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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: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.
Read Answer Asked by Mike on April 21, 2021
Q: I would like to invest a portion of my RRSP funds in the balanced portfolio I've seen here. I have a 15-year time span until I'd possibly need to begin relying on these funds. I understand that we are all in unique circumstances and that you don't wish to provide specific advice but could you give me some overall guidance on how one should be integrating the portfolio into an investment account? More specifically, should I purchase a position in all stocks at the same time or slowly adding one stock at a half/ full position per month or if they seem to be retracting in price. I thought of adding a new holding on a regular basis but I was concerned that I would not have the complete industry exposure until all were purchased. Is there a more prudent way of doing things in your experience. Thanks in advance.
Read Answer Asked by Ben on April 21, 2021
Q: GEVO;Wondering what your take would be on this company. Conceptually what they are doing sounds very interesting and would seem to have an attractive longer term potential.
Read Answer Asked by Bruce on April 21, 2021
Q: Good morning 5i team
How significant does 5i feel the following two factors are to Dolby's future growth, revenue and profitability?
(i) the unauthorized copying of Dolby software, and
(ii) licensees understating or failing to report the true number of products sold incorporating Dolby technologies.
Does 5i feel Dolby is making progress addressing the above two weaknesses/threats with technology or other means?
Thank you.
Edward
Read Answer Asked by Edward on April 21, 2021
Q: Good Day; I'm considering a switch between my current holding of AQN (I've had for a few years and have an unrealized capital gain) and moving into NPI with the recent acquisition news. The capital gain tax consideration aside, how would you compare the growth and dividend profile between these two companies for the medium to long term future based on the recent NPI acquisition.

thanks,
Read Answer Asked by g on April 21, 2021
Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.
Read Answer Asked by Gordon on April 21, 2021
Q: I am looking to invest in vegan based company stock. Could you please provide your top 5 vegan based companies that you would buy. There is a lot of competition in this field. I intend to hold the stock for 5-10 years.
Read Answer Asked by Don on April 21, 2021
Q: Can you comment on the effect of rising interest rates on BAM? My understanding is that higher interest rates will lower the valuations of the hard assets that Brookfield owns.

In light of expectations of higher interest rates in the future, would you be more inclined to allocate more capital to financials (banks, insurance), over Brookfield?
Read Answer Asked by Alex on April 21, 2021
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