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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: TFSA top up for 2023, Hold BNS and VE.ca etf in the account. Bet on a stronger europe recovery or tried and true CAD bank. Yes yes apples and oranges etc. But what is your guess apples or oranges for the recovery....fusion of income and balanced portfolio follower. 3-5 yr hold.

Read Answer Asked by Tom on January 04, 2023

Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille

Read Answer Asked by Camille on November 28, 2022

Q: I need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.

1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor

Read Answer Asked by Trevor on October 28, 2022

Q: Peter,

I look at the S & P 500 index as the gold standard for performance measurement. It has been my theory that any portfolio performance should be compared to this index first. Do you agree?

For diversification purposes please list your top 5 indexes & associated ETF codes that you feel would be relevant whenever looking at an equity portfolio. This can be anywhere in the world. { Fixed Income I strictly take a ladder approach.} I would be interested in ones with a lower correlation , if that is realistic. It may not be.

Thank you

Paul

Read Answer Asked by paul on May 11, 2022

Q: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley

Read Answer Asked by STANLEY on April 25, 2022

Q: For European blue chip exposure with attractive yield, CDN domiciled, for an income account, is ZWP the only/best option or are there alternative on the CDN exchange.

Looking for an etf with close to 1b in assets, with blue chip holdings, a minimum 3% yield to compliment a long term retirement income account

Read Answer Asked by Harry on March 02, 2022

Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks

Read Answer Asked by joseph on February 25, 2022

Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

Read Answer Asked by Ben on November 05, 2021

Q: Please rate these Europe ETF's in order of your best choices. VGK; ZEQ; XEH; XEU; VE.

Read Answer Asked by Terry on August 11, 2021

Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley

Read Answer Asked by STANLEY on April 26, 2021

Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed

Read Answer Asked by Ed on April 21, 2021

Q: Hi which of these 3 ETF'S would you recommend for exposure to European markets ZEQ,VE,XEH, could you list them in your preference.
Thank you for your service
James

Read Answer Asked by James on March 16, 2021

Q: Words you hear often -"You can't beat the Index" . If one was to follow this theory - what would you invest in?

Read Answer Asked by Barbara on January 25, 2021

Q: Hi, 5i team
What are your opinions about emerging market and Europe? Are they attractive based on current value? Could you recommend some ETFs both in Canadian & US dollars?
Do you recommend to buy now to hold about 1 or 2 years?

Thanks a lot!

Read Answer Asked by Zheng on January 14, 2021