Q: On July 12-th you answered Austin's question on ZUB/ZBK. The difference in returns between the two funds can be significant depending on the timeframe compared. Would ZUB still be your pick today? What information would you use to switch between the two? Would you be adding at this point to the US banks exposure for long therm investment (10 years)?
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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: I appreciate your opinion on Actively traded ETF and if you would name few if your favorite in this field. Would ARKW be one of them?
Thanks
Thanks
Q: I forget where I read it, but I hear that the Japanese stock market is in a recovery and growing. The writer suggested that the the N.A. markets will be heading into bearish territory in the next year or so. Th writer's thesis was that it would be a good time to buy Japanese stocks to diversify and guard one's portfolio against pullbacks. What do you think of this? Could you recommend any Japanese companies or etfs? Could you recommend a research platform to learn about Japanese or other foreign, publicly traded companies.
Q: I have about 20k US funds to invest. Since I have couple of balanced Canadian portfolios already in registered accounts, so for the us funds, I am looking for safe growth in stocks or etfs, Ideally to invest in the areas that Canadian market doesn't cover, such as IT, AI related. Could you suggest couple of names?
Thanks,
Lin
Thanks,
Lin
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- BMO MSCI India ESG Leaders Index ETF (ZID)
- iShares India Index ETF (XID)
- iShares MSCI India Small-Cap ETF (SMIN)
Q: Hi Peter,
In a well diversified portfolio, which India fund would you hold (from the list above or another) ? Why is FIH/U currently agging the others ? We already own FFH; Is buying FIH/U as well too much Fairfax ?
Thank you, Paul
In a well diversified portfolio, which India fund would you hold (from the list above or another) ? Why is FIH/U currently agging the others ? We already own FFH; Is buying FIH/U as well too much Fairfax ?
Thank you, Paul
Q: Do you have a favourite US small bank etf ?
Would it be best to buy it hedged or unhedged?
Thank you.
Philip
Would it be best to buy it hedged or unhedged?
Thank you.
Philip
- BMO Covered Call Utilities ETF (ZWU)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Good morning from the West Coast.
Merry Christmas and a Profitable New Year to all the staff at 5I.
My question : Is there a CDN ETF that has a monthly payout please?
Thanks
Rick
Merry Christmas and a Profitable New Year to all the staff at 5I.
My question : Is there a CDN ETF that has a monthly payout please?
Thanks
Rick
Q: Of all the ETFs (inverse) betting the Stock Market will go down, which one would be the best ETF.
Thank you, Herbert
Thank you, Herbert
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total International Stock (VXUS)
Q: I've been a member of 5i for about two years and your help has been substantial. Thank-you. I currently own a portfolio that closely mirrors your balanced portfolio.
My question today relates to one asked recently about Warren Buffet's wishes regarding his investments should he die. I believe it was somethink like 10% to short term bonds and 90% to the S&P 500. I'm seeking advice regarding what a kind of portfolio a Canadian should develop in a similar situation. My wife has no interest in day to day stock analysis. Should she inherit our portfolio, I'd like to construct a 'buy and hold' ETF portfolio, in addition to our current portfolio, with exposure to Canada, the United States and the rest of the world. This would comprise the equity part of a more complete portfolio. Hopefully, it would have the potential to show resonable gains with little attention by the owner. My question is: which 3 ETF's would you choose to gain exposure to the 3 markets for a Canadian who simply wants to buy and hold? What % would you put into each ETF?
All the best to you and your families for the holiday season.
My question today relates to one asked recently about Warren Buffet's wishes regarding his investments should he die. I believe it was somethink like 10% to short term bonds and 90% to the S&P 500. I'm seeking advice regarding what a kind of portfolio a Canadian should develop in a similar situation. My wife has no interest in day to day stock analysis. Should she inherit our portfolio, I'd like to construct a 'buy and hold' ETF portfolio, in addition to our current portfolio, with exposure to Canada, the United States and the rest of the world. This would comprise the equity part of a more complete portfolio. Hopefully, it would have the potential to show resonable gains with little attention by the owner. My question is: which 3 ETF's would you choose to gain exposure to the 3 markets for a Canadian who simply wants to buy and hold? What % would you put into each ETF?
