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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: Good day Peter and 5i Team,

This question is basically about asset allocation. My goal is to gain more exposure to global markets as opposed to the Canadian market. (United State, Europe, and Asian markets). I would like to gain this exposure by investing in, what you consider to be the highest quality ETF'S currently available with exposure to these markets. I understand there are countless possiblites available; therein lies my problem, but I would appreciate keeping the number of ETF'S to a minimum. So, what is your best investment for in each of the sectors for capital gains, some dividend support, and lower fees for overall investment appreciation?
-Europe?
-Asia?
-United States?
Keeping in mind the current condition of the world economy, what percentage of my funds would you designate to each ETF?
Thanks-you for your continued support.
Read Answer Asked by Les on July 13, 2017
Q: Hello. My 31 year-old son has been diligently saving for his future retirement, and has a combined portfolio of $80,000 (TFSA & RRSP). The money is mostly divided between Canada (45%) and USA (44%), with a small bit in the International market (11%). Under your advice last year, he sold his Canadian ETFs and bought some individual stocks. The result is amazingly better than the index, so THANK YOU!

Now, I'm wondering about his US portfolio. In the US part of the portfolio, he has several ETFs: VFV, VGG, ZLU, XSP - 42%, ZQQ- 18%, Health - XLV - 12%, and a remaining $10084 CAD cash (28%) that can be dedicated to US equities. What should he do with the money?

Alternatives: 1) increase his US ETFs. 2) buy individual stocks. 3) wait until the dip...
What should be the strategy for this portfolio? I'm interested in buying GOOG for him for a long term hold, but the price is too high for such a small portfolio. Any thoughts or suggestions? Thank you!
Read Answer Asked by Esther on July 12, 2017
Q: I would like to invest n the US healthcare and have been recommended to invest in TMO but since this Would be the only stock in the healthcare that I would invest in I think it might be better to invest in a healthcare ETF and have found IXJ and IHI and wonder if better to invest in an ETF or ok just to invest in one US healthcare stock? If an ETF which one would you prefer?

Thanks
Read Answer Asked on July 12, 2017
Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?
Read Answer Asked by Richard on July 07, 2017
Q: My portfolio is somewhat light on consumer discretionary companies and I see that you favour this sector at the present time. Could you please explain your current support for the sector and suggest a few Canadian and American companies that you believe are fair value with solid growth prospects for the future. As always, I thank you for your appreciated opinions.
Read Answer Asked by Les on July 07, 2017
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