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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 think SpaceX OpenAI and Anthropic will go Public with IPOs in the next 12 months and what impact do you see it having on the market based on the size of their likely offerings?

Seems these days by the time an IPO hits the market alot of the easy money has been made by those who have participated in Pre IPO offerings and Seed money.

Are there holdings related to any of these entities already in the market in funds held by those like Cathy Wood's Ark fund that one can realize the value of the shares prior to a Public IPO?
Read Answer Asked by Craig on May 11, 2026
Q: I would appreciate your comments on these ETFs [plus Capital Group Growth which did not register- CGGR] - my earlier question was too broad. How to go about assessing them one against the other. Would appreciate guidance on which ones are keepers for long-term hold. How would you evaluate them. Thanks
Read Answer Asked by sam on February 11, 2025
Q: Part of our total portfolio is invested in ETFs [non-registered accounts] and one-third is in Canadian-based and Canadian-dollar denominated US ETFs. Another third is in US ETFs - spread among Large Cap Value, Blend and Growth, and SMID. The final third is in Special US ETF - IAI ZBK AIRR PAVE SHLD PPA SMH UTES AND HXX. Your advice is requested as to which ones to over-weight, underweight or sell. Please rank each category, if you would. My lean is less tech/ M7 as already own most.
Read Answer Asked by sam on February 10, 2025
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