Investment Q&A

Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

Q: Hi 5i
Can I please get your thoughts on geographic selection for index mutual fund investment?

Working with TD e-Series Funds, monthly contribution, 19 year old just getting started, single fund has been the thought so far.

Choice Range: Canada Index? US Index? International Index(Holds TPE ETF)?
(can go Europe only but I'm guessing you will ward off this selection)

Comments welcome on all aspects.
Thanks
Dave

Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul

Q: SPY, QQQ, and IWM HAve what seem to be historically (and ridiculously) attenuated charts especially viewed from a 20 year perspective. Short of using trailing stop loss orders with each of my largely dividend-oriented equity positions, what would you recommend as a defensive strategy? E.G. gradually adding to a laddered IWM put and/or LEAP put position(s)?

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

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

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

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 …

Q: hi guys is there a canadian etf or mutual fund that has this in their porfolio or any etf that has an EV infrastructure company in their portfolio THANKS AS ALWAYS

Q: Please provide your views on ARKK's growth prospects for the next 12 months. A ballpark percentage range would be appreciated. While I recognize the ETF will be challenged to come anywhere close to its growth rate over the last couple of years, I'm wondering how much gas is still in the tank. Thank you.

Q: Would XHY be a suitable bond ETF in the current environment? The yield looks quite attractive, near 5%. If not, is there another bond ETF you would recommend?
Thanks

Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley

Q: Can you recommend a Momentum ETF for both Canada and the US?

Q: Is there a Canadian listed etf that focuses on ex-North America dividend growers? Thanks, Bill

Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike

Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

Q: I'm looking for a Global (ex North America) ETF for growth that I can purchase in Cdn funds. Any suggestions?

Q: What metals etfs do you like and why? (or why not)

Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.