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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: I am making the switch to holding ETFs in my RRSP instead of individual stocks to make it easier to manage. Can you recommend your top ETFs for a growth oriented investor who has a 10-15 year horizon and wants a globally diversified portfolio. I would like to limit this to less than 5 ETFs.

Thanks

Greg
Read Answer Asked by Gregory on November 15, 2022
Q: Good morning, what ETF's would you advise for a new portfolio today. Mid age investor, including sector allocations please. TFSA and Non reg'd accounts

Thank you
Read Answer Asked by L on October 31, 2022
Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?

Thanks for all you do for us little guys.
Read Answer Asked by Tony on October 20, 2022
Q: My Son has $12,000.00 to open a new TFSA. He has selected the following stocks
XIU(50)-ZNQ(50)- VFV(25)- ZUT(100)-ZRE(100)- ZPR(200)
He plans to add $6000.00 plus Dividends each year and buy more of same, for next twenty -five years. Will he get a good return on his choice. or does he need to diversify more or only buy the first three. Welcome your direction to maximum total return or close to it. Can accept risk. Many Thanks---Cec
Read Answer Asked by Cecil on October 13, 2022
Q: I want to crystalize tax losses in my non-reg account. Can you please suggest good proxies for IYT, VTV, VEA, and IWO? Thanks.
Read Answer Asked by Michael on September 28, 2022
Q: Hi Guys,

My son is opening his first RRSP and is looking for a basket of ETF's with a bit of a longer term horizon. What would you recommend?

Thanks,
Read Answer Asked by john on September 23, 2022
Q: Can I have your opinion on the risk/reward for Small Caps in general right now? Some analysts are suggesting Small Cap valuations are currently low based on their historical position relative to larger cap companies and should “revert to the mean” in the medium term. If you were to invest in this theme what ETF would you use? As always your insights are greatly appreciated.
Read Answer Asked by Stephen R. on September 07, 2022
Q: What are your thoughts on index funds and if you were to buy a few which ones would it be, following the Canadian and US exchanges?

Thanks
Read Answer Asked by Cam on August 31, 2022
Q: I am currently managing my TFSA/RRSP funds and some money outside of registered accounts, which are largely individual stocks. With the market volatility, potential recession and war in Ukraine, I am finding it more difficult to keep on top of the individual stocks and am therefore considering going to ETF's. I am a year away from retirement but would be ok with more risk in the TFSA/RRSP's.
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie
Read Answer Asked by Jacquie on June 02, 2022
Q: My son has uninvested $ in his RRSP, and no other investments at all. Can you suggest 3-4 positions to get him started? He'd like something that he doesn't have to pay too much attention to. Thanks.
Read Answer Asked by Kim on May 26, 2022
Q: Peter,

I look at the S & P 500 index as the gold standard for performance measurement. It has been my theory that any portfolio performance should be compared to this index first. Do you agree?

For diversification purposes please list your top 5 indexes & associated ETF codes that you feel would be relevant whenever looking at an equity portfolio. This can be anywhere in the world. { Fixed Income I strictly take a ladder approach.} I would be interested in ones with a lower correlation , if that is realistic. It may not be.

Thank you

Paul
Read Answer Asked by paul on May 11, 2022
Q: Can you please tell me a bit about IWO in the Growth Portfolio? P/E is listed at 1.5 on Yahoo finance - is that accurate?? I would like to add to a very my current small holding, recognizing that this appears to a high risk, high reward investment. 5i purchased in the Growth Portfolio at about $179 and currently at about $229. Looks to me like a good time to buy more.
Read Answer Asked by Grant on April 26, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: Dear 5i team.

Further to Cyril's question where you "hand selected a few of your favs from the three portfolios", is this a diversified enough list to put a small ETF portfolio together based on? Can you suggest which ETFs may be appropriate?

I recently upgraded to include your ETF portfolios. Can you "handpick your favs" in these given the current market backdrop, risks, and opportunities ahead?

Many thanks.
Read Answer Asked by Arthur on March 30, 2022
Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers
Read Answer Asked by Nick on March 24, 2022
Q: Just wondering if you would offer an opinion on what the likelihood is that both of these ETF’s could be higher a year from now? I guess what I am trying to ask is whether small caps in general might “revert to the mean” in terms of their historic relationship to larger caps regardless of whether growth or value is more in favour/out of favour?

Thanks,
Read Answer Asked by Stephen R. on February 28, 2022
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