Investment Q&A

Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Q: With BAM's takeover of BPY I will have some cash in my RRSP to invest. I want to add to my position in the US market. I currently hold the above ETFs in my RRSP in fairly equal weightings and represents a total of 20% of my total investible assest. The cash from BPY would represent a half position relative to my other US holdings. I do not need to RRIF for another 8 years.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.

Q: Happy New Year!
I currently have no US exposure, Looking for some Canadian Based ETF US Tech exposure. Interested in XQQ. It has risen a lot the past year with the rest of the market. Is it buyable today? Do you have another preference? Is it suitable for a non-registered account?

Secondly, if I want to build up my US exposure using Canadian ETFs, can you give me some names I could start with?

Q: My Grandson is 10 month old. Looking for a tech ETF for his RESP. Would you list your number 1 - 4 picks.

Q: Are there any Canadian based etfs that track the Nasdaq 100 index similar to ZQQ but are not hedged to CAD?

Q: Can you give me pros and cons of these ETFS, TLF, TXF, VFV, ZQQ. I'm looking for a long term hold without too much volatility. Can you recommend one or two? Can you also comment on the bizarre divide from TXF and its covered calls.

Q: I would like to know what do you think about BMO Nasdaq 100 Equity Hedged Unit (ZQQ) and Invesco DWA Consumer Staples Momentum ETF (PSL), and if you have better suggestions in these areas. PSL doesn't appear in the database of your Portfolio Analytics.
Michel

Q: both are about 75% tech
which one do you prefer

Q: Good day
If I wanted to purchase ETFs instead of Mawer funds what would be the equivalent ETFs in Canada or the US
Thanks

Q: If you were to start an resp now, would you consider these etfs as suitable or a combination thereof,or do you have alternatives? Thanx.

Q: I have about a 12% equity position in ZQQ. This etf has more than doubled since acquired in mid 2016 as part of portfolio realignment suggested by 5iResearch (Thanks 5i!!). With respect to sector allocation I have been assigning this etf as all technology. However, BMO breaks it down at about 50% tech with other sectors accounting for the other 50%. I understand that a great many stocks and etfs are spread over more than one sector or one geographic area. Please advise if I should continue to consider this as all tech sector for the purpose of sector allocation. Appreciate your help with this.

Cyril

Q: Can you suggest a US ETF for high tech exposure for a young person initiating a position. thanks

Q: Hello
Can you please tell me whether the above noted ETFs are included as part of the $ 100,000 limit imposed by the CRA for reporting foreign assets?
Thank you

Q: What are your 2 best choice ETF's in Healthcare; Technology and Utiliites in US or Canada?

Q: would it be okay to own ZQQ and ZSP or do you feel there is too much overlap between the 2 ETF ? If so which ETF would you preferred to own?

Thanks

Q: Hello 5i team,
Could you give a few ETFs and/or Mutual Funds about Science and Technology and one that tracks the Nasdaq in CAD$ or US$
Thanks,
Antoine

Q: I am thinking of purchases of these 6 ETFs (or some of them). Would you see ZPAY, FCIQ, and FCUQ as being defensive? And back to the "where should I hold" issue: where would these 6 best be held for tax or other efficiencies: Cash account? RRSP? TFSA? Corporate account? Many thanks.

Q: Peter,

What ETF's are available in both Canadian and U.S. dollars that track the Nasdaq 100.
Thank you
Paul

Q: Hello 5i,
I'm considering swapping xiu for xqq inside my RRSP, would you consider at this time a good move, pros/cons I need to be aware of?
Thanks
f

Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.