Investment Q&A

Q: Hello,

I understand that one has to file a form T1135 if one holds US stocks or ETFs over $100,000 anytime during a calendar year. If one intends to hold VOO, the suggested Canadian equivalent to avoid having to file T1135 is VFV. Is my understanding correct? If yes, what are the Canadian equivalents of QQQ and IWM?

Thank you

Q: If you had to pick 5 ETFs to fill an RRSP, for an investor with a 20+ year timeframe, which would you choose? To add a little context, mid 30's with a TFSA geared towards growth and I am comfortable with risk in that account. I also have a business account where I hold blue chip dividend paying stocks. Comfortable with risk in the RRSP as well but trying to find the sweet spot in between these two accounts.

Q: What is your opinion of Invesco International Fund Series F or other Invesco International Fund Series?

Q: A few questions re best index ETFs for safety, total return and tax efficiency:
(1) S&P/TSX 60 (unregistered account): Is XIU, XIC or another ETF better?
(2) S&P 500 (RRSP/TFSA): What CAN listed ETF is best for long hold: ZSP, XSP or other ETF? If held in an RRSP (ie US dividend tax except), can you recommend the best US listed ETF for the S&P 500?
(3) NASDAQ 100 (RRSP/TFSA): What CAN listed ETF is best: ZNQ, ZQQ or another ETF? Is QQQ the best US listed?
(4) Ex-North America index (RRSP): Can you list the best CAN listed ETF index fund? Would you stick with large caps or all? XEF? VIU?
(5) Emerging market index ETFs (RRSP): ZEM, VEE or other?
(6) MISC: Has HXT, HXS and HXQ permanently resolved gov't issues and are these ETFs safe for long term hold?
Thank you!!

Q: Hello,

Can I get a couple of your recommendations for the best balanced growth ETF and/or mutual fund as well as a pure growth recommendation. Sector & Geographic allocation not a huge concern.

Thanks.

Q: There seems to be many etf / index for the nasdaq 100 in terms of different companies offerings, Canadian / us $ , hedged/ unhedged etc
1 if u were to pick one does it matter in terms of return/ mer if it’s purchased in $us or $ can and can u recommend which one in each currency mentioned
2. In addition to above would you recommend any other nasdaq etf such as qqqj or other or would this be a duplicate?
Thank you

Q: I thinking of adding QQQ.US to my TFSA. I know there is a withholding tax for US dividends however the annual Dividend/Yield is only $1.74 or .055%. It appears the tax consequence would be minor in terms of dollars and cents. Is this reasonable . Thanks

Q: I currently have HXS and a large holding in Apple stock, All in a registered account. Thinking about adding QQQ-Q, for additional exposure to FANG stocks. Your thoughts thanks

Q: Is there much overlap in holdings between These two ETF’s?

Q: Dear 5i,

If one wanted to invest in bitcoin would you wait for a US listed ETF or would
you invest in an existing blockchain ETF like BLOK?
(Van Eck filed just recently for a bitcoin ETF)

On the same risk/return spectrum do you think there are better themes to invest in with my money? Please suggest alternatives and perhaps some ETF's to research.

happy new year

Q: Happy New Year to all at 5i!!!! I would like to make a TFSA investment for a long term hold in both QQQ and ARKK. Does this seem alright to do at this time? Should I chose one over the other, or would both investments compliment each other? Cheers, Tamara

Q: I would like to invest some funds in a TFSA account for a long term hold. I am considering QQQ or QQC.F. Which ETF do you recommend and why? Thank you very much. Best wishes for the Holiday Season and safe 2021.

Q: i am thinking of taking a position in one or all of these high performance etfs in order, which ones, do you favour? could you possibly suggest suggest some other etfs or sectors that i may take a look at (dont mind taking the risk) more than 1 question here Kindly deduct my credits accordingly

Q: Can you suggest some eft's for the above sectors? Do have a couple tech companies in my portfolio such as Lightspeed and Shopify, but no "big" ones like Google, Apple etc. and WELL and PRN. Would like to find ETF's which may help to broaden my exposure in these sectors.

Q: IS THERE AN ETF THAT COVERS ALL THE FANG STOCKS ? does it make more sense to just invest in the Nazdaq index that seems to have outperformed all other indexes by a long shot do you have another suggestion how to invest in american outperform growth stocks several questions ---deduct credits accordingly thanks

Q: Hi,

I have QQQ in my RRSP and I am thinking of switching to QQQM since it is identical at a lower cost ratio. Is it the right move?

Best,
Matt

Q: is there an ETF that focuses on tech stocks, couldn't seem to find anything in the Q and A section

Q: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?

Q: In the time since the sharp decline in markets in March I would sometimes notice when I just happened to be looking at a particular stock or ETF chart that for a select few they rebounded almost immediately (in days, or more often a few weeks). It was almost as people suddenly realized “hey, wait a minute, there was no reason for that to have sold off”. Unfortunately, in typical fashion, I didn’t note them anywhere. If we were to have another major negative market move (for any of the reasons floating around), are there any companies or ETF’s that come to mind to watch for that might repeat that pattern?

Thank you,

Q: I am trying to get as much FAAMG content as possible and comparing the two ETFs, they seem very similar but MGK has less volume but a lower MER. Would you have a clear favorite between the two? Thanks