Q: I see your 5iresearch ETF growth portfolio holds WXM. I also separately asked if WXM was a income or growth ETF. Your reply included comment that WXM fee of .65 % was high and the 5 yr ROR not very impressive at 5.12 %. Is it an ETF worth holding or not ? I am confused
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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: Considering holding this ETF as a portion of my Cdn equity weighting. Is it considered an income generating portfolio or more growth?
Is WXM considered large cap or mid cap holdings ?
Is WXM considered large cap or mid cap holdings ?
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iShares Russell 2000 Growth ETF (IWO $339.48)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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iShares S&P/TSX Completion Index ETF (XMD $57.17)
Q: Once the current rout in the market bottoms, please suggest the best ETF's listed on the TSX to ride the market back up, purely for capital gains, covering both the TSX and the Dow. These would be short-term investments during the recovery mode.
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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Mawer Canadian Equity Fund Series A (MAW106 $106.96)
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CI MSCI Canada Quality Index Class ETF (FQC $34.96)
Q: Hi Team, came across this ETF on MorningStar's site. A concentrated portfolio of 25 names. When charting against all the major Canadian etfs and MAW106, it outperforms all of them for the exception of WXM. Would this be a good candidate for my daughter's TFSAs and/or RRSPs. I thank-you in advance. Sam
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BMO Low Volatility Canadian Equity ETF (ZLB $58.11)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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iShares S&P/TSX Completion Index ETF (XMD $57.17)
Q: I am looking for a Canadian ETF for my TFSA that is not weighted heavily in energy. Do you have some suggestions.
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BMO Low Volatility Canadian Equity ETF (ZLB $58.11)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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Mackenzie Maximum Diversification Canada Index ETF (MKC $34.26)
Q: I am looking for a low fee Canadian equity fund or, preferably, ETF with good diversification. More specifically, less financial content than the TSX.
In 2017 you seemed to like MKC but there are no recent comments on it. What do you think of it today?
Are there better options I should look at?
In 2017 you seemed to like MKC but there are no recent comments on it. What do you think of it today?
Are there better options I should look at?
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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Bristol Gate Concentrated Canadian Equity ETF (BGC $37.49)
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Bristol Gate Concentrated US Equity ETF (BGU $49.34)
Q: Greetings,
I really enjoyed the latest ETFMU newsletter and now I'm curious about available concentrated equity ETF products. Anything out there?
I really enjoyed the latest ETFMU newsletter and now I'm curious about available concentrated equity ETF products. Anything out there?
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iShares Canadian Growth Index ETF (XCG $65.96)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: Hi Peter & 5i Group,
A few days ago you indicated that you liked the US growth ETF "IUSG" which has a very good chart giong back some years, and to date, which I purchased shares of.
Can you recomend a simular Canadian market growth ETF. that rivals IUSG or comes close.
Thanks, your team are so valuable to a invester.
Ken
A few days ago you indicated that you liked the US growth ETF "IUSG" which has a very good chart giong back some years, and to date, which I purchased shares of.
Can you recomend a simular Canadian market growth ETF. that rivals IUSG or comes close.
Thanks, your team are so valuable to a invester.
Ken
Q: Adding to a TSX comp index fund I tried to pick stocks from the balanced portfolio and others you have reports on. I'm struggling to put in the time I think required to manage 20 Canadian stocks. I'm considering buying WXM and reducing down to about 10 stocks. Anything faulty in this plan? Do you like WXM and are there other similar ETFs you can recommend i should consider?
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iShares Russell 2000 Growth ETF (IWO $339.48)
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BMO Low Volatility Canadian Equity ETF (ZLB $58.11)
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iShares Core MSCI EAFE IMI Index ETF (XEF $49.27)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
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Vanguard U.S. Total Market Index ETF (VUN $126.63)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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Vanguard Growth ETF Portfolio (VGRO $44.01)
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Vanguard All-Equity ETF Portfolio (VEQT $55.34)
Q: My grandson is 21, he has just opened a TD trading account. He will have $12000 to invest now . And he expects to contribute about Seven to two thousand this year. Can you recommend two or three investments to start with. Thank you . Chuck
Q: re: Fallen Momentum Stocks with Growth Potential...if you remove companies with mkt cap under 1bln, and any financial picks, can you pls provide a ETF or two that would cover most of the remaining picks...ie i like the companies but I cant buy everything on the remaining list...thanks as always..
