Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $21B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.22)
  • $49.22 P/E (TTM): 20.73X Cap: $19.96B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.22)
  • $43.22 P/E (TTM): 0.23X Cap: $7.50B
  • View VIU Profile
  • View Questions on VIU

Q: We have $50,000 we want to invest and leave alone for 3-5 years. We understand there is a good chance of a market correction, and unknown market volatility the next couple years. Would you suggest putting it into an ETF, and if so, can you give us 3 or 4 names to consider?
Or, a couple sectors, with company names, to purchase shares in. Thank you.
Grant

Upvote 7

Read Answer Asked by Grant on November 10, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $28.94)
  • $28.94 P/E (TTM): 1.05X Cap: $187M
  • View XCS Profile
  • View Questions on XCS

Q: What ETF's would you recommend for Small Caps both US and Canadian? Thanks

Upvote 1

Read Answer Asked by Michael on November 06, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $28.94)
  • $28.94 P/E (TTM): 1.05X Cap: $187M
  • View XCS Profile
  • View Questions on XCS
• Invesco S&P International Developed Momentum ETF (IDMO $55.35)
  • $55.35 P/E (TTM): 24.97X Cap: $2.13B
  • View IDMO Profile
  • View Questions on IDMO

Q: A question was answered today in which you endorsed 6 ETF's for a passive approach to portfolio construction. If you were to add three additional ETF's to this mix that provided more aggressive exposure to sectors that you liked, what would they be?

Upvote 2

Read Answer Asked by philip on November 06, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.22)
  • $49.22 P/E (TTM): 20.73X Cap: $19.96B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.22)
  • $43.22 P/E (TTM): 0.23X Cap: $7.50B
  • View VIU Profile
  • View Questions on VIU
• Vanguard S&P 500 Index ETF (VFV $170.23)
  • $170.23 P/E (TTM): 27.07X Cap: $27.71B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.83)
  • $104.83 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.51)
  • $115.51 P/E (TTM): 35.05X Cap: $2.02B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I currently hold the above ETFs in a RESP and wonder if I should add any other ETF or this is good enough and just keep adding to these ones. Money not needed for 9 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• INVESCO QQQ Trust (QQQ $621.08)
  • $621.08 P/E (TTM): 36.04X Cap: $408.55B
  • View QQQ Profile
  • View Questions on QQQ

Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day

Upvote 9

Read Answer Asked by Xi on November 03, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• INVESCO QQQ Trust (QQQ $621.08)
  • $621.08 P/E (TTM): 36.04X Cap: $408.55B
  • View QQQ Profile
  • View Questions on QQQ

Q: Thank you for your time.

I have some money to invest in my TFSA.
Should I be looking at an ETF in the Nasdaq 100, the Russel 2000 , an International or emerging market for potential upside?
Could you please supply a few suggestions.
I am in my 70s and this money will be left to my children.

Dave

Upvote 3

Read Answer Asked by David on October 30, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Small-Cap ETF (IJR $119.50)
  • $119.50 P/E (TTM): 17.32X Cap: $87.03B
  • View IJR Profile
  • View Questions on IJR

Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?

Upvote 3

Read Answer Asked by Everett on October 15, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $21B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX 60 Index ETF (XIU $45.99)
  • $45.99 P/E (TTM): 7.38X Cap: $18.17B
  • View XIU Profile
  • View Questions on XIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.83)
  • $104.83 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG
• Pacer US Cash Cows 100 ETF (COWZ $58.99)
  • $58.99 P/E (TTM): 15.87X Cap: $18.13B
  • View COWZ Profile
  • View Questions on COWZ

Q: Hello 5i,

Could you recommend 2 to 3 ETF's for a long term hold in a RESP.

Thanks

Upvote 9

Read Answer Asked by James on October 06, 2025

• Alphabet Inc. (GOOG $287.43)
  • $287.43 P/E (TTM): 28.69X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• WSP Global Inc. (WSP $258.06)
  • $258.06 P/E (TTM): 38.41X Cap: $33.82B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $21B
  • View ZSP Profile
  • View Questions on ZSP
• Berkshire Hathaway Inc. (BRK.B $502.40)
  • $502.40 P/E (TTM): 17.03X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hello 5i. I am now planning to help my 30 year old daughter invest $10K of RRSP for a long term value. Can you recommend 3 stocks and 2 ETFs? As well, given current conditions, would you recommend equally spreading the investments over 3-6 months or invest in one full swoop given current conditions? Thank you!

