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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: What are your top 5 small caps with early 2024 bounce potential with 3-5yr hold?
Read Answer Asked by Chris on December 22, 2023
Q: WHAT ARE best MONTHS worst MONTHS FOR stock MARKETS.

how does JANUARY rank /

thank YOU RAK.
Read Answer Asked by bob on December 22, 2023
Q: What would be your recommendations for small cap ETF's in Canada and the US?
Read Answer Asked by Maria on December 22, 2023
Q: Hello:
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.
Read Answer Asked by BEN on December 22, 2023
Q: With say $1M in a self-directed portion of a RRSP converted to a RRIF in one year (2025), and two-thirds in CDN$ and one-third in US$ would you see any issues with the CDN$ split between HBAL and VBAL and the US$ into VIG? Your thoughts and alternate suggestions please.

Happy Holidays to all at 5i.
Read Answer Asked by Danny-boy on December 22, 2023
Q: Opening a fund for my grandson (5 months old). Could you recommend a few ideas please.
Thank you and Happy Holidays To All
Read Answer Asked by Don on December 22, 2023
Q: In many of the investment articles I have been reading Bonds are being touted as a good investment in 2024. Do you agree? If yes, what Bond ETF's would you recommend?
Read Answer Asked by shirley on December 22, 2023
Q: ETF questions
1. When we look at charts or reports about the performance of an ETF, does the return include dividends received and net of all fees? For example. The TSX composite had an annualized return of about 5% over the past 10 years but it also pays a dividend of approximately 3%. Is the annualized return a total of 5% (as dividends are included in this figure and are re-invested) or is it about 8%.
2. To minimize duplication, which ETF (orETFs) would you suggest for international exposure if an S&P ETF is already planned for (or does it suffice to have US and Canadian ETF exposure as they are quite broad and many US companies already have international exposure).
Thanks again.
Read Answer Asked by Walter on December 22, 2023
Q: Hello 5i,

Our portfolios initiated positions of TLT, VCLT, IEF, VCIT, and VAB ~2 months ago. TLT and VCLT are each at 2% of the portfolio. VAB, IEF, VCIT combined are 3%.

We will add additional funding to the ETF's. Would you recommend an increase across the board or should we focus our increase on TLT, VCLT, and VAB based on the latest talk about lowering rates?

Note: We are treating the ETF's as a stock as we have GIC's through to 2028 as our fixed income (15%). What are the triggers to indicate that the ETF's are reaching the end of the runway and a switch to individual stocks is recommended?

Thank you for your great service and Merry Christmas.

D&J

Read Answer Asked by Jerry on December 22, 2023
Q: Hi there,

Can I please get your opinion on HEQT. The asset allocation looks to be different from VEQT and XEQT with its NASDAQ exposure. Do you suspect that over a long period (ie: multiple decades), this will help this etf outperform? How would you rate it relative to VEQT and XEQT?

Thanks!
Read Answer Asked by Michael on December 22, 2023
Q: I hold the following energy stocks: BIR, CNQ, CPG ,PPL, SU, TOU, TVE AND WCP.
It represents 12.2% of my portfolio. Is this a fair portion. too high , too low??
If to high what would you suggest to sell. Could you also rate these as for sustainability and return going forward.

Thanks in advance.
Read Answer Asked by John on December 22, 2023
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