Investment Q&A

Q: Building up my ETF portfolio and have some cash to deploy. Of XEF VE and SPY which is the best one to add right now. Crystal ball yes...balanced follower, 5 year time horizon. I am currently over allocated to Canada and on target for emerging markets a little light USA and international. Likely to buy a bit of each if not strong case for one in particular.

Q: Happy New year Peter & Ryan!

Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?

I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)

Thanks!

Q: Greetings and Happy New Year,

What are your thoughts on QYLD? The yield is nice but has it underperformed its benchmark overall?

Cheers!

Q: What investment would you recommend for a 20 year old with their first $6,000 to invest in their TFSA? Someone who is using their TFSA for long term savings. Thanks.

Q: I HAVE VERY LITTLE EXPOSER TO TECH AND I WOULD LIKE YOUR OPINION AS TO WHICH IS A BETTER BUY AND WHY. THANKS, JAMES

Q: I have, for me, significant positions in the US technology sector with decent positions in Apple, Microsoft and XQQ, and a smaller position in Cisco. As the new year begins, I am evaluating my holdings and I notice that, even though I like many of the Canadian technology companies, the only position I have in Canadian technology is a small position in Shopify through a Fidelity mutual fund. Given that I like many of the Canadian companies (Enghouse, Kinaxis, CGI, Constellation, Descartes, and Open Text) what is my best strategy to enter this space? As I am not sure it is prudent to create enough space in my portfolios to buy all of these at one time, is there a Canadian technology ETF that holds a number of these companies?
Thank you for your advice.
Don

Q: You have often talked about several criteria’s when selecting buying or selling a stock.
I do not recall ever reading your take on ETF’ selection. Also I don’t remember you ever saying to not buy a particular ETF. Their are hundreds of ETF’s to choose from. This is what I look at, please tell me what’s missing. MER, dividend yield and frequency, market cap i look for more than 300M, income or growth, geography, % of sectors invested, performance history,covered call or not. What’s missing in my analysis ? If all of the above criteria is acceptable for one’s decision, which other factor or factors would influence me in not buying a particular ETF.
Thank you for educating the membership.

Q: Reviewing the issue of asset allocation and I must say that I have been avoiding bonds. The ETF approach interests me, but when to by is a mystery, re; haven"t seen bond gains lately. Appreciate any clarification you can provide & thanks!

Q: Hi team,

What are your thoughts on taking a position in HMMJ now for long term exposure to the sector?

Thanks!

Q: Hi,

What are your thoughts on PGI.UN? The MER looks like it's on the order of 4% which seems high. On the other hand, for a fixed income fund, the total return (after expenses) for the last few years seems decent.

I already hold XHY, CVD & XPF. Would you say PGI.UN is a good compliment to add to these or should I just add to these ETFs instead?

Thanks,

Gord

Q: In this ultra low interest rate environment, where it is maybe more likely for rates to climb than to fall, do you think the best place for the income component of a portfolio, aside from GICs, is in a bond ETF like VAB or a savings ETF like PSA?

Thanks.

Q: Hello 5i, I am looking to invest in one or two Canadian real estate ETF. Can you suggest me 3 names with low cost, a good performance and low debt. Thank you! Jean

Q: Re article in today’s National Post re ETF of ETF’s, no ticker symbols were included. Can you provide same and indicate your opinion on general suitability and if favourable your choice?
Thank you for considering my question

Q: Good Morning,

Putting fresh 2020 TFSA contribution to work. Which would you buy? It appears they are the exact same except the hedging/unhedging? Thanks again

Q: Recommendations for Healthcare stocks or ETF currently?

Q: Hi gang, I am planning to into investing in bank ETF. Which one would you recommend zeb or Zwb? Or any other you would suggest? 3-5 years hold . Thanks
Alnoor

Q: Hi, I do not have any bonds or fixed income. Looking for one or two prospects to start, with about $50,000 to invest. Would like 3-4%+income. What are your views on the above, and of course any other you may suggest. Would like one size fits all if possible.
Also in a possible 30% downturn in the market , how much would a bond etf cushion the blow?
Thanks

Q: Hi gang, I own this funds. TML735 & AIM24823. Both have not done well for me . I would like to switch to another family fund or should I just cash out and buy an ETF . Your thought please. Thanks

Q: I am a retired, dividend-income investor. Assume asset allocation is not an issue. I already hold positions in Nutrien, XIT (technology ETF) and Eric's NinePoint Energy fund (proxy for the oil market). I have this year's TFSA monies to put towards one of these equities.

Please rank for total return (best to worst) for 2020 and a short explanation as to why.

Thanks for your help...Steve

Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley