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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I was having coffee with a friend of mine yesterday and he had mentioned these products which seem to use leverage 1 for 1 for example in stocks and bonds or stocks and futures. Can you give me a quick overview and your gut feeling on these type of ETF's, it looks like the history is extremely limited and I don't quite understand how these work.
Read Answer Asked by Kolbi on September 05, 2024
Q: Could you please add FGRO ETF to your database.
I understood these 5 ETF's would have similar price performance but FGRO and TGRO outpace the other three for the last 3 Years. ZGRO, XGRO and VGRO pretty much have the same performance. Can you help explain why FGRO and TGRO have significantly outperformed the three?
Read Answer Asked by Ian on September 05, 2024
Q: Hello, I would like to have your opinion on XHAK. I have been looking at buying a cybersecurity stock for some time, trying to decide between Palo Alto and Crowdstrike and some others. Could this ETF be a way in the sector? Looking at the portfolio, it includes some cos that don’t seem to be directly involved in cybersecurity, though. Not sure why these are included in this ETF… Thanks
Read Answer Asked by Martin on September 04, 2024
Q: Pls recommend AI ETFs hedged for US, and AI etfs Canadian.
Read Answer Asked by Ron on September 03, 2024
Q: What are your favorite monthly income ETF's? Safety, decent distributions, and possible upside are priorities.
Read Answer Asked by Les on September 03, 2024
Q: Everyone, Bitcoin, there has been a lots of talk about crypto for many years but I am hesitant until it is supervised by the treasury departments of countries. Until then it is nothing more than a digital currency that could have no value. That being stated politicians will start to approve if it will get them a vote. Rule number one of a politician is get elected and rule two is get re elected. So do I wait or do I purchase an ETF? Do I purchase in quarter pieces over the course of a year? Or what? Clayton
Read Answer Asked by Clayton on September 03, 2024
Q: Today, I heard Mike Philbrick on Market Call, and one of his top picks was a USA managed futures etf: DBMF (I couldn't see it in your co drop down above). Also, recently I heard on Animal Spirits a podcast on managed futures as well, etf: KMLM, by Krane Shares. I’m interested in knowing what 5i thinks about Managed Futures? It seems it might be a good diversifier for one’s portfolio. Do these etf’s have decays when their futures contracts get rolled over? What are the negatives of these etf’s? Which one would you prefer and why? Or is there another one you like better? Or is it simply better to raise some cash when we think markets get over valued?
Read Answer Asked by Steven on September 03, 2024
Q: Everyone seems to dislike bonds these days, especially long-term bonds. I was considering TLT for a portion of my portfolio, but I noticed a very poor return this year (4.7% one-year return), even though the Fed has clearly signaled rate cuts at the upcoming meetings. One explanation for the poor performance of treasuries is the oversupply of bonds. With U.S. debt ballooning, there seems to be fewer buyers. While, in theory, TLT's price should increase as rates go lower, I was reading that it may, in fact, remain flat and stuck in the sub-$100 range due to the oversupply. What are your thoughts on this?
Read Answer Asked by Pier on September 03, 2024
Q: Can you please provide your opinion on what happens to floating rate funds as interest rates drop? Do you get a similar appreciation of the bonds with lower rates. I notice this fund is short duration so curious on your thoughts. YTD up 7% so a reasonable return but noticed in the short term with steeper drops it doesnt seem to perform as well.

Curious if a better play would be a longer duration fixed income fund?
Read Answer Asked by David on August 30, 2024
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