Investment Q&A

Q: I would appreciate your views upon IJS as a vehicle for the US small cap market. Are there other funds that you prefer? Thank you.

Q: Regarding the above companies, do you see any short term catalysts or is a modicum patience required? I know I Just answered the question.

I deployed my available cash on the dips and am hopeful of a return back to the prices before the dips.

While I know averaging down is not the smartest strategy, it was too hard to resist.

I took a chance on ATD on the dip and it went well. Now I think I am brilliant. Will one ever learn not to try and outguess the market?

Thanks for the sage advise over the last two years!

I eagerly await the new selections for the growth portfolio!

Finall, my wife has just retired and has a LIRA setup. The Company that is handling it scrapes off approximately $600 a month to administer it. She is not drawing on it until we are both retired. I would like to invest it based on the recommendations from 5i. We have a 5 year timeline until I am retired with a DB pension. Do you recommend the income portfolio, or a blend of all three folio’s, or to remain in the global balanced fund paying fees?

Beat Regards,

KC

Q: Hi 5i,
If one was concerned about inflation, it has been suggested that real return bonds could be something to consider investing in.
What is your opinion of these as an inflation protection? Do you currently have a view on where inflation is headed?
I have listed a couple of ETF's I might consider. Can I get your view and the pros and cons of each please?
Thanks in advance for your help.
Dan

Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

Q: Hi 5i team,

My dad is almost retired with a +/- 5 year timeline of when he will need a majority of his savings. I feel he should move it out of a bank account that earns him 0.07% and into an ETF or into some blue chips stocks. Can you recommend some ETF's or blue chip stocks for his timeline?

Thanks.

Q: One of your customers asked bout this company and you gave a fairly good response

The charts also look good

Would you recommend it as a buy at this time

Q: hello 5i:
I'm a long time holder of HAC, about 7 years now, and have been very happy, both with the performance and the lack of volatility in the stock. For the most part, its just been a steady eddy. I've reduced the weighting, but its still crept up to be close to 10% of our portfolio. Any comment on what you perceive to be a proper weighting for an ETF such as this? Do you have any comments to add as to your ideas about HAC?
thanks
Paul L

Q: Gentleman,
I am looking after my mothers investment account which is currently valued at 400K. She is 75 and does not currently require the funds. I have 40K invested in each of the following ETF's - VFV, XSP, VVL, VGRO, XWD, VEE, XIN and 100K in VBAL and 20K in cash. Would you make any changes to my current ETF allocation? Will also be adding 100-200K to portfolio what would you recommend?
Always appreciate your advice,
Steve

Q: Hello 5i ! great work, nice upgrade to the web site ..
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?

Q: Hi there,
i have recently taken over managing my US 401K and am trying to replicate the income portfolio. There are so many US ETFs it is very difficult to understand the subtle differences between all the options out there. Would you consider VRP a good equivalent to the CPD in canada

Q: Disregarding the yield, would you buy the 2 country-specific ETFs or stick with the international ETF. I understand this is an apples vs. oranges type of question. Over a longer term, would there be a growth advantage with ZCH and XID over ZDI. Thank you.

Q: Emerging markets have been quite beaten down. Is it time to invest in them and if it is, how do we do that?

Q: Hi Team,
In the pursuit of finding assets that are not all correlated, it occurred to me that owning Swiss Francs might provide a counterbalance to Canadian and US dollar denominated assets. Swiss Francs may also serve as a hedge against large market corrections.

Do you see any value in owning an ETF such as FXF in a diversified portfolio?

Thank you.

Michael

Q: Your thoughts on buying ZEF as an income security? I currently have few bonds and low international exposure. If you have an alternative suggestion for s similar security, that would be great too. Thank you.

Q: could we please have your opinion of this tech etf Thank you

Q: I know mpcf is a start up but going forward long term do you feel a portfolio should have alternative holdings? And if so do you feel this etf might be a good way or could you suggest a better way and at what % to be ? Tk's Larry

Q: I am looking to get exposure to developed UK, European, and Asian stocks in the healthcare, consumer defensive, consumer cyclical, and industrial sectors. I would like to avoid energy, minerals, utilities, and financial services because Canada has plenty of these. I have searched Morningstar for ETFs and Mutual Funds. I generally do not invest in Mutual funds, but this may be an exception. I have only found ZEQ (an ETF), which might fit the bill.

Any other suggestions?

Q: Hi 5iResearch Team,
Would you please recommend some US$-based ETFs that are focused on each of the following areas:
- cybersecurity
- artificial intelligence
- mobile payments
Cheers

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?

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?