skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I recently read your article "Cap-Weight vs Equal
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?

Thanks
Read Answer Asked by Steven on July 22, 2019
Q: i currently hold rsp and voo in my rif account. Is this too much of an overlap and should I consolidate or just keep them as they are? If I keep them as they are and am planning to add more money which one should it be? I know that you have often mentionned that you like a market weighted approach. Thanks for a wonderful service
Read Answer Asked by joseph on June 24, 2019
Q: Hi...In your opinion where is the best region in the world to invest right now with a 5 year outlook? Could you recommend a couple of ETF’s? Thanks
Read Answer Asked by Todd on May 23, 2019
Q: Could I please have a few of your top Smart Beta ETFs recommendations. I was hoping to get a few ETF ideas that cover USA, global and international only. A few that trade on the TSX and in the USA would be great. Thanks
Read Answer Asked by Aaron on April 25, 2019
Q: Good morning 5i,
I want an etf to cover the US market in an easy to manage way. Given that objective, which of the above etf's would you choose and why? I noted in an earlier question that Vanguard had switched from VOO to VTI for its own pension plans, I presume because of the wider market: large caps, medium caps and small. Then we have RSP, which is similar to VOO but weighted differently. Once again, thanks for the great service
Read Answer Asked by joseph on January 16, 2019
Q: In an earlier answer you suggested that ryt might be more interesting than qqq, as it was an equal weight fund. I do notice, though that the top five holdings are quite different. But, that is beside the point--which is whether there would be n equal weight offering corresponding to voo? I searched but couldn't find any. Although i did come across the interestng information that Vanguard has switched its own employees pension funds ti vig, from voo.
Thanks and may you have the assorted blessings of the season
Read Answer Asked by joseph on December 21, 2018
Q: Gentlemen,
Can you please suggest 1 or 2 ETF with well Sectors balanced or equal sectors for each market Can, US, int'l, & emerging (in Ca$ and/or US$) ?
Thank You
Best regards.
Read Answer Asked by Djamel on October 24, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!