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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 have no exposure to gold in my portfolio. What would you suggest for a new position in gold? Thank you

Donna
Read Answer Asked by Donna on February 23, 2022
Q: In view of multiple technology stocks decline would you be in favor of gradually add such ETF to a portfolio to achieve desired technology sector and US geographic diversification percentage in someone portfolio ? Eventually such large technology stocks will be again dominating force in the economy growth. Do you have a different view for such approach?
Read Answer Asked by Miroslaw on February 23, 2022
Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.
Read Answer Asked by J on February 23, 2022
Q: XIT is a capped technology ETF. How often is the ETF holdings rebalanced ? With the recent downfall of SHOP, Yahoo Finance still shows SHOP at 27.7% of XIT but Morningstar at 14.1%. Who is right ? Good day.
Read Answer Asked by Denise on February 22, 2022
Q: HI, would you pick IAI over KBWD or take some exposure to both? I recognize these are not apples to apples and I'm seeking one or both or an alternative to add US financial exposure.
Read Answer Asked by Jacques on February 22, 2022
Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?
Read Answer Asked by DAVE on February 22, 2022
Q: With a larger capital (3-5 millions) is it acceptable to manage only with ETF or is it clearly preferable to build a portfolio with individual stock ?
Thanks for your work.
Read Answer Asked by Martin on February 22, 2022
Q: For a mutual fund, do you think the CIBC balance index fund managed by Jacques Prevost is a good overall fund for a conservative investor? Reported returns of 6.7% for 5 and 10 years. Mer of 1.22%. I noted 25% allocation to financials. It’s in my wife portfolio and she was looking for advice. Any comments would be appreciated. Thank you!
Read Answer Asked by Pierre on February 18, 2022
Q: I have used hfr to park cash for several years. With rates about to rise I want to park some additional cash there but wondering if there is/are other short-term note etfs you can recommend for comparison.

Thanks very much.

Mike
Read Answer Asked by Michael on February 17, 2022
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