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: First I have to say thank you! My RRIF and TFSA are certainly healthier due to info gained from 5i over the past couple of years.
My questions pertain to my Rif where I have recently inherited 2 mutual funds; Dynamic 1560 Strategic Yield Fund and Dynamic 031 Global Dividend Fund (mers 2.15-2.23%). The remainder of the Rif is comprised of Canadian stocks; old TSX 60 stalwarts and/or stocks from your income or balanced portfolios. The Dynamic funds each account for approximately 20% of the total Rif and around 13% of total investments.
Questions
1. Are there better ETFs/Funds you would suggest for exposure to US and global markets?
2. What is a reasonable weight for an individual ETF/fund within a portfolio?
3. What is a reasonable percent of one's portfolio to allocate to US markets? and to global markets?
TIA
(Good to see Peter on BNN yesterday.)

Read Answer Asked by Gail on November 19, 2020
Q: I am looking at these two companies (one or both) for my TFSA which I use for my more aggressive investments. I believe the sport gambling and the e-gaming sectors offer explosive growth but there of course will be winners and losers. They both have big name backers.
Your opinion ( financial strength, management, etc. )of these two would be appreciated. Do you like either or both? Any other favourite Canadian alternatives ? Thanks
Derek
Read Answer Asked by Derek on November 19, 2020
Q: I am in my early 80's ,have large capital gains and plan to stay invested in equities as my parents lived to over be over 100.
I believe that the capital gains inclusion rate will be increased to 75% as early as December 31,2021 which is 50 years since the capital gains tax originated.
As a result I intend to begin selling the equities with the largest gains with a view of buying a portion of them back after leaving enough in cash to cover the tax.
Can I repurchase the same day or do I have to wait until after the date of settlement?
Read Answer Asked by Terry on November 19, 2020
Q: I’m looking for a low fee ETF for emerging markets, but which excludes China. Can you offer any suggestions? Thanks!
Read Answer Asked by James on November 19, 2020
Q: I own a full position in FTNT and in RPD in a registered account. The holding is for 10 years +++ Would you be inclined to switch one of the two for CRWD , which one and why? There would be no fees associate to the trade (no tax implication and trading fees are not significative relative to the size of the position)
if not, why?
Read Answer Asked by Olivier on November 19, 2020
Q: With the increase in price of KXS,DSG, SHOP, REAL and LSPD I now have a total of 23% of my portfolio in these shares. I have taken profits and reduced my position each of them. The only concerns I have going forward is with KXS and DSG. Ross Healy on BNN did not have a very Rosie picture for KXS. I know that different views is what makes a market. You continue to be much more positive on KXS and continue to recommend it. DSG andKXS are somewhat similar. I respect your opinion, would you recommend selling either one? If so which? I view many of these guest as having a person interest in recommendations. I always take them with a grain of salt. I have seen this in my previous life while working for a major investment firm.
Read Answer Asked by Roy on November 19, 2020
Q: This question is about MTRX or Loop Insights on the TSXV. It doesn't seem to be in your system when I entered the ticker.

Loop Insights is getting a lot of chatter amongst the self-directed crowd on Reddit and the stock price is rocketing up accordingly.

Is this company legitimate? Is there great potential here? Or is the stock price a pump?

Cam.
Read Answer Asked by Cameron on November 19, 2020