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BMO Low Volatility Canadian Equity ETF (ZLB $58.11)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.70)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: I have a 2 year old RESP for a 3 year old grand daughter to which I will contribute in about a week on her birthday. It currently holds only VGG. Should I add the $3000 to VGG or can you suggest something else. I actively monitor my own investments but the RESP I look at only at this time of year.
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BMO Aggregate Bond Index ETF (ZAG $13.84)
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BMO Low Volatility Canadian Equity ETF (ZLB $58.11)
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BMO Low Volatility US Equity ETF (ZLU $61.17)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $171.12)
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BMO S&P 500 Index ETF (ZSP $103.64)
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iShares S&P/TSX 60 Index ETF (XIU $47.65)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike
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Great Quest Gold Ltd. (GQ $0.03)
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Royal Bank of Canada (RY $232.72)
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Bank of Nova Scotia (The) (BNS $104.30)
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Enbridge Inc. (ENB $68.74)
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TELUS Corporation (T $19.32)
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Dollarama Inc. (DOL $192.27)
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Fortis Inc. (FTS $73.74)
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AltaGas Ltd. (ALA $42.21)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
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iShares Russell 2000 Growth ETF (IWO $339.48)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $50.14)
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Spectral Medical Inc. (EDT $1.30)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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LottoGopher Holdings Inc. (LOTO)
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RBC Global Dividend Growth Fund Series D (RBF1035 $24.12)
Q: I have been contributing to my TFSA since inception and I currently have $90,000. I just put in $6000 as my 2019 contribution and I'm wondering what stocks I should look at. I'm 27 years old, have a long term time horizon, and I'm very comfortable with a lot of risk. Looking mainly for growth at this point. I currently have 30% of my account in the following (wxm, iwo, xsu, tdb3055 and RBF1035) (pretty well equal amounts). In addition I hold T, rY, BNS, JE, Enb, dol, ala, cjr, and fts all set up in Drips in roughly equal amounts. I also hold about 10% of my tfsa in ABM, EDT, loto and GQ for risky plays, all of which are down 50% except abm which is up 50%. what do you suggest adding at this point? Thanks so much!
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Covalon Technologies Ltd. (COV $1.59)
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Bank of Nova Scotia (The) (BNS $104.30)
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BCE Inc. (BCE $34.25)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
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Methanex Corporation (MX $64.50)
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WSP Global Inc. (WSP $265.84)
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Algonquin Power & Utilities Corp. (AQN $8.90)
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Stars Group Inc. (The) (TSGI $37.49)
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Kinaxis Inc. (KXS $127.42)
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Magna International Inc. (MG $73.80)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Premium Brands Holdings Corporation (PBH $100.25)
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Savaria Corporation (SIS $25.50)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).
I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.
I have a 20 year time frame and comfortable with some risk.
Thank you.
I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.
I have a 20 year time frame and comfortable with some risk.
Thank you.
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Bank of Nova Scotia (The) (BNS $104.30)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
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iShares Russell 2000 Growth ETF (IWO $339.48)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: I would like some recommendations on some companies or ETF's that you like now and going forward. I'm looking for growth as I have a 20year+ time frame and low aversion to risk. I currently hold in my TFSA: CJR.B (down about 5%, should I hold or sell some/all off? -heaviest weighting of portfolio currently), GS, BNS, CPH, CR, KXS, NIF, SIS. Would like to add more companies to TFSA for some more sector diversification and can add to RRSP as well - possibly a growth ETF with US/International exposure? Would appreciate your input, thanks very much.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.91)
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iShares MSCI World Index ETF (XWD $111.58)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
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iShares S&P/TSX SmallCap Index ETF (XCS $33.99)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $50.14)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
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iShares MSCI USA Momentum Factor ETF (MTUM $253.49)
Q: This momentum ETF, with a 5-star ranking (Morningstar), seems to provide a good selection of US stocks, with an excellent rate of return. Would you agree?
Is there a similar ETF structure for the Cdn market?
Thank you, Team!
Is there a similar ETF structure for the Cdn market?
Thank you, Team!
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iShares Russell 2000 Growth ETF (IWO $339.48)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.70)
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CI Morningstar Canada Momentum Index ETF (WXM $46.92)
Q: Hi Team, I have 20% of my rsp in cash. Im considering going with growth oriented ETFs. Can you suggest 3 ETFs, and I would go with 7% for each? Is 7% too high when adding an ETF to my portfolio?
Thanks
Thanks
Q: Can you please give me your comments on the ETF
Thanks
Thanks