Investment Q&A

Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).

Thanks in advance

Q: MY pf is low in the materials sector and my diversification is low on international side.

I am considering ETF's as a means of flushing both out and wondered if you had two or three that you would recommend . . . from Canadian to international.

Q: Would you have a recommendation for an ETF that is similar to ZMT that has more volume?

Q: Hi Team,

I am holding some cash that I intend to hold for 12 -15 months at which time I will be closing on some real estate and will need the money. Do you have any recommendations for a safe 12-15 month hold for these funds where there is still some opportunity for a modest return?

Q: A concentrated selling of stocks in this fund could lead to a another liquidity squeeze in the general market place...is another liquidity squeeze possible in the next six months ?

Q: My daughter has $250 a month to invest I would like something that is no commission and like VGRO , what would you suggest

Q: I currently have exposure to CEW, which has an MER of 0.61% and a monthly distribution yield of 3.03%. Are there any alternatives to CEW that have a lower expense ratio and higher yield?

Q: Looking to add more financials and sell off some technology. What would your choice be for 3-5 year growth…. SLF or the more conservative ZWB? Thanks

Q: What do you think is a good entry point/price on this ETF?

Thanks

Q: What is the best etf for US small caps to take advantage of the potential increase this year in that segment?

Q: Greetings All:
With regard to a question asked on Jan 9 by Cory concerning the above I have some further inquires. If any of you had 1 million to invest and wanted to keep it simple, as stated, and wanted to be fully invested, with a good degree of security ( As much as can be expected in the stock market) would you invest it in these two funds? What % would you have in each fund, considering you were investor " X " with no strings attached? Most advisors are currently preaching that 2022 will be the year when active investing will win, considering all the expected volatility and sector rotation. Also, if the growth rout continues off and on where could you see IWO falling to? I know this is a prediction question, but considering all the items in your knowledge basket, please make a guess. Please provide some equivalent S & P 500 fund names. I notice that no one at 5-i has an interest in IWO.
Thanks as always,
BEN.

Q: I am wanting to add to my energy holdings I am looking at XEG versus NNRG which would you consider a better choice
Keith

Q: I'm entering retirement and won't be adding much more new capital to savings and so capital preservation is paramount as I look at drawing down phase in the next 6 months. Right now I am still heavily exposed to the markets with about 85% equity exposure. I want to increase the amount of safety but am concerned with the loss of purchasing power and feel the old 60/40 rule isn't adequate anymore. The big dilemma in today's environment is that there really aren't a lot of alternatives to stocks for keeping up with inflation, but this involves capital risk. What balance do you think is more appropriate in this environment? I'm thinking around 75/25 while trying to keep around 12-18 months of expenses in high interest savings so one doesn't have to sell into a down market.

Are you aware of products offered in the market that may provide returns of 5-8% while being "fairly" safe for the capital invested?

Any suggestions on perhaps bond funds that offer returns that will at least keep pace with inflation after fees without undue manageable risk for capital safety?

Looking for any ideas..preferred shares ETF's? (know there is still some capital risk here). Thank you for your help and input.

Q: With regard to your comments on capitulation. Would you regard ARKK's recent price action and volume as an example?
Thanks. Peter

Q: Stan Wong on Market Call had EQRR as a top pick. I've been looking for an ETF like this. It looks like the MER is .35%. What do you think of this or do you have a different one that you could recommend for outperformance with rising interest rates? Thanks!

Q: First of all thank you for your excellent service. Here's hoping 2022 will be juist a good as 2021.
Question: The ETF portfolio in Money Saver showed a change from VIG to VGG. No explanation was given. Also all the ETF portfolios on the mutual fund and ETF website now have VGG. Can an explanation be provided please? It appears that the expenses are the same but the dividend is much higher for VIG.
Stanley

Q: GM, appreciate your insights into MOTG for a either RRSP or TSFSA. If you are aware of something better with a similar approach, would be interested.
Cheers

Q: Hello 5i,
Does VGG pay dividends in Canadian or U.S. dollars. Should I keep it in a U.S. account?
Stanley

Q: For energy exposure, would you have a preference for CAD or US companies.

I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.

Thank you.

Q: I am trying to understand bond diversification better. I have a long term portfolio of mostly equity exposures and some XBB. Do you generally recommend further diversifying bond holdings? Eg to an inflation protected fund or more global exposure or specific maturity profile (eg shorter maturities)? If so could you recommend ETFs for diversification purposes?

I don’t want to over complicate things but also want diversification to different market scenarios in the spirit of an « all weather » portfolio. In particular real return bonds seem useful for this compared to XBB. I would be grateful for your thoughts. Thank you very much.