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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: Everyone, what are your thoughts on the markets for the rest of the year? Clayton
Read Answer Asked by Clayton on October 01, 2024
Q: In a recent update 5i stated they would: "Trim iShares Canadian Preferred Shares ETF (CPD) to a 3.5% Weighting - Trade Rationale - We feel that the thesis for preferred shares has begun to play out..."

Can you please elaborate on what you mean by the thesis "has begun to play out"?

I bought some heavily discounted preferred shares in late 2023 and have seen the unit price bounce up 50% and still paying a strong dividend (over 10%) even at the new price. Trying to balance risk / reward and super curious on your thoughts on the preferred share "thesis".

Love your service and thank you!!
Read Answer Asked by Marilou on October 01, 2024
Q: Would both these 2 ETF fall under Financial services? I have 25% holding in this sector and need to reduce and wonder which ETF would you sell to bring down the weight. Both are 5% weight in my RRSP account. I have also some other financial stocks in a non registered account but reluctant to sell as this would would create a capital gain and I have no loss to offset the gain with.

Thanks
Read Answer Asked on October 01, 2024
Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks
Read Answer Asked on September 30, 2024
Q: ENERGY. It’s been whacked!

I have a number of energy holdings. Not selling.
But have set aside funds to add.
Timing is tough. BUT what is your assessment of the risk/ reward now ? Favorable … or wait ?

Thanks. Always appreciate your perspective.
Read Answer Asked by Donald on September 30, 2024
Q: Hi, thank you for answering my previous question. I wanted to ask a follow up.

[Previous question: "If you were to create a mini model portfolio of an FHSA with a 5-year timeline and low-risk tolerance. What would your holdings look like?" Answer: "Assuming six stocks: BN (20%), TRI (15%), QSR (15%), EQB (15%), CSU (15%), RY (20%)"]

If your were to include ETFs and/or stocks, would your holdings be different? and if so what would they look like?

Thanks in advance!
Read Answer Asked by Kaycee on September 30, 2024
Q: Hello, Is the S&P500 forming a pronounced cup and handle pattern, if so do you give this chart any credit over such a short period of time.

thank's James.
Read Answer Asked by James on September 30, 2024
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