Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $358.11B
  • View QQQ Profile
  • View Questions on QQQ

Q: what is the annualized return of SPY, QQQ and XIC over the last 20 years. I thought I read an answer where you said the S&P only was 2% including dividends which seems too low.

Upvote 1

Read Answer Asked by Cheryl on July 10, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.76)
  • $38.76 Fwd P/E: 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU

Q: I would like to help my 12 year old granddaughter with a RESP. Can you recommend a few choices?

Upvote 12

Read Answer Asked by Denis on July 07, 2025

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $106.80B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $304.04)
  • $304.04 Fwd P/E: 24.2X Cap: $53.40B
  • View IFC Profile
  • View Questions on IFC
• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $358.11B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
  • $102.36 Fwd P/E: 72.62X Cap: $1.04B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
  • $92.31 Fwd P/E: 244.24X Cap: $154.32B
  • View BN Profile
  • View Questions on BN

Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $41.16)
  • $41.16 Fwd P/E: 13.4X Cap: $15.41B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.76)
  • $38.76 Fwd P/E: 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $358.11B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
  • $102.36 Fwd P/E: 72.62X Cap: $1.04B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares Core Equity ETF Portfolio (XEQT $36.04)
  • $36.04 Fwd P/E: 20.82X Cap: $4.14B
  • View XEQT Profile
  • View Questions on XEQT
• BMO All-Equity ETF (ZEQT $55.28)
  • $55.28 Fwd P/E: 3.22X Cap: $100M
  • View ZEQT Profile
  • View Questions on ZEQT

Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Upvote 13

Read Answer Asked by Kathryn on July 03, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.76)
  • $38.76 Fwd P/E: 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU
• Vanguard Balanced ETF Portfolio (VBAL $34.48)
  • $34.48 Fwd P/E: 20.32X Cap: $3.10B
  • View VBAL Profile
  • View Questions on VBAL
• Vanguard Growth ETF Portfolio (VGRO $39.40)
  • $39.40 Fwd P/E: 25.6X Cap: $5.95B
  • View VGRO Profile
  • View Questions on VGRO

Q: I switched jobs and am looking to convert my pension into a lira. Want to put into a low maintenance type of portfolio of ETFs or one balanced growth etf. What would you recommend I consider for a balanced portfolio with 20+ year horizon.

Upvote 14

Read Answer Asked by Matt on June 30, 2025

• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $12.03B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX SmallCap Index ETF (XCS $23.92)
  • $23.92 Fwd P/E: 15.77X Cap: $155M
  • View XCS Profile
  • View Questions on XCS
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY

Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan

Upvote 8

Read Answer Asked by Aidan on June 19, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• iShares MSCI EAFE ETF (EFA $88.36)
  • $88.36 Fwd P/E: 12.21X Cap: $63.90B
  • View EFA Profile
  • View Questions on EFA

Q: Included in my previous question answered today for EEM thare was also a question regarding general allocation of funds. What would be your best allocation of funds in Bonds, US, Canadian and International allocation. Sorry if my question was not properly formulated.

Thank you
Yves

Upvote 5

Read Answer Asked by Yves on June 17, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• iShares MSCI EAFE ETF (EFA $88.36)
  • $88.36 Fwd P/E: 12.21X Cap: $63.90B
  • View EFA Profile
  • View Questions on EFA

Q: Rebalancing my portfolio vs risk for a young retired.
My portfolio consist in 23% bond ETFs, 37% US, 11% International, no emerging market and 29% Canada. I am ready to take on some EEM. What would be your allocation of funds from here? All current assets would trigger capital gains excepts for bunds which I wouldn't touch and may raise the amount over time. I may take 6 months to do part of the allocation due to capital gains tax hit.
Thank you for your precious advise over the years you have been a tremendous help to grow my portfolio and help navigate dangerous times.

Yves

Upvote 2

Read Answer Asked by Yves on June 16, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $28.99)
  • $28.99 Fwd P/E: 25.36X Cap: $1.83B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.74)
  • $52.74 Fwd P/E: 14.74X Cap: $3.03B
  • View VDY Profile
  • View Questions on VDY

Q: Is there any ETF that qualifies for dividend tax credit. If there is please share few of your favourite ETF.


Thanks for your great service

Upvote 7

Read Answer Asked by Hector on June 16, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC

Q: What would be your top picks in individual stocks and ETFs for a 21 year old starting a TFSA

Upvote 5

Read Answer Asked by Terry on June 02, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $153.30)
  • $153.30 Fwd P/E: 24.94X Cap: $16.54B
  • View VFV Profile
  • View Questions on VFV

Q: Hi All at 5i!! A young friend is starting to invest in his TFSA. He has a long time horizon. Basically, he wants to just put the money into the TFSA and let it grow until retirement in an uncomplicated manner. (IOW no individual stocks). If you were to suggest an ETF, would VFV fit the bill, or would he be better off investing in a more structured ETF which encompasses several markets (US,Canadian etc) and a small bond holding as well?. What would you suggest?


