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: This sounds like a great idea, over the years other fund companies have had income for life ideas, Some with guarantees, one off market corrections can cause havoc. The Dynamic one went into protection mode then you were only guaranteed to get your own money back.
This one the fund company does not take on any risk, the investor does. there is more then one risk to look at.
Here is a link to a good article.
https://www.moneysense.ca/save/investing/is-the-longevity-pension-fund-a-cure-for-retirement-income-worries
Read Answer Asked by fwb181 on June 10, 2021
Q: What do you make of this New Som Sef/Purpose Fund guaranteeing a 6.15% Yield for life?
Thanks!
Read Answer Asked by Austin on June 10, 2021
Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you
Read Answer Asked by Huy on June 09, 2021
Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C
Read Answer Asked by Bill on June 09, 2021
Q: Hi Peter
please comment on the new EFT DXR Dynamic Active Retirement Income + ETF.
When reading up on the fund the net assets are low, taking advantage of lower borrowing rates, the fund can use a moderate amount of leverage to generate additional income.
Is this a good strategy?
When the fund gets enough assets, would you recommend it for a RIF/RRSP for a long time hold (10 years).
Thanks Ron
Read Answer Asked by Ron on June 08, 2021
Q: Looking forward, with yield and stability in mind, how would you rank these three ETF's? Thanks as usual, great service.
Read Answer Asked by Curtis on June 08, 2021
Q: Hello Folks:
I feel because of increasing demand for green energy, specifically EV batteries, the future may see increasing pressure on scarce mineral resources required for this shift. I do not do ETF's, however perhaps one specializing in a range of metals for this industry would be sound strategy. I could move a portion of our tech. money this direction.
What do you think of this idea and do you have suggestions of suitable equities?
Thank you for your great service
brian
Read Answer Asked by Brian on June 08, 2021
Q: Hello 5i Team
I am researching Bitcoin ETFs and it appears there are four ETF trading in the Canadian market (CI Galaxy Bitcoin ETF; Evolve Bitcoin ETF, Ninepoint Bitcoin ETF; and Purpose Bitcoin ETF).
Questions I have are:
1 – Are there any other Bitcoin ETF available in Canada?
2 – Do Bitcoin ETF trade in the US market or are Bitcoin ETF in the USA waiting for SEC approval?
3 – All four Canadian listed ETF trade in both Canadian and US dollar versions on the TSX – which is the better version to purchase and why?
4 – What are the Assets under management for each ETF (as of end of day June 04)?
5 – What would be your ranking of ETF to purchase?
Thank you
Read Answer Asked by Stephen on June 08, 2021
Q: Hello 5i team,

I'd like to say I enjoy this first class product. The questions obviously are one of the pillars of this service. Offering fantastic insight and vision for all who read.

Looking for confirmation and guidance.
Without specific weights etc is this a sound plan to stick to longterm?

Non registered account is now growing and will be holding CDN stocks.
Former holding was XIC

RRSP is in USD and holds VTI and VXUS
I like the currency diversification and funds. And norberts gambit reduced the cost.
I also pay into an employer matched pension.

TFSA growth stocks in both CDN and USD
I am looking at mid to longterm ETF'S for growth. Without regard to sector etc.
My portfolio is balanced.

My selections are:

SMH
VTWO
BOTZ
MTUM
IWO
QQQJ
ARKK


Could you please rank these in terms of your conviction on success. If one stands out and comes to mind that isn't here please add it.
I would like to add 2 funds.

Thank you very much.

Read Answer Asked by Adam on June 08, 2021
Q: Over the weekend, financial press reported that “ President Joe Biden on Thursday blacklisted more Chinese companies from U.S. investment, expanding and clarifying a ban introduced last fall.” This adds more companies that the U.S. says have ties to China’s military complex.

Based on this update would you sell all holdings in Chinese companies and especially ETFs such as CQQQ other? Or would you say this has already been discounted by investors such that now would not be a good time to “dump” possibly good companies? Although I normally look for nuance in answers, on THIS question, more than just a hint would be much appreciated (We understand that you do not study CH companies in detail).

PS: As of midday, CQQQ is about flat (down only half a %; BABA down 1.3% but that could be due to other things, including general weakness in tech
Read Answer Asked by Adam on June 08, 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!