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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 wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?
Read Answer Asked by Thomas on January 02, 2026
Q: Sentiment appears to be favoring financials for now and 2026. Do you agree?
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%

The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B

Hence my uncertainty. Thanks again for helping to sort this out,
Read Answer Asked by Donald on December 17, 2025
Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?
Read Answer Asked by John on July 25, 2025
Q: Hi 5i
My grandson lives in U.S. and has a recent inheritance. He is asking what ho might invest in for a quite long term hold. I am suggesting a Nasdaq ETF, a S&P ETF and north American banks/financials ETF. What would be your top picks in these categories?
Read Answer Asked by Guy R. on July 07, 2025
Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco
Read Answer Asked by Francesco on January 13, 2025
Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.
Read Answer Asked by Federico on November 18, 2024
Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much
Read Answer Asked by umedali on November 12, 2024
Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.
Read Answer Asked by Alex on November 06, 2024
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Read Answer Asked by Terence on November 01, 2024
Q: Morning. As always your analysis is greatly appreciated.

Are there any generalizations you have on what sectors would benefit from a Harris win in the US election and what sectors would not benefit from a Harris win. I assume the answers would be opposite for a Trump win.
Read Answer Asked by Dave on October 25, 2024
Q: BIZD Vanec BDC Income ETF

Stable, reliable income plus some growth?

Thanks.
I just submitted a question on this ETF …. BUT forgot to ask if it would also be a good complement to XLF because of the different composition of holdings. ?

Or is there a better financial ETF choice for that purpose?
Read Answer Asked by Donald on March 20, 2024
Q: Which ETF would have the best potential under the current market outlook?
Read Answer Asked by Sigrid on November 03, 2023
Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?
Read Answer Asked by Ron on June 19, 2023
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,

Current stock holdings include: BYND, BAM, BN, REGN, TSLA

Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY

Thank you
Read Answer Asked by Don on June 12, 2023
Q: Please offer your top 3 sector ETFs (US) with highest conviction for overall return, over the next 3 years.

Where would IJS rank ?

Thank you .
Read Answer Asked by Amir on April 04, 2023
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