Q: I own SPY but since it is largely influenced by big tech, I am wondering if there is a more equal weight USD ETF that you might suggest that would also represent the stocks in the S&P 500 or similar.
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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.
- iShares Russell 2000 Growth ETF (IWO)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE)
Q: Hi,
I read with interest your latest Market Update. I am curious, given your interest rate and market analysis, does the Russell 2000's performance (e.g., IWO) this year indicate anything to you about the possible future direction of markets and the economy? Thanks, Michael
I read with interest your latest Market Update. I am curious, given your interest rate and market analysis, does the Russell 2000's performance (e.g., IWO) this year indicate anything to you about the possible future direction of markets and the economy? Thanks, Michael
- Invesco S&P 500 Equal Weight ETF (RSP)
- Invesco S&P 500 Equal Weight Index ETF (EQL)
- Topicus.com Inc. (TOI)
Q: Hello,
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much
Q: Hello - for my RIF- I have done well with VOO over the last year or so and am wondering if this is a good time to move to a different ETF such as RSP or IWP. My thinking is if the US economy does avoid a recession and the rally broadens, then maybe there will be more growth somewhere other than VOO. Your comments and suggestions please.
Thanks, al
Thanks, al
Q: Hello 5i
I know that you do not have a crystal ball but I was wondering, if the market upturn continues to broaden out beyond a few technology stocks, would it be better to be invested in rsp or in voo?
Thanks as always for your great service
I know that you do not have a crystal ball but I was wondering, if the market upturn continues to broaden out beyond a few technology stocks, would it be better to be invested in rsp or in voo?
Thanks as always for your great service
Q: Hello Peter,
I know you have answered this about Topicus special dividend. I find it odd that in the early stages of the company's existence , it is paying out a special dividend. Could this be a sign that the company sees little appetite for acquiring companies and will focus on organic growth? What is a good etf that excludes the magnificent 7 , SPY minus magnificent 7.. Appreciate it and thanks for the service.
I know you have answered this about Topicus special dividend. I find it odd that in the early stages of the company's existence , it is paying out a special dividend. Could this be a sign that the company sees little appetite for acquiring companies and will focus on organic growth? What is a good etf that excludes the magnificent 7 , SPY minus magnificent 7.. Appreciate it and thanks for the service.
- NVIDIA Corporation (NVDA)
- S&P 500 ETF TRUST ETF (SPY)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF Portfolio (VGRO)
- Super Micro Computer Inc. (SMCI)
Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).
My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?
My pension covers my living expenses, so I am able to take a little more risk.
Thanks,
Brad
My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?
My pension covers my living expenses, so I am able to take a little more risk.
Thanks,
Brad
Q: just wondering what etf in the u.s. you like best for the long term [10 years or more] that has a low mer [eg. spy , voo, vanguard,etc] and pays a reasonable dividend.
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Super Micro Computer Inc. (SMCI)
- Arm Holdings plc (ARM)
Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks
Q: Can you suggest other ETFs to play growth without the mag 7 -do you think AiQ is a good alternative?
- BMO S&P 500 Index ETF (ZSP)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
- S&P 500 ETF TRUST ETF (SPY)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Invesco S&P 500 Equal Weight Index ETF (EQL)
Q: Hi Guys
It seems during the last year that the Mag7 have really had their time in the sun. I am wondering if there might be some rotation out of these names. Wondering where you thought the best returns would be over the next few years in a S&P 500 type ETF:
1) XSP - iShares Core S&P 500 Index ETF
2) An Equal Weight S&P 500 Index like Invesco S&P 500 Equal Weight Index ETF, 3) or or something like the Vanguard Dividend Appreciation ETF.
What ETF would you think would do the best
Thanks
Stuart
It seems during the last year that the Mag7 have really had their time in the sun. I am wondering if there might be some rotation out of these names. Wondering where you thought the best returns would be over the next few years in a S&P 500 type ETF:
1) XSP - iShares Core S&P 500 Index ETF
2) An Equal Weight S&P 500 Index like Invesco S&P 500 Equal Weight Index ETF, 3) or or something like the Vanguard Dividend Appreciation ETF.
What ETF would you think would do the best
Thanks
Stuart
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- S&P 500 ETF TRUST ETF (SPY)
- Invesco S&P 500 Equal Weight ETF (RSP)
Q: Is there an ETF that tracks the s&p but excludes the mag 7 ?
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard Information Technology ETF (VGT)
- Berkshire Hathaway Inc. (BRK.B)
Q: Hello 5i,
We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.
Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?
Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?
Thank you for your advice
D&J
We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.
Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?
Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?
Thank you for your advice
D&J
- Invesco S&P 500 Equal Weight ETF (RSP)
- Invesco S&P 500 Equal Weight Index ETF (EQL)
- Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ)
Q: Hello, Would you please provide your comments on EQL as a safety play (reduce MAG7 weight) to VFV? I hold a very oversized position between VFV & VOO and am looking for your recommendation for an equal weight in CA$. Could you also provide a US$ version that you would recommend?
Thank you.
Thank you.
Q: I am considering making an investment in this ETF. I understand that it basically follows the returns of the S & P 500 and is equally weighted. Any information you may have on this ETF would be appreciated. Do you consider it a good investment. I look forward to your timely comments. Thank You.
Q: Could you please recommend a couple of equal weight S&P 500 ETF's with low MER's, thank you. Please note if there is any hidden fees outside the MER.
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Invesco S&P 500 Equal Weight ETF (RSP)
- iShares Russell 2000 ETF (IWM)
- CI Emerging Markets Dividend Index ETF (EMV.B)
- iShares Core S&P Small-Cap ETF (IJR)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: I know you don't believe in timing the market but after the last few years i've ended up with a fair bit of cash on sidelines, yielding around 5%.
Post pivot i'm now thinking about when/how to deploy. Assuming interest rates have peaked and we start seeing cuts in 2024 i expect cash yields to start decreasing as well.
So if you wanted to "broadly" deploy your cash reserves throughout 2024 how would you proceed? Thinking some mix of SPY, RSP, EMV (much smaller allocation) as I have retained most of my high convinction Canadian stocks.
Dollar Cost Average monthly or quarterly
Wait for next broad pullback, we know it's coming just not sure when. Can still get a nice cash yield while waiting.
Post pivot i'm now thinking about when/how to deploy. Assuming interest rates have peaked and we start seeing cuts in 2024 i expect cash yields to start decreasing as well.
So if you wanted to "broadly" deploy your cash reserves throughout 2024 how would you proceed? Thinking some mix of SPY, RSP, EMV (much smaller allocation) as I have retained most of my high convinction Canadian stocks.
Dollar Cost Average monthly or quarterly
Wait for next broad pullback, we know it's coming just not sure when. Can still get a nice cash yield while waiting.
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Home Depot Inc. (The) (HD)
- McDonald's Corporation (MCD)
- Philip Morris International Inc (PM)
- iShares Russell 2000 Growth ETF (IWO)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard High Dividend Yield Indx ETF (VYM)
- Vanguard Value ETF (VTV)
Q: I am looking for a good large cap USD ETF for my RRSP. I am 68 years old and would like a stable ETF with a lower P/E and OK dividend, hence considering RSP:US rather than the S&P 500 with a high P/E. Overall want an ETF with a good total return over 5 years.
I am considering the above 3 ETFs or perhaps you know of something better.
Thanks!
I am considering the above 3 ETFs or perhaps you know of something better.
Thanks!
Q: Hello 5i, Could you comment on options available for a retired senior that is approaching 71 years of age as I think that 71 is the mandatory age that RSP,s have to be cashed out.