Q: I see anecdotal evidence that 25 to 40% of the population is unvaccinated and will not get the vaccine. What does our economy look like with 25 to 40% unemployment if mandates force these people out of the workforce?
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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: You have said that there is lots of money on the sidelines. How do we know that? Who’s money is it? Retail or institutional? If it’s retail and a recession comes will it come back into the market or be spent or elsewhere?
Q: Has the smart money turned bearish? If so, what does that look like?
Q: Canadian/USA dollar, where do you see it in 6 months/1 year according to economic uncertainty, which currency would you want to be involved in?
thanks
thanks
Q: Dear 5i,
does VIXY behave like a leveraged ETF such that they are not suitable for buy and hold investors. I understand that leveraged ETF's reset every day and there is price erosion so they are only suitable for short term investing. Would VIXY be ok for a buy and hold investor who believes that there was going to be a significant correction in the overall US market in the medium to long term? Your thoughts are much appreciated.
does VIXY behave like a leveraged ETF such that they are not suitable for buy and hold investors. I understand that leveraged ETF's reset every day and there is price erosion so they are only suitable for short term investing. Would VIXY be ok for a buy and hold investor who believes that there was going to be a significant correction in the overall US market in the medium to long term? Your thoughts are much appreciated.
Q: Given the consensus opinion that rates are likely to rise, do you perceive a risk that the US dollar might spike, driving down the price of commodities, especially oil? Could a 2014 scenario be in the cards?
If the dollar does rise significantly, could oil/gas rise in tandem? Would you be inclined to position a portfolio for higher oil and gas prices in the coming year or so, regardless of what the dollar does?
If the dollar does rise significantly, could oil/gas rise in tandem? Would you be inclined to position a portfolio for higher oil and gas prices in the coming year or so, regardless of what the dollar does?
Q: Nasdaq is down again today (Monday) after a period of many down days. Sentiment right now is poor. Can you provide insight on what is happening and when and how this will reverse trend? Is this a time to be buying or sitting tight and waiting for things to start to turn?
Q: Hi 5i, I like to know what 5i thinks of the huge US & CAD government debt, this could be a very interesting topic for a column. What is the US credit rating today? When will the various credit rating agencies chime in with their view on US T-Bills. Do you think that it is very likely that the ratings will be down graded (rated)?
Q: In the interests of proactively rebalancing my portfolio for the coming year, I'd appreciate your recommendations on the sectors you would be inclined to overweight in 2022...and those you would underweight. On a related note, my tech stocks have now grown to 21% of my total holdings. As a recent retiree - with a solid pension, reasonable risk tolerance, and relatively balanced portfolio - would you be comfortable with that weighting? If not, what would you advise? (As a loyal 5i reader, I'm mindful that portfolio weightings are a personal call.) Thank you.
Q: Hi Team,
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks
Shane
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks
Shane
Q: Bloomberg is saying today "Tech stocks sell off amid spike in treasury yields". Can you please explain what the spike in yields is referring to, how much is the spike, will it move somewhat predictably with the withdrawl of govt liquidity from the market, etc?
For a retiree, should I do something?
Really appreciate your clear views. Many thanks
For a retiree, should I do something?
Really appreciate your clear views. Many thanks
Q: In the most recent edition of "Canadian Money Saver", you commented: "After many years of solid gains, the ride may get a bit bumpier next year." Black swan events notwithstanding, compared to today, where do you think the market will be at the end of 2022? Thank you.
Q: What percentage of each would you suggest for a good balance between Canadian and US stocks at this time? (Thanks so much for your help. I have benefitted immensely from your good advice for a few years now.)
Q: Failure of the US Congress to raise the debt ceiling is being described as catastrophic in WSJ and other business journals. We should never presume anything with this US government. If this happens the market could tank big time. I am concerned there is too much complacency in the market right now. I would be interested to read your comments.
Q: Hi 5i, my question is on asset allocation and I know this is a personal question. That said, I'm getting older and capital preservation is even more important to me now. I'm thinking 6% gold, 15% cash, 10% REITs, 15% fixed income (including preferred shares), and the rest (54%) in stocks throughout the world but mostly North American based. Is this reasonable for someone that's getting older? and am I missing any asset classes.
Thanks
Thanks
Q: Greetings, I have about 12-15% of my portfolio in cash. I am hoping to utilize it on opportunities during a correction or downturn. Would it make sense to invest in a conservative ETF until such time? Any low risk recommendations , instead of just cash, HSA and GICs?
Q: hi guys i was wondering what, if any residual effect the situation in china would affect our banks if the real estate firm is not bailed out and i guess how would it affect our economy in general. thanks as always
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BMO Long Federal Bond Index ETF (ZFL $12.11)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.05)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.28)
Q: Long term bond prices rose during previous tapering periods (following 2014 QE for example). Given this, and the relative certainty tapering is coming soon, would now be a good time to add to one's long and short term bond holdings? If I'm incorrect, please explain why? Thank you, great service.
Q: Hi 5i,
Will the China Evergrande Group crisis will be causing the US and Canada market in big problem? If there is any, which sectors will have most affected. Many thanks.
Will the China Evergrande Group crisis will be causing the US and Canada market in big problem? If there is any, which sectors will have most affected. Many thanks.
Q: In a normal market pull back , where do you see support levels in the tsx and the dow ?