Q: over the past 5 years, I've noticed when QQQ takes a decent dip, it climbs hard after. Do you believe we have seen the worst of this dip? And if not, when would you feel comfortable entering?
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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.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- iShares Core Growth ETF Portfolio (XGRO)
Q: Good morning,
Truly enjoy reading your reports and answers to queries asked by members!
In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.
You state: "we might start out with a broad market ETF that pays a dividend"
Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?
Perhaps suggesting a few for high, moderate and low risk tiers.
Have a great weekend!
Art
Truly enjoy reading your reports and answers to queries asked by members!
In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.
You state: "we might start out with a broad market ETF that pays a dividend"
Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?
Perhaps suggesting a few for high, moderate and low risk tiers.
Have a great weekend!
Art
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total International Stock (VXUS)
Q: My son (30) has some money and wants to put it in your small cap growth model. He wants to include a number of ETF's to have some other exposure. He would put 30% of his money in the small caps and 70% in ETF's. Here is the list of ETF's he is considering, but is worried it is too many. Can you please help with the ETF list as he is concerned that he has too many. Please take as many credits as needed. Thanks.
XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%
XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%
Q: Please advise as to a US listed etf focused n fang plus Msft and aapl, un leveraged only please. Thanks greg
Q: Could you remind me of the symbol for the ETF that trades the same as QQQ but at a reduced price for each share. Is there one for the SPY's? Or am I dreaming that this exists??
Q: Would you switch one (or both) for IWO etf for a 3 year hold
thank you 5i
thank you 5i
Q: Hello Peter and co.,
I have a follow-up to Simon's question about tax-loss selling of QQQ posted on March 4.
Would leveraged ETFs, such as QLD and TQQQ, also be considered the same as QQQ? While those two ETFs are based on the NASDAQ 100 index, they don't track it directly.
(Also, I do realize you don't endorse the purchase of leveraged ETFs.)
Thank you for your helpful advice!
I have a follow-up to Simon's question about tax-loss selling of QQQ posted on March 4.
Would leveraged ETFs, such as QLD and TQQQ, also be considered the same as QQQ? While those two ETFs are based on the NASDAQ 100 index, they don't track it directly.
(Also, I do realize you don't endorse the purchase of leveraged ETFs.)
Thank you for your helpful advice!
Q: Hello 5i Team,
A similar question has likely been asked before.
For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?
Thanks!
A similar question has likely been asked before.
For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?
Thanks!
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total Stock Market ETF (VTI)
Q: Currently hold vti & vig. Any issues here concerning overlap of holdings or outlook?
Q: Please give me 2 ETFs that are great over time and I can add to every couple months
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total Stock Market ETF (VTI)
Q: I am contributing to my RRSP. I have a maxed out TFSA and also have a non-registered account. I am trying to stay fairly diversified in terms of sector. (and am happy with that mix currently). What I would like to do, is focus on the US in my RRSP for tax considerations. My US exposure is currently low.
Questions: Can you suggest some ETFS or Index Funds that take advantage of the tax situation and are favourably priced right now? Should I contribute to the RRSP in $Can or $US? Is there an advantage to either? 5-10 year time frame.
Thank you for your great service!
KEN
Questions: Can you suggest some ETFS or Index Funds that take advantage of the tax situation and are favourably priced right now? Should I contribute to the RRSP in $Can or $US? Is there an advantage to either? 5-10 year time frame.
Thank you for your great service!
KEN
- Miscellaneous (MISC)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- INVESCO QQQ Trust (QQQ)
- The Energy Select Sector SPDR Fund (XLE)
- Industrial Select Sector SPDR (XLI)
Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.
Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.
Thanks for the great service.
Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.
Thanks for the great service.
Q: Hi Peter and Staff
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER
I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?
Please deduct multiple credits if needed to give the whole answer
Thanks for all you do
Dennis
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER
I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?
Please deduct multiple credits if needed to give the whole answer
Thanks for all you do
Dennis
Q: Good day and Happy New Year,
What do you think of XQQ? Do you have a different preference for that scope of ETF?
Thanks,
Robert
What do you think of XQQ? Do you have a different preference for that scope of ETF?
Thanks,
Robert
Q: All things being equal If you could only buy one etf , what industry would it be in?
What is your favourite etf in that field?
Philip
What is your favourite etf in that field?
Philip
Q: Looking to overweight tech a bit in my portfolio using QQQ. Should I put it in my TFSA or RSP?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
Q: Hi 5i Research Team -
I've done very well on SHOP & TSLA. Mr. Buffett said buy low and sell high. Would you recommend that as well and transfer those savings to ETF's to protect investments against a possible melt down? If so could you please recommend some ETF's or other transfers.
Thankyou!!! Frank
I've done very well on SHOP & TSLA. Mr. Buffett said buy low and sell high. Would you recommend that as well and transfer those savings to ETF's to protect investments against a possible melt down? If so could you please recommend some ETF's or other transfers.
Thankyou!!! Frank
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
Q: Hi 5i team,
I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.
Thanks,
Irene
I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.
Thanks,
Irene
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Thomson Reuters Corporation (TRI)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding
- iShares Russell 2000 Growth ETF (IWO)
- BMO S&P 500 Index ETF (ZSP)
- iShares Biotechnology ETF (IBB)
- INVESCO QQQ Trust (QQQ)
- iShares Global Financials ETF (IXG)
- iShares U.S. Medical Devices ETF (IHI)
- Vanguard Information Technology ETF (VGT)
- Vanguard Growth ETF (VUG)
- Fidelity MSCI Information Technology Index ETF (FTEC)
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD