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Investment Q&A

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

Q: Thanks for your previous response confirming these etfs cover major asset classes and geographies for an RSP with 5 years to retirement. Could you please suggest a couple of etf alternatives that could be added to provide a little more torque with a 5 year timeframe. A brief explanation for each would be appreciated. Thanks.
Read Answer Asked by Warren on February 16, 2021
Q: Hi 5i team,
My understanding of momentum investing is to invest in stocks whose price is in a rising pattern in the recent past and to sell stocks that have a downward trend in price in the same period. So if the market switches from ‘growth’ to ‘value’ focused, would the momentum approach be a good choice to capture this change automatically when growth stocks fall and value stocks rise? Can you please expand and comment on the use of momentum investing strategy by ETFs? Please provide comments and thoughts on using this momentum strategy ZXM for asset allocation to Int’l developed markets. Many thanks.
Read Answer Asked by Willie on February 16, 2021
Q: This fund is about 2/3 US. Are you aware of other similar Value ETF’s trading on TSX that would be more international Ie. less US focused. Thank you. Bill
Read Answer Asked by Bill on February 16, 2021
Q: Are ARK Funds available to purchase in Canadian Dollars, or do they only trade on the NASDAQ?
Thanks
Phil
Read Answer Asked by Phil on February 16, 2021
Q: Hello! I was wondering if you could recommend your favourite Space Stocks? Maybe 3 big cap names and 3 small or mid cap names. Either US or Can. Thanks.
Read Answer Asked by Kevin on February 12, 2021
Q: Hi Peter,
I have a portfolio of CND stocks, AT, EGLX,ERO,WELL,KRR.XBC, and a portfolio of US listed stocks, DCBO,CRWD,FUBO,MITK,LSPD,PINS,KL. I am comfortable with my holdings and dont plan to sell in the short term. Based on the context of my portfolio, should I decide to hedge my portfolio by buying HUV:CA, as rule of thumb, what % of my portfolio would you think would be adequate to hedge without having to highly dilute my overall returns. I hope I am making sense with the question I am asking.
Your assistance is much appreciated.
Thanks,
Read Answer Asked by ilie on February 12, 2021
Q: Portfolio Analytics indicates that I need to increase my Telecom exposure as well as my USA investments. What do you think about the ETF VOX, or do you have any better suggestions (preferably an ETF)? Thanks as always.
Read Answer Asked by Jerry on February 11, 2021
Q: Please list the above in order of preference. Would all three, equally weighted, be sufficient for a conservative portfolio? Two of three?
Thanks.
Read Answer Asked by Paul W on February 11, 2021
Q: To get some exposure to small caps, I invested in MAW150 late last year; I wonder if XSU has done better in the same time frame. If so, any idea why? And if so, would you switch to XSU? I intend to hold for what I see as the medium term, 2-3 years. Thanks!
Read Answer Asked by Leonard on February 11, 2021
Q: These ETFs make up my main bond holdings in an RSP. All have done OK, but are starting to slip a little bit. I also hold XTR, which has a high bond component, and noticed that they recently reduced the distribution. In an increasing rate environment, how would you rank these 3 bond ETFs in terms of (1) maintaining share price; and, (2) maintaining distributions?
Thank-you
Read Answer Asked by grant on February 11, 2021
Q: I'm looking to reduce risk and start preserving capital in my all equity balanced portfolio. I have raised about 10% cash and am looking into fixed income etf's to achieve my goal. Would you suggest something like XBB/AGG/XINC or fine tune with a few different US/CAD fixed income etf's? Or is there a better option than bonds?

Thank you.
Derek
Read Answer Asked by Derek on February 11, 2021
Q: Hello 5i,

I am looking for a Canadian dollar etf alternative to the above international quality factor etf. IQLT has 1% USA assets. Could you suggest two CAD etf alternatives: one with some USA assets and one without? I suspect the mer will be higher, but that’s ok.

Many thanks,
Read Answer Asked by Kat on February 11, 2021
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