Q: Would you recommend holding a small portion of a portfolio in a bitcoin ETF such as IBIT or FBTC as a risk diversifier? and if so, what would be the recommended entry points?
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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: Hello Team,
Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.
Thank you for sharing your insight into these two companies.
Best,
Saeed :)
Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.
Thank you for sharing your insight into these two companies.
Best,
Saeed :)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.81)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $68.98)
Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.
Q: Hello 5i
I thought I asked this question but maybe it didn’t go through.
The last question on ROOT you indicated it looked good but it was very expensive.
Now that it has dropped 30+% how does it look?
Thank you
Dave
I thought I asked this question but maybe it didn’t go through.
The last question on ROOT you indicated it looked good but it was very expensive.
Now that it has dropped 30+% how does it look?
Thank you
Dave
Q: Should we be adding to Intact Financial given recent price movement? It's down from the highs. It's 3.8% of my portfolio at this time and I've been following the BE Porftolio since it was introduced shortly after 5i started.
Q: could you confirm if Pagaya DOES NOT take any credit obligation from issuing personal loan asset-backed securities?
This was my ChatGPT research that provided this answer.
This would be an ideal business that just facilitates these transactions.
I put a laughably small amount into this stock so that i would not forget about it. I am up 23% and now want to initiate a 2% position.
This was my ChatGPT research that provided this answer.
This would be an ideal business that just facilitates these transactions.
I put a laughably small amount into this stock so that i would not forget about it. I am up 23% and now want to initiate a 2% position.
Q: I know you have mentioned HOOD as a high conviction stock before. I haven’t followed it but have always thought of it as a bet on crypto. In doing some reading, I see the platform is quite popular among young people, not just for trading crypto but also for stock trading. It has recently expanded outside the US and just announced they are launching a social network. Could I please get your thought on the new social platform? Could it have huge potential? HOOD has had a huge runup and is now around its all-time high. Would you buy HOOD today? If so, would you want for a pullback? Thanks.
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Strategy Inc (MSTR $143.58)
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Galaxy Digital Inc. Class A common stock (GLXY $37.26)
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Coinbase Global Inc (COIN $190.02)
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Robinhood Markets Inc. (HOOD $90.27)
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ISHARES BITCOIN TR (IBIT $44.58)
Q: HI guys,
On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.
I'm talking short term history here, not over years.
In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%
However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.
As you can see BTC has outperformed MSTR quite substantially over the recent past.
Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?
Thanks
Sheldon
On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.
I'm talking short term history here, not over years.
In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%
However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.
As you can see BTC has outperformed MSTR quite substantially over the recent past.
Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?
Thanks
Sheldon
Q: An advisor at RBC recently recommended a new ETF offered by RBC as a good for income investment . The brochure says : RBC Target Maturity Bond ETFs (RBC TMB ETFs) are an innovative suite of fixed income investment solutions designed to meet the evolving needs of today’s investors. RBC TMB ETFs combine the defined maturity and regular income characteristics of individual bonds with the transparency, diversification, and tradability of an exchange traded fund.
Would you consider this a good alternative to holding a GIC?
Would you consider this a good alternative to holding a GIC?
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KKR & Co. Inc. (KKR $114.62)
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Blackstone Inc. (BX $142.31)
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Apollo Global Management Inc. (APO $133.31)
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Invesco Global Listed Private Equity ETF (PSP $67.01)
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Carlyle Group Inc (The) - Ordinary Shares (CG $60.25)
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Blue Owl Capital Inc. Class A (OWL $13.38)
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?
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Royal Bank of Canada (RY $230.42)
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Toronto-Dominion Bank (The) (TD $129.29)
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Bank of Nova Scotia (The) (BNS $102.85)
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Bank of Montreal (BMO $189.81)
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Canadian Imperial Bank Of Commerce (CM $129.09)
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National Bank of Canada (NA $162.82)
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
Q: Hi 5i
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
Q: Best alternative asset managers ETF?
Thank you!
Thank you!
Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?
Q: TRI has had a noticeable selloff over the last few months. Any specific company reasons?
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Intact Financial Corporation (IFC $250.80)
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goeasy Ltd. (GSY $128.76)
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EQB Inc. (EQB $108.71)
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Propel Holdings Inc. (PRL $25.50)
Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.
Thanks
Thanks
Q: Hello,
Is there a specific reason dragging BAM down in the short term? A good opportunity to complete a position?
Thanks
Is there a specific reason dragging BAM down in the short term? A good opportunity to complete a position?
Thanks
Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?
Thanks.
Thanks.
Q: Thoughts on this new company, trading in the US at a new high?
Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.