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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: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.
Read Answer Asked by John on September 07, 2024
Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 06, 2024
Q: Hi Peter, I am 60 years old. What is your opinion on the 100 year minus my age rule to determine the percentage that should be in equities? In other words should I invest 40% in an equity portfolio and put the rest into a ladder GIC or similar. I have a good risk tolerance. Thanks for your time.
Read Answer Asked by Tim on September 05, 2024
Q: What is your view on this article especially of the author's suggestion to reduce exposure to growth stocks in favour of value stocks and high quality bonds? https://epaper.calgaryherald.com/article/281947433202611
Read Answer Asked by D on September 03, 2024
Q: Crystal ball time! If you had to fathom a guess, what are your expectations for what the Cdn prime rate might be a year or so from now?
Read Answer Asked by Doug on August 30, 2024
Q: I am planning to sell a portion of my portfolio either now or in mid-September. I know September often tends to be a down month for the market. But this September, there will almost certainly be rate cuts in the US...and possibly in Canada, as well. If you were me, would you wait until September to sell...or would you be more inclined to sell now?
Read Answer Asked by Maureen on August 28, 2024
Q: You've stated that "We do not think conditions are in place for giant problems, and would be fine staying mostly fully invested."

Historically, every time we have an inverted yield curve paired with a flattening fed funds rate, the market has suffered steep declines when the fed cuts and the yield curve normalizes.

Given that these conditions are currently in place, why do you think a more cautious approach is not warranted?
Read Answer Asked by Adam on August 27, 2024
Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?
Read Answer Asked by Ron on August 26, 2024
Q: I believe the next Bank of Canada announcement on interest rate is scheduled for September 4 th, while I don't expect a perfect crystal ball, what does 5i / the market think the most likely action will be; ? reduce rate by 0,25 %

thanks

Ernie
Read Answer Asked by Ernest on August 23, 2024
Q: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.
Read Answer Asked by Murray on August 21, 2024
Q: During the volatility shock two weeks ago (I’m writing this on Aug 18), you wrote the following in an emergency note to subscribers: “We would keep some powder dry as the type of volatility we will see this week can last a while.” In light of the stock market bouncing back so strongly, do you feel differently now? Would you sell into market rallies to raise cash, then await more volatility for the chance to redeploy?
Read Answer Asked by Brian on August 19, 2024
Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you
Read Answer Asked by Yves on August 16, 2024
Q: is there any particular way the stock markets behave before and during world wars or military escalations ?
Read Answer Asked by jim on August 15, 2024
Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim
Read Answer Asked by jim on August 15, 2024
Q: Peter and TEAM:
When the market first took a downturn a few members wrote in with thanks for the market update. Where do I find this update, please?
Thanks,
Ben.
Read Answer Asked by BEN on August 12, 2024
Q: Good Morning,


It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?

It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?

Thanks for your thoughts on this.

Brad
Read Answer Asked by Bradley on August 08, 2024
Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!
Read Answer Asked by Michael on August 06, 2024
Q: Bill Gross from PIMCO just stated…
"Investors should stop talking about buying the dip and start asking about selling recoveries,"
Please comment on this quote. Is this true or false?
Thanks
Read Answer Asked by Ben on August 06, 2024
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