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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 there,

Can you please suggest Canadian-listed ETFs for the bond portion of a long-term portfolio? I'm interested in diversification.

Thanks,

Chris
Read Answer Asked by Chris on August 01, 2023
Q: We hear a lot about which companies might do well with AI, but we don't hear much about who does not. Surely there must be losers, perhaps companies that currently offer services that will be turned over to cheaper bots as AI progresses through the economic system? Your thoughts are appreciated.
Read Answer Asked by Alex on August 01, 2023
Q: Hi Peter,

In a long-term account (20+ years), could you please describe what asset allocation you would choose (including %)? Would you stick to stocks and bonds and gold, or are there any other asset classes you'd want exposure to?

Thanks as always!
Read Answer Asked by Chris on July 31, 2023
Q: I have a significant capital loss on TIXT. I know you're not tax experts, but do you think TIXT is sufficiently independent from T such that if I take my tax loss on TIXT and put the proceeds in T until the 30 days is up before I reinvest in TIXT that CRA would allow the original tax loss? Thank you for all you do. John
Read Answer Asked by John on July 31, 2023
Q: Hi 5i,
I've owned VMC for a long time, long enough for it to have lost much of what I initially put into it, and the loss has been enough that there didn't seem to be any reason to sell to realize on what little was left.
So I still own it and now that it's showing some signs of life, and I wonder if there is anything sparking that other than the recently announced deal with Lafarge to supply a couple of electrified trucks - is there any justifiable reason to be optimistic that VMC might pick itself up off the floor, dust itself off and generate some return for long suffering owners such as myself?
I look forward to your thoughts.
Thanks!
Peter
Read Answer Asked by Peter on July 31, 2023
Q: Hi. I’m thinking of investing 2 to 4% of my portfolio in crypto as a diversifier: half in Bitcoin and half in Ethereum. But for a number of reasons I don’t want to invest directly myself, I’m thinking ETFs might be a good option. Have you done some research on Canadian Bitcoin ETFs and Ethereum ETFs? Which ETF for each coin would you recommend? Do you know which ones purchase the crytos directly? Or do they use future contracts, which I understand when they are rolled over causes slippage in the price of the ETF versus the underlying Bitcoin. Also, in the consideration is which one has the best MER? And final consideration which one has the best tracking error. Could you tell the best ETF for both Bitcoin and Ethereum, and why. Or are there better options in the US? Or do you think it is just a bad strategy overall?
Read Answer Asked by Steven on July 31, 2023
Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek
Read Answer Asked by Derek on July 31, 2023
Q: Any update on this one? I see 5 analysts all with strong buy and a $17 USD price target, representing pretty good upside. I've owned it long enough to be down 36% and while I like it, there does seem to be a lot of other fish in the proverbial sea these days where my $ might be better.

If I hold, how much longer do I give them?
Read Answer Asked by Cameron on July 31, 2023
Q: MREL is actively managed by "experts in real estate",but has an extremely disapointing performance in my view,I just sold most of my shares in order to reinvest in a new ETF.Is it a good time to invest in a REIT ETF , or do you suggest another sector (materials,finance,etc..) considering the macroeconomics and present global context?
Read Answer Asked by Jean-Yves on July 31, 2023
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