Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?
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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 have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Amplify Cybersecurity ETF (HACK)
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ROBO Global Robotics and Automation Index ETF (ROBO)
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Invesco Water Resources ETF (PHO)
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SPDR EURO Stoxx 50 ETF (FEZ)
Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
Q: What would you think of adding this to a portfolio today for a long term hold for growth. I keep hearing about the stage of the cycle we are at and how healthcare performs better towards the end of a bull cycle. Do you share that view?
Q: hi there,
With the US likely to increase interest again soon, is this bond fund likely to be impacted to the downside or are the durations short enough to be able to adjust appropriately?
With the US likely to increase interest again soon, is this bond fund likely to be impacted to the downside or are the durations short enough to be able to adjust appropriately?
Q: Hello 5i, Can I get you analysis on investing in the emerging markets such as VEE etf? Is now a good time with all the turmoil or should I look at Europe or just stay with the U.S. market? I currently have a geographically diversified portfolio. Thanks.
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BMO Canadian Dividend ETF (ZDV)
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iShares Diversified Monthly Income ETF (XTR)
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PIMCO Monthly Income Fund (Canada) (PMIF)
Q: Hello I hold the BMO monthly Income A mutual fund. I am trying to find a replacement in the etf world that can reduce my fees and give me approx the same income and somewhat stability. Current yield is approx 3.5%. Do you have a few suggestions? Thanks
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Convertible Bond Index ETF (CVD)
Q: I'm trying to guage the risk with CVD. Can you compare the risk profile to XBB and CBO.
Thanks,
Joe
Thanks,
Joe
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Mawer Global Small Cap Fund Series A (MAW150)
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Mawer Global Equity Fund Series A (MAW120)
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Mawer International Equity Fund Series A (MAW102)
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Mawer Canadian Equity Fund Series A (MAW106)
Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan
Thanks, as always, for your great service
Ivan
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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Vanguard Total International Stock (VXUS)
Q: Hi,
For a long term position ~ 10% of total portfolio, with broad international equity exposure outside North America, currency not really a factor, was considering XIN vs VXUS vs XEF.
1) preference of three or worth it to purchase more than one?
2) other suggestions?
3) any concerns with 10% of portfolio in any of these single ETFs?
For a long term position ~ 10% of total portfolio, with broad international equity exposure outside North America, currency not really a factor, was considering XIN vs VXUS vs XEF.
1) preference of three or worth it to purchase more than one?
2) other suggestions?
3) any concerns with 10% of portfolio in any of these single ETFs?
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Total International Stock (VXUS)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.
Q: Hi, 5i
I have been baling out since the past 2 months .... so the cash is quickly accumulating. I found some good replacements and do not think it is so bad to get a solid 5% than a potential future 20% loss.
This morning, Berman has suggested zwu as a good investment.
Your opinion would be appreciated, and your reason why you like it/ do not like it very helpful.
CDJ
I have been baling out since the past 2 months .... so the cash is quickly accumulating. I found some good replacements and do not think it is so bad to get a solid 5% than a potential future 20% loss.
This morning, Berman has suggested zwu as a good investment.
Your opinion would be appreciated, and your reason why you like it/ do not like it very helpful.
CDJ
Q: I'm considering investing my entire TFSA in either VGRO or VBAL.
Would you recommend one or over the other, or perhaps a different strategy?
Thank you.
Would you recommend one or over the other, or perhaps a different strategy?
Thank you.
Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.
Steve
Steve
Q: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!
Q: hi peter
is Israel is good emerging play for investing, if so is there an Israeli etf trades in usa
could you mention Israeli companies in hi tech area worth looking
I am not interested teva pharmaceutical the only company I know is soleredge I believe which trades in usa your opinion is always very helpful
thanks in advance
is Israel is good emerging play for investing, if so is there an Israeli etf trades in usa
could you mention Israeli companies in hi tech area worth looking
I am not interested teva pharmaceutical the only company I know is soleredge I believe which trades in usa your opinion is always very helpful
thanks in advance
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Diversified Monthly Income ETF (XTR)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Mackenzie Floating Rate Income ETF (MFT)
Q: We will be putting 50,000 in my wife TFSA inNovember. we are looking for relatively safe investments with decent return.We think perhaps 10 investments @5000 each.Can you suggest other names I could look into.We have RRSP maxed out with varied portfolio.Deduct as many credits required. Tks 5i
Q: Can you tell me what would be a similar/equivalent ETF
in the US?
thanks
in the US?
thanks
Q: I don't have any FAANG stocks. I want to buy can you please give me in order which one I should buy first. I was also looking at FTEC ETF. Do you recommend this ETF or would you recommend another one?
Thanks for your great service.
Hector
Thanks for your great service.
Hector
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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Global X Balanced Asset Allocation ETF (HBAL)
Q: 5i team: would you please advise on your opinion on these ETFs. Is it a good opportunity to buy into a new etf when the initial price is about 10$ or is this a misconception on value. In contrast to say vbal & vgro at the 25$ range? Also can you coment on mpcf . If it was a core holding what could compliment it as for diversity. Do all of the above have enough canadian exposure? Tks