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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: They say bond people are smarter than the stock market. Where would "shorts" get rated. Better, worse, leading, lagging etc. How much is too much, if any. e.g. Pembina Pipeline (PPL)
Tx in adance. Ken
Read Answer Asked by Ken on February 19, 2025
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.
Read Answer Asked by Doug on February 19, 2025
Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!
Read Answer Asked by Steve on February 19, 2025
Q: It looks like biotech stocks are on a tear, especially those that may benefit from AI. Do you have any names that you might recommend? I'm considering the Arkg fund but I don't quite trust Cathy Woods after losing money on the Arkk fund in 2021. Thank you,

Jason
Read Answer Asked by Jason on February 18, 2025
Q: Hi, my respected 5i team
What is your perspective about bitcoin with it's possiblity to become the US federal reserve under Trump admisnistration? How much likely it will become US federal reserve?
How many % of Bitcoin to allocate in a portfolio you suggest?
How to invest in Bitcoin in Canada? Are there any ETF's that I can purchase? Any risks with them?
Read Answer Asked by Jane on February 18, 2025
Q: I have this company in my long term RRSP account thanks to 5i. I was wondering your thoughts on journaling this over to the USD side in my rrsp account and what benefits/downside could come from this for exchange or currency exposure? The div is paid in USD and my drip is turned on the idea would be if new shares were not bought that USD cash would slowly grow in the account.
Read Answer Asked by Kolbi on February 18, 2025
Q: For now, investors seem to have decided to fade the chaos of Trumpenomics. However, one has to wonder how long the massive contradictions will be ignored.
Scott Bessent (Treasury), the man who wrote the report that identified the contradictions in the UK economy that made George Soros $billions, certainly must see the dangers, and yet, he is the source of one of the major contradictions, when he says the Fed shouldn’t lower rates while Trump demands the opposite.

Is Fed independence under attack and how will investors read this?

Are tariffs, as claimed, for revenue or to reduce imports? They can’t be both.
But if the tax cuts are to be permanent, $3 trillion in revenue has to be found somewhere.

Will Trump let a gnat like the Parliamentarian, or the Chairman of the Federal Reserve, stand in his way?

If, at some point, investors focus on the issues around tariffs-as-revenue, or threats to Fed independence they may begin to worry, and decide to sell equities.

The cost to hedge against such an event would be prohibitively expense given one wouldn’t know whether or when it would occur.

I’m sure 5i is considering these issues, but here is what I am pondering. How does an investor with a large equity portfolio manage this kind of risk? Would growth stocks be hardest hit? Are etfs better than individual stocks? What defensive stocks are likely least affected? Are there equities that would do well in such a scenario? How would bonds perform?
Read Answer Asked by michael on February 18, 2025
Q: Could you please suggest some Active & Passive Emerging Market ETF's without China exposure available on both Canadian and US exchanges that might be worth adding to one's TFSA?
Read Answer Asked by Ian on February 18, 2025
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