Upvote 16

Read Answer Asked by Kathryn on September 19, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.22)
  • $49.22 P/E (TTM): 20.73X Cap: $19.96B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $170.23)
  • $170.23 P/E (TTM): 27.07X Cap: $27.71B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.83)
  • $104.83 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.51)
  • $115.51 P/E (TTM): 35.05X Cap: $2.02B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I currently hold these ETF's in a RESP. I have only XIC ,ZNQ and IWO at a 11% weight , would you be comfortable bringing them up to 15-20% each ?

Is there any other ETF you would add ?I am looking at XAW.

Thanks

Upvote 3

Read Answer Asked on August 28, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• BMO Covered Call Utilities ETF (ZWU $11.53)
  • $11.53 P/E (TTM): 18.74X Cap: $1.97B
  • View ZWU Profile
  • View Questions on ZWU
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $21B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canada All Cap Index ETF (VCN $62.87)
  • $62.87 P/E (TTM): 6.45X Cap: $12.01B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.68)
  • $44.68 P/E (TTM): 8.4X Cap: $493M
  • View VE Profile
  • View Questions on VE
• BMO Canadian High Dividend Covered Call ETF (ZWC $20.26)
  • $20.26 P/E (TTM): 12.87X Cap: $1.87B
  • View ZWC Profile
  • View Questions on ZWC
• iShares MSCI USA Momentum Factor ETF (MTUM $251.59)
  • $251.59 P/E (TTM): 33.1X Cap: $19.09B
  • View MTUM Profile
  • View Questions on MTUM
• Vanguard All-Equity ETF Portfolio (VEQT $54.54)
  • $54.54 P/E (TTM): 1.85X Cap: $9.79B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Balanced ETF Portfolio (XBAL $33.72)
  • $33.72 P/E (TTM): 15.79X Cap: $2.50B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core Growth ETF Portfolio (XGRO $35.17)
  • $35.17 P/E (TTM): 15.75X Cap: $3.96B
  • View XGRO Profile
  • View Questions on XGRO
• Hamilton Enhanced Canadian Bank ETF (HCAL $33.74)
  • $33.74 P/E (TTM): 11.76X Cap: $734M
  • View HCAL Profile
  • View Questions on HCAL
• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.50)
  • $13.50 P/E (TTM): 8.87X Cap: $127M
  • View CNCC Profile
  • View Questions on CNCC

Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Upvote 13

Read Answer Asked by Kim on August 18, 2025

• United Rentals Inc. (URI $860.71)
  • $860.71 P/E (TTM): 22.01X Cap: $54.89B
  • View URI Profile
  • View Questions on URI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.49)
  • $219.49 P/E (TTM): 89.27X Cap: $289.80B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Brookfield Corporation Class A Limited Voting Shares (BN $65.68)
  • $65.68 P/E (TTM): 107.16X Cap: $145.15B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $94.36)
  • $94.36 Cap: $24.33B
  • View NBIS Profile
  • View Questions on NBIS

Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Upvote 24

Read Answer Asked by Judith on August 12, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.49)
  • $46.49 P/E (TTM): 16.81X Cap: $654M
  • View XSU Profile
  • View Questions on XSU
• iShares Russell 1000 Growth ETF (IWF $480.08)
  • $480.08 P/E (TTM): 38.3X Cap: $125.81B
  • View IWF Profile
  • View Questions on IWF
• iShares Russell Top 200 Growth ETF (IWY $281.18)
  • $281.18 P/E (TTM): 39.74X Cap: $16.92B
  • View IWY Profile
  • View Questions on IWY

Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?

Upvote 5

Read Answer Asked by Marcela on August 06, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $21B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Russell 1000 Growth ETF (IWF $480.08)
  • $480.08 P/E (TTM): 38.3X Cap: $125.81B
  • View IWF Profile
  • View Questions on IWF

Q: My son is 20 yrs old just opened a TFSA has $15K to invest for 10+yrs, Looking for high growth, Fairly risk tolerant, Can you please suggest how many and what Stocks/ETF's to invest in (US and/or Canadian) to get started? Thank you.

Upvote 8

Read Answer Asked by Shane on July 31, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.22)
  • $49.22 P/E (TTM): 20.73X Cap: $19.96B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX SmallCap Index ETF (XCS $28.94)
  • $28.94 P/E (TTM): 1.05X Cap: $187M
  • View XCS Profile
  • View Questions on XCS
• SPDR S&P 500 ETF Trust (SPY $683.38)
  • $683.38 P/E (TTM): 27.29X Cap: $706.63B
  • View SPY Profile
  • View Questions on SPY

Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan

Upvote 8

Read Answer Asked by Aidan on June 19, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Global X S&P 500 Index Corporate Class ETF (HXS $98.91)
  • $98.91 Cap: $5.34B
  • View HXS Profile
  • View Questions on HXS
• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $80.77)
  • $80.77 Cap: $4.58B
  • View HXT Profile
  • View Questions on HXT
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.22)
  • $43.22 P/E (TTM): 0.23X Cap: $7.50B
  • View VIU Profile
  • View Questions on VIU

Q: Hi, I'm looking for recommendations for ETFs to complement HXS and HXT in TFSA, for recurring biweekly purchases. What are your top two picks?

