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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: Hi 5i,

Knowing that the US is not your focus, I would still value your opinion.

I have 30% of my portfolio in cash sitting in a USD margin account and I would like to invest in etfs for the S&P 500 and Nasdaq 100; could you please suggest etfs that do not pay any yield? I am also looking at IPAY and IWO for some diversification, would you be okay with this? Would there be any significant overlap in all these etfs? What percentage weighting would you have for more growth, medium to high risk tolerance and long term hold ?

Thanks as always. Please deduct as many credits as you see fit.
Read Answer Asked by K on November 12, 2018
Q: What would you see as the top 3 stocks and etfs with the most potential at this stage in the market 3 year investment ?

I enjoy the webinar by the way and continue to appreciate your work gang!

John
Read Answer Asked by John on November 05, 2018
Q: Hi Team, I have 20% of my rsp in cash. Im considering going with growth oriented ETFs. Can you suggest 3 ETFs, and I would go with 7% for each? Is 7% too high when adding an ETF to my portfolio?
Thanks
Read Answer Asked by Dan on October 24, 2018
Q: Hello team, my son is 19 and he has 10,000 to invest for the long term. Can you advise what 5-6 companies you would recommend?

Thanks
Ed
Read Answer Asked by Edward on October 15, 2018
Q: Good evening
A recent article in the Financial Times identified the simple ETF portfolio as having 3 equal components - global value ETF, global momentum ETF and a global small-cap ETF. The author provided statistical support. Please advise which ETFs [global or US] you would recommend for each one.
Thanks
Read Answer Asked by sam on October 09, 2018
Q: Hello,
Looking for growth ETF for next 15-20 years. Please advise some good ETFs that you can hold for a period of 15 to 20 years. Looking to invest on behalf of kids.
Also would you ever hold more than one ETF?
thx!
Read Answer Asked by Mohammed on September 10, 2018
Q: Transitioning my mutual funds to a self managed ETF portfolio of near equal weighting of ve, vee, spy,vig and iwo for all USA and international exposure. I am due for another block of buying. Which of the 5 above would be best to add now. VE and VEE are down so average out my loss? On weighting I was due to add mostly VEE and IWO. Just starting the transition so can add pretty much any of them.
Read Answer Asked by Tom on August 29, 2018
Q: Please deduct two question credits.
I would like to buy a small cap index fund. What do you recommend?
I hold CHR since last fall and it is not performing well. Would you hold or sell and if so, why?
Many thanks for your great work,
Jen
Read Answer Asked by Jennifer on July 09, 2018
Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.
Read Answer Asked by Ken on June 22, 2018
Q: In what order would you rate the following U.S. equities
I am considering adding to a well-diversified portfolio?
IHI IWO XLK XLF KRE VISA
Thank you.
Read Answer Asked by Harold on June 11, 2018
Q: What would you consider good weightings in a portfolio for the above ETF's? If you were building a fairly aggressive growth portfolio with these as your base what other ETF's would you suggest to get a start on diversifying a bit?
Read Answer Asked by Kyle on June 06, 2018
Q: Is there a Russell 2000 ETF hedged to Can.$ or one in Can$ ?If not,is there a close alternative?Thanks for u usual great services & views.
Read Answer Asked by Peter on May 31, 2018
Q: In our RRSP we hold the above etfs for US exposure. Does 5i see any sector not covered with these ETFs?
Or would you recommend selling any of these ETFs due to too much overlap? We are approaching retirement, but I don’t think that would be a factor in this question. Thank you
Read Answer Asked by Kim on May 09, 2018
Q: I am heavy canada and have decided to diversify globally with ETFs on my own.
Bought some VE and VIG today off the CMS model portfolio list to start on the market dip today. I dont need ANY Canadian exposure so looking at adding positions in VEE, SPY, IWO. Not really interested in ZWU at 0.71 MER. Any preference on which you would add this week? Other options not on CMS portfolio. Balanced growth equity follower. 5+year time frame.
Read Answer Asked by Tom on April 03, 2018
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