Q: What are the current dividend yields on these?
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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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- S&P 500 ETF TRUST ETF (SPY)
- Berkshire Hathaway Inc. (BRK.B)
Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.
Thank you
Yves
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.
Thank you
Yves
- Vanguard S&P 500 ETF (VOO)
- S&P 500 ETF TRUST ETF (SPY)
- iShares U.S. Consumer Discretionary ETF (IYC)
Q: I have losses in spy and iyc and want to buy voo. Would I be able to claim the loss since the two etfs are in a non registered account? Do you think this is an ok move?
Thanks, Lesley
Thanks, Lesley
- 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
Q: Can you please provide various metrics where the sp500 is still over valued?
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Vanguard U.S. Total Market Index ETF (VUN)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Growth ETF Portfolio (VGRO)
- Vanguard All-Equity ETF Portfolio (VEQT)
- iShares Core Growth ETF Portfolio (XGRO)
Q: We have been keeping in cash the proceed of the sale of a condo. what would you suggest for a conservative growth ETF in canadian currency. That would represent 10% of our equities holdings. Looking for more growth than yield, as this would be in a non registered account. We would like something all in one, as I do not want to add more names to the list of equities we have.
Q: Happy Holidays 5i,
can you please suggest some free web sites where one can get the current forward P/E of the SPY.
thanks
can you please suggest some free web sites where one can get the current forward P/E of the SPY.
thanks
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- SPDR Dow Jones Industrial Average ETF (DIA)
Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c
Thanks,
c
Q: The first ones to forecast next year results are Goldman Sacks and they are pretty bearish on the stock market. They forecast the S&P to finish the year at 4000 after picking up steam in H2 while the first half should be down while traders will adjust their premiums with no gain in profits next year. Do you agree with their thesis? Where do you see the better overweight. In US with blue chips or smb ? Canada with oil and basic material? Look for dividend to try to make some yield? Please elaborate on your rational. Thanks a million$$$
Yves
Yves
Q: I asked in a previous question if you favoured SPY or VIG, you sided with SPY. So brings me to SPY vs QQQ. Bat the average with SPY or gamble on the more tech heavy QQQ rebounding stronger and looking like a good buying opportunity. I am slightly underweight tech so would beef up my tech holdings as well
longterm hold, registered account, hybrid balanced/income follower.
longterm hold, registered account, hybrid balanced/income follower.
Q: I have a bit of USD cash to deploy. VIG or SPY. longterm hold, RSP account, balanced/income hybrid follower. Bat for the average with SPY or slightly lower beta with VIG.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
Q: If you currently had about 50% cash in your portfolio;
- how would you suggest investing the balance and over what time period?
i.e. 30% cash now, 30% in 2 months etc
Thank you for your input.
- how would you suggest investing the balance and over what time period?
i.e. 30% cash now, 30% in 2 months etc
Thank you for your input.
Q: Hi there- I’m wondering if you can please recommend a US ETF. It is for a RRSP account so not looking to access funds until another 10 + years.
Thanks
Thanks
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard S&P 500 ETF (VOO)
- S&P 500 ETF TRUST ETF (SPY)
- iShares Core S&P 500 ETF (IVV)
Q: Given the current market, what are some S&P 500 Index Funds you see looking at long term growth and opportunities for 5-10+ years?
- JPMorgan Chase & Co. (JPM)
- Enbridge Inc. (ENB)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- Berkshire Hathaway Inc. (BRK.B)
Q: For someone retiring in 10 years and looking to withdraw capital gains (already have high dividend payers)over the span of their retirement, what mid and large cap equities/ ETFs , including USA, would you suggest, in a non registered account . Thank-you
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard FTSE Developed Markets ETF (VEA)
- SPDR Dow Jones Industrial Average ETF (DIA)
Q: Good morning, what ETF's would you advise for a new portfolio today. Mid age investor, including sector allocations please. TFSA and Non reg'd accounts
Thank you
Thank you
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave
Q: I have half my retirement portfolio in cash right now and plan to start layering in to index funds over the coming months. Consensus seems to be a Recession in 2023 so i'm thinking about taking a more defensive approach like SPHD and receive the 4% dividend while the market figures out where it is going in 2023 and beyond.
Once sentiment improves and another bull market looks to be in the horizon i would likely shift from SPHD to SPY and/or Sector in flavor funds.
Seem like a reasonable approach?
Once sentiment improves and another bull market looks to be in the horizon i would likely shift from SPHD to SPY and/or Sector in flavor funds.
Seem like a reasonable approach?
Q: About 2 years ago I invested in RSP the equal weight SP 500 etf. Since that time SPY the cap weighted etf has decreased about 10% more than RSP. Now that tech valuations have come back down I am considering selling RSP and buying SPY. I recall reading here that you expect tech and consumer discretionary sectors to lead once inflation starts to move down and interest rates peak. You have also mentioned that markets look ahead.
It looks like both tech and consumer discretionary are down more than 11% in the last month.
Could you give me your assessment of this trade?
It looks like both tech and consumer discretionary are down more than 11% in the last month.
Could you give me your assessment of this trade?
- Union Pacific Corporation (UNP)
- iShares Russell 2000 Growth ETF (IWO)
- S&P 500 ETF TRUST ETF (SPY)
- iShares U.S. Transportation ETF (IYT)
- Vanguard FTSE Developed Markets ETF (VEA)
- Vanguard Value ETF (VTV)
Q: I want to crystalize tax losses in my non-reg account. Can you please suggest good proxies for IYT, VTV, VEA, and IWO? Thanks.