Q: I am looking for some suggestions for good balanced funds now that I am retired.
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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: ZJUL Will this etf go up in value during a correction? Also, where is a good place to park USD ?
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Chevron Corporation (CVX $151.13)
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General Dynamics Corporation (GD $341.63)
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JPMorgan Chase & Co. (JPM $313.08)
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Altria Group Inc. (MO $59.01)
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Procter & Gamble Company (The) (PG $148.16)
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Williams Companies Inc. (The) (WMB $60.93)
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Vanguard Dividend Appreciation FTF (VIG $222.67)
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United Bankshares Inc. (UBSI $37.24)
Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!
Q: If I were skeptical about quantum stocks, what would be your thoughts on buying an inverse ETF such as QBTZ or IONZ? (More so as a mini lottery ticket)
Q: Hi,
When answering questions where you recommend IBIT you mention (Canadian version). Can you explain why?
Thanks
When answering questions where you recommend IBIT you mention (Canadian version). Can you explain why?
Thanks
Q: Can you suggest an equal weight S&P 500 Canadian issued etf? Thanx.
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BMO MSCI Emerging Markets Index ETF (ZEM $27.32)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.29)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
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Vanguard FTSE Emerging Markets ETF (VWO $54.30)
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iShares MSCI Emerging Markets ETF (EEM $54.32)
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iShares Core MSCI Emerging Markets ETF (IEMG $67.10)
Q: Emerging markets sure seem to be emerging from the doldrums. What do you see as the short and long term futures here? What ETFs to you recommend in both CAD and USD? Are there any particular parts of the world you would focus on & is there a specific index that covers the emerging markets?
Thanks
Paul
Thanks
Paul
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Pfizer Inc. (PFE $25.74)
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Health Care Select Sector SPDR (XLV $157.65)
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Vanguard Health Care ETF (VHT $294.53)
Q: I've held PFZ for a long time in my RRSP (now RRIF) and my US account. The 10-year return is low. Is there an ETF that could replace this security in my US account and RRIF?
I'd like to improve the return and understand if there are any negative tax impacts.
Thank you.
I'd like to improve the return and understand if there are any negative tax impacts.
Thank you.
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Global X High Interest Savings ETF (CASH $49.99)
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Global X 0-3 Month T-Bill ETF (CBIL $50.02)
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iShares 0-3 Month Treasury Bond ETF (SGOV $100.67)
Q: I have been trimming a few positions in my TFSA as they've gone up quite high and now I have $40,000 USD and $4000 cad. I've been waiting to buy certain stocks on the dip and will DCA some of these funds into market but I was thinking I should put it in some type of interest receiving liquid option in the meantime. What you you recommend? I was thinking Cash.to for canadian dollars? SGOV for USD? I believe Sgov would trigger that 15% dividend withholding tax in the tfsa but it's better than swapping to cad and back to usd cuz my instituation charges i think 1.5% each time. Are there any other options you would recommend? for liquidity I can sell and have access same/ next day? thnks!
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USCF Gold Strategy Plus Income Fund (USG $42.55)
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USCF Gold Strategy Plus Income Fund (GLDX)
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Global X Gold Producer Equity Covered Call ETF (GLCC $55.27)
Q: Would you please compare these two ETFs. Is one ‘better’ than the other?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.67)
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Mawer Global Equity Fund Series A (MAW120 $48.10)
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iShares International Select Dividend ETF (IDV $38.58)
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Invesco S&P International Developed Momentum ETF (IDMO $54.54)
Q: I have owned MAW120 for almost 10 years, and upon looking at its recent performance, I can't find any reason to continue owning this fund. Can you?
