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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: Which Canadian ETF would you recommend that has crypto currency
Read Answer Asked by Costa on October 01, 2025
Q: Hello 5i team,
I hold a concentrated stock portfolio. If I was to start buying ETF's; which 5 or 6 would you recommend me buying slowly over the next few years that will give me a diversified portfolio. Five or six ETF's that I can continue to dollar cost average into over the next 5 years.
Thank you,
Brent
Read Answer Asked by Brent on October 01, 2025
Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.
Read Answer Asked by Robert on September 30, 2025
Q: An analyst made the point that he thinks any foreign bond exposure should be hedged to the Canadian dollar. His point was that fixed income is usually meant to de-risk one’s portfolio and that by taking on foreign exchange risk in this particular asset you are working against yourself. Assuming one doesn’t require the foreign income generated what do you think of his argument?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 30, 2025
Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara
Read Answer Asked by Barbara on September 29, 2025
Q: Hello,
I would like to invest in the tech etf (evolve fangma etf) but the volume is low; is this an issue ? Also, is it better to stick to zqq instead for larger set of holdings in the tech space? Thanks very much.
Read Answer Asked by umedali on September 29, 2025
Q: I am 79 years old and retired. I have outstanding capital losses in my non-registered account. I plan to sell most of my bond ETFs, which currently pay taxable interest, and purchase shares in HBB (Horizons Canadian Select Universe Bond Index ETF - Corporate Class), which only accrues capital gains.

Could you please comment on this strategy? Would you consider it a wise or risky move?

Thank you.
Read Answer Asked by Ronald on September 29, 2025
Q: With the TSX & US markets being over valued today, can you suggest a few ETF's or stocks that would benefit from international momentum, countries of interest Japan, Mexico or Indonesia.


Thanks for all you do and provide.
Read Answer Asked by Paulette on September 29, 2025
Q: A stock with a high dividend payout that is 95% ROC has an actual dividend payout of only 5%.
What type of account would this type of stock be best held in for tax purposes?
It seems that a margin account would be more tax efficient than a retirement account, where ROC likely is not considered on eventual withdrawal.
Read Answer Asked by Catherine on September 29, 2025
Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.
Read Answer Asked by Chris on September 26, 2025
Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?
Read Answer Asked by Charles on September 26, 2025
Q: Hello 5i,
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks
Read Answer Asked by joseph on September 24, 2025
Q: Hi 5i,
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc
Read Answer Asked by Keith on September 24, 2025
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