Q: Is a 5 year return comparison of HXT and ZSP an apples to apples comparison? Is it total return in both cases, or should HXT return be a little higher as any dividends are reinvested?
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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.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $49.07)
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Core MSCI EAFE IMI Index ETF (XEF $44.66)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.94)
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iShares Core S&P Mid-Cap ETF (IJH $65.84)
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iShares Core S&P Small-Cap ETF (IJR $118.61)
Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.94)
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iShares S&P/TSX 60 Index ETF (XIU $43.27)
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Fidelity U.S. Momentum Index ETF (FCMO $13.43)
Q: I have a cash account with CDN stocks and CDRs. I am retired but will not need to dip into this account for at least 5 years. I am thinking of converting all the holdings into 5 or 6 etfs, all in CDN$, to reduce my time managing this account, while still holding the probability of a reasonable amount of growth.
I have not yet started the switch over but at the moment my list is : XIU and WXM for 30% Canadian; ZSP, XQQ and FCMO for 60% US; and VE for 10% other.
The usual questions about the overall strategy, alternative/better ETFs to hold, or other suggestions.
Thanks
Elliott
I have not yet started the switch over but at the moment my list is : XIU and WXM for 30% Canadian; ZSP, XQQ and FCMO for 60% US; and VE for 10% other.
The usual questions about the overall strategy, alternative/better ETFs to hold, or other suggestions.
Thanks
Elliott
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iShares Russell 2000 Growth ETF (IWO $311.19)
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BMO Covered Call Utilities ETF (ZWU $11.20)
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BMO S&P 500 Index ETF (ZSP $98.40)
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Vanguard FTSE Canada All Cap Index ETF (VCN $59.36)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.39)
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BMO Canadian High Dividend Covered Call ETF (ZWC $19.21)
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iShares MSCI USA Momentum Factor ETF (MTUM $246.69)
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Vanguard All-Equity ETF Portfolio (VEQT $51.23)
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iShares Core Balanced ETF Portfolio (XBAL $32.45)
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iShares Core Growth ETF Portfolio (XGRO $33.53)
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Hamilton Enhanced Canadian Bank ETF (HCAL $30.46)
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Global X S&P/TSX 60 Covered Call ETF (CNCC $13.05)
Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.
Thank you
Thank you
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Amazon.com Inc. (AMZN $236.05)
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Meta Platforms Inc. (META $759.84)
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NVIDIA Corporation (NVDA $169.90)
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Exchange Income Corporation (EIF $71.30)
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BMO S&P 500 Index ETF (ZSP $98.40)
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Axon Enterprise Inc. (AXON $746.32)
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Nebius Group N.V. (NBIS $65.25)
Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.
Q: VFIAX. What is so unique about this US fund?
Why is it unavailable in Canada?
Is there a similar one for Canada or in the US?
Thank you.
Why is it unavailable in Canada?
Is there a similar one for Canada or in the US?
Thank you.
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iShares Russell 2000 Growth ETF (IWO $311.19)
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Russell 1000 Growth ETF (IWF $451.94)
Q: My son is 20 yrs old just opened a TFSA has $15K to invest for 10+yrs, Looking for high growth, Fairly risk tolerant, Can you please suggest how many and what Stocks/ETF's to invest in (US and/or Canadian) to get started? Thank you.
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.27)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.91)
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Financial Select Sector SPDR (XLF $53.08)
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Consumer Staples Select Sector SPDR (XLP $80.31)
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Health Care Select Sector SPDR (XLV $137.25)
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Technology Select Sector SPDR ETF (XLK $264.70)
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Industrial Select Sector SPDR (XLI $151.07)
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Communication Services Select Sector SPDR Fund (XLC $114.98)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $106.40)
Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?
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BMO S&P 500 Index ETF (ZSP $98.40)
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BMO S&P/TSX Capped Composite Index ETF (ZCN $38.90)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.91)
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BMO S&P/TSX 60 Index ETF (ZIU $66.20)
Q: Hi,
I set up an unregistered account for my wife several years ago with the following ETFS, with the thought that it would be relatively easy to maintain:
VGG
ZSP
ZCN
ZIU
In looking at it today, I'm wondering whether I have too much overlap. I can't remember what my logic was for these four ETFs! I should have written it down as my memory doesn't work so well anymore.
Does the above work ok? Or would you slim it back? And add VIU?
Thanks,
Robert
I set up an unregistered account for my wife several years ago with the following ETFS, with the thought that it would be relatively easy to maintain:
VGG
ZSP
ZCN
ZIU
In looking at it today, I'm wondering whether I have too much overlap. I can't remember what my logic was for these four ETFs! I should have written it down as my memory doesn't work so well anymore.
Does the above work ok? Or would you slim it back? And add VIU?
Thanks,
Robert
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Alphabet Inc. (GOOG $234.69)
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Intuitive Surgical Inc. (ISRG $468.83)
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Enbridge Inc. (ENB $66.73)
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Constellation Software Inc. (CSU $4,599.98)
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Intact Financial Corporation (IFC $277.64)
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WSP Global Inc. (WSP $279.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.27)
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Savaria Corporation (SIS $20.82)
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BMO S&P 500 Index ETF (ZSP $98.40)
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Nebius Group N.V. (NBIS $65.25)
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.
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $163.74)
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.39)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.27)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.91)
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Vanguard FTSE Developed Markets ETF (VEA $59.38)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $106.40)
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.
Thank you for your service.
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BMO Monthly Income ETF (ZMI $18.01)
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $30.02)
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iShares S&P/TSX 60 Index ETF (XIU $43.27)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.92)
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BMO Growth ETF (ZGRO.T $12.57)
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
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
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BMO S&P 500 Index ETF (ZSP $98.40)
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SPDR S&P 500 ETF Trust (SPY $648.30)
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Invesco S&P 500 Equal Weight ETF (RSP $187.84)
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Invesco S&P 500 Equal Weight Index ETF (EQL $39.43)
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
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
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.
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.39)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.92)
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?
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Constellation Software Inc. (CSU $4,599.98)
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Intact Financial Corporation (IFC $277.64)
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.39)
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SPDR S&P 500 ETF Trust (SPY $648.30)
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INVESCO QQQ Trust (QQQ $578.65)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $106.40)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.69)
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.
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BMO S&P 500 Index ETF (ZSP $98.40)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.39)
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iShares S&P/TSX 60 Index ETF (XIU $43.27)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.92)
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SPDR S&P 500 ETF Trust (SPY $648.30)
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INVESCO QQQ Trust (QQQ $578.65)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $106.40)
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iShares Core Equity ETF Portfolio (XEQT $37.89)
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BMO All-Equity ETF (ZEQT $19.34)
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!