Investment Q&A

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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  • View Questions on XCD
• Vanguard Consumer Discretionary ETF (VCR $363.96)
  • $363.96 P/E (TTM): 29.31X Cap: $6.12B
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Q: What would be the best Consumer Cyclical ETF in Canada & the USA to buy?

Thank you.

Upvote 3

Read Answer Asked by Ross on February 23, 2026

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $68.12)
  • $68.12 P/E (TTM): 26.33X Cap: $527M
  • View XHC Profile
  • View Questions on XHC
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.86)
  • $110.86 P/E (TTM): 34.95X Cap: $21.93B
  • View XLY Profile
  • View Questions on XLY
• iShares Global Consumer Discretionary ETF (RXI $190.18)
  • $190.18 P/E (TTM): 33.49X Cap: $256M
  • View RXI Profile
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• CI GLOBAL HEALTHCARE LEADERS INDEX ETF (CHCL.B)
  • P/E (TTM): 26.95X
  • View CHCL.B Profile
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Q: Good morning,
Looking for both hedged and unhedged versions for:
A) global healthcare exposure, and
B) global & US consumer discretionary exposure

What would 5i suggest?
Thank you.

Upvote 4

Read Answer Asked by Trevor on January 30, 2026

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $66.08)
  • $66.08 P/E (TTM): 27.98X Cap: $147M
  • View XGI Profile
  • View Questions on XGI
• Middlefield Healthcare Dividend ETF (MHCD $11.40)
  • $11.40 P/E (TTM): 17.21X Cap: $146M
  • View MHCD Profile
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Q: Hi, I am currently underweight in my portfolio for each of the Healthcare, Industrial and Consumers Cyclical sectors. Can you please recommend a few ETFs in these sectors, preferably global and priced in CAD? Thanks!

Upvote 4

Read Answer Asked by Keith on December 16, 2025

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight Utilities Index ETF (ZUT $27.73)
  • $27.73 P/E (TTM): 17.8X Cap: $821M
  • View ZUT Profile
  • View Questions on ZUT
• INVESCO QQQ Trust (QQQ $593.72)
  • $593.72 P/E (TTM): 33.2X Cap: $382.77B
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• Vanguard Information Technology ETF (VGT $714.44)
  • $714.44 P/E (TTM): 36.76X Cap: $112.06B
  • View VGT Profile
  • View Questions on VGT
• State Street Industrial Select Sector SPDR ETF (XLI $164.65)
  • $164.65 P/E (TTM): 26.42X Cap: $28.63B
  • View XLI Profile
  • View Questions on XLI

Q: Have had XCD for years and done ok. I’m looking to trim/replace on theory consumer spending is not as robust and there are etfs in better sectors going forward. Can you name a few sectors and best etfs that will be better performers going forward.

