Q: I currently hold modest positions in both FEZ and VGK, and I am evaluating whether to add to my European equity allocation despite the generally weak performance over the last decade. I would value your view on:
• FEZ’s concentrated Eurozone-only exposure vs. VGK’s broader developed-Europe approach (includes UK, Switzerland' I am unsure about the UK’s prospcets),
• how their sector weights differ— financials, industrials, and consumer names,
• concentration risk in FEZ versus the broader diversification of VGK,
• the impact of European macro conditions, rate cuts, and currency trends on each ETF,
• whether it makes strategic sense to overweight Europe at this time,
• and whether increasing one fund offers a clear advantage or if adding to both provides meaningful diversification.
Your reasoning would assist greatly.

Q: I need to add more global allocations to my portfolio. Can you suggest three Canadian and three U.S. ETFs?

Q: Hello 5i,
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks