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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: Hello,
I am in the process of taking over my mother's portfolio and getting her out of mutual funds. She likes the idea of ETF's to reduce risk vs: specific stocks. What would your top 4-6 ETF's be for a sleep at night portfolio that is well diversified globally and covers all sectors, time range 20 years? Starting portfolio value $750,000 cash by the end of January. Also how would you intelligently step into these ETF's as the markets could be positioned for a correction sometime this year?
Thank you
Read Answer Asked by Steve on January 09, 2018
Q: Hi Peter and Ryan,

I am wanting to invest in emerging markets and I am been comparing the mawer fund for emerging markets with a mer of 1.60 to VEE the etf, with a mer of .23.
Is the high mer worth it for the active management?
Other aspects of these options that I have been comparing is the holdings, Maw160 has 36 holdings and VEE has 4726 ,tracting the index.
Do you have any other suggestions for emerging markets?
Thank you for this valuable service,
Susan


Read Answer Asked by Susan on January 08, 2018
Q: I plan to shuffle my RRSP to include your Balanced Equity Portfolio and the three ETFs above. Would you recommend any exposure to bonds through a fourth ETF?
Read Answer Asked by C Shane on January 05, 2018
Q: In your response to a previous question where I was looking to replace VWO with a Canadian equivalent, you suggested VEE. The TD Webbroker site shows VWO with a dividend yield of 2.15% and VEE with 1.34%. Can you confirm these numbers and if they track the same index why would there be any noteworthy difference?
Read Answer Asked by Steven on January 04, 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: Morning 5iResearch Team,

Would you please recommend an ETF/ETFs with focus on Asian markets, e.g. Hong Kong, South Korea, China, Vietnam, etc. traded in either Toronto or New York.
Great work guys and Happy New Year...
Read Answer Asked by Harry on December 31, 2017
Q: My 29 year old son has $40,000 in a tfsa all in cash. So far, he has little interest in investing. I'm thinking as a possible way to get him interested (and to at least get some kind of return) of suggesting to him that he put $35,000 into a Cdn equity etf and $5,000 into a growth stock. (I would really like for him to just put it into say 4 growth stocks but if the whole thing tanks it will be "dad's fault".) He also has his employer DC pension plan (2 or 3 years in) in which he's invested in life-cycle funds.

Could you recommend an etf and stock for his tfsa? Or would you suggest some other completely or slightly different route to go with his tfsa? Thank you.
Read Answer Asked by William on December 20, 2017
Q: Good morning 5i
Thank you for the new website. Its great.
I bought VXUS... thank you. I am well diversified with equities and will have some Canadian dollars to spend after I shave some of my winners (which there are many..thank you) in my RRIF. What would you suggest in the form of an ETF? Europe? Japan UK Australia??? etc??? VXUS being international may cause an overlap but perhaps there is one area that you are particularily in favour of?? Do you expect more growth in the near to medium term (3 to 5 years) in any of these areas? Or should I plan this as a long term (5 to 10 year) investment. Thank you for your timely and priceless answers.
Read Answer Asked by El-ann on November 22, 2017
Q: What would you pick as the best handful of etfs to own to build a beginner, well balanced portfolio for building up investment dollars? At what dollar amount would you see it to be more beneficial to split the money among 20-30 individual stocks rather than a few funds?
Read Answer Asked by david on October 27, 2017
Q: I would appreciate your thoughts on how one should diversify his investments geographically, (Canada, United States, and Internationally). What do you think would be the percentages I should allocate to each area? I realize allocation is a personal decision but I'm looking for some kind of general guideline. I consider myself to be an average investor and therefore willing to accept some risk.
Being a member of 5i, and following your guidance, I think I have the my Canadian investments under control but I would appreciate some help for the U.S. and international allocations.
I would also appreciate it if you would suggest your favourite ETF to invest in the United States and internationally.
Read Answer Asked by Les on October 19, 2017
Q: Good morning! Could you please give your choice of a Emerging Markets ETF. I have just looked at Goldman Sachs "GEM" which has been recommended. Do you like it or is there another that you would choose. Thanks, as always your opinion is so appreciated.
Read Answer Asked by Susan on October 13, 2017
Q: Hi,

I am looking for a good emerging markets ETF. In my screens there are so many to choose from and many with high Dividends, along with very strong gains, which of course I like. Since I know nothing about which countries and sectors to look for, could you recommend 2 or 3 good Emerging Market ETFS, preferably with a solid dividend and high growth potential, and also at a value price if possible. I am not overly concerned about risk and have no exposure in this area. Thank You.
Read Answer Asked by John on October 10, 2017
Q: Awhile back you suggested for my daughter age. 27 the following ..50% VCN,30% VFV,15% XIN and VEE 5%. . IS this still recommended as she has some more funds to invest.and only wants ETF's .Happy Thanksgiving Paul
Read Answer Asked by Paul on October 10, 2017
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