Investment Q&A

• Leon's Furniture Limited (LNF)
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• iShares Russell 2000 Growth ETF (IWO)
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Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 12, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
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Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon

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Read Answer Asked by Sheldon on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

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Read Answer Asked by Bruce on January 12, 2020

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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Q: Hi,
Is XAW a good strategy and good ETF to easily diversify outside Canada. Also, is there other similar ETF’s that you suggest investing which excludes Canada for a world diversification.
Thank you

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Read Answer Asked by André on January 10, 2020

• Vanguard Balanced ETF Portfolio (VBAL)
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• Global X Balanced Asset Allocation ETF (HBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: Happy New Year 5i,
Is there anywhere I could get a complete list of the holdings in HBAL, VBAL, XBAL? I realize VBAL is 12,595! XBAL 16,000 plus! I am thinking there might be spreadsheets available somewhere. I am just doing a bit of education with my children and grandchildren.
Thanks
Chris

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Read Answer Asked by Chris on January 09, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hello,
I'm looking at DGRE because I like dividend growth strategy overall. Concerned with less than 100M in assets, relatively new, not sure about liquidity. Thoughts?

Thanks

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Read Answer Asked by Daryl on January 09, 2020

• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
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Q: Hi 5i,
Happy New Year.
In the original asset allocator there was a suggested portfolio in ETFs. Mine has vanished! I was trying to look up possible ETFs in European or International small caps.
Are there any? Or would GIB, WSP,Altus or CAE count as international as well as Canadian?
Constance

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Read Answer Asked by Constance on January 09, 2020

• iShares Russell 2000 Growth ETF (IWO)
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• iShares Russell 1000 Growth ETF (IWF)
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• iShares Russell 1000 Value ETF (IWD)
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• SPDR Dow Jones Industrial Average ETF (DIA)
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Q: Hi Gang, I am interested in buying one of this etf. Iwo, iwf,iwd, or Dia which one would you buy today. Our any other suggestion. Reasons? 3-5 years. Thanks
Alnoor

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Read Answer Asked by Alnoor on January 09, 2020

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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• Vanguard S&P 500 ETF (VOO)
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Q: Which Top 3 ETF's do your recommend to track the S&P 500.

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Read Answer Asked by Jacquie on January 09, 2020

• Danaher Corporation (DHR)
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• Xylem Inc. New (XYL)
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• American Water Works Company Inc. (AWK)
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• Invesco S&P Global Water Index ETF (CGW)
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Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.

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Read Answer Asked by Elizabeth on January 09, 2020

• INVESCO QQQ Trust (QQQ)
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Q: Is there an etf on the tse that follows qqq, hedged or not
Many thanks

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Read Answer Asked by Leon on January 08, 2020

• BMO Equal Weight US Banks Index ETF (ZBK)
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• Financial Select Sector SPDR (XLF)
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Q: Can you give me the name of a good US financial ETF?

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Read Answer Asked by david on January 08, 2020

• BMO Low Volatility International Equity ETF (ZLI)
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• iShares International Select Dividend ETF (IDV)
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• Vanguard International Dividend Appreciation ETF (VIGI)
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
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Q: Hi 5i team,
Please provide your top picks for ETFs that cover International (ex N American) stocks with dividend appreciation tilt. Please also provide your ETF picks for International small/mid cap value stocks.
Thanks.

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Read Answer Asked by Willie on January 08, 2020

• iShares Gold Bullion ETF (CGL.C)
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Q: Hi 5i team,

Based on the current geo-political situation, is it a good time to invest in gold bullion? What is the easiest and secured way to purchase bullion? Is there any stock or ETF that hold actual gold bullion? Thanks

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Read Answer Asked by Willie on January 08, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hi Peter & 5i team,
Can you please recommend a low cost ETF that would be suitable for an RESP ( age 6) that would add international exposure.
Thank you

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Read Answer Asked by john on January 08, 2020

• BMO Equal Weight Oil & Gas Index ETF (ZEO)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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• Vanguard Energy ETF (VDE)
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Q: Hello, looking at adding to my energy sector, already in enbridge.
What's your option on these 3, or other recommendations & as it will be in my tfsa, how could it affect tfsa rules.
Thx Tim

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Read Answer Asked by Tim on January 08, 2020

• Franco-Nevada Corporation (FNV)
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• Wheaton Precious Metals Corp. (WPM)
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• Agnico Eagle Mines Limited (AEM)
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• iShares Gold Bullion ETF (CGL.C)
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Q: I want to take a position in gold. Would you recommend FNV (or other gold stock) or Gold bullion ETF?

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Read Answer Asked by George on January 08, 2020

• Vanguard Growth ETF Portfolio (VGRO)
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Q: Coworker mentioned etf VGRO. The MRE is quite low. I was told this etf is a conglomerate of other etf’s. Was wondering if the mre’s in these etf are payed by the share holder (possibly hidden by hobbling the growth in share price). Basically I wonder if this conglomerate of etf’s is also a conglomerate of MRE’s.

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Read Answer Asked by Anthony on January 08, 2020

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hi Team,
Would you please suggest a couple of C$ denominated ETFs with focus on emerging markets.
Cheers,

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Read Answer Asked by Harry on January 08, 2020

• BMO Aggregate Bond Index ETF (ZAG)
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• Vanguard Canadian Short-Term Bond Index ETF (VSB)
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Q: Hi 5i,
For a 3 to 5 years hold which etf VSB or ZAG would you side with and why
Thanks
F

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Read Answer Asked by Fernando on January 08, 2020