Investment Q&A

Q: What are likely to be the most durable investment themes for the next 5-10 years or more, and what would be the best ways to play them?

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

Q: Morning 5iTeam,

Would you please recommend 2 or 3 stocks and ETFs to hitch a ride on the AI wagon.

Thanks,
H

Q: What are your preferences for copper producers?
Is there an ETF that specialises in AI?

Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?

Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS

Q: Which 3 ark investments would you buy today in order of preference for medium length growth

Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?

Q: Hi 5i team,
I would like to own U.S. companies in the ‘Industrial’ sector that are well managed, with strong balance sheets and good growth on earnings. Could you please recommend a US listed ETF that focus on these companies? Thanks.

Q: Hi team,
Being overweight in the tech sector, which ETFs of my present portfolio (above) would you suggest to drop either because they are too similar or not representing strong growth ?
Which of these ETF you would consider « Buy and forget » type ?
In addition, I hold the following tech stocks: TOI-T, CRWD-Q, NVDA-Q, TTD-Q, LSPD-T, ENPH-Q, QCOM-Q, SHOP-T, APPS-Q, SEDG-Q. As I need to raise cash, is it better to sell ETFs or individual stocks and which ones ?
Please use credits as you see fit.
Grateful for your attention,

Jacques IDS

Q: Thank you for answering my question comparing ARKK with QQQJ/EDGW. Somehow it seems to have been flagged as Private! Didn't mean to mark as private. Please feelfree to unflag it!
Your answer as always has been consistent. You favoured ARKK. Thanks.
But this is an extension of that question. I know you don't get into asset allocation! Let me try anyway in the following manner!
If someone is ready to invest 100k, 3 to 5 years, high risk tolerance, what would be % you would allocate in each of the ARK funds?

Q: Hi Team,
A belated Happy New Year.
Would you please suggest some US$ based as well C$ based ETFs with a focus in AI and renewable energies.
Cheers,

Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you

Q: I was looking at ARKK, ARKQ, ARKW, ARKG, ARKF ETFs. Are these overlap which two would you recommend to own or you suggest to hold all 5 ETFs. I am a growth investor. This ETFs performance per year shows 20% plus.

Thanks for the great service.

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.