skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm a new subscriber to your services this year and much appreciate your independent thought on investments. What is a good fully diversified ETF that is capital gains oriented over dividends? I've focused on dividend paying stocks over past 30 years, and while I'm enjoying working - want to avoid paying more than 1/2 my dividends income to gov. When I stop working I would convert back to dividend based investments to provide my income. Thank you.
Read Answer Asked by Glenn on May 11, 2022
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.

Thanks
Kevin
Read Answer Asked by Kevin on May 11, 2022
Q: Hi 5i
Just curious. I realize there’s always 2sides to a trade. So with the market going down for a while now, who do you think is doing the trading.
Retail selling/buying or smart money in there somewhere.
Peter thanks to your advice over the years I’m watching the market and not doing anything irrational and definitely not worrying about today or tomorrow.
Thx
Read Answer Asked by Gerry on May 11, 2022
Q: ITP being taken over at $40.50.Proxy deposit date was May 9 with voting on May 11.Today it closed at $39.13-0.52,with the news today it was going to open an office in the UK, maybe with the blessings of the acquirer. Are there any reasons for the drop? Surprised to find such an event before meeting & voting tomorrow. Do u think that the deal will complete? Is it time to sell now instead of waiting for completion? Txs for u usual great services & views
Read Answer Asked by Peter on May 11, 2022
Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek
Read Answer Asked by Derek on May 11, 2022
Q: Peter,

I look at the S & P 500 index as the gold standard for performance measurement. It has been my theory that any portfolio performance should be compared to this index first. Do you agree?

For diversification purposes please list your top 5 indexes & associated ETF codes that you feel would be relevant whenever looking at an equity portfolio. This can be anywhere in the world. { Fixed Income I strictly take a ladder approach.} I would be interested in ones with a lower correlation , if that is realistic. It may not be.

Thank you

Paul
Read Answer Asked by paul on May 11, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!