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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: Greetings - kindly provide your opinions on all issues relating to this healthcare etf including but not limited to its assets under management, the advisability of it's maximum 33% covered call strategy, your view on future performance, the appropriateness of this particular etf if combined with one other single stock healthcare equity as a supplement to the healthcare portion of a portfolio, any cautions on it and whether another Cdn dollar etf in the sector is a better choice in your view. Many many thanks - Ken
Read Answer Asked by Ken on May 22, 2020
Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.
Read Answer Asked by Terence on May 21, 2020
Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you
Read Answer Asked by satish on May 15, 2020
Q: Hi 5i team
What are your top picks for Global/US health care sector ETFs that are listed on TSX , for non hedged and for hedged? Are these better to be in non registered account?
Many thanks.
Read Answer Asked by Willie on April 21, 2020
Q: Hope everyone at 5i is doing well in these times!

I have been sitting on mostly cash in my RRSP/LIRA and would like your recommendations on the best ETFs to consider for my full US and International exposure. All of these would need to be listed on the TSX as I am purchasing in CAD $. While I know you prefer non-hedged, I’d greatly appreciate if you could explain benefits/workings of hedged vs. non-hedged considering the current environment. And provide ETF recommendations for each.

I am looking to achieve a balance of diversification, reasonable MER, minimizing any withholding tax while optimizing the potential in market recovery. For US, I would like to have a technology ETF, health care ETF and a broader spectrum ETF – but also open to ideas. Also, looking for recommendations on International – one broad ETF or perhaps that and a mix of ETFs. I recognize there can be overlap (e.g. between a tech and broad sector fund), so if you can give me a sense of the degree of duplication that may be present in your recommendations. Perhaps going heavier on tech right now could be a good thing.

While I started off thinking ETF selections would be relatively simple, in reading various Q&A there seem to be many important considerations - your assistance is appreciated. Again, all of these are being purchased in RRSP/LIRA accounts with the goal of optimizing my returns over a 10 year window.
Read Answer Asked by Loretta on March 30, 2020
Q: Hi There

I'm needing to add some international exposure (outside NA) to my portfolio and am also under weighted on Financials, Healthcare and Industrials. I'm 38 so growth is the focus in portfolio. Can you recommend 5 top options to fit this mix - ETFs or individual stocks. Some will live in RRSP, some unregistered if that makes a difference in suggestions.
Read Answer Asked by Ryan on January 22, 2020
Q: Your thoughts for long term hold, 5 years
Read Answer Asked by Nhung on December 16, 2019
Q: Hi Guys
I have no Healthcare stocks in my portfolio, i was thinking of purchasing the above Mutual fund to cover it. What weighting would you recommend and would you buy 50% now, or take a full weighting. Maybe taking a full weighting is fine as i will not be selling this purchase for years to come. However 2 years out we might see this fund drop maybe 40%..
Your opinion please.
Read Answer Asked by Gordon on August 29, 2019
Q: Good morning 5i, I am still plodding along with asset allocator. I have only Weed left in healthcare having sold GUD, and COV. I need 9% so another 7% after WEED. Happy to buy in $US or $Cdn and looking at XHC, IHI, PFE, ZTS. I appreciate your input. Regards, Ted
Read Answer Asked by Ted on July 09, 2019
Q: I have about $20,000 U.S. funds to invest. Am considering the health oriented etf - IHI or one of the banks/financials or what is your alternative preferred recommendation(s)? with this amount do you recommend purchasing two
companies or go with just one - ed in montreal
Read Answer Asked by ed on May 23, 2019
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