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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: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?

Thanks
Read Answer Asked on March 11, 2024
Q: I currently own XHC.

I see that VHT has a lot lower MER. Does it make sense to make a switch?
I assume VHT is more North America while XHC is global?

Also have about 4% in ABBV in an Registered Account with a 52% return. (thank your;)
Would it make sense to cut this down to 2% and add LLY?

LLY has had quite a run the last couple of years and that can be scary. Does LLY have a good runway?

Thanks.
Read Answer Asked by Colin on January 17, 2024
Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ
Read Answer Asked by Terence on January 04, 2024
Q: Hi 5i, we need to increase our Healthcare allocation.

Currently hold XLV in our non-reg account, and are satisfied with it.

We need to use CA$ funds in our RIF's to increase, and are looking
at HHL, XHC, and LIFE (little unsure with LIFE as their website has faulty info).

We are looking for income plus some growth.

Could you provide some analysis of these 3 options,
and any other suggestions that you might see.

Thanks as always for your assistance. T.
Read Answer Asked by Terrance on December 01, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?
Read Answer Asked by Ron on June 19, 2023
Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.
Read Answer Asked by Jerry on April 14, 2023
Q: My question is regarding selling my XHC and purchasing XLV in my RSP. I have 414 shares of XHC and understand the cost of currency change .I have initiated a position in XLV by selling VIG when it moves beyond 10% of our portfolio and started wondering whether I should consolidate to XLV. Our other healthcare stock is WELL. I would appreciate your comments. Thank you.
Read Answer Asked by Elizabeth on August 22, 2022
Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim
Read Answer Asked by Jim on July 21, 2022
Q: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022
Q: Hello,

My portfolio is currently underweight in healthcare and I am looking to add either ZUH or XHC. My goal is long-term growth rather than income, so I think either of these would be a better fit than HHL or LIFE. Looking through past questions, it seems that your preference has been for XHC due to its greater diversification, global exposure, and better valuations of its underlying holdings.

I was wondering if you would still prefer XHC over ZUH? Or has the current pullback done anything to alter your view on these ETFs?

Thank you for thoughts and for the excellent service.
Read Answer Asked by Andrew on January 28, 2022
Q: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?
Read Answer Asked by Don on December 07, 2021
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