skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With an outlook that there is substantially more downside risk than upside potential in the markets, does it make sense to set up some pairs trades to reduce market risk. I don't short stocks, so I was thinking to use bull and bear ETF's. I had in mind (1) long NASDAQ (QQQ) / short Russell (RWM) and (2) long Investment Grade Bonds (LQD) / short High Yield (SJB). First of all, what do you think of the strategy and second, do my selections seems reasonable? Thanks for your valued advice.
Read Answer Asked by ROB on May 20, 2020
Q: Is it better to own QQQ and pay the extra fees for converting Can to US dollars through my broker ( TD ) or buy hxq, znq even though they have small market caps and have low trading volumes? Both seem to have better performance over the last year than QQQ.
Thanks, Michael
Read Answer Asked by Michael on May 13, 2020
Q: Can you comment on these ETF's I presently hold in a corporate unregistered acct. I have a large amount in DVY.US - not sure why (previously with a FI ) Looking to update this portfolio based on present times. In At least a 5 year hold. Please take as many credits as needed.
Thanks so much.
Read Answer Asked by Lorraine on May 05, 2020
Q: Thank you for answering my question yesterday. You guys are the best. If you could choose 5 ETF's for a 40,000 RESP for a 8 and 10 year to hold and continual buy for the next number of years - which are they?
I appreciate it,
Brent
Read Answer Asked by Brent on April 30, 2020
Q: With the level of debt monetization, fiat currencies are becoming concerning. I was considering contributing new money into my TFSA, but transferring the funds to a US TFSA, and investing directly into US securities instead of CDN.
Even with getting hit with the currency exchange rate and paying applicable withholding taxes within this account, would you recommend this or see any advantage to this, or would you prefer investing in Canadian hedged funds (i.e XQQ vs QQQ) instead?
Many thanks,
Tom
Read Answer Asked by Tom on April 28, 2020
Q: Hello 5i!

Appreciate all the great work.
I am looking for a canadian as well as US listed tech ETF. And semi-conductor fund to be held in my RRSP. Diversification and of course hoping for long term growth.
Currently XIT (TFSA). Using the room in RRSP for US listed dividend stocks/ETF's. Or whichever is the most tax and growth efficient.

I'm wondering what your top picks are in that sector and why? One concern of mine is some have a much higher mer. Is that worth the performance in the long run?

Or better bang for your buck on keeping fees low as usual and the most diverse fund. Company and cap wise. Hence holding a primarily large cap and semi conductor. Or just 1 solid all around.

If I'm missing a far better pick please enlighten me.

Thank you for putting together such a great site and program. Info is fantastic.
Read Answer Asked by Adam on April 28, 2020
Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.
Read Answer Asked by Mauro on April 01, 2020
Q: Which best bang for the buck should a retiree look at when looking for some US exposure through ETFS, for the future recovery, I have no US exposure as of now and would like to take advantage of the downturn, I get by on the pensions I have.
Thank you.
Read Answer Asked by James on March 19, 2020
Q: Hello, Please provide ETF's that replicates TSX, S&P, DOW & NASDAQ
are there Hedged and non-hedged versions for US stock Indices.
Thanks.
Read Answer Asked by Harpinder on March 10, 2020
Q: Good morning,
I currently hold BABA.US in my RRSP and was considering a switch to AMZN.US. In an effort to further reduce risk while maintaining a tech component in my overall diversified portfolio, I'm now looking at selling my current BABA.US holdings and buying either QQQ.US or XLK.US which both hold some AMZN.US.
What are your thoughts on this potential move and of the two ETFs mentioned, which would you recommend and why?
I thank you and look forward to your response.
Francesco
Read Answer Asked by Francesco on January 27, 2020
Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks
Read Answer Asked by Barbara on January 24, 2020
Q: I HAVE VERY LITTLE EXPOSER TO TECH AND I WOULD LIKE YOUR OPINION AS TO WHICH IS A BETTER BUY AND WHY. THANKS, JAMES
Read Answer Asked by JAMES on January 14, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!