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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: Do you you prefer one of these over the others? Would VEQT would be more efficient in an RSSP as it holds individual stocks rather than ETF's?
Read Answer Asked by Joe on March 13, 2025
Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.
Read Answer Asked by Alexandra on March 13, 2025
Q: Could you list Canadian dividend ETFs that pay out is in the middle of the month, or not at the beginning and the end of the month?

Thanks
Read Answer Asked by Mark on March 13, 2025
Q: historically the risk in holding US Gov't debt has been very low. Now it seems we are only 1 Truth Social Post away from the next crazy Policy experiment. I believeTrump questioned whether they really owe all the Debt and may have even questioned the need to pay it.

When holding US Gov't debt in the form of US T Bills or similar has my risk ticked up since Jan 26th and would you say US Gov't debt is still much safer than say a TD US GIC (Corporate Debt)? Are there short term cash proxies you would avoid in this market due to recent admin change?

Lastly does this never ending talk about the US Debt ceiling and possible Gov't shutdown create risks for holders of US financial instruments?
Read Answer Asked by Craig on March 12, 2025
Q: Hi there
Could you please suggest 4 fidelity corporate class funds to hold in a non registered account for someone who would like to use fidelity funds as a hand off approach for their portfolio.
Thank you
Read Answer Asked by Anna on March 12, 2025
Q: Good day, 5i Team,

As always, thank you for your support, especially during times like this.

Are you able to share your team`s general consensus on where we are heading and what would be the major factors to keep an eye on to gauge the depth of the pullback?

More specifically:
1. If we are heading for recession, what industries/companies would be best positioned to recover first and "benefit" from the current situation?
2. On the scale from Covid to Great Depression, where would you place us speculatively as the result of Trumpconomics?

Respectfully,

Nick
Read Answer Asked by Nick on March 12, 2025
Q: This companies sales are 46% in Canada and 54% in the US and it operates 16 manufacturing facilities. As far as I can tell, what it sells in Canada it produces in Canada and its sales in the US are produced in the US. In this regard I see little effect from the tariffs except for juice concentrates, and plastic resins which it imports from the US for its Canadian juices and plastic bottles. Are you able to confirm the accuracy of my thesis in this regard? It reports on March 19 and with the stock near 52 week highs I am trying to anticipate any negative surprises. Other than tariff issues is there something else I am missing which could produce a negative surprise with its sales/earnings? Do you see it as a buy, sell or hold?
Thank you.
Read Answer Asked by John on March 12, 2025
Q: Hi gang,
What would be your best pick from this 4-ETF. I would like to buy one . Or any other suggestions. How much do you like small caps? Do you think if interest come down small caps will move. ?
Thanks. Alnoor
Read Answer Asked by Alnoor on March 12, 2025
Q: As EMA moves up I am wondering if I should book profits and look to an alternate choice in the sector. I had the same thought on my CPX shares when they were in the mid $60s and failed to act leaving me down significantly on those now. I would hate to repeat the error. Should I be more confident in the staying power of EMA is, I guess, the crux of the question.
Read Answer Asked by Robert on March 12, 2025
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