Investment Q&A

Q: Hello and thank you. I’d like to add some exposure to video gaming in my portfolio. Would you have any concerns starting a new 5% position in GAMR at this point for a 10 plus year hold? This would keep my tech targets within limits I’m comfortable with.

Q: I have been investigating ESPORTS and some numbers are incredible. This seems to be another disruptive force poised for growth. The Patriots owner has just bought a team and even the Olympics are looking at it.
I see three ETF’s for esports. GAMR. Fidelity,79 holdings $95m AUM; ESPO. Vaneck, 25 holdings $13m AUM; NERD Quaterhill small new 25 holdings.
I am looking at a small position through my TFSA of 1.5 % of my total portfolio including RSP and cash accounts. Also considering adding 5% ( of the 1.5%) of TSGI ( their future is online sports gambling, not no/ slow grow poker) to round the theme.
What do you know of this industry? Would you recommend another approach? Any specific recommendations? Thanks. Derek

Q: I appreciate 5i does not follow the us market, but I would appreciate you comment if possible on the etf Gamr.
I am looking at a small position - reason: that gaming is a business as large or larger then the movie industry.
As a little btw - it looks like a large % of the top holdings are Canadian companies
Thanks