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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: Hi Peter, Ryan, and Team,

To raise our U.S., International, and Consumer Staples sector, please rank these three ETFs . I realize that STPL is the only one of the three that has holdings in countries other than the U.S. This investment would be for our two RRIFs.

Thanks for your insight.
Read Answer Asked by Jerry on February 03, 2022
Q: Hamilton ETFs recently launched a new ETF - HFIN. I currently own the ishares XFN which is similar, but much larger in size and unleveraged. For a long-term hold, do you think it would be a good switch, or would you leave it as is? (It is held in an RRSP account, so taxes are irrelevant).
Read Answer Asked by Craig on February 03, 2022
Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Read Answer Asked by Peter on February 03, 2022
Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve
Read Answer Asked by Stephen on February 03, 2022
Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry
Read Answer Asked by Jerry on February 02, 2022
Q: In a rising interest rate environment, what fixed income products perform relatively better? Would US TIPS or floating rate loans be an acceptable option?
Thanks
Read Answer Asked by David on February 01, 2022
Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan
Read Answer Asked by Daniel on February 01, 2022
Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.
Read Answer Asked by Peter on January 31, 2022
Q: Hello 5i
I recently asked a question regarding US stocks and etf positions. You suggested that I could easily go with the stocks I have plus something like VTI. I currently hold RSP ( as I like an equal weight approach and it maybe more readily balances my overweight in technology) and IWO for small caps. Do you think that this would serve as well as VTI?
Read Answer Asked by joseph on January 31, 2022
Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always
Read Answer Asked by joseph on January 30, 2022
Q: Hello,
A question about the Canadian Money Saver Model ETF Portfolio.
Unless I've misread, it seems like you use a combination of VEE (Emerging Markets) and VE (Developed Europe All Cap) for your International/Ex-NA exposure.
Wondering why this combo instead of the more usual VEE plus VIU (Developed All Cap ex North America)?
Thanks,
Roman
Read Answer Asked by Roman on January 29, 2022
Q: Hello,

My portfolio is currently underweight in healthcare and I am looking to add either ZUH or XHC. My goal is long-term growth rather than income, so I think either of these would be a better fit than HHL or LIFE. Looking through past questions, it seems that your preference has been for XHC due to its greater diversification, global exposure, and better valuations of its underlying holdings.

I was wondering if you would still prefer XHC over ZUH? Or has the current pullback done anything to alter your view on these ETFs?

Thank you for thoughts and for the excellent service.
Read Answer Asked by Andrew on January 28, 2022