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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 need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.

1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
Read Answer Asked by Trevor on October 28, 2022
Q: I hold Japan and South Korea ETFs for diversification. EWY’s holdings include Samsung and other large well-run large industrials in South Korea but EWY has nothing for several years (continues instead to go glug-glug). Likewise, my various Japan ETFs hold good businesses yet seem to have only downward trajectories. Do you think these ETFs have sunk so much now that one may as well ride it out? OR:

Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).
Read Answer Asked by Adam on October 18, 2022
Q: I bought EWG and VGK in tax-deferred accounts for diversification. Both are currency-unhedged. There has been significant uncertainty in the businesses held in these ETFs and both are down significantly. I had decided to ride things out and did not sell these and other such ETFs (the usual loss-aversion ).

Most of us have become increasingly concerned about Europe area companies (humanitarian crises, ongoing war, energy costs). Is one better to sell now, take the loss and come back later? OR do you think these ETFs have dropped so much now that there is a better than even chance of recovery in their price?
Read Answer Asked by Adam on October 17, 2022
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?

Thank you for all of your excellent advice.
Read Answer Asked by Dale on October 07, 2022
Q: Hello Team ..I have US and CA$ in my income oriented RIF. I would like to buy either PID:CA ( using CA$) or VYMI ..given their depreciated value (and high US$ ).Both have great dividends but the macro is awful and holding me back which makes me think it is exactly the right time to start easing in. I would appreciate your thoughts...best regards. gary
Read Answer Asked by Gary on September 27, 2022
Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?
Read Answer Asked by Andrew on September 02, 2022
Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.

PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺
Read Answer Asked by James on August 18, 2022
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