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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: Apparently, there are 11 major sectors in the S&P (Global Industry Classification Standard). Could you please list one ETF to best represent EACH major sector of the S&P? For example, would IUIT best represent the entire Info Tech sector of the S&P? It seems the SPDR funds are much more specific than the 11 GICS sectors:
Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Utilities
Real Estate
Materials

Thank you very much.

Read Answer Asked by Toge on January 19, 2023

Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger

Read Answer Asked by Roger on December 19, 2022

Q: Hi
I am down quite a bit on SNN? I am temped to sell for a tax loss and replace with xlv or IHI but am concerned that xlv or ihi as etfs do not have the same bounce potential as snn. is there another healthcare stock you can recommend or would you replace with xlv or ihi?
thanks

Read Answer Asked by Mary on December 09, 2022

Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?

Read Answer Asked by Yves on November 28, 2022

Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

Read Answer Asked by Arthur on November 18, 2022

Q: I just sold off my Biogen holding and am looking for a replacement within the healthcare sector. I held Biogen for over 3 years and exited with a nice return, but I have to say that I did not enjoy the wild ride and price swings as it seemed to trade solely on its new Alzheimer’s drug advancements and setbacks. So now I am looking to replace it with something a little more stable but still with the expectation of slow and steady growth. What would be your top 1 or 2 picks be today for both the US and Canada that might fit. I already own Savaria and XLV so something besides these.

Read Answer Asked by Steven on November 18, 2022

Q: My question is regarding selling my XHC and purchasing XLV in my RSP. I have 414 shares of XHC and understand the cost of currency change .I have initiated a position in XLV by selling VIG when it moves beyond 10% of our portfolio and started wondering whether I should consolidate to XLV. Our other healthcare stock is WELL. I would appreciate your comments. Thank you.

Read Answer Asked by Elizabeth on August 22, 2022

Q: Good Morning
Can you please give your opinion on Harvest Healthcare Leaders ETF or is there another healthcare purchase you would suggest.
Also would this be a good time to purchase.
Thank you
Heather

Read Answer Asked by Heather on May 18, 2022

Q: Hi,
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.

Read Answer Asked by Penny on February 22, 2022

Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).

Thanks in advance

Read Answer Asked by Don on January 14, 2022

Q: Hi group I am light on Health care + Manufacturing stocks what are your top 3 recommendations in both stocks / ETFs and why Thanks for your guidance

Read Answer Asked by Terence on August 11, 2021

Q: Where do you see the greatest value in the market these days? Cdn Banks always seem like a go to when in doubt, ZWU also seems reasonably priced. Any thoughts on ETF's or specific companies that are positioned well? Thanks as usual.

Read Answer Asked by Curtis on July 19, 2021

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: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Read Answer Asked by Steven on March 18, 2021

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!

Read Answer Asked by Terry on January 12, 2021

Q: Hello gentleman and thanks for your wonderful service as always. I'm wondering if you can point me in the direction of your preferred ETF's for the tech industry and the pharma industry.

Read Answer Asked by Peter on September 18, 2020