Investment Q&A

Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Hello 5i,
Welcome to carnage-Day 3 with a roller coaster as a side-show.

Denise had a good point on self-directed accounts. How much effect do Robo advisors have on buying and selling via variables in their programs? I am curious if anyone can provide insight into the theoretical programming that is used to buy and sell.

Before subscribing to 5i, our self-directed methodology was simple. We used the KISS method. I give my wife a kiss and an apology when I mess up!
Now that we have 5i helping us, she gets less kisses (she reminds me of that), but has more money to spend (happy wife)!

Thank you 5i for your knowledge and support to keep it real when chaos is in control.

D&J

Q: If I invest in an index ETF at this time or soon, would I buy a growth oriented or a value ETF? For example, VOT or VOE ?

Q: Is this a good time to buy XQQ? I only have a 2.5% current holding at this time?

Thanks

Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.

Q: Hello 5i,
I meant to send you a question but I am unsure as to whether or not it actually went through. I am only marking this "Private" in case it ends up being a duplicate, otherwise, "Public" is fine. If it is a duplicate, my apologies!!! Now to the questions:
What do you - and others - feel the Bank of Canada may do on April 16: raise, lower, or hold on interest rates? I know there is a *lot* going on at the macro level, but is there any consensus as to what we might reasonably expect?
In terms of the current environment, I have two questions about Covered Call ETF's:
Is the current environment good, bad, or indifferent for (un-leveraged) C.C. ETF's or is the individual performance of the underlying holdings far more important?
And, in this environment, what is the likelihood of C.C. ETF's needing to cut their dividends? What kind of factors have the geatest impact on a dividend cut decision for these ETF's? I hold a few of these ETF's and over the years have seen dividend cuts in some instances come and go, while in others, the cut has seemed more permanent.
Many thanks for any insights you can provide!! Have a great weekend, all!!
Cheers,
Mike

Q: Good morning,

Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.

Q: As a retired mainly income investor am I okay to keep holding these ETFs in the current market?

Q: Oil stocks have not decreased proportionally to the drop in oil prices. Is there an inverse ETF specifically for oil company stocks (e.g. move with downward price of CNQ etc rather than simply oil price)

Q: What ETF do you recommend to mirror the S&P 500?

Q: Hi - as the US has been a stronger market for the last couple of years, a large portion of my portfolio is USD. With the recent economic turmoil in the US and the resultant effect on their dollar, would you consider holding some ETF's in currencies such as the British Pound, Euro and Canadian dollar? My portfolio is heavily weighted in cash, as I hope to be able to wait on the sidelines till we see a buyable bottom, vs get whipsawed based on the latest idea from the 'Village Idiot'. As always, I welcome you thoughts!

Q: Is it a good time to take a short term position in VIX inverse ETF. Do you recommend any for a swing trade?

Thanks in advance

Q: I kinda expected this to have a positive reaction to tarriffs, but it isn't. Are people getting scared of the credit risk? Is it better to hold a treasury bond etf?

Q: Aren't markets mostly efficient, and therefore isn't the market cap weighted portfolio the optimal portfolio? Or if we want a higher expected return would a factor tilted portfolio be the way to go, like Dimensional or Avantis?

Q: Just trying to understand this a bit more. What makes the price go up and down aside from demand?

Q: HUV used to be a short on market VIX

Do you know the new symbol RAK

Q: I understand Covered call ETFs limit the upside potentials when the market is in uptrend. So what type of ETFs increase the upside potential when the market is in uptrend?
I'm asking because at some point the current down trend market trend will reverse and if one wants to get the maximum benefit of the uptrend do you think leveraged ETFs are a good choice ?

Or do you suggest any other types of ETFs?

Q: Best vehicle to park a bunch of cash in a brokerage account till the noise stops?

Q: Hi I know MSTR has had an extremely bumpy ride. What do you think of their recently issued preferred shares? Is there enough information to estimate what the actual dividend and % at today’s prices will be. RBC DI shows 132%. Also would you consider the yield to be “reasonably” safe? Thank you.