Upvote 3

Read Answer Asked by Craig on July 08, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $57.20)
  • $57.20 P/E (TTM): 24.93X Cap: $4.15B
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Capped Financials Index ETF (XFN $74.64)
  • $74.64 P/E (TTM): 14.28X Cap: $1.94B
  • View XFN Profile
  • View Questions on XFN
• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight Utilities Index ETF (ZUT $27.73)
  • $27.73 P/E (TTM): 17.8X Cap: $821M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Industrials Index ETF (ZIN $51.40)
  • $51.40 P/E (TTM): 18.5X Cap: $47M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.57)
  • $65.57 P/E (TTM): 16.5X Cap: $380M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Energy Index ETF (XEG $25.35)
  • $25.35 P/E (TTM): 12.58X Cap: $2.09B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $62.80)
  • $62.80 P/E (TTM): 54.87X Cap: $665M
  • View XIT Profile
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.72)
  • $15.72 P/E (TTM): 63.09X Cap: $1.09B
  • View XRE Profile
  • View Questions on XRE
• Vanguard Real Estate Index Fund ETF (VNQ $92.16)
  • $92.16 P/E (TTM): 32.85X Cap: $33.35B
  • View VNQ Profile
  • View Questions on VNQ
• iShares Global Healthcare ETF (IXJ $94.30)
  • $94.30 P/E (TTM): 26.33X Cap: $3.88B
  • View IXJ Profile
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• iShares Biotechnology ETF (IBB $165.51)
  • $165.51 P/E (TTM): 20.63X Cap: $8.11B
  • View IBB Profile
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• State Street Technology Select Sector SPDR ETF (XLK $136.80)
  • $136.80 P/E (TTM): 39.24X Cap: $86.45B
  • View XLK Profile
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.86)
  • $110.86 P/E (TTM): 34.95X Cap: $21.93B
  • View XLY Profile
  • View Questions on XLY
• State Street Utilities Select Sector SPDR ETF (XLU $46.96)
  • $46.96 P/E (TTM): 23.28X Cap: $24.60B
  • View XLU Profile
  • View Questions on XLU
• Vanguard Industrials ETF (VIS $316.59)
  • $316.59 P/E (TTM): 23.26X Cap: $6.16B
  • View VIS Profile
  • View Questions on VIS
• Vanguard Communication Services ETF (VOX $185.40)
  • $185.40 P/E (TTM): 18.32X Cap: $6.10B
  • View VOX Profile
  • View Questions on VOX
• iShares U.S. Telecommunications ETF (IYZ $39.06)
  • $39.06 P/E (TTM): 13.84X Cap: $796M
  • View IYZ Profile
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• Vanguard Financials ETF (VFH $119.23)
  • $119.23 P/E (TTM): 16.37X Cap: $12.93B
  • View VFH Profile
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• iShares Global Consumer Staples ETF (KXI $68.75)
  • $68.75 P/E (TTM): 27.43X Cap: $993M
  • View KXI Profile
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• iShares Global Energy ETF (IXC $54.03)
  • $54.03 P/E (TTM): 18.08X Cap: $2.40B
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Q: Can you share your top picks for Canadian and US ETF's that would cover the relevant sectors (e.g. tech, industrials etc.)? Please take as many credits to answer this as required.

Upvote 22

Read Answer Asked by Patricia on November 11, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD

Q: Is this a good ETF for consumer discretionary if someone does not want to own stocks in this sector? Would a 5% weight be ok or would it be considered too low for a ETF ?

Thanks

Upvote 2

Read Answer Asked on July 26, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• iShares Russell 2000 Growth ETF (IWO $315.18)
  • $315.18 P/E (TTM): 22.36X Cap: $12.30B
  • View IWO Profile
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.86)
  • $110.86 P/E (TTM): 34.95X Cap: $21.93B
  • View XLY Profile
  • View Questions on XLY

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

Upvote 1

Read Answer Asked by cal on February 05, 2024

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight Utilities Index ETF (ZUT $27.73)
  • $27.73 P/E (TTM): 17.8X Cap: $821M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Oil & Gas Index ETF (ZEO $99.48)
  • $99.48 P/E (TTM): 14.25X Cap: $306M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $68.12)
  • $68.12 P/E (TTM): 26.33X Cap: $527M
  • View XHC Profile
  • View Questions on XHC
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.72)
  • $15.72 P/E (TTM): 63.09X Cap: $1.09B
  • View XRE Profile
  • View Questions on XRE
• iShares S&P/TSX Capped Utilities Index ETF (XUT $35.19)
  • $35.19 P/E (TTM): 17.47X Cap: $408M
  • View XUT Profile
  • View Questions on XUT
• Vanguard Real Estate Index Fund ETF (VNQ $92.16)
  • $92.16 P/E (TTM): 32.85X Cap: $33.35B
  • View VNQ Profile
  • View Questions on VNQ
• iShares Global Healthcare ETF (IXJ $94.30)
  • $94.30 P/E (TTM): 26.33X Cap: $3.88B
  • View IXJ Profile
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• State Street Financial Select Sector SPDR ETF (XLF $48.89)
  • $48.89 P/E (TTM): 16.77X Cap: $46.51B
  • View XLF Profile
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• State Street Materials Select Sector SPDR ETF (XLB $49.19)
  • $49.19 P/E (TTM): 26.04X Cap: $6.69B
  • View XLB Profile
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• Vanguard Information Technology ETF (VGT $714.44)
  • $714.44 P/E (TTM): 36.76X Cap: $112.06B
  • View VGT Profile
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• State Street Industrial Select Sector SPDR ETF (XLI $164.65)
  • $164.65 P/E (TTM): 26.42X Cap: $28.63B
  • View XLI Profile
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• TD Global Technology Leaders Index ETF (TEC $49.03)
  • $49.03 P/E (TTM): 31.1X Cap: $3.18B
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• iShares Global Comm Services ETF (IXP $118.20)
  • $118.20 P/E (TTM): 19.41X Cap: $620M
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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?

