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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: 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
c)Industrials
d)Technology .

With many thanks,
David

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 ?

Thanks

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.
Miroslaw

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.
Thanks!
Peter

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

Q: I very much appreciate 5i along with your ETF site. From your ETF site, I have been playing with the ETF sector balancer and have found it quite useful to see the % of the sectors my postions occupy .
My questions
1. I am considering a 1/2 position of XHC, XGI, and XCD and a 1/4 postion of VUN and XQQ. Is now the time to buy these or should I sit on my cash for a while or should I be considering some alternatives to these within their sectors?
2. If I execute #1 above, my overall holdings will be 57% CDA, 29% USA, 14% INTL and my portfolio will consist of 2% materials, 13% consumer cyclical, 5% financial, 3% communication, 10% energy, 10% industrials, 6% technology, 17% consumer defensive, 13% healthcare and 18% utilities.
I would very much appreciate your critique and observations.

John

Read Answer Asked by John on June 18, 2018

Q: Is the current yield 1.32% less the 0.65% MER or is the yield after the MER has been taken out? The yield seems low. Is there another ETF in the same Consumer Discretionary sector which has a higher yield?

Usually when companies have a low dividend they are often growth companies. Does this ETF behave in the same growth like fashion?

If I understand correctly XCD is CAD hedged. Are there any US ETF's in the same sector which are not currency hedged?

Thank-you.

Read Answer Asked by James on April 07, 2017

Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.

Read Answer Asked by RICHARD on May 20, 2016