Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
Q: In looking at GE’s performance ytd, I was a bit surprised at how well it had done. I’m wondering what your thoughts are about starting a new position at these levels. Is it a long term buy and hold?
Thank you as always for the great advice!
Q: Hello, I asked a question, not long ago, on XSU. Thank you for your answer. Now, I would like you to compare it to XSMC. I know it is way smaller, but the returns have been much better the past 2 and 3 years, 15 to 20% better (I know they don’t follow the same index). This order of magnitude is still surprising to me, unless much of it is a function of the exchange rate fluctuation. I know it is difficult to evaluate, but is this outperformance likely to continue? Is the small size of this ETF a dealbreaker? Thanks.
Q: I own TOCA. Performance has been OK. But less than I expected from an aggressive ETF. Do you know a similar ETF of ETFs , with little Canadian and income exposure? I have XAW too, which I prefer.
I also own VGRO but not very growth-oriented with too much income, so I might get rid of VGRO. Your thoughts?
Thanks.
Q: Hi 5i,
Horizon's is currently not creating any more units of HSAV.
The approximate HSAV AUM is currently $2.1B.
Is there a risk if an investor were to hold $1M of this ETF?
If yes, can you help explain the risk and a holding size you might
be comfortable with?
Q: Bought a position in TD at this level. Want to add a half size position in one of the smaller banks. Looking at LB or CWB. Would you have a preference at the current prices levels of the two?
Q: Covid created the Virtual Office with many businesses opting to work from home using Zoom, Google Meet and MS Teams to name a few virtual meeting suppliers. Is there a potential looming on the horizon that office space will have a high vacancy rates and create pressure on REIT's that carry these empty spaces down the road?
Q: Why has Well dropped so much recently and would you say it is a buy, sell or hold at this time? I have no CDN healthcare at all and I'm looking for options?
Q: Hello Peter,
Thanks for your service. My renewal is coming up and yours is the only service i plan to renew.
For the three index funds, over a 5 year comparison, VFV out performs all , SPY 2nd and XSP is the last ... Why such a discrepancy? Am I better off with VFV going forward? Thanks
Q: Where would be the best place to go to find what the percent gas or oil comanies have in canada. I just assume oiler companies right would be better than gas.
Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,
Current stock holdings include: BYND, BAM, BN, REGN, TSLA
Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY
Q: Follow up question to the question asked today about equal weighting in the 3 noted companies.
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Q: Hi 5i, need some help picking and also diversifying in the Senior Loan ETFs space. Can you help with naming a few that are appropriate for someone about to retire.
Many thanks!