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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: 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
Q: Looking for investing suggestions for someone in there mid twenties that has a very good job and are just starting out investing, I was thinking buying a few ETFs that auto buy every paycheck through a big bank brokerage arm kind of set it and forget till they figure out if they want to learn more about investing. Also what would be a good basic investing book that teaches how RRSPs and TFSAs work? Is Gordon Pape still around, lol.
Read Answer Asked by Mark on January 27, 2025
Q: I currently own the above ETFs in my unregistered account and they have performed well. I have funds to be invested in my LIF account and am considering purchasing one or more ETFs. How would you rank these ETFs for a LIF account? Would you suggest equal contributions to these ETFs? Are there other ETFs that you would recommend for a LIF account? Thank you.
Read Answer Asked by Don on January 23, 2025
Q: Good day team,
I know you’ve been asked a lot about small and mid cap etfs but can you kindly recommend a few etfs both hedged and unhedged for a non registered account pls. No need to funds for at least 10 years.
Read Answer Asked by Seamus on January 22, 2025
Q: Greetings!

What ETFs would you recommend to make up someone's entire investment portfolio with the intentions to add to them monthly?

Thank you very much.
Read Answer Asked by Stefan on January 21, 2025
Q: I hold these ETF's in a RESP account and just wonder if all these ETF are different enough to own? Also would be be good to own XAW in the RESP account. Money is not needed for 10 years.

Thanks
Read Answer Asked on January 21, 2025
Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco
Read Answer Asked by Francesco on January 13, 2025
Q: My wife has some money should would like to invest in eft. Which ones would you recommend.
Read Answer Asked by Mike on January 03, 2025
Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You
Read Answer Asked by Joe on December 30, 2024
Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always
Read Answer Asked by steve on December 18, 2024
Q: Which stocks or ETFs would you recommend for long term to a 25 year old with contribution room of $60K in the TFSA and $8k in First Home Savings account?
Read Answer Asked by Elizabeth on December 17, 2024
Q: I provided some funds to my two grandsons approximately 6 months ago. One grandson invested his funds in the stocks and ETFs noted above. He is very pleased to see an increase in market value for all his investments. I will be providing my grandsons with additional funds to add to their existing investments. Please rank the existing investments shown above for long term growth. I will submit a second question for my other grandson. Best wishes for the Holiday Season.
Read Answer Asked by Don on December 16, 2024
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