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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: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?

Read Answer Asked by Don on December 07, 2021

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Read Answer Asked by Stephen on September 20, 2021

Q: Just bought a position in SOXQ. This appears to basically have identical holdings as SMH. SOXQ is not charging a management fee until December and subsequently are only charging a fee of 19 points which is almost half
of the fee for SMH. Is it likely that they will increase this charge in the near future or can I expect it to stay the same for some time. What is your long term outlook for the chip stocks? ( I should have asked this question before
purchasing) and is this a cyclical product?

Read Answer Asked by ed on August 16, 2021