This news was released today. I'm wondering first if these would be a good, safe investment to buy? And also, what sort of impact, if any, issuing these will have on the stock?

Brookfield Renewable to Issue C$500 Million of Green Bonds
View Associated Files
Jan 13, 2026

BROOKFIELD, News, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) today announced that it has agreed to issue C$500 million aggregate principal amount of Series 20 Notes (the “Notes”), due January 15, 2056, which will bear interest at a rate of 5.204% per annum.
Read Answer Asked by Ann on January 14, 2026
Q: I am planning to buy 500 NBIS and 300 AEM. Do you think the time is right for gold and NBIS, or are they already overbought and near or already peaked?
Or is there a better suggestion? ( opinion please)
Thank you.
Read Answer Asked by Nizar on January 14, 2026
Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part
Read Answer Asked by regent on January 13, 2026
Q: Retired, dividend-income investor with a balanced portfolio (in my opinion anyway). I have a small Materials sector weight of approximately 5%....half of which is in Nutrien and the balance is held within CDZ, ZLB, ZWC and RBF646. The non-NTR materials holdings are heavier in the gold, etc. stocks.

I am interested in, if possible, a one-stop-shop ETF that focuses on materials like gold, silver, copper, rare-earths....those that have, obviously, already had a good run but are believed to have more runway to go. I have looked through both the BMO and iShares ETFs and have not found anything suitable.

Do you have any ideas for a few ETFs that I could further research?

Thanks for your help, much appreciated....Steve
Read Answer Asked by Stephen on January 13, 2026
Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al
Read Answer Asked by alex on January 13, 2026
Q: Can you please provide your most likely Cdn takeover targets in 2026 and rank them both in terms of takeover likeliness and quality of the company if they are not bought out this year (comfortable holding if a bid doesn't materialize this year).
Read Answer Asked by Chris on January 13, 2026
Q: What do you think about SPLV for lower risk investing? I understand the defensive nature of this ETF, but it's practically unchanged since Aug 2024, so I am wondering whether holding one of these new dual-direction Innovator ETFs or simply holding SPY and selling covered calls at +10% and buying puts at -10% is a better strategy here than holding SPLV. Your thoughts/suggestions on SPLV and these alternatives?
Read Answer Asked by Michael on January 13, 2026
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