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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 am interested in the Canadian MoneySaver Model ETF portfolio. I can replace the SPY & VGT ETFs with CDN ETF’s that hold those two US indexs. Is there a CDN ETF that holds the iShares Russell 2000 Growth (IWO) & a CDN ETF that holds the Consumer Discretionary Select Sector SPDR (XLY)? Thanks. … Cal
Read Answer Asked by cal on February 05, 2024
Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?
Read Answer Asked by Ron on June 19, 2023
Q: A question on a few of my laggards. As a clean up of my portfolio these are back to original purchase price. Purchased 18 months ago and wondering if buy sell or hold.
Read Answer Asked by Craig on January 23, 2023
Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
Read Answer Asked by Mauro on November 14, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Bren on March 31, 2022
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
d)Technology .

With many thanks,
Read Answer Asked by david on June 16, 2021
Q: what value / cyclical suggestions do you have ETF wise?

Would one play a DOW ETF or the Russell?
or Canadian ETFs ?

Read Answer Asked by Mark on June 01, 2021
Q: Hello
Can you give me two reliable ETF in CAD and two ETF in USD in regards to travel and leisure that will benefit with the re-opening economy.
Thank you
Read Answer Asked by Kristelle on March 16, 2021
Q: For an Income balance portfolio which stocks and/or EFT would you recommended for Consumer cyclical and Consumer discretionary sectors? Preferably with some dividend to keep the desired Income Portfolio as a goal. As to my last question I also ask you for recommendations for an Income Balanced Portfolio for stocks and/or EFT in a Consumer Defensive sector.
Thank you,
Thank you.
Read Answer Asked by Miroslaw on February 11, 2021
Q: Hi 5i
Based on my recent review of Portfolio Analytics information, I need to increase my US and International exposure significantly and, also, Consumer Cyclical, Consumer Defensive, Industrials and Tech.
With the thought of killing a number of birds with just a few stones, could you recommend a few ETFs that trade on the TSX that will increase my US and International exposure along with my investment in the listed sectors, while also having the prospect of some reasonable return in the form of either capital appreciation or dividends, or both.
Read Answer Asked by Peter on November 12, 2020
Q: Hi,

1)What 2 sectors of the economy (not technology) would u be most confident of appreciating in the next five years? Consumer discretionary? Healthcare? Utilities? Banks?
2) I'm a medium risk investor looking a for a US etf with reasonable beta and sustainable growth. Can u suggest 2 or 3? It can have some tech but not be mainly tech as I already own AMZN, Apple, Netflix, Zoom, Shop.
3) Are there any CDN version etf's that cover the same sectors of the US? Can you suggest 2 or 3?
Read Answer Asked by Graeme on September 17, 2020
Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.
Read Answer Asked by Darcy on June 22, 2020