Q: Do you think emerging markets could make a move compared to other markets such as the USA and if so what mutual funds etf s do you like?
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Investment Q&A
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- iShares India Index ETF (XID)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares MSCI China ETF (MCHI)
- KraneShares CSI China Internet ETF (KWEB)
Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed
With appreciation,
Ed
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Mawer Global Small Cap Fund Series A (MAW150)
- S&P 500 ETF TRUST ETF (SPY)
- Mawer U.S. Equity Fund Series A (MAW108)
- Mawer Emerging Markets Equity Fund Series A (MAW160)
- BMO S&P US Mid Cap Index ETF (ZMID)
- Mawer EAFE Large Cap Fund Series A (MAW170)
- iShares MSCI EAFE ETF (EFA)
- m (MAW180)
Q: This is a similar question to Craig’s question on August 8, regarding several mawer funds
I have held the above funds for a few years, and they are all positive still
Do you see underperformace of these funds in the past five years and if so would you advise replacing them with an ETF?
can you recommend etf replacements in Canadian dollar
Much appreciated
I have held the above funds for a few years, and they are all positive still
Do you see underperformace of these funds in the past five years and if so would you advise replacing them with an ETF?
can you recommend etf replacements in Canadian dollar
Much appreciated
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: I currently have no international exposure and wondered what ETF(s) in a TFSA would be best? Is 1 ETF enough or should I buy 2?
Thanks
Thanks
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Dear 5i
Is now a good time to invest in the emerging markets ? I'm considering ZEM , VEE , and XEC .Which would you recommend for an RRSP account? Do you really think there is a major shift to small cap stocks currently and if so do you see it continuing for awhile ?
Thanks
Bill C
Is now a good time to invest in the emerging markets ? I'm considering ZEM , VEE , and XEC .Which would you recommend for an RRSP account? Do you really think there is a major shift to small cap stocks currently and if so do you see it continuing for awhile ?
Thanks
Bill C
Q: Which fund would you put more money into as I have only enough money for 1 ETF. I currently owned both in a RRSP and ZAG is in a lost position so could average down or add to VEE as the upsize looked better for this ETF than ZAG?
Thanks
Thanks
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
- Vanguard FTSE All-World ex-US ETF (VEU)
- Vanguard Growth ETF (VUG)
Q: HI Everyone,
My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.
In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.
Thanks very much,
Dean
My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.
In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.
Thanks very much,
Dean
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Total International Stock (VXUS)
- Vanguard FTSE All-World ex-US ETF (VEU)
Q: Using the Portfolio Analytics, I see I need to increase my international exposure. What strong performing stock and ETFs do you suggest? In Canadian dollars, and US dollars.
Also I'd like to know if CSU, LMN and TOI are Canadian.
TIA,
Brenda
Also I'd like to know if CSU, LMN and TOI are Canadian.
TIA,
Brenda
- Miscellaneous (MISC)
- iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.
Q: I’m hoping to get your current thinking on emerging markets. If I look at VEE as a proxy I see maybe a 50% gain over 12 years plus a small dividend, not exactly setting the world on fire but “ok” I guess as a diversifier. Do you see any catalysts suggesting the next 10 or 12 years could outperform? What about short term downside due the U.S. election? History suggests the final months leading up to U.S. elections are not great for the market and can be choppy, this year should be a doozy. Emerging markets I believe can be sensitive to the U.S. economy and the U.S. dollar in particular? Your thoughts are appreciated.
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: You recently answered about RRSP being the ideal account to hold viu in to minimize withholding tax - does this apply to VEE and ZSP too?
Thanks in advance. - Jeff
Thanks in advance. - Jeff
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Total International Stock (VXUS)
- Vanguard FTSE Developed Markets ETF (VEA)
- Vanguard Total World Stock ETF (VT)
Q: I'm new here and am looking to increase my international exposure. Can you recommend a few international ETFs that don't have US exposure and some that include it as part of their holdings? Should I look to these ETFs to include exposure to both established and emerging markets or strictly more developed countries? I'm looking at investing between 30% of my portfolio as I already own QQQ which represents approximately 12% of my holdings now). Thank you in advance, Elaine.
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Thank you as always!
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Total International Stock (VXUS)
Q: I have read the following from Morgan Stanley's CIO:
- S&P 500's forward price-to-earnings ratio is over 20.4, the equivalent for the MSCI ACWI ex U.S. is around 13.5.
- That discount of nearly 35%, a 20-year low, is a two-standard-deviation event.
- Dividend yields for non-US equities are running above 3% - more than double that of the U.S. benchmark.
Do you think there is an out-sized opportunity to invest outside the US, beyond one's normal global diversification strategy? If so, what sectors, stock and/or ETF's do you recommend? Thanks.
- S&P 500's forward price-to-earnings ratio is over 20.4, the equivalent for the MSCI ACWI ex U.S. is around 13.5.
- That discount of nearly 35%, a 20-year low, is a two-standard-deviation event.
- Dividend yields for non-US equities are running above 3% - more than double that of the U.S. benchmark.
Do you think there is an out-sized opportunity to invest outside the US, beyond one's normal global diversification strategy? If so, what sectors, stock and/or ETF's do you recommend? Thanks.
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Can you tell me the approximate P/E of ZEM? The fact sheet dated Dec 31/23 gives a P/E of 20.66 for ZEM. But can that be right, when for the same date VEE lists a P/E of 7.8x and XEC 12.39x?
Thanks!
Thanks!
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares MSCI ACWI Ex US Index Fund (ACWX)
- Vanguard Total International Stock (VXUS)
Q: Good Morning 5i,
I have held VEE for a number of years as part of my global exposure in my portfolio. I would like to replace it with another global ETF. Could you suggest 3 other ETF's that would provide more upside over the next 5 years. I also hold XWD so avoiding any overlap is a consideration.
Thanks for all you do for us each day.
Dan
I have held VEE for a number of years as part of my global exposure in my portfolio. I would like to replace it with another global ETF. Could you suggest 3 other ETF's that would provide more upside over the next 5 years. I also hold XWD so avoiding any overlap is a consideration.
Thanks for all you do for us each day.
Dan
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares MSCI Emerging Markets ex China ETF (EMXC)
Q: VEE has not done much in my portfolio over the years and as a result its weighting in portfolio has dropped. I would like to add to my emerging markets exposure but I am hesitant to invest in china with the growing tensions in the south China seas. Is there a liquid ETF that will give me the exposure I desire without the China risk.
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: can you tell me if holding VEE, ZEM, or XEC has any advantage over the other in terms of tax efficiency? Also, can you rank order in terms of which account emerging market etf should be held for tax efficiency (please rank best to worse).
thanks
thanks
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares MSCI Emerging Markets Index ETF (XEM)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Consumer Discretionary Select Sector SPDR (XLY)
- iShares U.S. Industrials ETF (IYJ)
- Vanguard Industrials ETF (VIS)
- Industrial Select Sector SPDR (XLI)
- iShares Russell 2000 ETF (IWM)
- iShares Core S&P Small-Cap ETF (IJR)
Q: https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/
RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!
RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- CI Emerging Markets Dividend Index ETF (EMV.B)
Q: I'm thinking about adding an emerging market ETF to my portfolio, what do you think about this ETF? I like the dividend and the holdings, i suspect you might have reservations about the market cap and volume?
Is there another EM ETF that you prefer?
Is there another EM ETF that you prefer?