Q: What are your thots on this ETF on retail stores. Online long/stores short. It seems like an interesting concept
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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 5I , Your thoughts and recommendations on Purpose ETFs symbols PID and PDF in a managed account. Or do you have other ETFs you would prefer instead. We are seniors late 70s.
Thanks MF
Hi 5I , Your thoughts and recommendations on Purpose ETFs symbols PID and PDF in a managed account. Or do you have other ETFs you would prefer instead. We are seniors late 70s.
Thanks MF
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BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $26.62)
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BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $71.15)
Q: Is there a Canadian ETF that covers the Dow Jones? I am aware of BMO'S ZDJ but I would prefer one not hedged to $Cdn.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.32)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $74.01)
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Vanguard Total International Stock (VXUS $78.61)
Q: I own pretty much all the stocks in your model portfolio (other than GC, PKI, SJ, and SYZ) and about 1/2 of your growth portfolio. I also own a number of ETFs, including VXC, VCN, VAB, CDZ, SPY, XAW, and VXUS. I was doing a review of my portfolio and noticed that the ETFs above now make up 20% of my portfolio. A couple questions:
1) Are some of these ETFs redundant in my case?
2) What sector allocation would you suggest for 2018?
1) Are some of these ETFs redundant in my case?
2) What sector allocation would you suggest for 2018?
Q: Good Morning.
Further to my question about US $ etfs in the financial sector, which one would focus on mid sized financial institutions? And do you have a preference over mid cap vs large cap?
Thanks, cathy
Further to my question about US $ etfs in the financial sector, which one would focus on mid sized financial institutions? And do you have a preference over mid cap vs large cap?
Thanks, cathy
Q: Good morning Peter and team,
I am planning on setting aside 3% of my total portfolio for stocks that either have a good potential for long-term growth (i.e. set it aside and hope to have a multi-bagger in 10 years).
I currently own SHOP and would appreciate 3-4 more names you would suggest I consider, including a way to play the Artificial Intelligence space (is Horizons ROBO ETF a suitable option?).
Please disregard all B.E. Portfolio stocks (which I already own) and sector/market cap don't matter. I would prefer to stick to Canadian exchanges.
Thanks in advance,
Rory
I am planning on setting aside 3% of my total portfolio for stocks that either have a good potential for long-term growth (i.e. set it aside and hope to have a multi-bagger in 10 years).
I currently own SHOP and would appreciate 3-4 more names you would suggest I consider, including a way to play the Artificial Intelligence space (is Horizons ROBO ETF a suitable option?).
Please disregard all B.E. Portfolio stocks (which I already own) and sector/market cap don't matter. I would prefer to stick to Canadian exchanges.
Thanks in advance,
Rory
Q: Looks like the new U.S. tax bill is going to be passed! I'm thinking of taking a large position into IWO as I believe small caps will do best regarding this initiative....can you provide any advice, thank you?
Q: IPAY is a niche US ETF. Its MER is higher than I like to pay however it is likely the nature of the beast. Do you folks know of any other mobile payments ETFs out there worth researching? Thank you in advance.
Q: I have about 150k in ETFs. Is there a specific dollar value where it's better to start looking at an equity-type portfolio?
thanks,
thanks,
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.06)
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State Street Financial Select Sector SPDR ETF (XLF $49.56)
Q: I have been looking but unable to find the names/tickers for US bank stock etfs. Would you please give me the names of the the large and mid caps etfs you recommend in US dollars?
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Q: Thank you for continued great support and unbiased opinions.
I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?
I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?
I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
Q: As a follow up to my earlier question about investing in ETFs focused on Russia, would RXS or RSXJ be suitable for TFSA or Non Registered accounts?
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BMO Covered Call Canadian Banks ETF (ZWB $25.42)
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BMO Covered Call Utilities ETF (ZWU $12.24)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $100.58)
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Harvest Healthcare Leaders Income ETF (HHL $7.23)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $84.70)
Q: What would be your recommended ETF's for the following sectors that would provide safety and a regular monthly income . Financial, Consumer, Utilities ,, Energy, and Healthcare. I have noticed that you generally prefer for retired conservative investors like me to follow more the income portfolio.
Your comments and recommendations are appreciated. Thanks.
Your comments and recommendations are appreciated. Thanks.
Q: A question today related to a CAD-hedged version of ROBO by Horizon. Please provide more details and the symbol . Thanks.
Q: Could you please give me your opinion on the etf's FNG and FINX. I am thinking of taking a half position in each. Do you prefer one over the other or do you think splitting between the two a good idea. I currently do not have any exposure to tech other than PHO and OTEX but with the huge gains in tech over the past year I am reluctant to stock pick at this time.
Q: Hi,
What is the best way to trade or have exposure to bitcoin without actually having to open a bitcoin trading account? Are there any stocks or ETF's that track these cryptocurrencies? I usually just check GBTC.
Thanks!
What is the best way to trade or have exposure to bitcoin without actually having to open a bitcoin trading account? Are there any stocks or ETF's that track these cryptocurrencies? I usually just check GBTC.
Thanks!
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.87)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.46)
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Mawer Balanced Fund Series A (MAW104 $38.38)
Q: Hello, I would like to put some money into an ETF or mutual fund. Would be in for the long term +5 years.
Would these three be acceptable for dividend, stability and small growth? I’am retired and need income, but not interested in U.S. tax filing.
Would you invest in all three? Or do you have a better suggestion with one or two ETF’s ?
Thanks
Would these three be acceptable for dividend, stability and small growth? I’am retired and need income, but not interested in U.S. tax filing.
Would you invest in all three? Or do you have a better suggestion with one or two ETF’s ?
Thanks
Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
Q: I keep hearing commentary that Japan is undervalued, would like some exposure. I have a high risk tolerance, Could you comment on a couple of Japan focused ETFs, maybe some analysis on how theyre differentiated and what type of investor is suitable for each.
Q: Hi 5I,
I recently read that Russia is the cheapest stock market in the world and its index has historically outperformed even that of the US. What would you say to this? Can you recommend a Canadian listed ETF or other way to play Russia? Thanks!
I recently read that Russia is the cheapest stock market in the world and its index has historically outperformed even that of the US. What would you say to this? Can you recommend a Canadian listed ETF or other way to play Russia? Thanks!