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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: What are your thoughts on investing in a crypto etf?
Read Answer Asked by Maria on November 23, 2021
Q: Plz suggest three high-dividend paying GLOBAL etfs based in Canada but excluding Canadian companies.

Thx
Read Answer Asked by roger on November 23, 2021
Q: Do you have some suggestions for ETFs that have the following characteristics, with a very long-term hold in mind:

- do not include Canadian or US stocks
- could be focused on Europe or Latin America
- could be focused on Asia, preferably with little or (better yet) no exposure to Chinese stocks
- could be focused on other geographic areas you think have excellent potential
Read Answer Asked by Doug on November 22, 2021
Q: In reflecting on the next direction to place some funds I looked at the performance of the Russel 2000 fund in your growth portfolio. Then looked at some alternatives in the Vanguard family of US based small cap and Russel ETFs. Going more mid or small cap seems appealing but where would your preference lies or is it in the current ETF you hold in the growth portfolio?
Read Answer Asked by Greg on November 22, 2021
Q: Good morning 5i,
I need some fixed income. And I am paralyzed by the low rates I see. when I think of fixed income i tend to think of security and not growth. I know there are a number of people who put all kinds of things in fixed income, from high risk bonds to preferred shares. Where would 5i fall on this question? I was wondering what you thought a suitable fixed income component might look like for a retired person? as you can see by the symbol I added in the title, I am thinking short term bonds. But, i am open to suggestion. Could you suggest some bond etf's for the US and for Canada that would be appropriate for our current situation?
thanks
Read Answer Asked by joseph on November 22, 2021
Q: Which etf will be good for me for Stone Castle?
Read Answer Asked by Nizar on November 22, 2021
Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!
Read Answer Asked by Kim on November 19, 2021
Q: Hello 5i Team,
When designing a portfolio about a year ago I made sure to have exposure in Emerging Markets as I was underweight in foreign equities. With Chinese equities under pressure does one just continue to hold these equities in order to have a diversified portfolio and ride the ups and downs if one is a long term investor? Your insight is greatly appreciated. Thanks!
Read Answer Asked by Neil on November 19, 2021
Q: Hello, in the answer to a member’s question about “fraudulent activity” you say: “We would exercise more caution on foreign entities due to accounting differences. Over the counter small companies should essentially just be avoided.” My question is related to the Vanguard FTSE Emerging Market VEE ETF that contains 5250 stocks, out of which 37% are from China. Is it possible that many of the VEE stocks fall into the category stated above? Thank you
Read Answer Asked by Gervais on November 19, 2021
Q: A friend commented that buying this fund would be a positive play in the event there is a Bear Market. I believe that a Bear Market is going to happen however when is anyone's guess, but things can't be climbing indefinitely so a reset of some sort has to happen. What is this fund and what part, if any, could such a fund play in one's portfolio. A simple explanation would be appreciated as I consider myself still 'in training' in the DIY investment world. Please note I have a limited number of stocks (7) in my portfolio (representing 6 sectors)
all which are in your Model Income Portfolio. Thank-you
Read Answer Asked by Lucy on November 19, 2021
Q: This is a follow up to a previous question about USD ETFs where you suggested IWO for the long term small cap portion of a USD TFSA or USD RRSP. I'm curious why you suggest IWO in particular, as it seems to be a recurring suggestion. I'm partiuclarly interested in a comparison of IWO to IWM, VTWO, VBK and SLYG, how you would distinguish them, and in what situations these others might be preferred over IWO. These others all seem to have lower fees and slightly different composition features. Please take as many question credits as needed - thanks as always for helpful answers.
Read Answer Asked by Brad on November 17, 2021
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