Investment Q&A

Q: Is 8% weight too high for a material sector? What % would you be comfortable with?

Thanks

Q: Considering what is happening to the Treasury yield curve, if one is looking for capital gains what maturity of bonds would you suggest at this time?

Q: Hello- a few months ago I took a full position in IWO and am currently about break even, I'm a bit concerned about the possibility of recession and wonder if there's a US ETF that would not suffer as much in a drooping economy in which the smallest companies get impacted earlier. I'm wondering about VO, for example. Thanks

Q: It was less than two months ago when the Bank of Japan signaled its intention to increase Japan’s interest rates—a move that triggered a massive sell-off in US stocks. Now, the question lingers: If Japan indeed raises interest rates in the future, will history replay its enigmatic melody? Will this time Japan’s interest rate hike cast its spell upon the US stock market? Thanks

Q: What is the best way to reduce the max drawdown in a long term growth investment portfolio that has increased a lot in value over the years? What are some strategies or things for investors to be cognizant of or do over time?

My investment strategy is to buy high quality compounders and hold them a long time. My top sectors by weight are tech, financials, industrials and cons. cyclical. My bottom ones are utilities, materials and communications with energy and staples in the middle.

It always seems like my portfolio takes the stairs up and the elevator down. I'm happy with the returns so far and hold high quality growth names. Are there strategies to reduce the downside while enjoying the max upside? : ) Such as raising cash or hedging (PSQ, SH) at certain times, although this is market timing which I tend to try to avoid. Your thoughts? Thank you!

Q: So, with all the uncertainty of just a few weeks to the US election and all the Canadian election uncertainty, why not sell, sit with cash and wait for.a couple of months to see what happens. The dive that the stock market took a few weeks ago is a reminder of how fast things can change. Before the dive a few weeks ago I was up about 35 percent for the year and was kicking myself for not selling and putting my feet up for a while. Now my stocks have recovered, I am in almost the same situation again and wondering if I may make the same mistake twice.

Q: Hi team! 1. What percentage would you give that we are currently in a recession in A. Canada B. USA? and 2. What percentage chance would you give that Canada and/or USA will enter a recession in the next 12 months?

Q: In your reply to Steve this morning, you said "We think it is important to watch, but there are other indicators that we are watching more closely such as credit spreads or commodity prices." Could you please expand on this? Thanks in advance.

Q: some financial advisors worry about the yield curve predicting difficult economic times to come sometime in the next year or two. Does this play a factor in your market models? Does it suggest caution? I would assume actual company results, earnings growth etc remain primary, but how does one incorporate this type of info without drowning in endless market noise?

Q: US Debt. How long before it sets off a crisis in the stock and bond markets. Is there declining interest in buying American treasuries today? And do you think there is a real risk to the dollar being replaced as the world standard. US politics and media are oblivious to this looming issue, or do you believe this is just paranoia.

Q: Good morning.
I am currently looking to rebalance my portfolio both registered and non-registered accounts.
What is you recommended guidance for geographic allocation for US and Canada and would you suggest difference sectors by each country?
Thanks

Q: Which has the largest market cap- the Dow 30 or the
Nasdaq 100?

Q: Where do you see the price of Bitcoin going in the next year? I am looking to sell within that time frame as I need the money to pay off debts.

Q: Since july 2022 the U.S 10/2 year bond yield is no longer inverted what should we take from that, if any thing?

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.

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.

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.

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

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?

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?