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: I recently cashed out of IWO (nearly doubled) but in violation of your rule against selling anything just because the price is too high. It is now a bit below where I sold. Wondering if I should go back in, wait for a stabilized rising trend, or pick something similar (SPY?) that you like better for 2-3 year hold? Thanks Jim
Read Answer Asked by jim on July 16, 2021
Q: My question has to do with technical indicators that may signal bearishness. In particular, I'm looking at the "unusual short interest" in the mentioned ETFs. Some popular "influencers" indicate they hedge when a market turns downwards by shorting these ETFs. This, the logic goes, is a way to protect the downside without liquidating high growth holdings.

Right now, my intution is that there is a "de-risking" going on in the markets (away from high growth and speculative cyclicals to blue chips and large cap tech).

My questions: Do you see unusual short activity going on in these ETFs, is it a fair indicator of broader bearishness, and do you think the strategy of hedging by temporarily shorting these ETFs is sound?
Read Answer Asked by Thomas on July 14, 2021
Q: you recently suggested soxq as a reasonable investment in the semi space.
I looked at their listing and noticed that they are currently averaging less than 30,000 daily transactions. As you mentioned, their charges for both the balance of the year(zero) and only .17 points for the future seem to make this an attractive etf to invest in. Does the low amount of daily transactions affect your outlook.
Ed in Montreal
Read Answer Asked by ed on July 13, 2021
Q: If a person was looking for income only with a lesser amount of capital gains what are your thoughts on these candidates for 20 % of an overall portfolio ?
Read Answer Asked by STEVE on July 13, 2021
Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.
Read Answer Asked by Jacques on July 13, 2021
Q: Dear 5i,

can you please suggest an alternative ETF from ZID that has same as or better price performance. The ETF can be listed on either US or CDN exchange.

thanks
Read Answer Asked by Ian on July 13, 2021
Q: What would be your top 2 -3 picks of ETF's to buy now and hold them in Canadian Margin Account that will not need to be reported on T 3511.

thanks.
Read Answer Asked by Andrzej on July 13, 2021
Q: With regard to any ETF, do you prefer CAD hedged or not?
Read Answer Asked by Brenda on July 13, 2021
Q: Markets at Record Highs . Corrections happen. Is it wise to hold a portion of your portfolio 10 % in investments like HUV or VXX that go up when the market falls. These react with the VIX moving up. RAK
Read Answer Asked by bob on July 12, 2021
Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.
Read Answer Asked by Brad on July 12, 2021
Q: In a flat or a rising interest rate environment which ETF is preferable i.e XHY, PFIA, MFT, ZHY OR PYF?

Thanks for your service!
Read Answer Asked by Ozzie on July 12, 2021
Q: Hi I have this etf in my account . Should i sell some and buy stocks or add some i am looking for dividend income.

Thank you
Read Answer Asked by Francis on July 12, 2021
Q: Within a low fixed income component (10%), would half of that component in PFIA be too much? For the other half I’m thinking CSU.DB.

Thanks.
Read Answer Asked by Alan on July 09, 2021
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!