Q: I have about $40K in unregistered USD mutual funds and looking to move it into ETFs. Any thoughts on these? Money to be held for a variable amount of time. Possibly 2-7 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 Guys,
Can I please get your opinion of these ETFs.
Thank you !
Dave
Can I please get your opinion of these ETFs.
Thank you !
Dave
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Q: Hi Guys,
Can I please get your opinion of this ETF.
Than you !
Dave
Can I please get your opinion of this ETF.
Than you !
Dave
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: Good morning,
I need to increase the Health Care and a Tech sectors of my portfolio. Given that I wish to invest in Cdn$$$, my research for one ETF in each sector leads me to a choice among the ETFs listed above and 5i may have others that may be a better choice.
Question. What would be 5i's best of class ideas for a Health Care and Tech ETF to add to my portfolio and is there a preferred location (TFSA/RRSP/Non Reg acct) for these ETFs?
Thank you and I will await your valued suggestions/recommendations.
I need to increase the Health Care and a Tech sectors of my portfolio. Given that I wish to invest in Cdn$$$, my research for one ETF in each sector leads me to a choice among the ETFs listed above and 5i may have others that may be a better choice.
Question. What would be 5i's best of class ideas for a Health Care and Tech ETF to add to my portfolio and is there a preferred location (TFSA/RRSP/Non Reg acct) for these ETFs?
Thank you and I will await your valued suggestions/recommendations.
Q: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Q: I have subscriptions to both 5i Research and to the ETF & Mutual Fund Newsletter. Is there any way that these subscriptions can be linked, or must they be kept separate?
In the ETF Model Portfolios you recommend VSP and XQQ. Both ETFs are "Canadian Hedged". Are there non-hedged versions of these ETFs available? Why do you prefer the Canadian Hedged versions at this time?
In the ETF Model Portfolios you recommend VSP and XQQ. Both ETFs are "Canadian Hedged". Are there non-hedged versions of these ETFs available? Why do you prefer the Canadian Hedged versions at this time?
Q: Thinking of diversifying outside US/Canada. Can you please suggest three reliable China/Asia index ETFs in Canada or in the US with low management fee?
Q: As a follow up to your recent answer concerning WDIV, what is your recommendation for a similar etf that excludes North America?
Thank you.
Thank you.
Q: We have been divesting ATL1880 but it still is 1.7% of our portfolio (was 20%). One reason is because I realized that its return is mostly ROC and it has a high turnover rate.
I feel that the turnover is churn to the benefit of management company. I have recently read that receiving ROC is not necessarily a bad thing. Would like your opinion in general and in relation to this fund. This is our last mutual fund holding and its fees are also higher then I think reasonable. As we need income I want to replace with something that would provide equal income so would appreciate any suggestions you may have.
I feel that the turnover is churn to the benefit of management company. I have recently read that receiving ROC is not necessarily a bad thing. Would like your opinion in general and in relation to this fund. This is our last mutual fund holding and its fees are also higher then I think reasonable. As we need income I want to replace with something that would provide equal income so would appreciate any suggestions you may have.
Q: Looking for ETF that is ex Canada and US for international exposure. Any opinion on DWM or could you suggest other alternatives? Thanks.
Q: I don't have any U.S. exposure other than IWO as suggested in the growth portfolio.
Can you recommend an ETF group to give me proper broad exposure to this market ?
Thank you.
Can you recommend an ETF group to give me proper broad exposure to this market ?
Thank you.
Q: for a 34 year which ETF would you recommend for a LIRA for US exposure and or Emerging market? Has 20+ years before using the LIRA.
Thanks
Thanks
Q: What is the down side risk here? It seems to be at an all time low and the market volatility index also seems at a record low. Thank you Jack.
Q: Hi,
I heard somewhere about an EFT that reflected the S&P 500 Internet technology Index, but I can't seem to find it. Do you know of an EFT like this? Maybe it would be similar to the Nasdaq 100? Not sure...
Thanks,
John
I heard somewhere about an EFT that reflected the S&P 500 Internet technology Index, but I can't seem to find it. Do you know of an EFT like this? Maybe it would be similar to the Nasdaq 100? Not sure...
Thanks,
John
Q: Hi Peter, I made some money pre-legalization on Hexo but I have been out of pot stocks complely. I am looking for a half position in US based ETF on US pot companies for both growth and safety. Thanks again for your outstanding work. Geoff
Q: Hello 5i
I have to increase the international component of my portfolio, according to the Analytics program. By a lot. I therefore have a couple of questions, as the analytics program gives only Canadian hedged products and I will be buying in US dollars.
First, VWO is currently 2.5 per cent of our portfolio. You often suggest that an etf should compose at least 5%. I have been hesitent with emerging markets. But, do you think that this would be a reasonable increase?
Second. Again in US dollars, I would like something to compliment this. I am thinking that it would be good to have one fund. An all the world except North America fund. In the analytics you suggest VDU. But, as I say, I am buying in US dollars. So, I am looking first of all for an etf suggestion. And secondly, whether this one stop shopping is the best approach. I have to raise about 27% in international, according to your program. I am pretty close to the US allocation, though, so don't need any US.
thanks
I have to increase the international component of my portfolio, according to the Analytics program. By a lot. I therefore have a couple of questions, as the analytics program gives only Canadian hedged products and I will be buying in US dollars.
First, VWO is currently 2.5 per cent of our portfolio. You often suggest that an etf should compose at least 5%. I have been hesitent with emerging markets. But, do you think that this would be a reasonable increase?
Second. Again in US dollars, I would like something to compliment this. I am thinking that it would be good to have one fund. An all the world except North America fund. In the analytics you suggest VDU. But, as I say, I am buying in US dollars. So, I am looking first of all for an etf suggestion. And secondly, whether this one stop shopping is the best approach. I have to raise about 27% in international, according to your program. I am pretty close to the US allocation, though, so don't need any US.
thanks
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Santacruz Silver Mining Ltd. (SCZ)
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iShares Russell 2000 Growth ETF (IWO)
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Mawer Global Small Cap Fund Series A (MAW150)
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Invesco S&P SmallCap Low Volatility ETF (XSLV)
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Vanguard Communication Services ETF (VOX)
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BMO Global Communications Index ETF (COMM)
Q: Tried searching questions on these, but could not find. Can you suggest ETF equivalent to these 2. if CDN denominated even better. thanks
Q: Hi,
Would you prefer one of these over the other for US dividend exposure?
Would you prefer one of these over the other for US dividend exposure?
Q: Hi, I will like to thank you for the investment service you are providing. I am learned a lot about investing in the last 2 years or so, from your answers to questions alone. It has instilled in me virtue of patience far more than I had before I started subscribing to your service.
I will like to know how IWO, a USD security in a CAD account ( a sizable position in growth model) , will work out if the CAD appreciates versus USD. Will it be OK to invest in USD securities in CAD accounts at the current exchange rates? What time horizon one should be thinking about for such a move?
Regards
RR
I will like to know how IWO, a USD security in a CAD account ( a sizable position in growth model) , will work out if the CAD appreciates versus USD. Will it be OK to invest in USD securities in CAD accounts at the current exchange rates? What time horizon one should be thinking about for such a move?
Regards
RR