Investment Q&A

Q: Overall happy with my portfolio, shifted some riskier holdings to more largecap/div arristocrat ETFs to ride out the fun so far this year. Wondering if we are getting to good timing for shifting some assets to more aggresive/targeted holdings. I would like to sell some VIG and replace it with something else. Say 2X 2% positions. What 2 holdings would you buy right now in a registered account to replace VIG, or would you justt continue to hold VIG at this time. Only restriction is to not be canadian but could be CAD$ fund or ETF. Some options I am considering are rbf1067 or XEF for 1 position and the other a US or global/china play stock like baba. Looking for momentum upside as compared to VIG.

Q: Do you think it's worth continuing to hold Flutter? What do you think of the FanDuel deal? I see Flutter will join Stoxx 50. Thanks!

Q: Do you know who Is Behind fengate?

What are the next big steps and timing for scr. E.g. Legislative approval, cash flow from New Jersey, what new states are expected to allow gambling and when? Thank you for your prospective.
Do you see this legislative change also impacting The stars group. Any thought they companies would get together.
Mike

Q: Hello Team,
Could you comment on this ETF and would you recommend it.
Thank You,
Barry

Q: why is flutter up today? what impact will Britains exit from the European Union have on flutter? thanks Richard

Q: What are the Chinese companies that Trump has prohibited Americans from owning. Do you think Biden will reverse this decision? Will this affect Chinese etf's such as Kweb and other popular stocks? Thanks for your insight.

Q: I have large gains in a UK company Games Workshop. It is just below 5% of my portfolio. Recently it's been showing some weakness with a sharp pullback. What would your advice be. Sell or hold?

Q: I would like to take a position in the Chinese EV car companies. Xpeng, Li Auto, Nio or any other that you might suggest.

Q: Hello, could you please add fpxi to your database and tell me your thoughts on the ETF

Thanks, Michael

Q: If one is only invested in North America, would now be a good time to buy VEE, or if you have a better idea for emerging markets? Also, if one has built a conservative portfolio for elderly parents using only VBAL and VCNS, would adding VEE be a good compliment, or would it add significant risk ?

Q: Is KT Corporation a good long term hold? This stock doesn’t seem to have momentum in its favour.

Q: Hi there,

Great seeing Peter on Market Call the other day and coming out with 3 top US picks! Nice change! Can I please get your thoughts on Jumia?

Thanks!

Q: Your thoughts on UBS Group.
Thanks again

Q: First I have to say thank you! My RRIF and TFSA are certainly healthier due to info gained from 5i over the past couple of years.
My questions pertain to my Rif where I have recently inherited 2 mutual funds; Dynamic 1560 Strategic Yield Fund and Dynamic 031 Global Dividend Fund (mers 2.15-2.23%). The remainder of the Rif is comprised of Canadian stocks; old TSX 60 stalwarts and/or stocks from your income or balanced portfolios. The Dynamic funds each account for approximately 20% of the total Rif and around 13% of total investments.
Questions
1. Are there better ETFs/Funds you would suggest for exposure to US and global markets?
2. What is a reasonable weight for an individual ETF/fund within a portfolio?
3. What is a reasonable percent of one's portfolio to allocate to US markets? and to global markets?
TIA
(Good to see Peter on BNN yesterday.)

Q: I’m looking for a low fee ETF for emerging markets, but which excludes China. Can you offer any suggestions? Thanks!

Q: Hi group i bought BABA a month ago and it promptly dropped .It continues to lose ground should i sell its down 18% in a month > i figured that the China recover should bod well for this stock dead wrong so far also looks like Chinese govt has it out for the founder ? thoughts

Q: I own GAMESYS GROUP PLC REGISTERED in my TFSA and to be honest, I'm not sure how I ended up with it. It has done quite well but I'm thinking I should sell it as I have no real understanding of the company I'm not sure how to even sell the position (OTC) I think). Thoughts?

Q: Hello 5i,
I a question on Sunday which hasn't been answered so I will try again. In a recent article which you generously shared with us on Nov 13, entitled, "You May Regret Staying in US Stocks" the author says that a good number of US investment managers are in agreement that for various reasons, US stocks will not be growing as fast as international stocks in the future. I was wondering whether you agree with this thesis? Also, do you think that the etf"s mentionned above will cover what is needed, or should I look at others? I will not be going out and selling all of my US stocks if this thesis is correct. But, I am low on my international section anyway. But, I have been hesitant to add to them.
thanks very much

Q: hello 5i team
i just read one of the articles you recommended to us stating that the consensus amongst money managers is that European stocks will do better than US stocks in the coming years. they give various reasons for this view. i was wondering what your thoughts were on this thesis. i am a little light on foreign equities but have been a bit hesitant to add any. But now i am rethinking this. if you see this as more or less an accurate perception of the investing reality today would you think that the etf’s mentionned would provide the coverage needed?
as always thanks for your expertise

Q: Despite the massive gain this year, could you see starting a small position with a 5 year plus outlook? Would you expect a drop at year end with large players locking in some gains? Thx as always for outstanding advice.