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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 - looking for recommendation for ETF recommendations within my TFSA. 40% of TFSA will be for this ETF mix and 60% is in your Balanced Equity model. Long term investment horizon for me as in mid 30s. Any recommendations?
Read Answer Asked by Chris on March 27, 2019
Q: Have a limited amount to spend and wondered how you view ATCO considering the Kitimat deal. I currently hold ZEF and have noticed that you like VEE. Would I be best off changing to VEE?
Read Answer Asked by Bonnie on March 12, 2019
Q: I have read here and elsewhere that that VEE does not hold stocks directly, but rather via its US listed counterpart VWO. However, I can't find any confirmation of this on the Vanguard side or in the VEE prospectus. The Vanguard Canada page for VEE implies that stocks are held directly. Can you please confirm that this is in fact the case? Thank-you.
Read Answer Asked by Stephen on March 07, 2019
Q: I would liked to switch the focus of my investments from equities to ETF's. Could you give me some broad parameters for guidance.
Could you suggest 10 ETF's for starters. Mid to long term with medium risk.
Thanks for your help.
Read Answer Asked by Bruce on February 05, 2019
Q: You suggested the above ETF's for my daughter . She is moving to the USA so could you please suggest the closest equivalents if she is based in the US or would the 4 ETF's mentioned still be appropriate ? Thanks again.
Read Answer Asked by Paul on January 29, 2019
Q: Hi Peter, Ryan & Team
In addition to my current 5i Balanced portfolio I want to build an additional RRSP ETF portfolio.Time horizon 3-5 Years and my risk level is moderate.
I am thinking to invest in the following ETF. Appreciate you advise on the distribution, concentration and risk level.
XMD 30%
VUN 20%
XIU 10%
VEE 10%
VXUS 10%
IXC 10%
IWO 10%

Thanks,
Read Answer Asked by Yousef on January 29, 2019
Q: I have about $10,000 I would like to get some non-U.S., foreign exposure with. Maybe an ETF or 2, a dividend would be great but not if it takes away all the growth. Would you recommend China, India or Europe? I know it will limit my choices but I would like to purchase it in Canadian dollars. Thank you so much :-)
Read Answer Asked by Jill on January 22, 2019
Q: I hold a substantial position in VEE as part of my international allocation. While it is priced and trades in Canadian dollars, its core holding is VWO which trades in US dollars. I already have enough US dollar exposure, and welcome the added diversification between the Canadian dollar and local emerging market currencies. However, adding VWO into the mix has me confused as to how F/X exchange rates will affect the performance of VEE. Will any F/X impact to VEE be limited to the relative exchange rates between the Canadian dollar and emerging markets, or does the US dollar somehow play into this?
Read Answer Asked by Steven on January 11, 2019
Q: In the past I have had very good results from investing in Mawer Equity Funds. In world markets, I have found that they typically outperform the comparative benchmark. I have virtually no exposure to emerging markets so thought that I would invest a small percentage of my assets in the Mawer Emerging Markets Equity Fund. Currently, because it is a small fund, the MER, all in, is in excess of 1.9% and at mid year they were underperforming the emerging markets index; however, I believe they have outperformed since that time. I understand it can be a very volatile area of the world to invest in but thought I should be there so hopefully have picked the fund that will perform best over a 10 year or so period of time. I recognise that this fund has a much higher MER than an ETF but thought that this may have value in this area of investment. I appreciate very much your comments. Thank you.
Read Answer Asked by ED on December 10, 2018
Q: Hi Peter and Ryan: Thanks so much for your calming responses to the current volatility in the markets. This is my third time through a downturn since retiring in 2000. It isn't much fun, but intellectually I know that the market doesn't go constantly down as well as it doesn't go constantly up. Your well thought out reasons helps to remind me of this.
My first question is: in what sector do you place Csh.un.? It works best for me in Income Trusts, as that is why I have it. The TSX places it in Real Estate.
My second question is; is this a good time to purchase an ETF such as VEE and or FEZ? I am overweight in Canada and the U.S. and underweight in Emerging markets and Europe.
Thanks so much. Your advice is wonderful for a small investor such as myself.
Cathy
Read Answer Asked by Cathy on November 26, 2018
Q: Hi
My portfolio is mostly made up of canadain stocks. I do have approximately 20% in US and international etfs to diversify (split evenly). My 2 US ones have done ok over the last 5 yrs. the international, not so much. I’m not sure I’m in the best one/ones for either location. What would you recommend for long term etf/s hold. I have at least 15 yrs before needing the money for retirement. Thanks
Michele
Read Answer Asked by Michele on November 07, 2018
Q: Hi 5i team,

I am 65 and want to invest my TFSA money into 3 equity ETFs, one for US, one for Int’l and one for emerging markets. I am prudent investor that prefer companies with some growth but decent valuation, strong balance sheets and stable business. Nothing too aggressive. Could you please suggest ETFs for TFSA that suit my needs and are traded in C$ and hedged? Thanks.
Read Answer Asked by Willie on October 31, 2018
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