All the best to you and your families for the holiday season.
Q: My son starting his TFSA, and has 5K to invest. What would you suggest?
Q: What would be your choice or choices of an Canadian ETF to play commodities as some forcasters are suggesting we are later on in the cycle and commodities could do well?
Q: Morning 5iResearch Team,
I am thinking of taking a position on HHL but a little leery about the high dividend yield. Your thoughts on this ETF is much appreciate.
I am thinking of taking a position on HHL but a little leery about the high dividend yield. Your thoughts on this ETF is much appreciate.
Q: I’m looking for US small cap exposure and would like to know the differences between IWO and IWM?
Thank you
Thank you
Q: Is it a good time to invest in the Russell 2000 Symbol IWM
Q: I am underweight oil and gas and want a strong ETF long term play in this sector (I own Suncore and Birchcliff now). What would be your top pic with a 9-10yr horizon
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard Canadian Short-Term Bond Index ETF (VSB)
- Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC)
- PIMCO Monthly Income Fund (Canada) (PMIF)
Q: I am looking to move some cash after a year end portfolio clean up. I am considering 25% in each of VSC and VSB, 25% in PMIF, 25% in XHY. Would you recommend different ETFs and/or % allocations?
Thanks for you dedication
Merry Christmas to all.
Thanks for you dedication
Merry Christmas to all.
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: In order to build some exposure to the U.S. Market I am considering investing 30% in VUN, 30% in VGG and the rest in VGG. Would you consider any changes to the above selections and allocations?
Thanks to the team
Merry Christmas to all.
Thanks to the team
Merry Christmas to all.
- iShares MSCI Min Vol Emerging Markets Index ETF (XMM)
- iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
Q: hello 5i:
can you comment on the ETF above please? And, can you list the Canadian equivalent, assuming there is one. Would this ETF pursue a strategy you would endorse?
While many have expressed their satisfaction with the service (ditto for me), I'd like to commend Peter on the vision and drive necessary to grow what has become a top notch service. And looking back to the beginning, hasn't it been a fun ride?
thanks, and Merry Christmas
Paul L
can you comment on the ETF above please? And, can you list the Canadian equivalent, assuming there is one. Would this ETF pursue a strategy you would endorse?
While many have expressed their satisfaction with the service (ditto for me), I'd like to commend Peter on the vision and drive necessary to grow what has become a top notch service. And looking back to the beginning, hasn't it been a fun ride?
thanks, and Merry Christmas
Paul L
- BMO Covered Call Canadian Banks ETF (ZWB)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: My 29 year old son has $40,000 in a tfsa all in cash. So far, he has little interest in investing. I'm thinking as a possible way to get him interested (and to at least get some kind of return) of suggesting to him that he put $35,000 into a Cdn equity etf and $5,000 into a growth stock. (I would really like for him to just put it into say 4 growth stocks but if the whole thing tanks it will be "dad's fault".) He also has his employer DC pension plan (2 or 3 years in) in which he's invested in life-cycle funds.
Could you recommend an etf and stock for his tfsa? Or would you suggest some other completely or slightly different route to go with his tfsa? Thank you.
Could you recommend an etf and stock for his tfsa? Or would you suggest some other completely or slightly different route to go with his tfsa? Thank you.
- Horizons S&P/TSX 60 Equal Weight Index ETF (HEW)
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Mackenzie Maximum Diversification Canada Index ETF (MKC)
- Mawer Canadian Equity Fund Series A (MAW106)
Q: To establish a more passive approach for my Canadian holdings I am considering investment in the following ETFs. VCN 25% (core), MAW106 25% (core). MKC 30%, and HEW the remainder. Would you consider any changes to the above selections or allocations?
Thanks to a dedicated team
Merry Christmas to all.
Thanks to a dedicated team
Merry Christmas to all.