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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 had some money in Mawer New Canada Fund (small caps)
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?

thanks
Read Answer Asked by Michael on June 13, 2019
Q: Hello 5i team,
I have noticed from looking in the past 3 years that most of my losses have been from small cap stocks (BOS,MCB,RRX,RHT,etc...) and almost all of my gains have been from mid to large caps. I would still like to have a certain percent exposure to small caps without buying individual stocks.

-I was wondering if there are ETFs that track small caps in Canada or the US (or and ETF that tracks both) for the very long term?

-Are there some that would have a decent dividend?

-What is an ideal percent allocation for small caps in a diversified portfolio?

Thank You,
Andrew
Read Answer Asked by Andrew on April 02, 2019
Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.
Read Answer Asked by perry on January 21, 2019
Q: Please advise your opinion regarding the best growth etf's in Canada
Read Answer Asked by daniel on March 23, 2018
Q: I have been happily and successfully managing my own investments for 15 years primarily with the help of independent analyst services such as 5i (Thank You). I have always dedicated 5 - 10% of my portfolio to small and micro cap investments and met with great success until recently. The last two years I have seen really poor results from my small/micro cap investments with several big losers and none of the big 2, 3 or 5x winners. IOM is the latest kick in the head for me. I am finding that these sudden big losses stick with me emotionally more than they used too, probably because I am now fully retired and the absence of earned income is pushing me to a more conservative approach. Accordingly I am considering revising my strategy away from individual company investments and simply buying a good small cap and/or micro cap fund or ETF. Could you please comment generally on my strategic thinking here and also suggest some ETF or funds I might want to consider. Low Management expenses preferred of course.
Read Answer Asked by Morgan on March 15, 2018
Q: During market drops/volatility like what has happened the last couple of days is it a good approach to buy some small cap to make quick gains when the markets recover? Your advice is much appreciated. Thanks. Shyam
Read Answer Asked by Shyam on February 06, 2018
Q: Hi,

Currently holding VCE which basically replicates the tsx60. Although I have a few select stocks from your growth portfolio, would like to add a more broad diversification on small cap. I would liked your opinion on either XCS or XMD that would compliment. Or would you have a different cnd small cap etc

Thanks
Read Answer Asked by Rino on September 20, 2017
Q: Morning - I am a long time member and have done well over the years with a few of your small cap recommendations. I am curious if you can recommend a small - cap ETF for both US & Canadian markets (one for each) that you like?
Read Answer Asked by Patrick on August 29, 2016
Q: I have made some good gains on XCS(24%) and XIC (10.5%) from the market runup from January. Thanks to your article about small caps stocks from last year. Now I am wondering if I should take the gains, wait for a sell off and buy in again. With most of my stocks I never time the market and its all buy and hold but with XCS and perhaps XIC I am considering taking profits. Or mayble I should just take profits from XCS..Note that the holdings are in a registerd account so tax is not an issue. Your opinion is most valued. cheers, Shyam
Read Answer Asked by Shyam on June 13, 2016
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