As per Mawer's web site (https://www.mawer.com/funds/performance) it shows results as of June 30, 2025 versus its benchmark:
MAW120 1yr: -0.9%; 3 yr: 9.8%; 5 yr 7.7%
Benchmark: 1 yr: 15.8%; 3 yr: 19.6%; 5 yr 13.7%
For the one year period ending June 30th it lost money! It's benchmark earned 15.8%. It has > 50% invested in the US market. I don't see how they could lose money over that time period. Can you explain how it could lose money when markets in US, Canda and Europe over that period were generally good. Even their International Equity fund made 23.3% over the same 1 year time period.
I will be "firing" them. I have sold 1/2 today, and will sell the other 1/2 next week. I would like to invest in the benchmark for this fund, or something as equivalent as possible. Can you suggest 3 ETFs for me to buy for global equity exposure that have significantly better performance than MAW120.
Thanks,
Paul
As per Mawer's web site (https://www.mawer.com/funds/performance) it shows results as of June 30, 2025 versus its benchmark:
MAW120 1yr: -0.9%; 3 yr: 9.8%; 5 yr 7.7%
Benchmark: 1 yr: 15.8%; 3 yr: 19.6%; 5 yr 13.7%
For the one year period ending June 30th it lost money! It's benchmark earned 15.8%. It has > 50% invested in the US market. I don't see how they could lose money over that time period. Can you explain how it could lose money when markets in US, Canda and Europe over that period were generally good. Even their International Equity fund made 23.3% over the same 1 year time period.
I will be "firing" them. I have sold 1/2 today, and will sell the other 1/2 next week. I would like to invest in the benchmark for this fund, or something as equivalent as possible. Can you suggest 3 ETFs for me to buy for global equity exposure that have significantly better performance than MAW120.
Thanks,
Paul
Q: How do we find out the top 10 of their portfolio?
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Evolve Bitcoin ETF (EBIT $44.88)
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Fidelity Advantage Bitcoin ETF (FBTC $42.11)
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Ishares Bitcoin ETF (IBIT)
Q: What are your thoughts on this ETF? Do you prefer another one over EBIT?
Thanks
Thanks
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Fidelity Advantage Ether ETF (FETH $56.83)
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Ishares Bitcoin ETF (IBIT)
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3iQ Solana Staking ETF (SOLQ $15.34)
Q: I am considering holding a crypto currency ETF in my TFSA, approximately 5% of current TFSA total, with a 10+ year horizon. My goal is good long term return tax free.
Would you agree with this strategy>
Would you choose Bitcoin or Etheureum?
Would you choose an ETF or MSTR or BMNR? Why?
If an ETF, which Canadian ETFs would you investigate?
Thank you for your ongoing great service.
Would you agree with this strategy>
Would you choose Bitcoin or Etheureum?
Would you choose an ETF or MSTR or BMNR? Why?
If an ETF, which Canadian ETFs would you investigate?
Thank you for your ongoing great service.
Q: ProShares Ultra Gold ETF (UGL). Your thoughts on this as a leverage play on the gold bull market? Thank you
Q: Could you mention a couple of ETFs for the precious metals sector, or perhaps just for gold mining companies? Seems like they will be doing well for the forseeable future
Thanks
Thanks
Q: What would be your recommendations for etf’s covering the tsx venture exchange? What would be your prognosis on this sector moving forward?
Q: Please give your thoughts on these two ETFs with reasons for your preference.
Q: Global X has a number of Corporate class Funds that I'm interested in holding in a non-registered account. I believe you suggest a maximum per ETF of about 15% of a portfolio. Is there a maximum portion of a portfolio that you would allocate to a single issuer?
Thanks
Thanks
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iShares Russell 2000 Growth ETF (IWO $328.12)
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BMO S&P 500 Index ETF (ZSP $104.88)
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iShares S&P/TSX 60 Index ETF (XIU $46.43)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.76)
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Pacer US Cash Cows 100 ETF (COWZ $59.80)
Q: Hello 5i,
Could you recommend 2 to 3 ETF's for a long term hold in a RESP.
Thanks
Could you recommend 2 to 3 ETF's for a long term hold in a RESP.
Thanks