Investment Q&A

Q: Looking at three ARK funds: ARKF, ARKG, ARKK. ARKK appeals most, but I'm concerned about the high concentration (and potential over-evaluation) of Tesla. Which fund would you prefer overall and why? And could you please rate them for risk and potential return? Thank you.

Q: Is there a CDN version of this? I'm looking for a CDN ETF that can match the growth of TDIV -15% annually for last five years. Ideally with a dividend. Does not have to be technology based. The closest I've found is VFV. Any better choices?

Q: Hi,

1)What 2 sectors of the economy (not technology) would u be most confident of appreciating in the next five years? Consumer discretionary? Healthcare? Utilities? Banks?
2) I'm a medium risk investor looking a for a US etf with reasonable beta and sustainable growth. Can u suggest 2 or 3? It can have some tech but not be mainly tech as I already own AMZN, Apple, Netflix, Zoom, Shop.
3) Are there any CDN version etf's that cover the same sectors of the US? Can you suggest 2 or 3?

Q: Hi,
I agree with The Globe and Mail columnist about this ETF from Vanguard in today's Globe. This is going to be popular. What's your take on this? Wait till BMO and Blackrock introduce their own version? I like BMO all in one ETFs. 0.31 VS 0.25 MER for the other all in one ETFs.

Q: What are your thoughts on this ETF. My expectation is for a volatile market through Q1, 2021 and TXF would offer stability and income.

Q: I have been using the LIT ( Lithium & Battery etf ) to play EV in a general sense. It has been OK but not experiencing the same lift as many EV high flyers . Although lately its started to move . Is there a better general play on EV sector ? thoughts

Thanks

Q: Do you have 3 or 4 suggestions companies involved with Lithium production that you would suggest?

Q: Whats the TSX listed equivalent of XLB (US) for broad material exposure ? Thanks.

Q: Hi
Have XHC thinking or selling half and buying PSCH as well in my RRSP.
I like some risk.
Your comments please.
Thank you
Mike

Q: What's the best way to take advantage of the likely infrastructure spending in the US, post election. Thanks.

Q: I would appreciate an update on your views about VMO. In the past, you have indicated support for the momentum factor strategy, but recommended that investors avoid ETFs with less than $100M in AUM. Given that VMO has an inception date of June 2016 and only $29M in AUM to date, do you still see this ETF as a good investment or is there another international momentum ETF which you prefer? Also, would this ETF be appropriate for a TFSA account?

Thank you for your insightful advice.

Q: What comparable US company would you recommend in this sector? Is there an ETF for healthcare in general that you prefer?

Q: What is a tsx listed equivilent ? Thanks.

Q: Hi team,
I currently have holdings in the above companies and ETFs, and with the exception of MAG I am up between 12-90% on all of these. I am thinking that I should take some profits to reduce my exposure in the gold and silver sector.
Are there any of these that you would recommend getting out of, or would I be better to pare down my holding in each to get back to an acceptable percentage of my portfolio?
Also, if I was to hold some of these longer term, say 1-3years, can you please rank them in order of which you would recommend holding for that length of time.
thanks as always,
Paula

Q: Very interesting your list of "Buy and forget" growth stocks in response to a question today. At some point you also had a list of "Hold forever stocks".

Which ETFs could be used to cover these lists, at least in good part ?

Gratefully yours,

Jacques IDS

Q: Hi 5i team,
Could you please recommend ETFs that invest primarily in US small/mid cap biotech, medical equipment/pharma and digital/IT companies? Thanks.

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.

Q: Please suggest a few ETF or actively managed funds for growth over 15 years.

Also, if the horizon is 15 years, will emerging markets like India/ China do better than mature markets.

Q: I’d like to dip my toe into doing a bit of technical trading. Are there signals that you prefer to use, and is there a specific kind of security (maybe an example) that this type of trading might work better on? Also, would this work for ETFs? I’ve been watching VGG using the MACD but I don’t think it’s a good candidate since it tends to trade in a narrow band and the signal seems to be too late getting in and out.

Thanks.

Q: I am biased to see gold continue to move higher as we get closer to the US election. Particularly if Biden wins, since Trump will no doubt contest the results and pretty much do all he can to remain in the White House beyond Inauguration Day, resulting in heightened volatility.

At the same time, I could also see a scenario where the US$ rallies on the back of a FTQ bid amid this volatility.

So does one add to gold exposure with the view that the US$ rallies in the coming months? Or do you think any potential uptick in gold will be mitigated by a stronger US$?

And if you were to be relatively bullish on gold, would you buy, say, XGD, or would you add a company like FNV or ABX?

Thanks in advance.