Investment Q&A

Q: Hi 5i team,
The market is seeing a rotation from tech into more value with Dow Jones going up and NASDQ dropping. To capture this sector rotation, which Canadian traded ETFs would you recommend for US companies? Would it be Dow Jones focused ETFs or value focused ETFs that will see the most gain in the next 12 months?
Please list your top picks for each. Thanks.

Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

Q: Hi 5i, Is it time to switch from Momentum to Value investing, if so could you name a couple of ETF's in each of Canada and the US. Your opinion is always appreciated.
Thanks.
Ivan

Q: Hi team
I am looking to start a position in global value ETF fund; I am looking at the above
VVL; I already have some exposure in International through the Mawer International funds
could you recommend one more ETF similar to VVL ?

thanks
Michael

Q: Would you consider investing in VVL:CA EFT at this time to acquire access to a internationally diversified value stocks be a good idea ?

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

Q: I currently hold VVL ETF since all the stocks down. Will this ETF change holdings and how often do they balance.

Thanks for the great service

Q: Hello 5i,
I have just opened up a Family RESP (currently ages (-0) and 1.5 yrs) and have been going through the RESP questions as well other questions. I would like to contribute $2,500 this year for existing grandchild and $5,000 next year when #2 comes along.
I think you would agree that at this point it is probably best to start with an ETF? So, given that, could you please give me a couple of your top recommendations for this point in time/cycle/interest rate environment, etc.. Should you feel that some individual equities might work better solo or in combo, any suggestions would be welcome. Based on what I have read, I was leaning towards VGRO, but am not sure that would be your top recommendation, so a couple of ETF and/or equitiy suggestions would be much appreciated!!
Best to all - and, as always, Many Thanks!!!
Cheers,
Mike

Q: Hi 5i team,
Group A: XCV 35%, VVL 35%, VEE 10%, VAB 20%
Group B: VSB 15%, ZPS 15%, XSB 15%, XIU 30%, VCE 20%, XAW 5%
For short term 2-3 years, which group would you pick? or any better idea?

Q: Can you please recommend a value ETF in Canadian and USA dollars. Which one is your favourite value ETF

Canada
Global
USA

Thanks for your great service
Hector

Q: Hi 5i team,
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!

lil

Q: Hello,
I was wondering if there are one or two diversified ETF's that cover all sectors and all geographies. Could these ETF's replace a well diversified portfolio of 30 different ETF's which cover the same/similar sectors and geographies. This would simply the maintenance of my portfolio. I would also appreciate your opinion on the effectiveness of such ETF's if they exist.

Q: I have the above international ETF's in my RIF at a total allocation of 39%. I am interested in your assessment of my choices. Any duplication? Should I delete any? What should I add in it's place? Any suggestions are appreciated. Thanks for adding analytics. It's a great assist.

Q: Are there ETF's out there that employ both Active and Passive investing under one roof, or do I have to buy one active and one passive to create my allocation to both strategies ?

Q: Hi.

Almost finished transitioning from (50 Stocks, 5 ETFs) to (11 Stocks, 15 ETFs).
Much easier to manage; performance has improved already over one-month. Sleepin' better... ;-)

About to purchase my last ETF in the mix: VVL, but it makes me a bit nervous:
- Age: Only 3 years
- Market Cap: Only $82M
- Volume: Very low trading
- $0.10 Bid/Ask spread (i.e. an immediate loss of ~ 0.3% on buy & sell = -0.6% right off the bat?)

I would appreciate your thoughts on the observations above. Would you recommend another ETF instead?

Thank you as always from great useful timely advise.

Paul [2019-03-21 - 10:43 AM]

Q: Can I get your take on XCV as a long term hold?

Q: Hi 5I,
I am retired and living off my RIF. With the current volatility and market downturn, I am thinking of getting more defensive. My current holdings of ZWC, VVL, VUN and VEE are each about 8% of my RIF. I am thinking of switching ZWC for ZLB, switching VVL for VVO, switching VUN for VGG and switching VEE for VXC. What do you think of this strategy? Should I hold some and do nothing? Please explain your reasoning.
Thanks for your help and have a happy holiday season.
Dick

Q: Good evening
A recent article in the Financial Times identified the simple ETF portfolio as having 3 equal components - global value ETF, global momentum ETF and a global small-cap ETF. The author provided statistical support. Please advise which ETFs [global or US] you would recommend for each one.
Thanks

Q: I have a index fund that covers the s&p 500
And looking to diversify a little
What other index fund that you would recommend
Thanks

Q: I am interested in purchasing 1 or more of these 4 active Vanguard, ETF's. Can you point me to some good articles and research which would help me determine the %allocation and in which market cycles one product may be most suited. I was thinking of allocating approx. 100K to a combination of these 4. In your opinion can you rank these from 1 to 4 where 1 is the product you think is the overall best.

thanks!