Q: Saw this on Business Insider. Would you be able to tell me the names of the Index Funds & the one that was up 500%?
A 27-year-old investor who's building a retirement portfolio of $2 million in 8 years shares the 3 index funds he's betting on, including one with an over 500% return in the last 10 years.
Thank you.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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BMO Equal Weight Utilities Index ETF (ZUT)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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iShares S&P/TSX Capped Utilities Index ETF (XUT)
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Vanguard Real Estate Index Fund ETF (VNQ)
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iShares Global Healthcare ETF (IXJ)
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Financial Select Sector SPDR (XLF)
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Materials Select Sector SPDR (XLB)
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Vanguard Information Technology ETF (VGT)
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Industrial Select Sector SPDR (XLI)
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TD Global Technology Leaders Index ETF (TEC)
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iShares Global Comm Services ETF (IXP)
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: what would you recommend as a US IT ETF
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard Information Technology ETF (VGT)
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Vanguard Growth ETF (VUG)
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Invesco NASDAQ 100 ETF (QQQM)
Q: Which is the best growth ETF for Canadian to hold long term (15 years+) in a non-registered account in order to maximize returns?
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Biotechnology ETF (IBB)
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INVESCO QQQ Trust (QQQ)
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Vanguard Information Technology ETF (VGT)
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iShares U.S. Healthcare ETF (IYH)
Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Advanced Micro Devices Inc. (AMD)
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INVESCO QQQ Trust (QQQ)
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Vanguard Information Technology ETF (VGT)
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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Vanguard Information Technology ETF (VGT)
Q: Hi Peter and 5i Team,
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
Q: How much of an overlap is there between VGT and FDN? Is one substitutable for the other?
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Horizons S&P 500 Index ETF (HXS.U)
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INVESCO QQQ Trust (QQQ)
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Vanguard Total Stock Market ETF (VTI)
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Vanguard Information Technology ETF (VGT)
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ARK Innovation ETF (ARKK)
Q: Good morning, I have some USD in my tfsa and was wondering if you could suggest a few ETFs in the states where I won’t get charged a withholding tax. Can be growth or index oriented.
Thanks
Q: SOXQ What would be your suggestion(s) of a proxy for a tax loss sale of this ETF?
Read AnswerQ: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx
Read AnswerQ: I'd like to buy tech now as I feel prices are stabilizing, but don't have enough US cash to buy balanced number of individual names. Is there an ETF you would recommend that has the larger US tech names that I can buy?
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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Sun Life Financial Inc. (SLF)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Savaria Corporation (SIS)
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Vanguard Information Technology ETF (VGT)
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Topaz Energy Corp. (TPZ)
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Topicus.com Inc. (TOI)
Q: HI, This retired income couple want to invest 5K for our 20 year old grand daughter from our TFSA. To do so we have to sell some of our holdings in this account. Our largest holding SLF to our smallest TPZ are available with profits in most. Please suggest best to worst to select for raising the necessary cash. Our plan is to use the cash to purchase VGT.US or perhaps your other preferred etfs to be used in about 3-5 years. Thanks
Read AnswerQ: Could u rank your preference in putting the above in TFSA account, from most prefer to least prefer, over a 5 year horizon, or any other choice you would add. Thank you
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard Information Technology ETF (VGT)
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ARK Innovation ETF (ARKK)
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
Q: Hello Peter,
For a mid-risk investor who just retired and has a little cash to work with in a registered account what is your perspective on:
Opening a 1/2 position of VGT or just add 1/4 position to MFST or Appl to a full position.?
Which stock(s) would you be ok with today to be 6%-8% of a portfolio for a 5-10 year hold? Please rank the stocks if there is more than one possible choice.
Thank you
Debbie and Jerry
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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BMO US High Dividend Covered Call ETF (ZWH)
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iShares Diversified Monthly Income ETF (XTR)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
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Vanguard Information Technology ETF (VGT)
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BMO Covered Call Technology ETF (ZWT)
Q: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley
Q: Hello 5i Team,
A similar question has likely been asked before.
For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?
Thanks!
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Apple Inc. (AAPL)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Information Technology ETF (VGT)
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ISHARES TRUST (IUSG)
Q: Hi,
I'm looking for an average beta US ETF with some growth, to hold forever.
VOO has a beta 1. Over five years its done 17.86 % annually
IUSG has a beta 1.1 Over five years, its returned 23.4% annually
VGT .has a beta of .9 over five years, 31.46% annually.
So both IUSG and VGT have lower beta and higher returns than VOO?? And both VGT and IUSG have done much better in the recent tech selloff? Seems hard to believe? While past performance is no guarantee, the numbers suggest I should choose VGT. What do you think?
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Total International Stock (VXUS)
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Vanguard Information Technology ETF (VGT)
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Shopify Inc. Class A Subordinate (SHOP)
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ARK Genomic Revolution ETF (ARKG)
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Unity Software Inc. (U)
Q: I am a 49 year old Canadian with $50,000 Cdn in TFSA and $25,000 in RRSP. I would like some names to build a portfolio. High growth. Risk tolerance high. How much cash should I hold for dip buying. Right now I am overweight TSLA. It seems to me MSFT is a very good stock and I like its outlook and steady growth. A trusted friend recommends TSLA. Please suggest other names including ETFs. Could you rank the names with percentage allotments? 15 year outlook.
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