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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: Lots of discussion and comments regarding small caps today.
My only exposure - about 10% of my portfolio - is VIOO.
Is this a good choice to play in the space or would you have other suggestions.
Thanks
Read Answer Asked by Gary on January 14, 2026
Q: I'm thinking of shifting some money out of S&P500 index and into XSU / EQL / VIU so I'm not so overpositioned in tech and whatnot. Good idea? Thoughts?

Reasoning:
XSU - smallcaps should outperform at somepoint?
EQL - same stocks but more equally weighted
VIU - north am excluded (also own ind stocks in cad and us)
Read Answer Asked by Danielle on December 16, 2025
Q: please suggest 3-5 Canadian etfs for an 18 year old's first TFSA portfolio - something to keep him interested in the concept of growth through investing, including stability and risk. My thoughts are S&P, Nasdaq, Russell, large-cap and crypto. But please use your own judgement - thanks!
Read Answer Asked by Kim on October 22, 2025
Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.

Thank You
John G.
Read Answer Asked by John on October 07, 2025
Q: I am retired but with a small consulting business that has cash sitting in an investment account. I have some concern about the valuation of the current markets and looking to invest with some tilt towards safety realizing nothing is guaranteed. I think ETFs may add a small amount of safety. With that in mind, I am looking at the following ETFs: XUT, XSU, XST, VIDY, TECH, TEC, JXI:US, FEQT with a slightly higher position in FEQT.

I would greatly appreciate your comments/thoughts and suggestions for improvements.

Thanks for this super service!
Read Answer Asked by Danny-boy on October 03, 2025
Q: good afternoon - I'm looking for US ETF's and have held VOO for some time. Can you suggest three or four different sector ETF's you feel are worthwhile. Should I diversify or just add to VOO (which is up bigly). Many thanks
Read Answer Asked by alex on September 23, 2025
Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?
Read Answer Asked by Marcela on August 06, 2025
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
Read Answer Asked by Mary on April 24, 2025
Q: Hi Peter and Team,

Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.

In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.

I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.

Thanks for your insight.
Read Answer Asked by Jerry on February 13, 2025
Q: Good day team,
I know you’ve been asked a lot about small and mid cap etfs but can you kindly recommend a few etfs both hedged and unhedged for a non registered account pls. No need to funds for at least 10 years.
Read Answer Asked by Seamus on January 22, 2025
Q: I know there is overlap with these 2 ETFs
Would it still make sense to own both, or is there another more complimentary Canadian Hedged US ETF to hold with either of those ETFs?
Thank you
Read Answer Asked by Dick on January 20, 2025
Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.

Thank you,

Yves
Read Answer Asked by Yves on December 11, 2024
Q: Your recent market report suggested US small caps May out perform during the next few years. Can you recommend a couple of ETFs that trade in Cdn $
Read Answer Asked by Bruce on December 11, 2024
Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks
Read Answer Asked by paul on November 12, 2024
Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary
Read Answer Asked by Mary on November 05, 2024
Q: I am looking for CDN version ETF for IGV, XSMO and IJH. Is there any or similar in CDN dollars.

Thanks for the great service
Read Answer Asked by Hector on October 29, 2024
Q: Hi 5iTeam,

May I please have your comments on the above ETFs. If you have to choice one out of these 2, which one would be your choice and why?

Also, in your opinion, are there better options on the market right now.

Thanks and deduct as many credits as you deem fit.

H
Read Answer Asked by Harry on October 11, 2024
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Read Answer Asked by umedali on September 20, 2024
Q: Thank you for your precious advice you made me a much better investor VS trader over the years with much more success. Now is the time for a loooooong term view of my portfolio. I am retired and just need to allocate the right amount in the right positions. Within the US part of my investment what percentage would you allocate to each of the above?

Thank you

Yves
Read Answer Asked by Yves on August 02, 2024
Q: I currently hold CALF and want to buy similar ETF in CDN dollars. Is there any ETF in CDN. If none which one would you recommend.

I am also interested in buying MID CAP ETF. Please give us your recommendations in US and CDN market ETF.

Thanks for the great advice
Read Answer Asked by Hector on July 24, 2024
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