skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and co.,

I have a follow-up to Simon's question about tax-loss selling of QQQ posted on March 4.

Would leveraged ETFs, such as QLD and TQQQ, also be considered the same as QQQ? While those two ETFs are based on the NASDAQ 100 index, they don't track it directly.

(Also, I do realize you don't endorse the purchase of leveraged ETFs.)

Thank you for your helpful advice!
Read Answer Asked by Keith on March 04, 2022
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
Q: Hello 5i Team,

A similar question has likely been asked before.

For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?

Thanks!
Read Answer Asked by Simon on March 04, 2022
Q: For European blue chip exposure with attractive yield, CDN domiciled, for an income account, is ZWP the only/best option or are there alternative on the CDN exchange.

Looking for an etf with close to 1b in assets, with blue chip holdings, a minimum 3% yield to compliment a long term retirement income account
Read Answer Asked by Harry on March 02, 2022
Q: Yesterday (Tuesday) I placed a bid to purchase KRBN at $41 that was filled at 3:47PM. Looking at the daily trading chart on any site shows that a big block trade went through right around then, but for the entire last 30 minutes of trading the price never seemed to stray outside of $42.25-$42.85. My order was for several even lots. I would just like to try and understand the trading that goes on behind what appears to be visible such that my buy could fill at a price of $41?

In addition, I am struggling with how to categorize this holding within my investment portfolio. As a “non-tangible” commodity would you consider it within the energy sector? Materials? US or International? Your thoughts?
Read Answer Asked by Steven on March 02, 2022
Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?
Read Answer Asked by Graeme on March 01, 2022
Q: Hi 5i, what do you think of all the offerings of Starlight Capital, Toronto please?
Read Answer Asked by Ron on March 01, 2022
Q: I have a small position in each of the above listed ETFs. I believe one must be invested in more than just North America but, I am concerned with the Geopolitical situation in Russia (re Ukraine) and China (re Taiwan). Additionally, these ETFs have been down lately and I'm thinking of selling them. What percentage of each ETF is invested in Russia/China? What would you recommend to replace these ETFs in order to exclude or have minimal exposure to Russia/China?

Thanks!
Read Answer Asked by Sean on March 01, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!