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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 Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
Read Answer Asked by Linda on August 31, 2021
Q: Hi 5i Team

When investing monies into a diversified ETF, such as SPY or QQQ, which investment approach provides the best risk-return profile? More specifically, how would you rank the following investment approaches: lump-sum, dollar cost averaging, (DCA) and augmented DCA?

Augmented DCA is a modified version of DCA where the investment strategy is more aggressive if the economy is expanding and more conservative if the economy is contracting. Macroeconomic factors are employed to determine if the economy is expanding or contracting (e.g., market volatility, unemployment rate, and capacity utilization).

If an investor chooses DCA or augmented DCA, over what investment period would be reasonable? Is it 6 months? 9 months? 12 months? 15 months?

Thanks

George



Read Answer Asked by George on August 31, 2021
Q: Hi there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M
Read Answer Asked by Mark on August 31, 2021
Q: Is there any China stocks you like
Thank you for your great service Lorraine
Read Answer Asked by Lorraine on August 31, 2021
Q: Could I have your opinion on this company. Thx
Read Answer Asked by Bill on August 30, 2021
Q: BNN has adopted a new policy of only having money managers on Market Call which seems a bit much given 5i’s excellent record. I’ve created a New Topic in Forums suggesting we send BNN objections to this. Rod
Read Answer Asked by Rodney on August 30, 2021
Q: How can you answer a question on a specific stock when it is not specified in the question? Is there a function on the form that masks the stock subject or something? Usually, your answer identifies the stock, not the case in Patricia's question on the 30th. Please follow up.
Thank you for the great service you provide.
Read Answer Asked by Jean on August 30, 2021
Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan
Read Answer Asked by DANIEL on August 30, 2021
Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc
Read Answer Asked by Marc on August 30, 2021
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