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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'm helping a friend set up a "couch potato portfolio". I noticed a while back that you commented on such a portfolio. I am suggesting the following to my friend. What do you think? Is there any of the ETFs that you would swap out? And why?

XIU S&P/TSX60 total return for Canada 25%
ZSP BMO S&P 500 Index ETF for USA 25%
XEF ishares Core MSCI EAFE for Europe/Japan 25%
ZEM BMO MSCI Emerging Markets Index ETF for emerging markets 5%
XGD iShares S&P/TSX Global Gold for gold exposure 5%
ZAG BMO Aggregate Bond ETF 15%

It appears that both ZSP and XEF offer USD versions. What are the pros and cons?
Thanks

Read Answer Asked by Steven on April 27, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Hi all. You mentioned COPX for copper in one of your answers about copper as well as ERO and LUN. I cannot find COPX?
Thank you
Read Answer Asked by El-ann on April 26, 2021
Q: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you
Read Answer Asked by Shiraz on April 26, 2021
Q: Hi 5I,
You have recommended that I up my international , consumer defensive , & consumer cyclical exposure. With a 5 year time frame what would be some of your suggestions?
Earl
Read Answer Asked by earl on April 26, 2021
Q: When Roger's takeover bid for Shaw first became public, these shares jumped in value. You suggested the following strategy for investors who held them.
1. Sell one third at that time.
2. Sell one third when the spread between the class A and Class B is gone
3. Sell the last third when the tender is made
Well, now the there is virtually no spread between the A and B shares. Would you still advise selling the second third?
Read Answer Asked by Ron on April 26, 2021
Q: I am a member of your “ETF and Mutual Fund Update” web service and a recent 5i member question on his ETF portfolio raised a question for me. Your ETF site has recommended portfolios for “Conservative”, “Balanced” and “Growth” strategies but not one for “Income”. Is this because an Income ETF portfolio is difficult to formulate or (as usual) am I missing something? I do not think conservative and income strategies should necessarily be the same but …
Read Answer Asked by Danny-boy on April 26, 2021
Q: In the Companies section does the Dividend Growth Rate refer to the growth rate from year one to year three/five or the annual growth rate during the three- or five-year period?
Thank you for considering my question
Read Answer Asked by Gail on April 26, 2021
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