Investment Q&A

Q: I was listening to a podcast recently interviewing a highly-regarded market analyst. Among other things, he highlighted the importance for retirees to invest carefully in the current environment. He does like gold and China, but also recommended a "high quality company" ETF. In other words, an ETF that invests in "companies that tick all the boxes" - eg. excellent balance sheet, no dividend cuts, etc.

Would IQLT be a good recommendation? I don't mind that there are no FANG stocks, or for that matter any US stocks in that particular ETF. I do own some US stocks, but I believe the next decade will be more favourable to Asia / emerging markets anyway, (currently lower PE's for example). Just my opinion.

Do you think that the expense ratio seems a bit high for IQLT ? If you don't like this one, do you have an alternative ?

Thanks.

Q: Good morning,
I am very happy with Portfolio Analytics, it has proved to be a wonderful tool to help me manage multiple investment accounts - I also love the continuous improvements. Great value for the money.
Question: I would like to add some international exposure to my portfolio. Please provide your top pick of US and Canadian ETF's for international exposure.
Thank you,
Patrick

Q: In the current state of REIT is there a better choice between these two.

Q: I am managing my aunts portfolio who is entering retirement. She has $300K to invest with a 5 year time horizon. I like the 2% yield of VBAL, the 60/40 split, low MER and the simplicity of this all in one ETF, but would like to add 1 or 2 additional funds for some additional torque. What would you recommend?

Q: Are there etfs that hold and focus on dividend growers ex-US and ex-Canada? I am looking for same where I can put both Canadian and US dollars. Thank you. Bill

Q: My full service advisor has suggested I sell passive ETF's ZDY, ZGI & VDU and buy active fund Capital Goup Global International Equity (CIF 843). The passive holdings have no trailing commission the active fund does. But it seems the active fund performance is much better? Could please give me your opinion if this would be advisable - thanks for your usual great advice.

Q: Good morning 5i Team, I'd appreciate if you could recommend how to invest in cannabis industry in US?
Thanks!

Q: Since CDZ holds dividend aristocrats where the dividend has increased for the past 5 years, what will happen to their holdings this year with many companies reducing dividends? Do they sell them off at some point? How will this affect the ETF overall?

Q: From what I could see HEO is not part of CWW etf. Any idea what it would take for them to do to get added? E.g minimum market cap?

Looking in to your crystal ball, would you suspect that HEO may try and apply to the TSX exchange from the venture within the next 12-24 months?

Q: Is there a renewable energy etf you would recommend?
Thanks

Q: Hi, what do you recommend for a small portfolio (< 15k), start with etf only until have a nice nest or canadian stocks (because TSX etf it is not well diversified) + etf for us stocks? I would like to manage a stocks portfolio but maybe it is an error now due to my portfolio size. I think about VFV (35%) + XQQQ (or VGT) (15%) + VEE (10%) + 40% canadian stocks (no etf).

Q: After scanning 5I questions for the best fit for my daughters LIRA which she will not need for 20 years and will not be contributing to it, we settled on VFV,VEE,and VUN. That leaves room for a tech ETF for the remaining. Considering:
XIT.TO but the MER is high at 0.61% vs. TEC.TO which is a TD ETF
product with an MER 0.35%. Are there any others to consider or which
would you choose and why?

Q: I need to increase my Global ETF or ETFs (ex- North America) exposure. I currently have some VIU but am wondering if I should consider a couple geographic areas: Europe, Asia, Japan etc. My preference would be something I can hold in CAD non-hedged and preferred non covered call.

Q: hi guys are these good to buy and hold do you think there dividends are safe

Q: Hi Guys,

As an US "Infrastructure play", can I please get your opinion of this fund, paying an 8 plus percent dividend yield. Thanks

Dave

Q: Seems to me that we are a turning point in our world today. What with the problems the pandemic faces us with and those connected to climate change I think we are in need of some truly innovative companies that are dedicated to solving these kinds of serious problems. My question is, do you know of any ETFs that are focussed on companies with innovative ideas that will help to solve problems? I guess I'm looking for an "Innovation" ETF . If this is not possible, could you suggest a number of companies dedicated to innovative ways to help solve these kinds of problems.

Q: both are about 75% tech
which one do you prefer

Q: Having problems locating your ETF model portfolios. It looks like this in sent out via email and that my particular subscription includes it. Can you point me in the right direction?

Q: Ishares US REAL ESTATE ETF (not in your data base)
can you comment on this ETF for a diversified real estate play. Do you view this as a decent entry point.
What's your view of starting a portfolio of these 5 ETFS with a 20% weighting in each, then rebalancing every year back to the original 20% weighting. Im hoping maintaining the 20% cash position will help smooth out the portfolio in these uncertain times, maybe it will outperform the more popular 60/40 portfolio.
thanks Gordie

Q: 5iteam:I continue to hold Domtar bouncing around 20% down and of course with no dividend.considering I do not have any foreign positions I am contemplating taking the loss on Domtar and initiate and diversify by acquiring Cyh for income and future growth.at 16.50 CYH is off about 25% from 52week high. Do you think Domtar has more growth potential in a market recovery? Your comments greatly appreciated. tks.Larry