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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: Hello, 1.How does one protect them selves from large market crashes?
2. If one were to start a portfolio with only index funds, etfs which are the ones you would suggest. Maximum 5 etfs. Thanks.

Shyam
Read Answer Asked by Shyam on February 19, 2025
Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?

Thanks.
Read Answer Asked by Joel on February 19, 2025
Q: My research points to many experts believing that the semiconductor chips will be shifting from NVIDIAs current offerings to cheaper custom silicon, setting up many of the names like AVGO, MRVL, QCOM,AMD and ARM well. Out of these names, which ones would you own, based on price and growth potential.

Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.

Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!
Read Answer Asked by Navdeep on February 19, 2025
Q: Good Morning 5i Team,

Retired income investor. Current funds generated keep my wife and I comfortable.
Will be inheriting a large sum in very near future. With ongoing Trump issues should I hold monies in reserve; dollar cost average or go all in.. Are we going to see a major downturn which would provide buying opportunities Your thoughts and insights on how to proceed would be most appreciated.
Read Answer Asked by Dave on February 19, 2025
Q: Generally speaking what would your percent allocation of the above ETF's be in ones bond portfolio?
Read Answer Asked by Joe on February 19, 2025