skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning,

I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.

Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.
Read Answer Asked by Roger on May 26, 2021
Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?
Read Answer Asked by James on May 25, 2021
Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!
Read Answer Asked by Christopher on May 25, 2021
Q: Hi Peter and Ryan

Understanding that timing the market can be difficult and trying to follow your recommendations for the most part has been very useful information. Thank you
I am looking to “lie low” through what I believe to be a coming correction and wish to invest in ETFs with some protection

I am looking at ZDY ZLU ZLB ZEB as a 20 % of my portfolio over the summer. Your comments please and so you have other etfs that might be of interest... Icahn comes to mind

Peter
Read Answer Asked by Peter on May 25, 2021
Q: Good morning,

Two general questions:

1. I am fortunate in that I have now maxed out my TFSA contribution. Could you give me an idea of what sort of investments I should have in a TFSA vs. a cash account? 

2. According to portfolio analytics I am underweight in Fixed Equity. Underweight, in that I have none. Could you give some direction as to what to include for the fixed equity portion of a portfolio and provide some suggestions. 

Thank you for your help!
Read Answer Asked by Stefan on May 25, 2021
Q: My 50 year young daughter is adding $100,000 to a balanced $1m conservative portfolio. Which 2 or 3 etfs (your suggestion or ours) would you suggest that fit a post pandemic world.
Read Answer Asked by joe on May 25, 2021
Q: Hello 5i,

We have GOOGL and AMZN are in our TFSA's but they are too expensive to add and we do not want to sell. We are retiring and will not have excess funds to add to these positions in a TFSA.

Can you recommend an ETF that has high content of Goog (15%+) and AMZN 10%+) that can be purchased in an RRSP? We do not need AAPL and MSFT as we have VGT?

The other option is may be to purchase GOOGL and AMZN in our USD RRSP though we would prefer an ETF for diversification.

Thank you for you help.

Debbie and Jerry


Read Answer Asked by Jerry on May 21, 2021
Q: Hi 5 i
Any thoughts on this new etf
Thx
Gerry
Read Answer Asked by Gerry on May 21, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!