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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: Which would you choose, or would you have a bit of both
XRE or VRE?
VFV or XUS?
Thank you
Read Answer Asked by Michael on May 14, 2019
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Read Answer Asked by Martin on May 14, 2019
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.
Read Answer Asked by Francesco on May 13, 2019
Q: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Read Answer Asked by John on May 13, 2019
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?

Read Answer Asked by Joyce on May 13, 2019
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.
Read Answer Asked by Betty on May 08, 2019
Q: Looking for ETF that is ex Canada and US for international exposure. Any opinion on DWM or could you suggest other alternatives? Thanks.
Read Answer Asked by Betty on May 07, 2019
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
Read Answer Asked by John on May 07, 2019
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

Read Answer Asked by joseph on May 06, 2019
Q: Tried searching questions on these, but could not find. Can you suggest ETF equivalent to these 2. if CDN denominated even better. thanks
Read Answer Asked by RUPINDER on May 06, 2019
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