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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: Writing in again because I keep hesitating about how to start a high growth all equity portfolio..

For context, I am 39 years of age, with a comfortable income, and planning on working about 25 years. This would be for retirement money.

You previously answered you would be comfortable with an SP500 index fund as VFV of SPY as opposed to an all in one equity fund such as VEQT or XEQT, from what I understood.

Can you please suggest a porfolio of 5 to 7 all equity ETFs that you believe to be superior to the all in one variety. I don’t necessarily care about the truisms about absolutely needing to be geographically diverse. And I certainly prefer to avoid Canadian home bias.

Thank you.
Read Answer Asked by Karim on July 29, 2024
Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK
Read Answer Asked by bob on July 29, 2024
Q: I've decided to buy VIG and SCHD to increase my US portion of my portfolio. What is a fair entry point for them? I tend to wait until stocks go "on sale" but have watched these go up and up over the last few months. VIG's top holdings are Apple and Microsoft, so if the Tech sell-off continues it could go down. SCHD has not hit it's all time high but is getting close. What are your thoughts? Thanks so much!
Read Answer Asked by Pat on July 26, 2024
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?

Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Read Answer Asked by Terence on July 26, 2024
Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?

Thank you- Jim
Read Answer Asked by James on July 26, 2024
Q: The tax gross-up effect of my Canadian dividend paying stocks is creating an OAS clawback concern in my non-registered account. Looking for tax-efficient US and International ETF’s. I don’t want ex-Canada ones because I want to have the flexibility to adjust weightings between these two.

Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?
Read Answer Asked by James on July 25, 2024
Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 25, 2024
Q: I currently hold CALF and want to buy similar ETF in CDN dollars. Is there any ETF in CDN. If none which one would you recommend.

I am also interested in buying MID CAP ETF. Please give us your recommendations in US and CDN market ETF.

Thanks for the great advice
Read Answer Asked by Hector on July 24, 2024
Q: SHLD NYSE Arca/US Global X Defense Tech ETF

What's your opinion on this one, buy or not?

Has some unusual holdings.

Thank you.
Read Answer Asked by Ross on July 24, 2024
Q: Can you please recommend 3 hedged CDN ETFs that follow the S&P 500, but with less % ownership of the 7 high tech companies such as owned by: ZUE, XSP, and VSP? I'm looking for 10% profit over one year including both dividends and capital appreciation.
Read Answer Asked by Ron on July 23, 2024
Q: Is there an ex-Canada ETF "acceptable to 5i Research" similar to VXC, but perhaps a bit less U.S. exposure. I already have IQLT, so I don't need an ETF that is necessarily ex-North America.
Read Answer Asked by James on July 23, 2024
Q: I see CI MSCI Canada Quality Index Class ETF (FQC.TO) is no longer available. This was an ETF that seemed to following 5i's investments strategy. It's replacement CI Canada Quality Dividend Growth Index ETF (DGRC.TO) is very different, with a much different sector allocation.

Is there another Canadian ETF that you would recommend as a replacement for FQC, that is similar to the 5i strategy?

Thank you,
CR
Read Answer Asked by Camille on July 23, 2024
Q: hello 5i:
I'm looking for an ETF with attributes similar to ZWH, but with more an international flavour, so not purely a US focus. Suggestions?
thanks
Paul L
Read Answer Asked by Paul on July 23, 2024
Q: I recently upgraded my subscription and received the Canadian Money Saver magazine subscription, which I'm really enjoying. In the most recent issue there is a page of top US dividends within a certain criteria. I was surprised at the number of funds paying 10% plus divs. I realize that this isn't always a safe investment, but in light of rates falling, I wonder if you have a few suggestions for high dividend paying etf's (US and or Cdn) or REITs that would have capital preservation (generally maintain share price, or increase) as the rates come down, but realize income through the div.
Read Answer Asked by Kim on July 23, 2024
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