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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 5i - I am soon to become a grandparent and would like to start a $1,000 portfolio the day the baby is born and continue contributing $1,000 on each birthday for the next 18 years. Which two stocks, or ETF(s), if that would be a better choice, would you suggest starting with?
Read Answer Asked by Sandy on June 05, 2017
Q: I have decided to look outside of Canada for small cap exposure. I am interested in either a mutual fund or ETF in a non emerging market economy. Currently own Russell 2000. What other recommendations would you have for both USA and elsewhere. Can be either Canadian or U.S dollars.

Thanks

Paul
Read Answer Asked by paul on May 24, 2017
Q: I plan on contributing $2500 a year for my daughters RESP. Since these are smaller amounts should I just be adding some ETF's? I currently have some TD and ENB as I feel these are good long term investments, but I don't know how much diversification the RESP should have. Would IWO,be a good add, or should I just add a new position every year, of a high quality dividend payer?

Thanks as always.
Read Answer Asked by Colin on May 05, 2017
Q: Hi 5i, I'm moving money from my broker (40+ stocks, 500K) to a few ETFs (Equal Weight) , I'm considering the following ETFs: XIC, IWO, CDZ, SPY, FDN, and FIE; would you please help me choose four or five ETFs from the list, I'm looking for moderate growth, and of course preservation if capital.
Thanks
Read Answer Asked by Fernando on March 15, 2017
Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?
Read Answer Asked by Carla on February 03, 2017
Q: I have not been as successful with my wifes TFSA as my own; currently have T 11%, AX.UN 6%, HR.UN 19% POW 29%, CDZ 18% and FN.PR.A 5%. Can you suggest a better mix? We are both in our early 70's and have RRIFs, trading accounts also with about 25 equities, plus about 150K in laddered GICs
Read Answer Asked by steve on January 04, 2017
Q: Questions and answers often refer to "positions" half or full. Can you define that please.
Also what ETF's would you recommend for muscular gains. I see some resource units have year performances of over 60%
Read Answer Asked by Ryczard on December 16, 2016
Q: I know 5i often recommends IWO for US small cap exposure, but what are your thoughts on IJH (Ishares S&P Midcap 400)? This etf caught my attention just before putting in an IWO buy order. By comparison over 1, 3, 5, & 10 year periods this midcap ETF has consistently outperformed, has higher volume, a higher dividend, and appears less volatile. Am I missing something, or could it possibly be a better option than combining 2 small & large cap ETFs for US exposure. Thx again as always.
Read Answer Asked by Ron on December 09, 2016
Q: My portfolio closely matches you balanced equity portfolio. As it looks like the US will outperform Canada over the next year I am thinking of picking up some US ETF's for about 20% of my portfolio. What do you think of this strategy and if you agree, what ETF's would you suggest?

Ray
Read Answer Asked by Raymond on December 02, 2016
Q: Hi great team!
Know you do not cover US stocks specifically but you may be able to assist me.
I have a 4 yr. old grandson leaving in the US. His Mom would like to have me help her start a long term saving investment plan along the lines of the "Lazy Investor", with mthly contributions ( not too large) in preparation for his future education.
Would you have any suggestions as to the stocks she should invest in,those having a DRIP and OCP and with good history of dividends. This would be done in the US so no complications re Canada.
Many thanks for this and all the great work you do for us!

Casey
Read Answer Asked by Harold on November 28, 2016
Q: Good morning,

Looking to clarify with regards to the Vanguard Dividend Appreciation etf's for an rrsp- if one wishes to have a currency effect( vis a vis US: Cdn dollar)they should purchase "VIG, or if looking to hedge and only feel the effects of the equity movements then purchase "VGG"? Also is there an equivalent for the IWO? Looking to add both to my portfolio and looking to see if they are a good complement.

With thanks,
Brad
Brad
Read Answer Asked by Brad on November 04, 2016
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