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Investment Q&A

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Q: International ETF overlap query. I have the first four above now (more or less equal amounts) constituting 9.72% of total portfolio. Considering adding some more international exposure for geographic and currency diversification objectives, i.e. either VXUS or VIGI but wondering about the overlap with current holdings or should I just increase current holdings. Generally attempting to increase sector holdings in USA (fdn, ihi, hack, fivg, ipay, vbk), under-represented in Canada and more international geographic exposure. All are/will be in CDN & USD non registered accounts. Views?Suggestions?
Read Answer Asked by William Ross on May 01, 2020
Q: Hi 5i
Thanks for your sage advice during this pandemic period, I have found it very helpful.
My portfolio is pretty well balanced with a good mix of primarily Canadian stocks ( 5i) plus Cdn & US ETF's. I would like to add some exposure to the global markets, can you suggest a couple of ETF's that I should consider - either Cdn or US...
Read Answer Asked by William on April 28, 2020
Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.
Read Answer Asked by Kyle on April 21, 2020
Q: We have given our 19 year-old Son $12K to maximize his TFSA. I have advised him to watch North American ETFs, now that we are at the top of the economic cycle. Can you recommend a few individual Canadian stocks with a 6+ year time horizon? Would you recommend any International, European or developing world ETFs?
Thank you!!
Grant
Read Answer Asked by Grant on February 18, 2020
Q: Hi Peter, Ryan and 5i,
Could you please give me a list of at least 5 US Listed ETF's (Total Market) for a Lira account with at least 10 year hold.
Thanks as always for your expert advice. Ivan
Read Answer Asked by Ivan on February 11, 2020
Q: Good morning and Happy New Year to all at 5i,

Portfolio Analytics tells me to increase my US and international exposure. Please suggest some ETFs that would accomplish this goal, and at the same time provide a dividend (even a small one) and have growth prospects. This would be for this year's TFSA investments. Thanks in advance for your valued advice.
Read Answer Asked by Jerry on January 08, 2020
Q: For the moment, I'm satisfied with each of the CDN and US holdings in my portfolio. But I have nothing that is non-North American. So I'm planning to invest about $50,000 which would be 10% of my current portfolio. I haven't tracked international equities very much and am looking for recommendations. What do you think about purchasing individual stocks ... intending LT (5+ year) hold? Could you suggest 4 or 5 stocks I might look at? Asia? Europe? etc. Finally, if you're not keen on investing in individual stocks, can you recommend a few international ETFs for me to research? Thanks very much. (5i is an awesome resource for me).
Read Answer Asked by RANDALL on November 15, 2019
Q: Have $20,000.00 sitting in a LIRA account. Please recommend 3-4 ETFs that I can hold for the next twenty years. and drip (no bonds) would like to double every 10 years. Would Dividend Growth ETFs a good choice over that time frame or just growth stock ETFs?
Thanks Cec
Read Answer Asked by Cecil on November 14, 2019
Q: Hello 5i team,

My 33 year old son is looking at rebalancing. He has a defined benefit pension. He would like to use VTI and VXUS for non cad exposure. What percentage would you propose for cad, Vti and Vxus? And is there any ETFs that trade in canada that you would consider replacements of those two?

Thanks for all you do!

Wes
Read Answer Asked by Wes on November 05, 2019
Q: I'm holding about 21% cash right now and would like to invest most of it in foreign equities to diversify from my mostly Canadian portfolio. Do you have any specific ideas of what I may include, ETFs or stocks? I'm wide open for suggestions. My main objective is capital appreciation but I'm aware that good dividend payers most often do better than non-dividend payers.
Read Answer Asked by Fred on October 16, 2019
Q: My portfolio review tells me that I need to add 20% to the international portion of my current holdings. At the moment, I hold only ZDM. Should I add to that or do you have another recomendation? I also need an Emerging Market ETF recomendation for diversification.
Read Answer Asked by Michael on October 07, 2019
Q: I have most sectors covered thanks to your Portfolio Analytics. Thanks so much. However I have a very large and growing allocation in Vanguard Dividend Appreciate (VIG:US). My international investments (non-US) are small and need a boost. What would you suggest I do to diversify internationally using ETFs?
Read Answer Asked by John on August 09, 2019
Q: these 4 holdings are held in equal weight in a RRSP account and have some US cash and wonder what you think the best ETF would be to complement what is currently owned?
Thanks
Read Answer Asked on July 15, 2019
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