Q: I see on a recent answer you like consumer discretionary, any thoughts on consumer staples and having a position in XLP?
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Toronto-Dominion Bank (The) (TD)
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Stantec Inc. (STN)
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BRP Inc. Subordinate Voting Shares (DOO)
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Alimentation Couche-Tard Inc. (ATD)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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EQB Inc. (EQB)
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Financial Select Sector SPDR (XLF)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Consumer Discretionary Select Sector SPDR (XLY)
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Industrial Select Sector SPDR (XLI)
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?
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BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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CI Energy Giants Covered Call ETF (NXF)
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Consumer Discretionary Select Sector SPDR (XLY)
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BMO Covered Call Technology ETF (ZWT)
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Global X S&P 500 Covered Call ETF (XYLD)
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BMO Covered Call Energy ETF (ZWEN)
Q: Good morning 5i, I am looking to add some covered call ETF’s to my holdings. Which covered call ETF’s would you recommend in the sectors of industrials, tech, consumer discretionary and energy. Which would you recommend reflecting the S&P 500.
Thank you in advance
Dan
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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Health Care Select Sector SPDR (XLV)
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Consumer Discretionary Select Sector SPDR (XLY)
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?
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Vanguard Real Estate Index Fund ETF (VNQ)
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Financial Select Sector SPDR (XLF)
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Consumer Staples Select Sector SPDR (XLP)
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Health Care Select Sector SPDR (XLV)
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Technology Select Sector SPDR ETF (XLK)
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Consumer Discretionary Select Sector SPDR (XLY)
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Utilities Select Sector SPDR ETF (XLU)
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Vanguard Energy ETF (VDE)
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Materials Select Sector SPDR (XLB)
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The Energy Select Sector SPDR Fund (XLE)
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Vanguard Health Care ETF (VHT)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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Communication Services Select Sector SPDR Fund (XLC)
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Vanguard Financials ETF (VFH)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Utilities ETF (VPU)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
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Vanguard Consumer Discretionary ETF (VCR)
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.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Savaria Corporation (SIS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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Consumer Discretionary Select Sector SPDR (XLY)
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Boyd Group Services Inc. (BYD)
Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.
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Miscellaneous (MISC)
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Financial Select Sector SPDR (XLF)
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Consumer Staples Select Sector SPDR (XLP)
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Health Care Select Sector SPDR (XLV)
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Technology Select Sector SPDR ETF (XLK)
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Consumer Discretionary Select Sector SPDR (XLY)
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Utilities Select Sector SPDR ETF (XLU)
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Materials Select Sector SPDR (XLB)
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The Energy Select Sector SPDR Fund (XLE)
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Industrial Select Sector SPDR (XLI)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
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.
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Consumer Discretionary ETF (VCR)
Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.
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Costco Wholesale Corporation (COST)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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Consumer Staples Select Sector SPDR (XLP)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
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Jacobs Solutions Inc. (J)
Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.
My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.
Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.
Thanks,
Paul
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Consumer Staples Select Sector SPDR (XLP)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you
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Dollarama Inc. (DOL)
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Restaurant Brands International Inc. (QSR)
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Alimentation Couche-Tard Inc. (ATD)
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A&W Revenue Royalties Income Fund (AW.UN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Consumer Staples Select Sector SPDR (XLP)
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Consumer Discretionary Select Sector SPDR (XLY)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ)
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BMO Equal Weight Industrials Index ETF (ZIN)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Global Value Factor ETF (VVL)
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iShares Russell 1000 Value ETF (IWD)
Q: what value / cyclical suggestions do you have ETF wise?
Would one play a DOW ETF or the Russell?
or Canadian ETFs ?
Thanks
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Chevron Corporation (CVX)
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Marathon Petroleum Corporation (MPC)
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Phillips 66 (PSX)
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Exxon Mobil Corporation (XOM)
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Consumer Discretionary Select Sector SPDR (XLY)
Q: Hi,
What do you think of US energy stocks for the next two years? Is it too late to get in?
If not, which would you recommend?
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Consumer Discretionary Select Sector SPDR (XLY)
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iShares Global Consumer Discretionary ETF (RXI)
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iShares Global Consumer Staples ETF (KXI)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
Q: How would you suggest getting exposure to consumer discretionary/staples?
Could you please give a good ETF for each sector and a couple good names?
Looking for broad exposure (not just Canada)
Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul
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iShares Russell 2000 Growth ETF (IWO)
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO MSCI Emerging Markets Index ETF (ZEM)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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iShares Convertible Bond Index ETF (CVD)
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iShares Diversified Monthly Income ETF (XTR)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Vanguard Dividend Appreciation FTF (VIG)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Information Technology ETF (VGT)
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Vanguard Consumer Staples ETF (VDC)
Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley
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Consumer Discretionary Select Sector SPDR (XLY)
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ProShares Long Online/Short Stores ETF (CLIX)
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Vanguard Consumer Discretionary ETF (VCR)
Q: Grateful for your views on this ETF for a growth portfolio. Buy ? Hold ? Sell ? Or another ETF with AMZN you would like better ?
Yours,
Jacques IDS
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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iShares S&P/TSX Capped Materials Index ETF (XMA)
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Consumer Discretionary Select Sector SPDR (XLY)
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Industrial Select Sector SPDR (XLI)
Q: Hey,
What would be some stocks and ETFs to watch during this rotation?
Thanks
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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Consumer Discretionary Select Sector SPDR (XLY)
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iShares Global Consumer Discretionary ETF (RXI)
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Vanguard Consumer Discretionary ETF (VCR)
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VanEck Vectors Retail ETF (RTH)
Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.
Martin
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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BMO Equal Weight US Banks Index ETF (ZBK)
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BMO Equal Weight Banks Index ETF (ZEB)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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Financial Select Sector SPDR (XLF)
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Consumer Discretionary Select Sector SPDR (XLY)
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Industrial Select Sector SPDR (XLI)
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iShares U.S. Home Construction ETF (ITB)
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Vanguard Consumer Discretionary ETF (VCR)
Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.
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