Investment Q&A

Q: I’m looking for a US value based ETF that will outperform the overall market if the rotation into value continues, but should just the same be a solid long term (5-10 year) hold regardless of how the growth/value trade plays out in the future. What would be your preference between IWN, IWS, VTWV or is there something else you would suggest?

Q: I have a portfolio weighted to US Tech Growth stocks. About a year ago, I sold some companies and moved 10% of my cash into 1) Gold (HEP) 2) Short term bonds (HFR), and 3) a Banking ETF (ZWB) to diversify. These three have proven to be losers for me. Does it make sense to keep any of these three for continued diversification or are there better ways to round out the portfolio with a bit of a safety net? Thanks!

Q: Portfolio analytics --> I need international exposure.

I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.

Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.

Thank you,
Ian.

Q: What are some of the best crypto ETF’s to invest in at this time?
Thank you

Q: Within my fixed income allotment I've recently favored short term bonds over long term bonds on the advice that they will react less to changes in interest rates. However, since the Fed's meeting last week the opposite has occurred, as there has been a flight from short term bonds into long term bonds. Can you please explain why this is the case and then, given the current environment could you also rank the above ETF's in order of preference. If there are better fixed income suggestions please indicate. Thanks.

Q: Good morning 5i,

Love the updates.

Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.

Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.

I realize that's a driver but a lower top 10 holdings. Deduct accordingly.



Thank you very much!!!!

Q: Hi Peter,
why DPST is down today? Is it a good buy?
Thank you,
KT

Q: Not super happy about the 2% drop in the price of oil today; however, I am a bit more mystified by the 5%+ drop in the price of XME. Is this a function, for whatever, reason, of inflation fears? Your perspective would be extremely welcome. Thanks!

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Q: Good morning,
I own both ETFs (ZEB & ZBK) in my Non Reg account and would appreciate your thoughts and recommendation on which of these two ETFs you think will produce the best total return in the next year or two. Thank you.

Q: Would appreciate some guidance re bitcoin, especially the many ads that pop up in email. Is the rags to riches claim legitimate? Do the celebs - Trudeau, Connor MacDavid etc know they are advertising this item? Is bitcoin on the TSX?
Thank you for your insight,
Sharon de Vries

Q: Hi, Can you recommend any consumer defensive stocks or etf’s that are international? Looking to reduce Canadian bias while increasing consumer defensive as per portfolio analytics. Thanks

Q: Hi Everyone at 5i! Me again! Somewhere is the archives of my mind I seem to recall the the TD bank offers some decent ETFs or mutual funds to their customers. If this is the case, could you tell me what they are?? Cheers, Tamara

Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Q: Hello,
I have sold ZEM in my CDN RRSP account. I am going to transfer these funds to my USD RRSP. Which ETF would be an equal replacement for my USD RRSP keeping in mind tax efficiencies? I would like the US ETF to be as similar as possible to ZEM.

Thanks.

Q: Basil III comes into affect this year. From a piece in Seeking Alpha on Basil III I read:

QUOTE:
To sum up, gold will become a risk-free Tier 1 asset and it will become more expensive to buy and sell unallocated gold. These factors are highly bullish for physical gold. So, investors in this precious metal will be generously rewarded, provided they buy physical gold. But let me explain this in a bit more detail.

Under Basel III, gold would become a Tier 1 asset or a zero-risk asset, for banks. As mentioned in the Basel III framework,

...at national discretion, gold bullion held in own vaults or on an allocated basis to the extent backed by bullion liabilities can be treated as cash and therefore risk-weighted at 0%. In addition, cash items in the process of collection can be risk-weighted at 20%.
END QUOTE

What affect will this have on Sprott's holdings of gold and on my ownership of shares in PHYS? If it is positive I should be buying more. Right?

Thank you...

Q: Hi,

keeping in view the US Withholding tax on canadian investors.

If one has to hold US S&P 500, US mediam &small cap, US IT/technology ETF in canada.

Then which ETF would be be the best for a TFSA and cash account. ( I believe in a RRSP it does not matter ).

I currently hold SPY,VFV, IWO, VGT and QQQ in my TFSA and cash account. Do you think they are OK, or will you recommend some equivalent more efficient ETF's for exposure these sectors.

Keeping in view the difference between a TFSA and cash account, please suggest suitable ETF's for each, which would mirror SPY, VFV, VGT, IWO and QQQ.

Thanks
Harry

Q: Good morning,

Could I please get your thoughts and evaluation of EDGE.TO.
Would you see this as doable for a longterm RESP hold?
Any other related ideas you could recommend?

Thank you very much.

Q: Hello Folks:
You suggested I may consider REMX (rare earth ETF) as a suitable option for my interest in the EV battery mineral component sector.
Do you have any thoughts on BATT (Amplify Lithium Battery Technology ETF) and
LIT (Global x Lithium & Battery Tech. ETF).
I am out of my depth here, however feel this an interesting sector, which may well result in higher demand for scarce metals required.
Thanks again for your great service!
brian

Q: How are the current valuations for pure (or close) lithium plays? if not overbought, which etfs, cos. do you prefer?
Thanks