Cheers,
Tamara

Upvote 8

Read Answer Asked by Tamara on May 27, 2025

• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $12.03B
  • View IWO Profile
  • View Questions on IWO
• iShares Canadian Growth Index ETF (XCG $61.92)
  • $61.92 Fwd P/E: 9.37X Cap: $102M
  • View XCG Profile
  • View Questions on XCG
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX SmallCap Index ETF (XCS $23.92)
  • $23.92 Fwd P/E: 15.77X Cap: $155M
  • View XCS Profile
  • View Questions on XCS
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.27)
  • $96.27 Cap: $1.68B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Total Market Index ETF (VUN $115.30)
  • $115.30 Fwd P/E: 11.06X Cap: $9.95B
  • View VUN Profile
  • View Questions on VUN
• Vanguard Growth ETF (VUG $448.39)
  • $448.39 Fwd P/E: 37.32X Cap: $167.01B
  • View VUG Profile
  • View Questions on VUG
• iShares Core Equity ETF Portfolio (XEQT $36.04)
  • $36.04 Fwd P/E: 20.82X Cap: $4.14B
  • View XEQT Profile
  • View Questions on XEQT

Q: Looking of some growth ETF suggestions for my non-registered account, hold for at least 5 years.

Upvote 5

Read Answer Asked by Art on May 12, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $41.16)
  • $41.16 Fwd P/E: 13.4X Cap: $15.41B
  • View XIU Profile
  • View Questions on XIU

Q: As a follow up to my previous question, in which you suggested the following ETFs: VIU, XIU and ZSP as a way to save 10% of my income for retirement, do you prefer XIU over XIC for retirement investments over a 20 year span. If so, why? Thank you again for your great service.

Upvote 5

Read Answer Asked by Bill on April 30, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• BMO Equal Weight Banks Index ETF (ZEB $46.96)
  • $46.96 Fwd P/E: 12.63X Cap: $4.71B
  • View ZEB Profile
  • View Questions on ZEB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $358.11B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Balanced ETF Portfolio (VBAL $34.48)
  • $34.48 Fwd P/E: 20.32X Cap: $3.10B
  • View VBAL Profile
  • View Questions on VBAL
• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
  • $102.36 Fwd P/E: 72.62X Cap: $1.04B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.

Upvote 12

Read Answer Asked by Pierre on April 10, 2025

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• BMO Equal Weight Banks Index ETF (ZEB $46.96)
  • $46.96 Fwd P/E: 12.63X Cap: $4.71B
  • View ZEB Profile
  • View Questions on ZEB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.74)
  • $73.74 Fwd P/E: 38.19X Cap: $929M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.74)
  • $52.74 Fwd P/E: 14.74X Cap: $3.03B
  • View VDY Profile
  • View Questions on VDY
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.29)
  • $32.29 Fwd P/E: 25.07X Cap: $1.43B
  • View XDIV Profile
  • View Questions on XDIV
• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
  • $102.36 Fwd P/E: 72.62X Cap: $1.04B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

Upvote 7

Read Answer Asked by Don on April 08, 2025

• BMO Equal Weight US Banks Index ETF (ZBK $38.67)
  • $38.67 Fwd P/E: 11.69X Cap: $892M
  • View ZBK Profile
  • View Questions on ZBK
• BMO MSCI USA High Quality Index ETF (ZUQ $88.78)
  • $88.78 Fwd P/E: 56.3X Cap: $893M
  • View ZUQ Profile
  • View Questions on ZUQ
• Global X S&P 500 Index Corporate Class ETF (HXS $88.96)
  • $88.96 Cap: $4.28B
  • View HXS Profile
  • View Questions on HXS
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $41.16)
  • $41.16 Fwd P/E: 13.4X Cap: $15.41B
  • View XIU Profile
  • View Questions on XIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.27)
  • $96.27 Cap: $1.68B
  • View VGG Profile
  • View Questions on VGG
• Global X Europe 50 Index Corporate Class ETF (HXX $60.54)
  • $60.54 Cap: $120M
  • View HXX Profile
  • View Questions on HXX
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.29)
  • $32.29 Fwd P/E: 25.07X Cap: $1.43B
  • View XDIV Profile
  • View Questions on XDIV
• BMO S&P US Mid Cap Index ETF (ZMID $46.60)
  • $46.60 Fwd P/E: 35.93X Cap: $311M
  • View ZMID Profile
  • View Questions on ZMID

Q: I have CAD to invest in Canadian-dollar denominated ETFs: (1) Canadian stocks - VGG. XIU XIC XDIV; (2) US ETFs in CAD FX - HXS ZUQ ZMID and ZBK and (3) - EU ETF - HXX. How to go about assessing one against the other. Is there a better ETF in each group you would prefer? Would appreciate guidance on which ones are keepers for long-term hold? How would you evaluate them?

