Q: With China sending UFOs to annoy Biden and inconvenience Justin do you feel this could cause issues with holdings in China? My only exposure is in VEE so wonder if I should sell it and buy a ex china emerging market ETF. Do you have a recommendation for a VEE replacement with no or much less China exposure.
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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.
- BMO Equal Weight Industrials Index ETF (ZIN)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares U.S. Industrials ETF (IYJ)
- iShares Global Industrials ETF (EXI)
Q: Please recommend four industrial sector EFTs, one for each of Canada, USA, International, & emergent market, to invest with an about equal good balance of growth and dividends, for say 5 years and up.
Thank you,
Roger
Thank you,
Roger
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Portfolio analytics suggests that I need more international exposure. Can you suggest some ETFs that would provide me with broad exposure to international markets (non-US markets)? Perhaps lower-, medium- and higher-risk options? Thank you.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total International Stock (VXUS)
Q: Happy Holidays!! Two part question - What are your thoughts on index funds, I don’t think I see any in your portfolios.
I read some commentary sometimes how some “professional investors” say they are better than stocks, for as the stock market goes up the index funds will too, but stocks don’t always rise when the market does. I do see the counter argument there too.
And assuming you’re not opposed to them, you which ones would you recommend?
Please take 2-3 credits, as that was a long question.
Thanks,
Cam
I read some commentary sometimes how some “professional investors” say they are better than stocks, for as the stock market goes up the index funds will too, but stocks don’t always rise when the market does. I do see the counter argument there too.
And assuming you’re not opposed to them, you which ones would you recommend?
Please take 2-3 credits, as that was a long question.
Thanks,
Cam
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares Biotechnology ETF (IBB)
- INVESCO QQQ Trust (QQQ)
- Vanguard Information Technology ETF (VGT)
- iShares U.S. Healthcare ETF (IYH)
Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.
- BMO MSCI Emerging Markets Index ETF (ZEM)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Horizons Emerging Markets Equity Index ETF (HXEM)
Q: Hi
can you recommend a proxy for zem for tax loss harvesting?
thanks
can you recommend a proxy for zem for tax loss harvesting?
thanks
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Parkland Corporation (PKI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Invesco Solar ETF (TAN)
- Vanguard Total International Stock (VXUS)
- MercadoLibre Inc. (MELI)
- Vanguard FTSE Developed Markets ETF (VEA)
- SVB Financial Group (SIVB)
- DocuSign Inc. (DOCU)
- SolarEdge Technologies Inc. (SEDG)
- ARK Innovation ETF (ARKK)
- Global X MSCI China Consumer Discretionary ETF (CHIQ)
- ARK Genomic Revolution ETF (ARKG)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Q: I am currently in a loss position with ZEM. Would Revenue Canada allow me to claim a capital loss if I sold ZEM and immediately bought VEE?
What are the rules as to how Revenue Canada determines whether a new investment is sufficiently different to allow a capital loss?
Thank you for this wonderful service and the excellent advice.
What are the rules as to how Revenue Canada determines whether a new investment is sufficiently different to allow a capital loss?
Thank you for this wonderful service and the excellent advice.
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?
Thank you for all of your excellent advice.
Thank you for all of your excellent advice.
- iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH)
- Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard FTSE Pacific ETF (VPL)
- SPDR EURO Stoxx 50 ETF (FEZ)
Q: Hello 5i,
With the rise in the USD and decline in Asian and European stocks and ETF's, is this a good time to purchase ETF's for those zones with the anticipation that the ETF's will increase if the usd declines in value in the next 2-3 years?
If so, can you recommend one ETF for each zone for the cdn and us exchanges?
Thank you.
Debbie and Jerry
With the rise in the USD and decline in Asian and European stocks and ETF's, is this a good time to purchase ETF's for those zones with the anticipation that the ETF's will increase if the usd declines in value in the next 2-3 years?
If so, can you recommend one ETF for each zone for the cdn and us exchanges?
