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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: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley
Read Answer Asked by STANLEY on April 26, 2021
Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike
Read Answer Asked by Mike on April 23, 2021
Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul
Read Answer Asked by Paul on April 22, 2021
Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.
Read Answer Asked by Arthur on April 22, 2021
Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed
Read Answer Asked by Ed on April 21, 2021
Q: Hello 5i Team,
A good friend of mine has all his investments in 2 funds.  

RESP: CIBC Managed Aggressive Growth Portfolio

RRSP: BMO SelectTrust Equity Growth Portfolio - Series A

He has everything in those two funds. Are they worth holding? What do you suggest I advise him?  I've talked to him about ETF's and doing something different than mutual funds.
Thank you for helping out. Brent
Read Answer Asked by Brent on April 21, 2021
Q: Hi, Would you have an opinion on this etf VFMO Vanguard U.S. Momentum Factor ETF? Can this be used to add some extra torque to a diversified portfolio? I thank-you in
advance. Sam
Read Answer Asked by sam on April 21, 2021
Q: What is the difference between ETHH.TO & ETHH.B? Thank You!
Read Answer Asked by Austin on April 21, 2021
Q: I have some US dollars that I would like to invest for a few months and I'm looking for a simple etf or stock that will give me more return than the zero interest I'm getting in my USD account. I don't mind a little risk but still want low risk. If you could suggest 3 potential options I would appreciate it. Thanks!
Read Answer Asked by Peter on April 21, 2021
Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.
Read Answer Asked by Bill on April 21, 2021
Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.
Read Answer Asked by Mike on April 21, 2021
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