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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: Given a career move, my daughter (30 Years old) recently moved her pension money from HOOPP into a LIRA and RRSP. Given she has 30+ years to retirement, can you suggest a handful of ETFs that provide both sector and international exposure? Currently considering XAW for some of the monies. Thank you.
Read Answer Asked by Ronnie on December 08, 2023
Q: My question yesterday did not seem to go through as it did not show up in "My Questions".
In reading your newsletter "What Investments to hold in your TFSA or RRIF" - I hold the above 4 ETF's in my TFSA and was wondering if they should be in this account?
I interpret your information as they should not be in an TFSA.
Thanks
Read Answer Asked by Terry on November 23, 2023
Q: I have the above ETF's in my TFSA and am wondering if these belong in a TFSA? On reading your newsletter "Investments to hold in your TFSA" , I interpreted this to mean they do not belong in the TFSA. Am I right?
Thanks for your response.
Read Answer Asked by Terry on November 23, 2023
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
Read Answer Asked by gary on July 18, 2023
Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.
Read Answer Asked by Pat on June 21, 2023
Q: What US Healthcare stock or ETF would you recommend to replace ABBV?
Read Answer Asked by kim on June 12, 2023
Q: Do you think it worthwhile to buy both of these holdings (i.e. 3-4% each in an otherwise reasonably well-diversified portfolio) for the sake of making the best use of their respective growth/dividend potential? Their high degree of correlation seems the one factor mitigating against this strategy.
Read Answer Asked by David on June 07, 2023
Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.
Read Answer Asked by Heather on May 11, 2023
Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?
Read Answer Asked by Benjamin on May 01, 2023
Q: the above are my healthcare holdings in my RRIF. I need to add but am wondering about eliminating individual stocks for an ETF with a higher income component. Any suggestions both on the move and the ETFS

Thanks
Read Answer Asked by Tom on April 26, 2023
Q: I know that you have suggested the US for healthcare sector exposure given the somewhat limited opportunities in Canada. I struggle a bit with the single company risks in the sector given the possible reversals in fortune with political policy decisions, failures with trials and products in the pipeline, lawsuits etc. etc. Can you suggest two or three ETFs that cover the the entire Healthcare universe (devices, pharmaceuticals, biotech, health insurance carriers and/or whatever else makes up the sector) reasonably well. Thank you!
Read Answer Asked by Stephen R. on March 09, 2023
Q: Hi Peter and Staff

A while back you recommended this as an ETF with a very low mer . I believe the MER was .1 of 1%?. I have two questions

1. Is this an actively managed ETF or just an index replica based on market cap of the stocks owned?
2. For RESP's just starting out, is this a good way to gain the health care allocation as opposed to picking "the winning horse" due to trading fees ?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 02, 2023
Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?
Read Answer Asked by Trevor on February 01, 2023
Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?

Please recommend your favourite ETF for each on the TSX unless it's only available in USD.

Would the beaten down USA sector (eg. XUU) be part of your thinking?

Read Answer Asked by Kevin on January 31, 2023
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
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