Upvote 0

Read Answer Asked by Ron on June 19, 2023

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD

Q: Dear 5i team.

Is there an ETF that has LNR/MG etc in it? Is this a good time to start a position, or should we wait for the outlook to improve?

Thanks for your help.

Upvote 0

Read Answer Asked by Arthur on March 20, 2023

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• iShares Diversified Monthly Income ETF (XTR $11.88)
  • $11.88 P/E (TTM): 18.54X Cap: $365M
  • View XTR Profile
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• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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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.
Thanks

Upvote 0

Read Answer Asked by Craig on January 23, 2023

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.38)
  • $16.38 P/E (TTM): 20.44X Cap: $1.05B
  • View XHY Profile
  • View Questions on XHY
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $96.22)
  • $96.22 P/E (TTM): 33.18X Cap: $1.32B
  • View HXQ Profile
  • View Questions on HXQ

Q: I have some cash and thinking of adding to XCD,XHY and HXQ. Would you be a buyer of all 3?
Thanks

Upvote 0

Read Answer Asked on December 16, 2022

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.93)
  • $65.93 P/E (TTM): 21.63X Cap: $169M
  • View ZUH Profile
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• BMO Equal Weight Industrials Index ETF (ZIN $51.40)
  • $51.40 P/E (TTM): 18.5X Cap: $47M
  • View ZIN Profile
  • View Questions on ZIN
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.93)
  • $59.93 P/E (TTM): 32.77X Cap: $4.27B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard U.S. Total Market Index ETF (VUN $121.58)
  • $121.58 P/E (TTM): 25.54X Cap: $15.06B
  • View VUN Profile
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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.

Upvote 0

Read Answer Asked by Mauro on November 14, 2022

• Amazon.com Inc. (AMZN $207.67)
  • $207.67 P/E (TTM): 28.96X Cap: $2.22T
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• Costco Wholesale Corporation (COST $1,008.43)
  • $1,008.43 P/E (TTM): 70.08X Cap: $447.39B
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• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $395.55)
  • $395.55 P/E (TTM): 24.74X Cap: $2.93T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
  • View NVDA Profile
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• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.16X Cap: $764.44B
  • View JPM Profile
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• Canadian National Railway Company (CNR $144.01)
  • $144.01 P/E (TTM): 19.0X Cap: $88.04B
  • View CNR Profile
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• Fortis Inc. (FTS $79.92)
  • $79.92 P/E (TTM): 22.9X Cap: $40.55B
  • View FTS Profile
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.36)
  • $86.36 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $222.05)
  • $222.05 P/E (TTM): 29.81X Cap: $29.93B
  • View WSP Profile
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  • View Reports on WSP
• Algonquin Power & Utilities Corp. (AQN $8.70)
  • $8.70 Cap: $6.68B
  • View AQN Profile
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• TFI International Inc. (TFII $140.00)
  • $140.00 P/E (TTM): 36.11X Cap: $11.50B
  • View TFII Profile
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  • View Reports on TFII
• ATS Corporation (ATS $37.77)
  • $37.77 Cap: $3.70B
  • View ATS Profile
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  • View Reports on ATS
• Magna International Inc. (MG $75.59)
  • $75.59 P/E (TTM): 18.84X Cap: $21.30B
  • View MG Profile
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  • View Reports on MG
• Alimentation Couche-Tard Inc. (ATD $82.62)
  • $82.62 P/E (TTM): 22.09X Cap: $76.48B
  • View ATD Profile
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• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• Boyd Group Services Inc. (BYD $211.06)
  • $211.06 P/E (TTM): 209.68X Cap: $5.87B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.85)
  • $53.85 Cap: $7.78B
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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

