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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: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves
Read Answer Asked by Yves on January 09, 2022
Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Read Answer Asked by jim on January 04, 2022
Q: Hi,

I'm looking for 2 or 3 broad based ETFs that track the CDN TSX closely, and two or three ETFs that track the US broad market closely, for a 'couch potato' strategy.
Read Answer Asked by Graeme on December 13, 2021
Q: Hi 5i Research Team -
I've done very well on SHOP & TSLA. Mr. Buffett said buy low and sell high. Would you recommend that as well and transfer those savings to ETF's to protect investments against a possible melt down? If so could you please recommend some ETF's or other transfers.
Thankyou!!! Frank
Read Answer Asked by DOUG on December 08, 2021
Q: Hi 5i team,

I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.

Thanks,
Irene
Read Answer Asked by Irene on December 08, 2021
Q: Hello, if my calculations and interpretation are correct the 5i Balanced Equity Portfolio 5yr annualized return is 11.05% which is pretty good. But at the same time why would i not just invest in an index fund such as XIU which has a very similar 5 yr annualized return of 11.07% or SPY which comes in at 18.93%
Read Answer Asked by Rob on November 30, 2021
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.

So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Read Answer Asked by Tom on November 06, 2021
Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks
Read Answer Asked by Ben on November 05, 2021
Q: I've been looking for historical data on index-wide PE ratios for the Nasdaq to help put the current bull market in better historical perspective. I was able to find a report published this week on S&P 500 and Russell 2000 indicies going back many decades which 5i readers might find useful (here: https://www.yardeni.com/pub/stockmktperatio.pdf), but haven't been able to find similar data on the Nasdaq. Do you know where I might be able to find it?

I'm also interested in hearing your thoughts on how the current exuberance related to crypto might factor into an overall equities "bubble"? Feel free to deduct as many questions as required here.
Read Answer Asked by Jeff on November 05, 2021
Q: greetings - as i move into retirement i have been taking a hard look at some of my portfolio. I inherited this stock many years ago and really haven't look at it too hard because of the nice US dividend. I need both us and cdn income in retirement. Given the high dividend how much risk is there. What are the downsides of continuing to own?

Thanks
Read Answer Asked by kelly on November 02, 2021
Q: What are the Can ETFs that cover the main US ETFs, like SPY? And what are their mers?

What are the advantages of using these Canadian versions?

Do you still require W-BEN forms if you buy these?

Thanks for all your help.
Read Answer Asked by Mark on October 28, 2021
Q: My 22 year old daughter has $7G to invest. She has dual citizenship with the US and has been told that she will be taxed on TFSA gains. Do you have any recommendations for her based on this?

Also, could you recommend some ETF’s for her?

Thank you so much.
Read Answer Asked by Maxine on October 25, 2021
Q: My grandson has been financially responsible and soon to be mortgage free. He has made some investments with with a financial advisor who has him in high MER mutual funds. He doesn't feel competent to have a self-directed stock account but he would like to invest using ETFs. Can you recommend where I might start in searching for an advisor who would be willing to invest in ETFs for a relatively small ($40,000) account to start. My grandson lives in Greater Vancouver.
With appreciation,
Ed
Read Answer Asked by Ed on October 19, 2021
Q: Can you recommend a sort of Rip van Winkle portfolio for an 84 year old lady who just sold her house? We're talking in the neighbourhood of $400,000. She has little need for the money right now and is not worried much about volatility. She has an pension which helps too cover the need for bonds.
Read Answer Asked by Fred on October 18, 2021
Q: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.


Read Answer Asked by Mark on October 15, 2021
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