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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: JEPI did reasonably well vs. US markets in 2022 and YTD 2023. The fund is now beginning to see net outflows. Question: Are US-listed covered call ETFs going to do less well “going forward” -- say , in the period from now to end of year 2024. My rough calculations of JEPI’s returns including distributions *appear* to show JEPI did not outperform a general index like SPY.

What are the main signs to look for to help one decide that’s it’s time to sell. No, not market timing! One would simply like to *try* to leave before the exits get overcrowded.

Read Answer Asked by Adam on June 15, 2023
Q: Good morning team,
My only exposure to the energy sector is Tourmaline and I am thinking of adding either Suncor or Canadian Natural Resources. Can you please let me know which of these two you think would be the better choice and why. If you think there is a better choice to diversify my exposure please let me know.

Thank you,
Paula
Read Answer Asked by Paula on June 15, 2023
Q: Today the US Fed announced a pause in its rate hikes however stating the next move will be up. Looking back in history I see that 90% of the time a pause in the fed rate is followed by a reduction in rates and not an increase. If history repeats itself I'm thinking bonds should start to increase in price. To take advantage, if my thinking is correct, should I hold short, medium or long bonds. I have held BLV for some time now and am in a loss position but am thinking of adding a wee bit more.

Appreciate any comments you have.
Read Answer Asked by Ronald on June 15, 2023
Q: What are your top etf recommendations to purchase now given we are officially in a bull market, the latest cpi numbers are encouraging & the fed is possibly done?

Or is this too late and FOMO is leading me at the wrong time into investing more funds now?

Thanks.

Read Answer Asked by Donald on June 15, 2023
Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?
Read Answer Asked by Eugene on June 15, 2023
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