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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: Out of these three all-in-one ETFs:
1) Which one is most tax efficient in a un-registered account?
2) Which one is most tax efficient in a registered account?
3) Which one is better to invest for longer term of 10+ years?
Read Answer Asked by Anshu on December 12, 2024
Q: Hello,

I am a 65 year old retiree. I am considered an Alpha-Balanced investor according to Portfolio Analytics.

I need to simplify my portfolio in order to make it easier for my wife to manage as we get older. I like the idea of having all in one ETF's. Based on my Alpha Balanced risk tolerance which all in one ETF's would you recommend investing in for the long term? What percentage of overall portfolio would you invest in each all in one ETF? I realize you don't want to see more than 20% in each one but that would require at least 5 all in one ETF's? I was hoping for fewer.

Thanks for your help.
Read Answer Asked by Mauro on December 04, 2024
Q: Out of these four, which one do you think would have the best return over a 3 to 5 year time period? Looking for something "safe" and steady.

Thanks
Read Answer Asked by David C. on December 02, 2024
Q: Could you please add FGRO ETF to your database.
I understood these 5 ETF's would have similar price performance but FGRO and TGRO outpace the other three for the last 3 Years. ZGRO, XGRO and VGRO pretty much have the same performance. Can you help explain why FGRO and TGRO have significantly outperformed the three?
Read Answer Asked by Ian on September 05, 2024
Q: We have been keeping in cash the proceed of the sale of a condo. what would you suggest for a conservative growth ETF in canadian currency. That would represent 10% of our equities holdings. Looking for more growth than yield, as this would be in a non registered account. We would like something all in one, as I do not want to add more names to the list of equities we have.
Read Answer Asked by francois on January 04, 2023
Q: Hi 5i Team,

I am in the process of setting up an investment account for my nephew and would like to stick to indexes for the time being until he is comfortable with individual equities.

Given the current market climate and your best guess, what % would you attribute in a portfolio (out of 100%) to the following indices: VFV, XQQ, XIC, IWO, XGRO. Please feel free to suggest any other index that was not mentioned in the list above.

Thank you!
Read Answer Asked by David on December 23, 2022
Q: I am making the switch to holding ETFs in my RRSP instead of individual stocks to make it easier to manage. Can you recommend your top ETFs for a growth oriented investor who has a 10-15 year horizon and wants a globally diversified portfolio. I would like to limit this to less than 5 ETFs.

Thanks

Greg
Read Answer Asked by Gregory on November 15, 2022
Q: Please rate these mutual funds and suggest 2 options for each from Fidelity that you would choose instead if a rating is poor to fair.
Read Answer Asked by Terry on September 22, 2022
Q: I'm looking to invest the majority of my money into an all-in-one 80/20 asset allocation ETF, such as VGRO, XGRO, ZGRO or HGRO. Aim is to set-it-and-forget-it.

What does 5iR recommend?
Read Answer Asked by Garth on July 15, 2022
Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you
Read Answer Asked by Teresa on April 22, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan
Read Answer Asked by Daniel on February 01, 2022
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