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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: We have a diversified RIF and are now in our 70s . We have 6 ETFs and have $20,000.00 invested in VE. We have equities invested across all sectors some sectors a higher percentage than others. Do you feel it is necessary to have monies invested in Europe when we could obtain better income investing in possibly Bonds or preferred shares. Safety and Income are important now to us . Any recommendations.
Read Answer Asked by Sharon on March 22, 2019
Q: I purchased these ETF's a little over a year ago as my first outside of North America holdings. Just wondering what your thoughts are about these. I do have a long time frame.
Read Answer Asked by stephen on February 06, 2019
Q: I have about $10,000 I would like to get some non-U.S., foreign exposure with. Maybe an ETF or 2, a dividend would be great but not if it takes away all the growth. Would you recommend China, India or Europe? I know it will limit my choices but I would like to purchase it in Canadian dollars. Thank you so much :-)
Read Answer Asked by Jill on January 22, 2019
Q: My target allocation for International Equity is 20% and is made up of just two ETFs (VE and VEE). Do these two holdings provide adequate and broad enough international exposure or would you recommend any additional (or different) ETFs? How would you recommend splitting the 20% total between these holdings?
Read Answer Asked by Steven on October 20, 2018
Q: Transitioning my mutual funds to a self managed ETF portfolio of near equal weighting of ve, vee, spy,vig and iwo for all USA and international exposure. I am due for another block of buying. Which of the 5 above would be best to add now. VE and VEE are down so average out my loss? On weighting I was due to add mostly VEE and IWO. Just starting the transition so can add pretty much any of them.
Read Answer Asked by Tom on August 29, 2018
Q: Hi- my husband and I would like to put some of our RSP money into ETFs for long term growth. We are interested in US ETFs but not sure if you cover US ones or not. If not, are there some Canadian ones you would suggest? I already have XIC.TO and CDZ.TO
Thanks, Jill
Read Answer Asked by Jill on May 24, 2018
Q: Only have room for one of these in my TFSA. Could you rank them?
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Read Answer Asked by James Robertson on February 28, 2018
Q: I’ve been very impressed with you guys on bnn as as well as direction and opinions to questions asked here. Very pleased with your suggestions and commentary. I just sold vee at a substantial profit.
I’ve moved in a more conservative direction. Really don’t need to make a lot of money just keep what I’ve got. Maybe some additional income to supplement my pensions etc. I now have over 30% of my portfolio in cash. I can’t seem to find a good value play. I have enough preferred shares. Don’t like gics or bonds.
Read Answer Asked by Roy on January 19, 2018
Q: I am very heavy on Canadian equities within my corporate investment account. My personal accounts are all a bit heavy on Canadian equities as well. Plan to purchase ETFs to balance. Which of your current ETF portfolio names would you add right now and is there any advantage to doing so within my INC., TFSA, RSP or personal unregistered account. Would invest a 5% positon in the next few weeks. Balanced equity portfolio is the target, 10 year horizon.
Read Answer Asked by Tom on December 31, 2017
Q: Hi 5i:
For a first time investor with $25,000 to deploy and this is their only investments. What would your opinion be on the above etfs basically equally split between them. Time frame is long term and they would be in a TFSA.
Additional future investments would then be in individual stocks.
Thanks so much.
Read Answer Asked by Dennis on November 08, 2017
Q: Hi team, I am looking to diversify a bit more out of North America and was wondering what you think of the above ETF's. What do you think of AIA for Asia or do you recommend a different ETF for this area. Also, at this time which European ETF would you recommend, currency isn't an issue.
As always thanks for your advice.
Read Answer Asked by Nancy on October 12, 2017
Q: I'm interested in VGK, VWO and VPL. They've all been doing quite well for some time now. Would you wait for some weakness before buying, or do you expect that all these funds will continue to outperform? I notice that the first two funds are doing a bit better than their Canadian-dollar counterparts, VE and VEE. Would you attribute that mainly to the composition of the funds? Thanks very much for your advice.
Read Answer Asked by Brian on September 12, 2017
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