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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: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023

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

Read Answer Asked by Dan on April 06, 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: 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.

Read Answer Asked by Donna on January 17, 2023

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: 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.

Read Answer Asked by J on February 23, 2022

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

Read Answer Asked by Paul on October 26, 2021

Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Read Answer Asked by Gurdeep on September 23, 2021

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.

Read Answer Asked by Miroslaw on August 31, 2021

Q: what value / cyclical suggestions do you have ETF wise?

Would one play a DOW ETF or the Russell?
or Canadian ETFs ?

Thanks

Read Answer Asked by Mark on June 01, 2021

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?

Read Answer Asked by Graeme on May 04, 2021

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)

Read Answer Asked by Max on April 29, 2021

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

Read Answer Asked by STANLEY on April 26, 2021

Q: Hey,

What would be some stocks and ETFs to watch during this rotation?

Thanks

Read Answer Asked by Bonnie on March 09, 2021

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

Read Answer Asked by Martin on January 12, 2021

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.

Read Answer Asked by Darcy on June 22, 2020