Investment Q&A

Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?

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.

Q: Hi Peter,
Further to my question posted previously on investing in basic materials in ETFs, do you have any Canadian ETFs similar to XLB you would recommend?

Many Thanks,
Roger

Q: Hi Peter,
I do not have any basic materials in my portfolio and have very little knowledge in this category. Do you recommend looking into having a few EFTs to cover this or dive directly into some stocks?

With whichever suggestion you have, would you please provide me a list of your perferred EFTs or companies to invest and rank them from your very best to best in terms of security (less voltility) and returns.

Many thanks,
Roger

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.

Q: Another person asked you about the outlook for the US XLB etf which is the materials sector SPDR etf, and your answer was about the long term bonds?! You need to pay more attention... Also why do you keep promoting these losers - GSY 40% down, GOOG 30% down etc.

Q: Hi,

What do you think of these 3 ETFS (XME,XLB, XLI) for the next 2 years and, hopefully much longer? I'm hoping for a 7% position.
Would you invest in any of them?
Is there another ETF you like better?

Q: Hi,
What are some good ways to get exposure to metals?
Are there other good etfs other than XLB? That is largely copper/aluminium... are there are gold/silver tilted? Or other good ones in general?

Stock wise, what are some favourites?

Q: Your opinion on S&P Ishares Global Materials .(MXI). Any proxy you'd suggest if you do not like it? Thank you. Fooklin

Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.

Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Q: My wife and I are in our mid-late 70's and only have investments in RRIFs.

We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.

I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.

Q: What do you think of these two ETFs and which do you prefer for a long term hold?Can you recommend one or two CDN materials/metals ETFs?
Can you recommend one or two US or world material/metals etfs?

Q: Whats the TSX listed equivalent of XLB (US) for broad material exposure ? Thanks.

Q: What is a tsx listed equivilent ? Thanks.

Q: If now is a good time to begin putting 12% cash to work increasing our USA div. income to balance our RRIF withdrawals for a mid 70s couple what stocks or etfs would you recommend. We currently own VZ@ 1%, QCO M@1% VGG 1% and VUN 3% to top up.
According to your portfolio analysis we need more US communication, US industrial, and US basic materials. Is it better to have div. income from Canada than US in our RRIF plans?
Would also like to switch our 3.5% position of IYT to div. position.
Take as many question as needed. Thanks

Q: Good morning 5i,
I currently have no basic materials in portfolio having sold MX to crystallize a tax loss. Analytics suggests 4%. We are currently trying to become less aggressive because of stage in life. Thinking 2% XGD (comments please) and open to suggestions for another candidate. Thanks for your help. Ted

Q: My materials and precious metals exposure is limited to the above two stocks, and both are very small positions. With recent talk about positive prospects for materials going forward, what etf would you recommend if I decided to put some more money into this sector?

Q: What is the difference between these two 'material select' SPDRs?
Which one would be a better choice?
Thank you Team!