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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: Good morning, what ETF's would you advise for a new portfolio today. Mid age investor, including sector allocations please. TFSA and Non reg'd accounts

Thank you
Read Answer Asked by L on October 31, 2022
Q: Hi, looking to invest long term in one etf for income first , growth second. Would it really matter which one I pick ? I’m thinking zcn for lower mer and higher dividend.
What etf do you like for retired investors (include any other you might consider) Thanks,
Read Answer Asked by Brad on October 06, 2022
Q: 1.For Canadian coverage would you choose xic, vcn or xiu?
2.Would it be worth putting half the total amount in one of the above(xic, vcn, or xiu)and the other half in vdy?
3.For the U,S. allocation should I choose vig or spy which both require payment in u.s. dollars which I don't have, or would it be adequate to simply choose vun.

Thanks in advance. I plan to hold these allotments for many years and I appreciate dividends but do not need them for my living expenses.
Read Answer Asked by Astrid on September 20, 2022
Q: What are your thoughts on index funds and if you were to buy a few which ones would it be, following the Canadian and US exchanges?

Thanks
Read Answer Asked by Cam on August 31, 2022
Q: What specific ETFs suggestions would make a diversified portfolio
Read Answer Asked by Nick on August 02, 2022
Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark
Read Answer Asked by Mark on August 02, 2022
Q: If you had to pick 4 ETF's as a core of a portfolio. What would they be? US listed ETF's are ok.

1- Can Equity
2 - US Equity
3 - International Equity
4 - Bond
Read Answer Asked by Joe on July 13, 2022
Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara
Read Answer Asked by Tamara on July 10, 2022
Q: For a ultra conservative retired income based investor can you please give us your 10 best portfolio building blocks starting a new portfolio?...many thanks...
Read Answer Asked by adam on June 10, 2022
Q: My sister has an RDSP with BMO. She has 75,000.00 in each the above funds. The lifestage money will mature in June and automatically go into a money market fund. The money will not be needed for years. She also has a trust fund. Do you have any suggestions for the 75k? Also, I believe the Cad and Usd equity funds are mutual funds. Should I move them to a lower cost ETF?
Read Answer Asked by Andrea on May 26, 2022
Q: My son has uninvested $ in his RRSP, and no other investments at all. Can you suggest 3-4 positions to get him started? He'd like something that he doesn't have to pay too much attention to. Thanks.
Read Answer Asked by Kim on May 26, 2022
Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks
Read Answer Asked by Ernest on May 13, 2022
Q: Hello 5i Team,

We recently settled my parents estate and the 3 sons (me included) received a fairly large transfer in the form of 5 ETFs including ZAG (9%), XEF (11%), XUS (3%), XIC (13%) and VFV (12%). This now represents almost half of the total portfolio whereas the remainder is invested in diverse stocks and some other ETFs mostly on your advice. I think you like ZAG for bonds but I’d like to ask if any of the other ETFs seem problematic to you or would you switch any with a similar focus? We also own some XQQ, WXM, IWO and VUN (all at about 2% each). Looking to retire in 10-15 years and with a pretty good risk tolerance.

Thank you for your help!

John

Read Answer Asked by John on May 10, 2022
Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you
Read Answer Asked by Teresa on April 22, 2022
Q: I want to set up an investment account for my 3 year old grandsons. Since they are under 18 how do I do it. Also do you think GSY is a good choice to start with considering they have 15 years before they access the account.
Read Answer Asked by Jerome on April 18, 2022
Q: Would like a current opinion on this mutual fund?
Is the fees worth the returns or would a global ETF perform better?
Greatly appreciate your opinion.
Read Answer Asked by Paul on April 11, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: Please help me balance out one of my portfolios. It is tilted heavily to quality us stocks- GOOGL, TMO, MSFT, DIS, SYK, NVDA, BKNG, ACN,BLK, SBUX,ADP,IDXX, ADOBE, EL, AND XYL.
My canadian stocks are BAM,TD, CNR, FSV, SHOP AND TSU.

I would like to increase canadian exposure--- would you suggest gradually
adding to an etf such as xic or could you suggest a few canadian stocks
that would be suitable in this investing envioronment such as energy, materials etc to balance out this portfolio.

Regards, Ajay
Read Answer Asked by Alka on April 07, 2022
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