Investment Q&A

Q: Dear 5i,
Can you please suggest some Global Small Cap Value ETF's or Funds which are available in either US or CDN exchanges that are worth doing more reading on.
The ETF's can be passive or active.

thanks

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

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

Thanks

Q: I asked a question earlier where you responded that VVL would be a good choice. My funds are in US$ in a US account, though, so do you have a suggestion in US$? Thanks again.

Q: Thanks for your previous response confirming these etfs cover major asset classes and geographies for an RSP with 5 years to retirement. Could you please suggest a couple of etf alternatives that could be added to provide a little more torque with a 5 year timeframe. A brief explanation for each would be appreciated. Thanks.

Q: This fund is about 2/3 US. Are you aware of other similar Value ETF’s trading on TSX that would be more international Ie. less US focused. Thank you. Bill

Q: Hi Peter and team,

I'm overweight tech and underweight the US and international by a lot.

I hold XAW at roughly 20% in my RRSP.
Currently have 13k in cash and will have another 15k once PEO shares get tendered in a LIRA account.

Can you recommend an ETF or two that can address both my problems. One that has zero to very minimal tech exposure, no canadian exposure. Preferably trading on the TSX.

Thanks,

Rino

Q: This is about Value play through ETFs.
Two questions. Assuming that Value as opposed to growth is going to get traction in 2021.

1. Small cap value or Large cap value going forward.

2. Which ones from my picks above you think are worth considering. Any favourites?

Thanks

Q: My portfolio is moderately balanced, and do not include internet or technological Cdn values ( as SHOP,CSU,OTEX,BB,KXS,ENGH,LSPD,etc…),or equivalent US stocks. The main reason are that : 1) I feel that prices and ratios are very high 2) My objective is a ” safe mix” of revenues and growth 3) It seems impossible to predict wich Cies will be the “winners” in the future in this new trend 4) I tend to keep stocks and ETF for long term (not too much surveillance needed ) .Do you have any suggestion (stock or ETF) ,and general point of view ? many thanks

Q: Hello:
We are hearing a lot of chatter about the switch to Value stocks; away from growth stocks.
What are your favourite Value stocks ETFs in Canada and the US. Both for small caps and large caps.

Q: Hi 5i team,
The market is seeing a rotation from tech into more value with Dow Jones going up and NASDQ dropping. To capture this sector rotation, which Canadian traded ETFs would you recommend for US companies? Would it be Dow Jones focused ETFs or value focused ETFs that will see the most gain in the next 12 months?
Please list your top picks for each. Thanks.

Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

Q: Hi 5i, Is it time to switch from Momentum to Value investing, if so could you name a couple of ETF's in each of Canada and the US. Your opinion is always appreciated.
Thanks.
Ivan

Q: Hi team
I am looking to start a position in global value ETF fund; I am looking at the above
VVL; I already have some exposure in International through the Mawer International funds
could you recommend one more ETF similar to VVL ?

thanks
Michael

Q: Would you consider investing in VVL:CA EFT at this time to acquire access to a internationally diversified value stocks be a good idea ?

Q: Thank you for answering my question yesterday. You guys are the best. If you could choose 5 ETF's for a 40,000 RESP for a 8 and 10 year to hold and continual buy for the next number of years - which are they?
I appreciate it,
Brent

Q: I currently hold VVL ETF since all the stocks down. Will this ETF change holdings and how often do they balance.

Thanks for the great service

Q: Hello 5i,
I have just opened up a Family RESP (currently ages (-0) and 1.5 yrs) and have been going through the RESP questions as well other questions. I would like to contribute $2,500 this year for existing grandchild and $5,000 next year when #2 comes along.
I think you would agree that at this point it is probably best to start with an ETF? So, given that, could you please give me a couple of your top recommendations for this point in time/cycle/interest rate environment, etc.. Should you feel that some individual equities might work better solo or in combo, any suggestions would be welcome. Based on what I have read, I was leaning towards VGRO, but am not sure that would be your top recommendation, so a couple of ETF and/or equitiy suggestions would be much appreciated!!
Best to all - and, as always, Many Thanks!!!
Cheers,
Mike

Q: Hi 5i team,
Group A: XCV 35%, VVL 35%, VEE 10%, VAB 20%
Group B: VSB 15%, ZPS 15%, XSB 15%, XIU 30%, VCE 20%, XAW 5%
For short term 2-3 years, which group would you pick? or any better idea?

Q: Can you please recommend a value ETF in Canadian and USA dollars. Which one is your favourite value ETF

Canada
Global
USA

Thanks for your great service
Hector

Q: Hi 5i team,
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!

lil