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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: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts

Read Answer Asked by Terence on April 28, 2021

Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.


Thank you


Read Answer Asked by Rino on March 03, 2021

Q: Would this portfolio held in RRIF have withholding tax on dividends. Does this look like a good portfolio?

Read Answer Asked by Burke on January 15, 2021

Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.

Read Answer Asked by Sophie on November 13, 2020

Q: Hey 5i,

As a follow up. What are your top picks US/CDN REIT ETF's
You'd recommend for a longterm hold.

Thank you for all the great advice!

Read Answer Asked by AJ on June 04, 2020

Q: 1. Could you please recommend stock or etf for global or USA real estate exposure. Well diversified TFSA, conservative investor.
2. Could you also please suggest how to reduce exposure in C Cyc space. and increase in Industrial. In C Cyc currently own own MG and NFI ( C Cyc / Industrial) and WSP in Industrial.
Thank you

Read Answer Asked by Hali on November 18, 2019

Q: How would you play the US Reit space at this time? ETFs or specific stocks? Can you recommend a couple of each?

Read Answer Asked by Dennis on October 25, 2019

Q: Hi, Can I get your perspective on U.S. Real estate. I am looking at investing in the US REITS and was wondering if now is a good time. I am looking at the following companies as well as the VNQ . Do you think the US reits is a good area to look into seeing as the US economy seems to be doing well and interest rates are low. Thanks

Read Answer Asked by pietro on October 23, 2019

Q: Hi 5i Team.

I have positions in the three ETFs listed above representing financial and Canad/US real estate sectors. The ETFs are at a reasonable cost and provide good yields. What is 5i's opinion about these three ETFs.



Read Answer Asked by Iqbal on November 26, 2018