Investment Q&A

Q: My daughter's portfolio consists of the above stocks (CSU, ENB ,IFC, ISRG, SIS, SHOP, WSP, ZSP). She likes to hold good stocks for along time. She Is comfortable with moderate risk and has a long runway for investment. She has money to invest and would like to add stocks which would improve the balance of her portfolio. Could you suggest a few stocks to help her achieve her goal. She is not adverse to owning 1 or 2 higher risk growth stocks. Thank you for your help.

Q: I asked a question last week but it must have got lost. This is a follow up question regarding my question about if you could only hold 3 ETF's what would they be. You answered ZSP, XIC and ZNQ. Can you please explain the rational for owning both ZSP and ZNQ. Is there not a lot of overlap between the two? And if I were to hold only these # ETF's can you also explain why you wouldn't include another international exposure ETF? I believe ZNQ is currency hedged which usually means higher fees. Is there another option to ZNQ that isn't hedged with a lower MER?
Thank you for your service.

Q: I am building a small non-registered portfolio to provide income with modest capital appreciation. Your thought on these 4 ETFs or other suggestion.

Q: Hello 5i Team,
Looking to add more broad-based U.S. exposure to a non-registered account. With the recent strength of the Canadian loonie to the US dollar, would you recommend buying a Canadian-dollar traded ETF like ZSP, or converting Canadian funds to US dollars and investing in SPY (or something similar)?
Many thanks,
Brian

Q: Good morning 5i,

With your vast experience with ETFs, im looking for 2 US ones?

1) market cap weighted ?

2) Equal weighted ?

thanking you in advance

SG

Q: For a 32 year old just starting to save via a TFSA with monthly contributions of $300 - can you please suggest how to invest this money.
If ETF’s- which one(s) specifically

Q: What are the differences between XSP and ZSP? Which one would you give the edge to and why? Thank you.

Q: I would like to help my 12 year old granddaughter with a RESP. Can you recommend a few choices?

Q: Could you tell me your preference between VFV or ZSP?

Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Q: I switched jobs and am looking to convert my pension into a lira. Want to put into a low maintenance type of portfolio of ETFs or one balanced growth etf. What would you recommend I consider for a balanced portfolio with 20+ year horizon.

Q: Best non-hedged ETFs in Canadian$ for the S&P500 and NASDAQ to be held in a TFSA?
Many Thanks!

Q: Good morning, why is there a big difference in the 10 year returns of these ETF's
Thanks, Peter

Q: What would be your top picks in individual stocks and ETFs for a 21 year old starting a TFSA

Q: Hi All at 5i!! A young friend is starting to invest in his TFSA. He has a long time horizon. Basically, he wants to just put the money into the TFSA and let it grow until retirement in an uncomplicated manner. (IOW no individual stocks). If you were to suggest an ETF, would VFV fit the bill, or would he be better off investing in a more structured ETF which encompasses several markets (US,Canadian etc) and a small bond holding as well?. What would you suggest?


Cheers,
Tamara

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

Q: Thank you for your great service. I have read The Wealthy Barber and was wondering what your thoughts are on the 10% rule (i.e. investing 10% of your income) and if, as a 35 year old, dollar cost averaging into a mutual fund/etf is one of the best ways to save for my retirement? Could you recommend an etf that would be suitable for this investment strategy? Thank you.

Q: I went to a large cash position in my rrsp a few weeks ago, and now I’m interested in putting part of my retirement portfolio (I retired Jan 1) into high interest etfs that I can buy and forget while they generate income via yield. I’ve added a few I’ve been looking at to the ticker box. I’m looking at bond etf’s but I don’t fully understand when to get in and out of bonds - can an investor buy and forget? I’m also looking at covered call leveraged etf’s based on the S&P and Nasdaq indexes. I realize an investor has to have a strong stomach for the volatility associated with high interest leveraged etfs, but for purely an income vehicle, can you provide a few names based on the above criteria? Assuming about 10-15% positions, what percentage of a retirement portfolio would you invest in high interest etf’s, Hoping to generate 8-10% annually from the portfolio. The remainder of my portfolio is mid cap large cap US and Canadian equities. The usual suspects.

Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.