Investment Q&A

Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you

Q: What are your thoughts on IGV? Buy, sell or hold. Is it worth holding a basket of software stocks or just sticking with Microsoft which is owned? If you were to recommend selling IGV what sector would you suggest? Tempted by energy but know late to the game. However, looking at PEs of energy companies they are still relatively cheap compared to other names. Look forward to your thoughts.

Q: What etfs cover the high growth stocks? I was reading some place that these etfs were pulling out of the tech sector and gravitating to what is now growing.

Your thoughts please.

Q: So I'm a lot less diversified than I thought and have something like 35+% of my investments in Tech. I have a good deal of money in XUS, XUU, and XAW. I thought I was getting diversification, but I didn't realize how heavily weighted in Tech (25% or more) these ETFs were. A few smaller investments (SKYY, IGV, GOOG) put me far more into the Tech space than I realized.

What's the best way to invest in broad ETFs without being so heavily invested into Tech? I feel like 20% is already a high weighting for this sector

Q: I need some help determining if/when I should sell some of my winners. I've more than doubled the money I invested in the above names and so I feel inclined to sell enough shares to recoup all/some of my initial investment. I'm worried that may be overly cautious though and I should hang onto the winners to see larger gains.

Can you outline some of the things I should be considering to help me make this call?
Is the better option to stay 'dispassionate' and just sell if any of these holdings rise well above a full position?
Given the price increases, I currently have a half-position in each of LSPD, WELL, PBX and a full position in each in SKYY and IGV.
Thanks for all the help, you have been really great guidance
Michael

Q: Looking to add more exposure to companies in technology that will help drive growth of the economy not only in the near term but long term. Things like Software, AI, 5G, IOT, Self Driving Cars, etc. With HXQ ETF the pick is more the Nasdaq 100 which will contain a number of these companies. With ARKW and IGV looking at some speciality to help in the overall growth of my technology allocation. What are the thoughts on the 3 selected or do you have others you would recommend. Looking at ETF to get some broad exposure and reduce risk of picking individual stocks. Thanks as always.

Q: Hello 5i!

Appreciate all the great work.
I am looking for a canadian as well as US listed tech ETF. And semi-conductor fund to be held in my RRSP. Diversification and of course hoping for long term growth.
Currently XIT (TFSA). Using the room in RRSP for US listed dividend stocks/ETF's. Or whichever is the most tax and growth efficient.

I'm wondering what your top picks are in that sector and why? One concern of mine is some have a much higher mer. Is that worth the performance in the long run?

Or better bang for your buck on keeping fees low as usual and the most diverse fund. Company and cap wise. Hence holding a primarily large cap and semi conductor. Or just 1 solid all around.

If I'm missing a far better pick please enlighten me.

Thank you for putting together such a great site and program. Info is fantastic.

Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you

Q: Hi there, between the 3 of these ETFs, which would you recommend for a balance of growth and stability? Or alternatively, would you recommend simply purchased QQQ or ZQQ/XQQ? Do you see software as a continue growth theme into the future and what is your opinion on the sector? Thank you!

Q: Hi,

I heard somewhere about an EFT that reflected the S&P 500 Internet technology Index, but I can't seem to find it. Do you know of an EFT like this? Maybe it would be similar to the Nasdaq 100? Not sure...

Thanks,

John

Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?

Q: In addition to some individual stocks, I'm invested in the above ETFs in a (hopefully not foolish) attempt to diversify my portfolio but also increase my exposure to the US tech market; in particular tech companies involved in cloud computing. Generally, I've been splitting my funds about equally between these four ETFs. Can you give me your thoughts on this strategy and in particular, the weighting of these ETFs (investing roughly equally between these 4 ETFs)?

Q: I am comparing FDN, IGV, VGT,and BST - all hi tech ETFs . BST has performed the best this year and pays a healthy dividend . Aside from some Apple and Google I am barely into the US Tech sector . 1. Should I just buy "something" and hope for the best ? 2. Do you have a favourite tech ETF ? 3. Am I too late for the party ?.

Q: Have done well on IGV. Thinking of adding Blackrock's BST. My portfolio is totally diversified so no big concentrations. What do you think of BSt ?
Thank you Team !