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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: Portfolio Cleanup Part 1:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: Hi

Hoping to reduce the number of etfs in our RRSP accounts.

Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?

Thank you and any other suggestions are most well.

Thank you

Mike

Read Answer Asked by Mike on August 22, 2022
Q: Hi

Thinking of selling ICLN I am down 21% and replacing it with VDE.

Why!! I think the clean air flavor of the month is dead for a while and want the ride oil shortage.

Also METV still not show the intraday price on my Portfolio Analysis.

Thank you

Mike

Read Answer Asked by Mike on March 07, 2022
Q: Both these stocks are down. I am thinking of selling both and buying SHOP. Do you think it is a good move. Your Comments please. Thanks for the valuable guidance you always provide.
Read Answer Asked by Vinod on March 02, 2022
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike
Read Answer Asked by Michael on January 26, 2022
Q: Hi,

I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.

1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?

Thank you!
Read Answer Asked by Yongwei on January 24, 2022
Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?
Read Answer Asked by Gary on January 09, 2022
Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".
Read Answer Asked by shirley on November 12, 2021
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