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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: Greetings:
If you were establishing a position in gold miners, which would it be with reasons. B2 has hardly come off it's low with a nice dividend, Why? Must be a reason. I have been following gold closely for 50 years, and usually it amounts to no more than the rate of inflation, even though people like your old boss Eric was calling for $5,000.00 gold 15 years ago. However, one shouldn't knock all that hot air because it made him many millions.

Thanks, Ben.
Read Answer Asked by BEN on December 22, 2023
Q: Peter and His Wonder Team
I have been following this stock for some time...The dividend is over 6% which could be a red flag. I am also wondering about it's valuation. What are your thoughts going forward long term. Do you think at this price it is a buying opportunity ...if not, all factors considered what would be a safer price range? Thanks as usual!
Read Answer Asked by Ernest on December 22, 2023
Q: What are your top 5 small caps with early 2024 bounce potential with 3-5yr hold?
Read Answer Asked by Chris on December 22, 2023
Q: WHAT ARE best MONTHS worst MONTHS FOR stock MARKETS.

how does JANUARY rank /

thank YOU RAK.
Read Answer Asked by bob on December 22, 2023
Q: Hello:
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.
Read Answer Asked by BEN on December 22, 2023
Q: With say $1M in a self-directed portion of a RRSP converted to a RRIF in one year (2025), and two-thirds in CDN$ and one-third in US$ would you see any issues with the CDN$ split between HBAL and VBAL and the US$ into VIG? Your thoughts and alternate suggestions please.

Happy Holidays to all at 5i.
Read Answer Asked by Danny-boy on December 22, 2023
Q: In many of the investment articles I have been reading Bonds are being touted as a good investment in 2024. Do you agree? If yes, what Bond ETF's would you recommend?
Read Answer Asked by shirley on December 22, 2023
Q: ETF questions
1. When we look at charts or reports about the performance of an ETF, does the return include dividends received and net of all fees? For example. The TSX composite had an annualized return of about 5% over the past 10 years but it also pays a dividend of approximately 3%. Is the annualized return a total of 5% (as dividends are included in this figure and are re-invested) or is it about 8%.
2. To minimize duplication, which ETF (orETFs) would you suggest for international exposure if an S&P ETF is already planned for (or does it suffice to have US and Canadian ETF exposure as they are quite broad and many US companies already have international exposure).
Thanks again.
Read Answer Asked by Walter on December 22, 2023
Q: Hello 5i,

Our portfolios initiated positions of TLT, VCLT, IEF, VCIT, and VAB ~2 months ago. TLT and VCLT are each at 2% of the portfolio. VAB, IEF, VCIT combined are 3%.

We will add additional funding to the ETF's. Would you recommend an increase across the board or should we focus our increase on TLT, VCLT, and VAB based on the latest talk about lowering rates?

Note: We are treating the ETF's as a stock as we have GIC's through to 2028 as our fixed income (15%). What are the triggers to indicate that the ETF's are reaching the end of the runway and a switch to individual stocks is recommended?

Thank you for your great service and Merry Christmas.

D&J

Read Answer Asked by Jerry on December 22, 2023
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