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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: 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?
Read Answer Asked by Everett on October 15, 2025
Q: Hello 5i,

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

Thanks
Read Answer Asked by James on October 06, 2025
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!
Read Answer Asked by Kathryn on September 19, 2025
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
Read Answer Asked on August 28, 2025
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
Read Answer Asked by Kim on August 18, 2025
Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!
Read Answer Asked by Judith on August 12, 2025
Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?
Read Answer Asked by Marcela on August 06, 2025
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.
Read Answer Asked by Shane on July 31, 2025
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
Read Answer Asked by Aidan on June 19, 2025
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?
Read Answer Asked by Gurdeep on June 16, 2025
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.
Read Answer Asked by francois on June 05, 2025
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!
Read Answer Asked by Kim on May 21, 2025
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
Read Answer Asked by Derek on May 20, 2025
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.
Read Answer Asked by Danielle on May 16, 2025
Q: Looking of some growth ETF suggestions for my non-registered account, hold for at least 5 years.
Read Answer Asked by Art on May 12, 2025
Q: Hello, I am considered by 5i's report to be an Alpha Balanced Investor. I am 61 and planning to pull back to consult part time. I have an investment portfolio managed by a broker and have set aside $115K in non-registered funds and $11K in registered funds . Can you please recommend the ETFS and stocks that you would recommend for a. non-registered and b. registered $? Please feel free to take two questions from my balance if appropriate. Also, I am to run this thru dollar cost averaging, what would you recommend in terms of % and frequency to invest the full amount? Thx
Read Answer Asked by Kathryn on May 06, 2025
Q: I have recently moved $100k into a self-directed RRSP and would like to deploy. Funds are in CAD. Given the current outlook on tariffs and general market sentiment what ETFs and Bonds should I buy for a longer-term growth hold 5-7 year+ that are likely to do well given the recent downturn. Please include a European ETF suggestion and a bond suggestion. Thanks!
Read Answer Asked by Mark on May 05, 2025
Q: Hello
I would like to sell the following for a capital loss XSU, ZMID, ZSP and replace with an eligible proxy. could you tell me a proxy for each one?
thanks
PS - I tried to submit this question a few minutes ago but got an error response. apologies if this is a duplicate
Read Answer Asked by Mary on April 24, 2025
Q: Hi gang,
What would be your best pick from this 4-ETF. I would like to buy one . Or any other suggestions. How much do you like small caps? Do you think if interest come down small caps will move. ?
Thanks. Alnoor
Read Answer Asked by Alnoor on March 12, 2025
Q: I use VFV for my US stock exposure. Is one ETF enough or should I spread it out over 2 or more.
If more please provide some suggestions.
Read Answer Asked by Stephen on January 31, 2025
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