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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: Can I have your opinion on this mutual fund. I understand no many funds offer exposure to structure notes.
I have done well with my initial investment and am thinking to increase the position.
What is the risk level?
Thank you
Read Answer Asked by Marcela on November 14, 2024
Q: Hello, I am looking at these 3 ETFs to park my cash, now that short term interest rates have come down and ETFs like PSA or HSAV have much less attractive rates than 6 months ago. Can you highlight the main differences between MNY, CBIL and CMR and sort these by increasing risk level? FYI, CMR will add asset-backed paper to its portfolio sometime next year. Thanks!
Read Answer Asked by Martin on November 14, 2024
Q: What is the relative performance of S&P etfs over the last 1,3 and 5 year periods for esg qualifying funds versus funds not claiming esg credentials? Trying to evaluate Musk's comments that esg is a sham.
Read Answer Asked by Mark on November 14, 2024
Q: I am looking for an ETF in CAD that does not involve hedging that is focused on manufacturing / industrial with a global focus. If global is not available then at least the focus is on USA. I found XGI but it hedges and has an MER of .68%. VIS will cover USA but is in USD.

Thank you

Paul
Read Answer Asked by paul on November 14, 2024
Q: We have about 1/3 of our portfolio in a HISA earning about 4%. This was done since at our age ('50's) we decided that was the approximate amount we should have in "non-equities". But we'd like to target a low-risk return on this portion of about 6%, and HISA rates are also coming down. So we want to move this to other "non-equity" areas. What is your best suggestion on this? Bond ETF - of so which ones are best right now? Or other ideas?
Read Answer Asked by Kel on November 14, 2024
Q: Hi there,

Grateful for your thoughts on Avidity Biosciences Inc (rna-q), Janux Therapeutics Inc (janx-q) and Longboard Pharmaceuticals Inc (lbph-q). Worth buying in a TFSA for strong capital appreciation ?

Thank you for your good attention,

Jacques IDS
Read Answer Asked by Jacques on November 14, 2024
Q: Hello Peter,
For a 30 year old that wants to invest for the long term and not have to worry about following the markets constantly, what is your opinion on investing on the 5 ETFs: 40 % to VBAL ( as it contains bond portfolio) and 60 percent to the rest of the 4 ETFS. I know there is some duplication but wanted your opinion.. thanks for the service.
Read Answer Asked by umedali on November 14, 2024
Q: I believe in the past you have suggest a maximum amount of a portfolio that would be allocated to a single fund company. I have generally tried to target 15% max with any single fund company, but haven't been able to find where I originally came up this value. Is this a reasonable split or unnecessarily cautious? I currently hold ETF's from BMO, Vanguard, iShares, and Global X (formerly Horizons).

Read Answer Asked by Jeffrey on November 13, 2024
Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.

-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.

Thank you for your service!
Read Answer Asked by Mark on November 13, 2024
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