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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 would like to increase my US equity exposure which largely consists of VUN and VIG currently. I don't have a specific small cap holding but feel the lagging performance might indicate it is a good time to buy TQSM. Would you advocate buying now or waiting until October?
Thanks.
Read Answer Asked by richard on July 11, 2024
Q: What do you think of Blackrock’s new Long-Term US Equity ETF (BELT)? It is actively managed so a higher fee but maybe a nice way to diversify the growth portion of one’s portfolio? Or would you recommend sticking with VOO and QQQ? I notice you have also recommended VUG lately. Thanks!
Read Answer Asked by Kim on July 11, 2024
Q: Looking for an ETF that you feel would be a good candidate for growth plus a fairly high dividend (5% or more).
Thank you for your good service, looking forward to your answer.
Earl
Read Answer Asked by Earl on July 10, 2024
Q: If you were an income investor moving into retirement and depending on this as part of your retirement income; what stocks or ETF's would you be buying right now in this current environment? Thanks.
Read Answer Asked by Pat on July 10, 2024
Q: Hello 5i Team
Do you think that investing in Inda and Japan ETF is beneficial for diversification and growth. Are there any ETF that you can recommend?
Thanks
Read Answer Asked by claudio on July 10, 2024
Q: My Son hopes to buy a condo in the next 6 months and has sold most of his stocks and now holds mainly cash. PSA, CASH, CBIL and UBIL.U all currently yield in the 5% range. I am thinking he is best to put most the funds in CBIL and UBIL.U, since these may benefit a bit if interest rates fall, whereas the yield in PSA and CASH would decrease. Or is he best to put funds in PSA or CASH and sacrifice a possible decrease in yield, for a safer investment in HISA ETFs. Thank you for your comments!!
Read Answer Asked by Grant on July 10, 2024
Q: HI Everyone,

My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.

In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.

Thanks very much,

Dean
Read Answer Asked by Dean on July 10, 2024
Q: Left my employee that had a target date pe sion option. I had to move my money out of Omers into TD. Looking for a target date ETF or equivalent preferably with a drip option. Every fund I find is in the wrong currency and won't let me order the etf. Does anyone know a target dates Ticker in Canadian funds I can explore??
Read Answer Asked by Greg on July 09, 2024
Q: Hi there, I recently asked “ Can you suggest any principal-protected US ETFs? For parking USD cash to earn a yield in a securities account. (The only product I can think of that has this profile is a HISA ETF.)”

Seems like there is no HISA equivalent in the US from your response. What is the next best thing that is US listed? A money market fund? If so which would you suggest?

Thanks!
Read Answer Asked by Chris on July 08, 2024
Q: Hello
I'm looking to include this company in my rrsp account. I would like to hear your analytical opinion on holding this long term. I am however curious to know how can they pay such a juicy dividend when most of their holdings pay less in distribution and has been lagging in the markets lately. Finaly, is this something you could see yourself including in an income portfolio.
Read Answer Asked by Gilles on July 08, 2024
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