Q: Hello,
In Portfolio analytics the following comment now appears since last update:
You hold over 10 funds.
The more diversified funds held, the more "market-like" a portfolio becomes and the chance exists for unnecessary fees to be charged.
Can you elaborate on what the intention of this message is? Should I look at holding less than 10 funds in order to make my portfolio more efficient?
Q: You had been recommending QETH.UN for ether investment and you yesterday recommended ETHH.B. Is one preferable over the other? And if one wants to hold for a minimum of 5 years might it be worth selling QETH now and incurring a taxable gain to switch (gain of 70%) or just stick with QETH? Much obliged - Ken
Q: What are your thoughts on the Innovator Defined Outcome ETF's. Has there been enough history to determine if they do what they say they will do? I am specifically looking at PMAY which tracks gains in SPY up to a cap of 8.62% in a year and has a buffer for the first 15% of decline.
Q: Hi Peter,
It seems that the percentage moves of these various Ether funds differs even though they all relate to the price of Ethereum. Why the differences ? Thank you.
Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?
I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
Q: Could you give your thoughts on this mutual fund.I like to know what companies it has in the fund past the top 10
We’re to find that info ?
Is there a etf you like better in the same area
Thanks for the help
Q: Hi Everyone at 5i!!! I have heard it said that we are headed into a massive commodity supercycle. ( eg. Lumber). What are your thoughts on this?.??? And if so, how could one best position oneself to take advantage of this?
Cheers, Tamara
Q: Hi 5i team:
I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification.
Have been researching URTH (iShares MSCI World ETF), but is not in your database .. please add. Could you suggest another 2 or 3 ETF's with the above criteria to purchase in USD. What do you think of VT ? Thanks as always for your guidance.
Steve
Q: Interesting to see one of the preferred shares ETF gaining 'interest' (pun intended) over the past year.
What is your outlook for preferred shares generally and would you step into this area?
Q: I don't have any inflation protected bonds. Do they have a place in a portfolio do you think? I see ZRR got creamed in the last year, do you feel it is time to nibble at them?
Thank you
Q: My son, 19 years old, wants to open a TFSA. Would appreciate your advice given that he has a small amount to invest (around $3,000 to start), a long-term horizon, not adverse to some degree of risk and except for small discretionary expenses has no immediate need for cash (parents pay for university, food and lodging). Thank you.
Q: A lot of interest exists for the lithium industry. I was wondering what your opinion is and possible recommendations to participate in the growth of this sector of mining, or perhaps it is too late to experience much upside.
Q: Hi, friends!
I collected some money from BMO dividend and would like to invest in VOO ETF , but I am afraid of double taxation on capital gain and dividend, in Canada and USA!
Can you tell me when I have to pay taxes for USA and Canada and approximately how much?
I am retire with a small pension, 71 yr.
Thank you, very much
!