Investment Q&A

Q: I have an ETF portfolio and a portfolio of CDN and U.S. stocks.

I am building my ETF portfolio and plan to take my gains from my individual stocks and add to my ETF portfolio during market downturns. I don't plan on making any sales from my ETF portfolio and I expect that portfolio to provide my funds for retirement.

The ETF portfolio is divided globally and I was wondering if which order you would add since I am building my portfolio. The ETFs I have selected on XIC (30%), XEF (15%), XEC (10%), IVV (15%), XJH (5%), XJR (5%), QQQ (5%), XLF (5%) and 10% fixed income. I have already established my 5% positions in XJH, XJR, QQQ and XLF over the summer.

My questions are:

1 - I know weighting is personal, but do you have any glaring concerns with my weightings?

2 - In which order would you add to XIC, XEF, XEC and IVV?

Thanks for your help,
Jason

Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco

Q: I am 80 and stopped investing in companies Investorline..
Not to loose out to inflation I put all my RIF USD into the 3 indexes IYY/VOO/VGT. Feb 1 to todate I made in CAD 9.9% Is that a reasonable way to invest with little effort and no trading fees no exchanges. Pls advise

Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Q: I think there may be an opportunity in china and would like to purchase CQQQ as I could use some more international exposure . In my US RRSP I would need to sell either ROKU or MITK. Which stock do you think has more upside between these two?
Dave

Q: Hi,
Is there a decent "healthcare" ETF that you can recommend that trades in Canada - but which can hold some or all of Canadian, US, or global healthcare stocks? I'm finding it difficult to hit my healthcare weighting.

Thanks
Robert

Q: In our “balanced portfolio” we have decided to go to US stocks for our healthcare allocation. Currently holding MDT, VEEV and GH. Are these reasonable holdings? We like a concentrated portfolio so only have these 3 as our healthcare stocks. Would you suggest any changes or potentially a new 4th position? We are buy and hold growth investors looking at greater than 10 years until we would require these funds.

Q: My impression is that you would not recommend buying Chinese internet stocks. However, would you recommend a Chinese internet index fund to take advantage of the political interference. Alibaba and others are so inexpensive relative to their peers.
Of course this would be an investment limited to 1-2% of my portfolio.

Q: Why did this stock go down so much yesterday (Sept. 20)? Is this cause for concern?

Thanks,

David

Q: Brian Belski of BMO has been on CNBC 2-3 times recently.

Looking at global investment opportunities he is consistent in rating USA as still his favourite.

BUT he beats the drum more vigorously for CANADA.

Do you agree with him?

More importantly what etf (s) would you recommend to capitalize on Canada’s upside potential and relative cheapness compared to the USA.

Thank you.

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Q: Re: my earlier Fintech ETF question. Sorry the symbol was TPAY and the question was geographic spread of holdings.

Q: Is there a Canadian dollar equivalent of VOOG?
Thank you.

Q: Which preferred share ETF would you recommend among these four: HPR, ZPR, CPD, and ZUP, and is this sector worth investing in. It pays a nice dividend but the invested capital tends to get depreciated. Is now a good time to put money in this sector?

Q: Hi 5i team.

Can you please give me a ball park figure of the % Gas vs Oil torque imbedded in the holdings of XEG? Are there any ETFs that focus on Oil only or Gas only Companies?

Many thanks for your help.

Q: Between finx arkf, Ipay, and tray, in your view which one would have the better global reach?

Q: From your article:

Relationship Between Bond Prices and Yields

Does that mean that we should avoid buying bonds at this moment? And for the near future?
Thank you for your answer.

The SECOND part of my question was:

Should we avoid buying bond ETF at this moment?

Q: Hello, can you give me your updated outlook on PTY? Also, your thoughts on USA? If you are not a fan, can you recommend others?

Thanks!

Q: Hello,

Which aggressive growth ETF (or a set of ETFs), would you recommend for a long (e.g. 14+ years hold) in a RESP account?

Thank you

Q: PAVE
Global X U.S. Infrastructure Development ETF

Would you consider this ETF a buy? Or is there a better one to buy?

Thank you.