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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: Good Day,

Currently I have approximately $72 000 invested and I am working toward ensuring that my portfolio is diversified. Your portfolio analytics tool has informed me that I need more international exposure. I recently read an article about investing in small cap ETFs now in order to realize potential gains down the road. I am wondering what you would recommend for small cap ETFs?

Regards,

Ryan
Read Answer Asked by Ryan on January 25, 2021
Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!
Read Answer Asked by Allie on January 25, 2021
Q: I have a significant holding in BCE and a smaller amount of T. I am wondering if I should continue to hold them or move on to something else. BCE has been performing poorly but has a nice dividend. I think that BCE has been hurt in its media division by the pandemic so might improve particularly with sporting events coming back. T has performed better but its dividend is not quite as good. Perhaps the most important driver will be 5G. When do you think this will become important and how significant do you think it will be?
Thanks, as always, for your insight.
Ian
Read Answer Asked by Ian on January 25, 2021
Q: Hi team- would appreciate any book/ reading recommendations you can offer for an investor looking to gain knowledge on options trading and option strategies
Thank you!
Read Answer Asked by Kyle on January 25, 2021
Q: Words you hear often -"You can't beat the Index" . If one was to follow this theory - what would you invest in?
Read Answer Asked by Barbara on January 25, 2021
Q: Hi, I’ve read through the information on the company’s website. Wondering what are the implications of a 3 year closed fund with two one year extensions. Does this mean the fund will be closed or potentially closed after 3-5 years and funds returned to unit holders? If so, at what value? Would a closed fund of this nature typically be wound up after a set period or is this more of an option of the company? Thanks.

“Three-year closed end fund, with two one year extension options
Targeted annual pre-tax distribution yield of 10.5% per annum, paid monthly”
Read Answer Asked by Gary on January 25, 2021
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