Upvote 0

Read Answer Asked by Brenda on March 31, 2022

• Booking Holdings Inc. (BKNG $4,241.26)
  • $4,241.26 P/E (TTM): 25.53X Cap: $134.33B
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• Home Depot Inc. (The) (HD $339.03)
  • $339.03 P/E (TTM): 23.13X Cap: $337.50B
  • View HD Profile
  • View Questions on HD
• TJX Companies Inc. (The) (TJX $155.43)
  • $155.43 P/E (TTM): 34.31X Cap: $172.59B
  • View TJX Profile
  • View Questions on TJX
• Verizon Communications Inc. (VZ $51.38)
  • $51.38 P/E (TTM): 12.66X Cap: $216.70B
  • View VZ Profile
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• Williams Companies Inc. (The) (WMB $73.34)
  • $73.34 P/E (TTM): 34.27X Cap: $89.58B
  • View WMB Profile
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• Walmart Inc. (WMT $126.52)
  • $126.52 Cap: $1T
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• Loblaw Companies Limited (L $63.32)
  • $63.32 P/E (TTM): 12.08X Cap: $74.41B
  • View L Profile
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• Sun Life Financial Inc. (SLF $86.15)
  • $86.15 P/E (TTM): 14.01X Cap: $47.71B
  • View SLF Profile
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  • View Reports on SLF
• TELUS Corporation (T $18.01)
  • $18.01 P/E (TTM): 25.01X Cap: $28.11B
  • View T Profile
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• BRP Inc. Subordinate Voting Shares (DOO $87.51)
  • $87.51 Cap: $6.41B
  • View DOO Profile
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• Magna International Inc. (MG $75.59)
  • $75.59 P/E (TTM): 18.84X Cap: $21.30B
  • View MG Profile
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  • View Reports on MG
• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• Aritzia Inc. Subordinate Voting Shares (ATZ $111.04)
  • $111.04 Cap: $12.81B
  • View ATZ Profile
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  • View Reports on ATZ
• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $25.21)
  • $25.21 P/E (TTM): 25.14X Cap: $34M
  • View STPL Profile
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• iShares Global Consumer Discretionary ETF (RXI $190.18)
  • $190.18 P/E (TTM): 33.49X Cap: $256M
  • View RXI Profile
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• Vanguard Consumer Staples ETF (VDC $231.38)
  • $231.38 P/E (TTM): 23.23X Cap: $7.18B
  • View VDC Profile
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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.

Upvote 0

Read Answer Asked by Simon on August 27, 2021

• Apple Inc. (AAPL $250.12)
  • $250.12 P/E (TTM): 31.66X Cap: $3.67T
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• Costco Wholesale Corporation (COST $1,008.43)
  • $1,008.43 P/E (TTM): 70.08X Cap: $447.39B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $301.46)
  • $301.46 P/E (TTM): 27.89X Cap: $3.65T
  • View GOOG Profile
  • View Questions on GOOG
• Booking Holdings Inc. (BKNG $4,241.26)
  • $4,241.26 P/E (TTM): 25.53X Cap: $134.33B
  • View BKNG Profile
  • View Questions on BKNG
• Home Depot Inc. (The) (HD $339.03)
  • $339.03 P/E (TTM): 23.13X Cap: $337.50B
  • View HD Profile
  • View Questions on HD
• Lockheed Martin Corporation (LMT $646.00)
  • $646.00 P/E (TTM): 30.06X Cap: $148.63B
  • View LMT Profile
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• Procter & Gamble Company (The) (PG $150.65)
  • $150.65 P/E (TTM): 22.32X Cap: $350.11B
  • View PG Profile
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• Roper Technologies Inc. (ROP $351.00)
  • $351.00 P/E (TTM): 24.72X Cap: $36.12B
  • View ROP Profile
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• TJX Companies Inc. (The) (TJX $155.43)
  • $155.43 P/E (TTM): 34.31X Cap: $172.59B
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• Verizon Communications Inc. (VZ $51.38)
  • $51.38 P/E (TTM): 12.66X Cap: $216.70B
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• Williams Companies Inc. (The) (WMB $73.34)
  • $73.34 P/E (TTM): 34.27X Cap: $89.58B
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• Walmart Inc. (WMT $126.52)
  • $126.52 Cap: $1T
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• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• INVESCO QQQ Trust (QQQ $593.72)
  • $593.72 P/E (TTM): 33.2X Cap: $382.77B
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• Vanguard Industrials ETF (VIS $316.59)
  • $316.59 P/E (TTM): 23.26X Cap: $6.16B
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• State Street Industrial Select Sector SPDR ETF (XLI $164.65)
  • $164.65 P/E (TTM): 26.42X Cap: $28.63B
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $25.21)
  • $25.21 P/E (TTM): 25.14X Cap: $34M
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• iShares Global Consumer Discretionary ETF (RXI $190.18)
  • $190.18 P/E (TTM): 33.49X Cap: $256M
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• Vanguard Consumer Staples ETF (VDC $231.38)
  • $231.38 P/E (TTM): 23.23X Cap: $7.18B
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• Vanguard Consumer Discretionary ETF (VCR $363.96)
  • $363.96 P/E (TTM): 29.31X Cap: $6.12B
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• Jacobs Solutions Inc. (J $128.06)
  • $128.06 P/E (TTM): 35.57X Cap: $15.04B
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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