Upvote 5

Read Answer Asked by sam on February 14, 2025

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.25)
  • $18.25 Cap: $1.19B
  • View XLB Profile
  • View Questions on XLB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $28.99)
  • $28.99 Fwd P/E: 25.36X Cap: $1.83B
  • View XEI Profile
  • View Questions on XEI
• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.67)
  • $22.67 Cap: $4.67B
  • View VAB Profile
  • View Questions on VAB
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.76)
  • $38.76 Fwd P/E: 10.93X Cap: $4.78B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.66)
  • $41.66 Fwd P/E: 7.54X Cap: $2.17B
  • View VEE Profile
  • View Questions on VEE
• iShares Core U.S. Aggregate Bond ETF (AGG $98.11)
  • $98.11 Cap: $127.74B
  • View AGG Profile
  • View Questions on AGG
• iShares MSCI EAFE Growth ETF (EFG $110.01)
  • $110.01 Fwd P/E: 16.3X Cap: $13B
  • View EFG Profile
  • View Questions on EFG
• Global X High Interest Savings ETF (CASH $50.06)
  • $50.06 Cap: $4.72B
  • View CASH Profile
  • View Questions on CASH
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA

Q: I have $100,000 of cash in an investment account, am looking for some conservative ETF’s with 1/3 going to fixed income, same to Cdn Equity and balance to Global. Any suggestions? Given the trade war with the USA, I might sit on the sidelines for a few weeks so ny thoughts on best way to invest the cash with good liquidity. I was looking at HISA ETF’s but they are very low currently.

Upvote 5

Read Answer Asked by Paul on February 06, 2025

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC

Q: Hi - have some dry powder available to be able to invest. We're close enough to the orange-man implementing tariffs that I'm going to wait and see what happens next week before deploying. I'm guessing any decline in stocks will be felt more in Canada than the US, but I"m wondering what you think might take a hit and what Cdn & US companies you might look at buying should the market have a healthy pullback. Probably better to ask if/when things sell off, but I'm just trying to prep my shopping list. Thx.

Upvote 13

Read Answer Asked by Ben on January 30, 2025

• iShares S&P/TSX Capped Financials Index ETF (XFN $66.35)
  • $66.35 Fwd P/E: 2.81X Cap: $1.88B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight Utilities Index ETF (ZUT $24.72)
  • $24.72 Fwd P/E: 38.82X Cap: $547M
  • View ZUT Profile
  • View Questions on ZUT
• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
  • $27.81 Cap: $7.22B
  • View XBB Profile
  • View Questions on XBB
• iShares Core MSCI EAFE IMI Index ETF (XEF $42.31)
  • $42.31 Fwd P/E: 10.83X Cap: $9.30B
  • View XEF Profile
  • View Questions on XEF
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $28.99)
  • $28.99 Fwd P/E: 25.36X Cap: $1.83B
  • View XEI Profile
  • View Questions on XEI
• iShares MSCI World Index ETF (XWD $100.50)
  • $100.50 Fwd P/E: 52.62X Cap: $1.09B
  • View XWD Profile
  • View Questions on XWD
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.15)
  • $60.15 Fwd P/E: 56.29X Cap: $97M
  • View XGI Profile
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• iShares S&P/TSX 60 Index ETF (XIU $41.16)
  • $41.16 Fwd P/E: 13.4X Cap: $15.41B
  • View XIU Profile
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.49)
  • $60.49 Fwd P/E: 23.04X Cap: $133M
  • View XST Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.76)
  • $16.76 Cap: $422M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.27)
  • $96.27 Cap: $1.68B
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Q: It is rare that I ask this question coming from an 84 year old senior, but all the above equal weighted ETF's are presently in my TFSA and can't decide how to invest for the 2025 contribution. Which ETF I should I be adding to the above list or should I be adding a new one that is not in the portfolio?
Also are any of those listed that do not belong in a TFSA?
Thanks for your usual great service.

Upvote 3

Read Answer Asked by Terry on January 29, 2025

• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $12.03B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $153.30)
  • $153.30 Fwd P/E: 24.94X Cap: $16.54B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Growth ETF Portfolio (VGRO $39.40)
  • $39.40 Fwd P/E: 25.6X Cap: $5.95B
  • View VGRO Profile
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• ISHARES TRUST (IUSG $153.50)
  • $153.50 Fwd P/E: 29.54X Cap: $23.90B
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Q: I currently own the above ETFs in my unregistered account and they have performed well. I have funds to be invested in my LIF account and am considering purchasing one or more ETFs. How would you rank these ETFs for a LIF account? Would you suggest equal contributions to these ETFs? Are there other ETFs that you would recommend for a LIF account? Thank you.

Upvote 4

Read Answer Asked by Don on January 23, 2025