Investment Q&A

Q: I am a 49 year old Canadian with $50,000 Cdn in TFSA and $25,000 in RRSP. I would like some names to build a portfolio. High growth. Risk tolerance high. How much cash should I hold for dip buying. Right now I am overweight TSLA. It seems to me MSFT is a very good stock and I like its outlook and steady growth. A trusted friend recommends TSLA. Please suggest other names including ETFs. Could you rank the names with percentage allotments? 15 year outlook.

Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS

Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.

Q: Which 3 ark investments would you buy today in order of preference for medium length growth

Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Q: Is this the season for owning Biotech stocks , if so, which ones do you favour ? ...
Am I just better off owning stocks, ETFs , or the spider .
I have never done well in that subsection, so I am hesitant .

Thank you

Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Q: I have balanced stocks in RRSP (mainly from your BE portfolio) and growth companies in TFSA (mostly our picks). Its very well diversified in different sectors. Thank you for your help

I still have ~50 K Cash (from recent clean up) in RRSP which I would be investing in this summer. Since majority of my stocks are Canadian, to balance out I am looking to add mostly US ETFs.

These are the ETFs have got my attentions from your questions answers. I am looking for maximum growth and also a hold and forget for 10 + years. This question applies to RRSP

Please provide me with 3-5 suggestions from below. Would you add anything else here or suggest otherwise?

IWO, IWM, VB, VUG, VFV, VGRO, QQQ, ARKK, ARKG,SPY

Thank you for your excellent service!

Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Q: Hello, Is there any controversy on Cathie Woods ARK etfs? I own some ARKK and ARKG.. is there any need for concern? Cramer was saying she should close her fund.. but I am not sure if the context..Thanks. Shyam

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: Thank you for answering my question comparing ARKK with QQQJ/EDGW. Somehow it seems to have been flagged as Private! Didn't mean to mark as private. Please feelfree to unflag it!
Your answer as always has been consistent. You favoured ARKK. Thanks.
But this is an extension of that question. I know you don't get into asset allocation! Let me try anyway in the following manner!
If someone is ready to invest 100k, 3 to 5 years, high risk tolerance, what would be % you would allocate in each of the ARK funds?

Q: Hi group looking to purchase the following ETFs - QQQJ, PAWZ, IPAY ARKG, Also what ETF do you recommend for data processing. please rate the others listed . Is it fair to say you prefer individual stocks instead ETFs ? if so why thanks for your help

Q: Hi Guys,

I would like to add one more eft to my balance (75%) and growth (25%) portfolio, what would be your top North American pick for a 3 to 5 year hold? I already hold Arkk 3%, Dxg 7%, Arkg 2% and Tan 3.5%. Or should I just add to one of the ones already inside my portfolio.

thanks
Jim

Q: Hi group what the best performing health care ETF. Does ARKG fit the bill to purchase at this time. Theory is that the virus is mutating and will delay the economic recovery - your thoughts and recommendations please

Q: I would very much appreciate explaining the difference between ARK and Evolve Etf's. Are ARKs actively managed while Evolves are passively managed? Would you please choose two or three of each that have a balance between better growth and lower risk and provide good diversification.
Thanks.
.

Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?

Q: Could you comment on Emerge Ark Geonomics Biotech etf? Is it a buy at this time?
Thank you for your consistency in answering all the questions you receive. It keeps me from not impulse buying or selling.
Jim

Q: Hi Team,
A couple different parts to this question. The "Geno" sector has exploded this year. Different hot names in the sector seem to be moving 10-20% daily. I have buddies now piling into these names now, so am wondering if maybey there's a "top" coming here soon? Or if you think this Euphoria will continue in the sector? To me it almost feels like gambling to try to buy in to these things right now. Also on this topic, can you briefly give your thoughts on what has made the Geno sector suddenly start to move this year? Its not like geno work is a new thing...or is it just hitting some major progress this year? Same can be said for the EV sector. For fear of "missing out" I am tempted to sell KXS out of my rsp for a slight gain as I hold this name in 2 different accounts to raise funds to buy EAGB (the canadian version of ARKG). My portfolio is currently heavy weighted tech and I currently have no Geno exposure. Is EAGB the best way for me to play this sector long term, or do you have any explosive individual GENO names you would recommend buying for a multi bagger possibility? I have heard BNGO has some good things coming its way? .....Or should I wait for a pullback in the massive run up before I think about doing this...or not at all? If I did buy EAGB I would probably buy and hold it for years as a way to play the sector. It does seem like there could be some major breakthroughs down the road in geno technology.

Q: Would you be a buyer of ARKG, after this morning’s drop?