Upvote 0

Read Answer Asked by david on June 16, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $70.45)
  • $70.45 P/E (TTM): 21.08X Cap: $386M
  • View ZDJ Profile
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• BMO Equal Weight Industrials Index ETF (ZIN $51.40)
  • $51.40 P/E (TTM): 18.5X Cap: $47M
  • View ZIN Profile
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.86)
  • $110.86 P/E (TTM): 34.95X Cap: $21.93B
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• Vanguard Global Value Factor ETF (VVL $62.23)
  • $62.23 P/E (TTM): 13.89X Cap: $676M
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• iShares Russell 1000 Value ETF (IWD $214.74)
  • $214.74 P/E (TTM): 19.14X Cap: $67.69B
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Q: what value / cyclical suggestions do you have ETF wise?

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

Thanks

Upvote 0

Read Answer Asked by Mark on June 01, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC $44.00)
  • $44.00 P/E (TTM): 30.45X Cap: $29M
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Q: Hello
Are there any consumer discretionary ETF not hedged to CAD that you can recommend which will pick up in the recovery?

Thank you

Upvote 0

Read Answer Asked by Kristelle on March 30, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC $44.00)
  • $44.00 P/E (TTM): 30.45X Cap: $29M
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• ESS U.S.Global Jets ETF (JETS $24.05)
  • $24.05 P/E (TTM): 13.72X Cap: $620M
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• Invesco Leisure and Entertainment ETF (PEJ $57.42)
  • $57.42 P/E (TTM): 22.37X Cap: $243M
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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

Upvote 0

Read Answer Asked by Kristelle on March 16, 2021

• Restaurant Brands International Inc. (QSR $99.71)
  • $99.71 P/E (TTM): 31.05X Cap: $45.72B
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• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• Canadian Tire Corporation Limited (CTC $225.95)
  • $225.95 P/E (TTM): 24.11X Cap: $11.96B
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• BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC $44.00)
  • $44.00 P/E (TTM): 30.45X Cap: $29M
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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

Upvote 0

Read Answer Asked by Miroslaw on February 11, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.83)
  • $55.83 P/E (TTM): 33.95X Cap: $51M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.93)
  • $59.93 P/E (TTM): 32.77X Cap: $4.27B
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $66.08)
  • $66.08 P/E (TTM): 27.98X Cap: $147M
  • View XGI Profile
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $25.21)
  • $25.21 P/E (TTM): 25.14X Cap: $34M
  • View STPL Profile
  • View Questions on STPL
• iShares Global Consumer Discretionary ETF (RXI $190.18)
  • $190.18 P/E (TTM): 33.49X Cap: $256M
  • View RXI Profile
  • View Questions on RXI
• Vanguard Consumer Staples ETF (VDC $231.38)
  • $231.38 P/E (TTM): 23.23X Cap: $7.18B
  • View VDC Profile
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• iShares Global Industrials ETF (EXI $183.50)
  • $183.50 P/E (TTM): 23.5X Cap: $1.17B
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• TD Global Technology Leaders Index ETF (TEC $49.03)
  • $49.03 P/E (TTM): 31.1X Cap: $3.18B
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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

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Read Answer Asked by Peter on November 12, 2020