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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: On November 14 , a question asked by Trevor 5i said that IUSG could be a buy and forget ETF .Is this etf also in Canadian currency and if not what would you recommend as alternative?
Thank you
Read Answer Asked by claudio on November 25, 2024
Q: What is your opinion of ZGRO.T vs a larger asset allocation ETF such as XGRO or ZGRO for a retiree who desires monthly income with a growth component? Thanks for all your great work.
Read Answer Asked by STEVEN on October 21, 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: 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: As a 50 year old with a defined benefits pension, to kick in when I retire in about 5 years, would ZGRO be ok, switching to ZBAL over the years?

Is the only difference between ZGRO and ZBAL the allocation between equities and bonds?

Thanks,
Robert
Read Answer Asked by Robert on April 19, 2022
Q: Hi
I put ZGRO in my non-registered account knowing that it had US and foreign underlying stocks but Google Finance was showing that it had no dividend, which makes sense for a growth stock. But once I bought it, I see that it has a small divvy. I'm not too concerned with the tax consequences but I suppose it should have been better to place this in an RRSP?

Thanks
Robert
Read Answer Asked by Robert on January 27, 2022
Q: I have these ETF's in a TFSA with a primary goal 8 to 10% annual return. I'd like your opinion if there is overlap in this portfolio and if there would be another ETF to add. This is a smaller portfolio and I don't think it would be efficient to buy the individual stocks in your balanced equity model portfolio.
Thanks!
Read Answer Asked by George on November 11, 2021
Q: Hi 5i, I can see all these institutions have a all-in-one ETFs, for an RRSP account, is it the way to go for someone who is looking for stability.
Place 45% BAL, 45% GRO, and 10% Stocks (LSPD, SHOP, GOOGL, AMZN, etc).
Thank you!
Read Answer Asked by Fernando on February 24, 2021
Q: Would you have a preference between these all in one 80% equity 20% bond ETFs? Maybe you could explain a little bit why? Thanks!
Read Answer Asked by David on December 02, 2020
Q: Hi 5i: Came across a new ETF offering from BMO ... ZGRO which just launched Feb 15th. Am assuming it is very similar to VGRO However, I cannot locate any information on the BMO website regarding holdings, sectors, mer etc. What information do you have ?
Thanks, Steve
Read Answer Asked by STEVEN on February 22, 2019
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