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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 believe and you can correct me if I'm wrong but many software names in both the US and CAD e.g. TRI, SHOP, NOW have reported fairly good results yet nobody wants to own them at least for the moment. So, if good results do not change the narrative what do you think changes this negative perception? And what in general would be a floor for multiples on some these names?
Read Answer Asked by Jason on February 11, 2026
Q: I am considering an investment in private investment company OWL which has been hit hard by recent sentiment. It pays a dividend of over 7%. I would sell a current holding of BINC which pays a dividend of around 5.7%. I understand OWL has much greater risk and appreciate BINC being managed by Rick Reider. Would you endorse this change not to squeeze an extra 1% of dividend but rather because you agree that over a period of 3 to 5 years sentiment is likely to change regarding private investment firms such that a substantial capital upside is achievable along with the generous dividend. What opinion do you have specifically regarding OWL. At current price levels do you see substantial risk. Thank you.
Read Answer Asked by Ken on February 11, 2026
Q: These ETFs advertise on their website annualized yields of between 10.5% and 11.7% which seems very attractive using covered calls and leverage at a management fee of .65%. Do the covered calls generate that much income to increase the yield as well as the leverage? Also does the yield include a significant return of capital?

Thanks for your great service!!
Read Answer Asked by Bryan on February 11, 2026
Q: Hi 5i.

Thank your for this service.

I am looking an re-balanicng my etf portfolio for my kids.

Would you think these ETF and allocations are ok for 20 years for my kids

Zag 5%
QQC.F 15%
VDY 15%
VIU 10%
VEE 5%
VFV 40%
XFN 10%

Total 100%


Thanks for your guidance.


Read Answer Asked by CARMELO on February 11, 2026
Q: Hi,

I have all of my international equity in XEF with a small amount of VEE. I noticed that IDV has performed extremely well this past year and better than XEF. Can you please explain why?

And are the two different enough that it would make sense to own both or is this too much diversification with both being broad market ETFs?

thanks
Read Answer Asked by Everett on February 11, 2026
Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.
Read Answer Asked by John on February 11, 2026
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