Upvote 5

Read Answer Asked by Gurdeep on June 16, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.22)
  • $43.22 P/E (TTM): 0.23X Cap: $7.50B
  • View VIU Profile
  • View Questions on VIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.83)
  • $104.83 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.68)
  • $20.68 P/E (TTM): 18.03X Cap: $1B
  • View HDIV Profile
  • View Questions on HDIV

Q: Could you suggest for a RSP portfolio, starting from a cash balance of 150K, an array of 5 ETFs, covering Canadian and US/International sectors.
Would VGG selling in CAD qualify for the exemption of US taxes, or does it need to be a US traded ETF to qualify.
Take as many questions credit as needed.
Thank you.

Upvote 11

Read Answer Asked by francois on June 05, 2025

• Alphabet Inc. (GOOG $287.43)
  • $287.43 P/E (TTM): 28.69X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $572.45)
  • $572.45 P/E (TTM): 76.12X Cap: $205.10B
  • View ISRG Profile
  • View Questions on ISRG
• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Texas Pacific Land Corporation (TPL $1,006.40)
  • $1,006.40 P/E (TTM): 48.01X Cap: $22.73B
  • View TPL Profile
  • View Questions on TPL
• Berkshire Hathaway Inc. (BRK.B $502.40)
  • $502.40 P/E (TTM): 17.03X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: My grandson is graduating next month. As a gift I’m going to give him an initial deposit for a registered account, help him open it by attending a meeting with a bank, or help him set up a DIY account. I want him to choose TFSA, RRSP, or FHSA after doing some reading (he doesn’t turn 18 for a few more months so we have some prep time). I read The Wealthy Barbour in my 20’s, is it still a good choice to educate and motivate young people about savings as a lifestyle, or do you have some other suggestions? I would also love suggestions for 2-3 stocks or 1-2 etfs that would be suitable for the initial investment (that could be added to regularly to keep the process simple) if he chooses DIY. Thanks!

Upvote 7

Read Answer Asked by Kim on May 21, 2025

• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Vanguard S&P 500 ETF (VOO $628.22)
  • $628.22 P/E (TTM): 27.51X Cap: $776.40B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $683.38)
  • $683.38 P/E (TTM): 27.29X Cap: $706.63B
  • View SPY Profile
  • View Questions on SPY

Q: Trump’s pro-U.S. policies (tariffs, tax cuts, deregulation) are driving U.S. market growth. What would the best US dollar etf's be to take advantage of this growth. This will be held in a unregistered account. TY!

Derek

Upvote 4

Read Answer Asked by Derek on May 20, 2025

• Amazon.com Inc. (AMZN $244.20)
  • $244.20 P/E (TTM): 35.08X Cap: $2.66T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $609.01)
  • $609.01 P/E (TTM): 27.98X Cap: $1.58T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $287.43)
  • $287.43 P/E (TTM): 28.69X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• iShares Russell 2000 Growth ETF (IWO $322.82)
  • $322.82 P/E (TTM): 22.13X Cap: $13.01B
  • View IWO Profile
  • View Questions on IWO
• Advanced Micro Devices Inc. (AMD $258.89)
  • $258.89 P/E (TTM): 121.26X Cap: $386.69B
  • View AMD Profile
  • View Questions on AMD
• Uber Technologies Inc. (UBER $93.57)
  • $93.57 P/E (TTM): 16.03X Cap: $194.42B
  • View UBER Profile
  • View Questions on UBER
• CrowdStrike Holdings Inc. (CRWD $545.86)
  • $545.86 Cap: $136.98B
  • View CRWD Profile
  • View Questions on CRWD
• Palantir Technologies Inc. (PLTR $184.17)
  • $184.17 P/E (TTM): 645.37X Cap: $455.14B
  • View PLTR Profile
  • View Questions on PLTR
• SoFi Technologies Inc. (SOFI $32.21)
  • $32.21 P/E (TTM): 54.54X Cap: $38.84B
  • View SOFI Profile
  • View Questions on SOFI

Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.

Upvote 20

Read Answer Asked by Danielle on May 16, 2025