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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: With respect to Canadian or US mortgage ETF, what 2 ETFs would you suggest I investigate more or are there 2 large cap stocks in Cda and US?.....Thanks for the assistance.....Tom
Read Answer Asked by Tom on March 11, 2025
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
Q: What are some of your top value stock and ETF picks to protect against inflation during the next 1-3 years. Thanks as always.
Read Answer Asked by Curtis on April 29, 2021
Q: hi 5i .. for a retired income investor, which of these three ETFs would you pick to buy today, given these market conditions, and why ... thanks!
Read Answer Asked by Patrik on March 20, 2020
Q: Hi 5i .. i hold these REITs currently: Bpy.un (1.5% of my portfolio), car.un (3%), chp.un (2%), crt.un (1.5%), iip.un (1.7%) ... to simplify things, and diversify further, would it make sense to sell these and just buy an etf like VRE or ZRE? (for a 60 yr old div investor .. which is preferable?) ... or, is the status quo the way to go? thx!
Read Answer Asked by Patrik on September 10, 2019
Q: I would like to buy a REIT etf for my TFSA, to capture some tax-free income, and trying to decide among XRE, ZRE and VRE. What would be your recommendation? Or is your choice none of he above but something else?
Read Answer Asked by M on January 21, 2019
Q: What's your opinion on this allocation: 40%HSX, 35% VCN.TO and 25% VRE.TO for a medium risk TFSA portfolio?
Read Answer Asked by Hassan on January 11, 2019
Q: Hi - I have no REIT exposure and am considering adding either VRE or XRE. They are both promoted as tracking the TSX/S&P capped REIT index. When I overlay a graph of their 2 year price performance sure enough they are virtually identical. At first glance it would seem a no brainer to go with VRE since the MER is 1/2 that of XRE (.35% vs. 61%). However, it also appears XRE pays a substantially higher dividend ( ~ 4.7% vs. ~ 3% depending on the source I check). Can you shed any light on why the difference in the dividend when they are both tracking the same index? Do you have a preference for one over the other? Thank You
Read Answer Asked by Morgan on December 13, 2018
Q: I believe we are due for a major correction - What do you think are the best ETF's that will hold up the best in
1) Cdn Equities, 2) USA Equities, 3) REITS, 4) Consumer Staples, 5) Commodities,
Read Answer Asked by Ron on December 18, 2017
Q: Hello 5i team,

Which ETF is best suited for a long term hold (30 yrs) in a TFSA that will be DRIPPED and contributed to annually. I like the equal weight positions of ZRE but with a higher MER of .61% over the long term it seems the fee's could really start corroding my capital. VRE is the cheapest but also has the smallest yield and is market cap weighted. Is it possible BMO could lower these fee's in the future to stay competitive? I would eventually like to draw income from the holding.

Always appreciate the you insights
Read Answer Asked by Keith on October 13, 2016
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