Consumer Discretionary Select Sector SPDR (XLY)

Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

Read Answer Asked by Arthur on November 18, 2022

Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

Read Answer Asked by J on February 23, 2022

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Read Answer Asked by Paul on October 26, 2021