Q: My daughter is 20 and has maximized her TFSA allotment in an annual lump sum for past three years, and is likely to maximize every year going forward. I'm trying to simplify her investing so what ETF's would you recommend if she doesn't need the money for three years? Would you recommend different ETF's if she doesn't need for 10 years? What about 20+ years?
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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 team,
Could you suggest companies or ETFs which would marry environment concerns and good returns ?
What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.
Thank you in advance for your comments and suggestions.
Jacques
Could you suggest companies or ETFs which would marry environment concerns and good returns ?
What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.
Thank you in advance for your comments and suggestions.
Jacques
Q: Good morning
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.
Q: Are you aware of any Canadian ETF's that focus on Fintech. I can't find any in the almost 600 that trade in Canada.
- Macro Enterprises Inc. (MCR)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello 5i,
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley
Q: Hi 5i Team,
What do you think about this new TD ETF? I own a TD mutual fund that has done very well in the technology sector. Can I expect similar growth from this ETF at a lower MER?
Thanks for your thoughts on this ETF.
Michel
What do you think about this new TD ETF? I own a TD mutual fund that has done very well in the technology sector. Can I expect similar growth from this ETF at a lower MER?
Thanks for your thoughts on this ETF.
Michel
- iShares S&P/TSX SmallCap Index ETF (XCS)
- iShares S&P/TSX Completion Index ETF (XMD)
- IA Clarington Canadian Small Cap Fund Series A (CCM975)
- BMO Canadian Equity ETF Fund Series D (GGF31144)
Q: I had some money in Mawer New Canada Fund (small caps)
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?
thanks
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?
thanks
- PIMCO Monthly Income Fund (Canada) (PMIF)
- First Asset Canadian Convertible Bond Fund Class A (FAF5700)
Q: I currently own both these mutual fund and trying to own less stocks and mutual funds and would like to know if both of these need to be owned? I currently have a 6% weight in PMIF and only a 2.3 % weight in FAD5700 and thinking of selling FAD5700 and adding to PMIF, or should I sell both and invest all in a different ETF that recommended in my PA?
Thanks
Thanks
Q: I have in an account (non-RRSP) for income and abit of capital appreciation
PH & N monthly income fund
I also have some shares in XTR
which is the better one to add on?
thanks team
Michael
PH & N monthly income fund
I also have some shares in XTR
which is the better one to add on?
thanks team
Michael
Q: Looking to add some ETF's in my accounts - can you explain the difference between funds that are Hedged and those that are not Hedged. What would be better to buy at this time and are they more suitable for a TFSA or a non registered account.
thanks
thanks
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares MSCI World Index ETF (XWD)
- Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Do you like VA or better to invest in a different ETF? I own only this ETF and AFG Global Dividend Fund. The VA ETF has not performed that well and wonder if I should invest a better overall global ETF? If so what would be your recommendation?
Thanks
Thanks
Q: Hello, I am looking to add to my international holdings and was hoping you can recommend an etf similar to xtr. I already have enough exposure to North America so I am trying to find a diversified etf (50/50 equities and fixed inc.) with a decent yield that does not include the U.S. or Canada. Thank you.
- iShares Short Duration High Income ETF (CAD-Hedged) (CSD)
- iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
- iShares Interest Rate Hedged High Yield Bond ETF (HYGH)
Q: Can I have your analysis of this etf as a way to add diversity to fixed income?
- BMO Short Provincial Bond Index ETF (ZPS)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- iShares Core Canadian Universe Bond Index ETF (XBB)
Q: For the next 6-12 months, do you think moving from XBB into CLF or ZPS would provide greater security? Thanks.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
Q: We have( for me) a quite large sum of money invested in managed products. Any new money is going into Canadian equities ( 30%) following your portfolios and a mix of ETF roughly
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:
1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:
1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)
Q: Gentlemen, Good Morning,
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards
Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.
Q: Hi,
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you
Q: Do you like any NASDAC based etfs for sale in Canada?
Q: I was surprised to see that BAM outperformed VFV over 5 years and longer, especially noticeable over the past 5 years. Which was less volatile over these periods and how do you measure volatility?