Thank you.
Debbie and Jerry
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Growth ETF Portfolio (VGRO)
Q: What specific ETFs suggestions would make a diversified portfolio
- United Rentals Inc. (URI)
- Canadian Imperial Bank Of Commerce (CM)
- BRP Inc. Subordinate Voting Shares (DOO)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Good afternoon 5i,
TD has the dividend payments of VIU and VEE respectively at $0.80 and $0.86. Is there a withholding on these amounts since they're foreign or is that automatically built in to the price for share. I'm simply trying to estimate my dividend payment from both.
Why do their payments vary quarter to quarter when other ETF's (e.g. ZSP) keep the same payment rate per quarter?
Thanks in advance. - Jeff
TD has the dividend payments of VIU and VEE respectively at $0.80 and $0.86. Is there a withholding on these amounts since they're foreign or is that automatically built in to the price for share. I'm simply trying to estimate my dividend payment from both.
Why do their payments vary quarter to quarter when other ETF's (e.g. ZSP) keep the same payment rate per quarter?
Thanks in advance. - Jeff
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- S&P 500 ETF TRUST ETF (SPY)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Q: If you had to pick 4 ETF's as a core of a portfolio. What would they be? US listed ETF's are ok.
1- Can Equity
2 - US Equity
3 - International Equity
4 - Bond
1- Can Equity
2 - US Equity
3 - International Equity
4 - Bond
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
- SPDR EURO Stoxx 50 ETF (FEZ)
Q: My wife and I treat our individual accounts as a single portfolio. Based on the Portfolio Analytics we are significantly underweight on the US and rest of the world. We have on RRSP representing 12% of the portfolio that will be converted to a RRIF next year that we would like to simplify. We will maintain 40% - 50% in fixed income, but would like to invest the rest in equity ETFs with holdings outside of Canada. Could you please suggest one or two ETF for exposure to each of the US and the rest of the world. Thank you.
- iShares Russell 2000 Growth ETF (IWO)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- S&P 500 ETF TRUST ETF (SPY)
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
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
- BMO MSCI Emerging Markets Index ETF (ZEM)
- Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: I have a small position in each of the above listed ETFs. I believe one must be invested in more than just North America but, I am concerned with the Geopolitical situation in Russia (re Ukraine) and China (re Taiwan). Additionally, these ETFs have been down lately and I'm thinking of selling them. What percentage of each ETF is invested in Russia/China? What would you recommend to replace these ETFs in order to exclude or have minimal exposure to Russia/China?
Thanks!
Thanks!
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Vanguard All-Equity ETF Portfolio (VEQT)
Q: Are you aware if there are mounting pressures on ETF providers (Vanguard, Black Rock, etc...) to exit the Russian equity markets? I own VEE, VXC and VEQT for my international exposure, and realized I own about 1500$ worth of Russian stocks. I am not morally confortable anymore with that exposure even though it's a very small weighting. I would gladly write it off of my portfolio... I know this is personal to every investor and that's OK, but some principles come before returns for me...
If it's unlikely Vanguard would make any move towards ETF ex-Russia, I am seriously thinking of selling all (fortunately my exposure is mostly in registered accounts) and buying international alternatives.
What ETFs would you then suggest to get similar international exposure ex-Russia?
Thank you
If it's unlikely Vanguard would make any move towards ETF ex-Russia, I am seriously thinking of selling all (fortunately my exposure is mostly in registered accounts) and buying international alternatives.
What ETFs would you then suggest to get similar international exposure ex-Russia?
Thank you
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: For these ETFs, in the 'Regions - Country Breakdown' they both have 'Asian Developed'. What countries does this include?
- 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 FTSE Developed Markets ETF (VEA)
Q: I have enough exposure to the Canadian market but I need additional global equity exposure for the next 10 years.
Would you please recommend an ETF for each of the following categories:
US
International
Emerging markets
Thanks
Would you please recommend an ETF for each of the following categories:
US
International
Emerging markets
Thanks