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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: I have an account at Wealthsimple. I received an email this past week from them about their Venture Fund I and that they are accepting new clients until Nov 25. This deadline seemed a bit strange to me considering they have never before informed me about this fund. According to them, this fund invests in high-growth potential, pre-IPO companies.Over the past 25 years, venture capital has produced 15% returns on average, versus 10% for the S&P 500.

In your opinion, if the economy is moving into a recession, is this a bad time to invest in Venture capital has a pretty good historical track record of above market returns. Is there anything else you can tell me about this fund?
thanks for your service
Read Answer Asked by Mary on November 21, 2022
Q: I am a holder of MRU and currently trying to decide if I should either trim or sell and deploy capital somewhere else. the P/E seems high, relative to pears, and it has had a good run recently. My holdings represent 4.0% of the portfolio, but would love to get a little juicier yield. Is it still and good holding in a recession situation? Your perspective would be appreciated.
Read Answer Asked by Francisco on November 21, 2022
Q: I am aretired dividend investor and tend to keep stocks. My full position in AQN is nearing a half position (its in a RRIF so no tax loss selling). The 9.4% dividend for a Utility is extremely attractive. I am thinking of buying some more. I have read the questions and I realize a dividend cut could happen but since they will not report again until March 1, is a cut, if there is one, before then unlikely?
Read Answer Asked by Don on November 21, 2022
Q: For price appreciation in the next 12-24 months, would you prefer a long-term ETF like XLB/TLT or an ETF with shorter duration like XBB/ZAG. Or a bit of both?
Thanks.
Read Answer Asked by Denise on November 18, 2022
Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.


Read Answer Asked by Dave on November 18, 2022
Q: What date would you consider the height of tax loss selling.
Read Answer Asked by lynn on November 18, 2022
Q: I plan on journalling these stocks to my US account because the dividends are paid in $US. However, I am confused as to the appropriate listing name for BEP.UN on the NYSE as it appears to be the same as the one for BEPC, namely BEP. Is that correct?

Secondly, can you switch BEP.CA to BEP.UN:CA (or vice versa) in a non-registered account without the transaction being considered a disposition for tax purposes?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on November 18, 2022
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
Read Answer Asked by Pat on November 18, 2022
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Read Answer Asked by Colleen on November 18, 2022
Q: It looks like FED and BOC will keep on rising Interest rate and recession will follow,reducing income for many companies and their stocks will go down like in last recession. This is how I think,what is your opinion.2022 has been a tough year and hope for 2023 is in question.
Read Answer Asked by Nizar on November 18, 2022
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