Investment Q&A

Q: I own VHT (etf) in my $US account. Performance over the last 5 years has been approx. 6% compounded annually. Poor compared to tech or the S&P500 index or the DJIA. Given little opportunity to invest in health care sector in Canada, what investment alternatives would you suggest for health care? Or would I be better off exiting VHT and putting the money into other low-cost ETFs in the US like SPY, VOO, VUG ?

Thank you. IslandJohn

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

Q: PINK NYSE Arca/US Simplify Health Care ETF

Looks like just another health care ETF. Any uniqueness here or not worth investing in?

Thank you.

Q: Hello, can you please provide your opinion of IXJ and whether you think it is a buy at its current price.

Also, if there is a different US healthcare ETF that you think is better please provide advise why and what you think a good entry price is.

Thanks as always for the advice.
Paula

Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)

Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia

Q: I have ZUH and VHT in my portfolios to cover U.S. healthcare. They are both stagnant over the past 4 years with low yields. Time to sell? How will they be impacted by the U.S. election?

Thanks.

Q: Would you favor IYH over VHT considering the 10 year share price has increased about the same. But IYH has a 5.4% dividend.
Or does VHT have better future growth?

Thanks.

Q: I Have exposure to all the sectors in TSX index in my non-registered account. All my investments are in Canadian companies except technology and health sector. I chose American equities for health sector because I did not think Canadian sector was true health sector. Instead I bought IBB-Q and VHT-A. What do think of my strategy? What do you think of the ETFs that I have in this health sector? What would be some alternatives?

Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Q: I currently own XHC.

I see that VHT has a lot lower MER. Does it make sense to make a switch?
I assume VHT is more North America while XHC is global?

Also have about 4% in ABBV in an Registered Account with a 52% return. (thank your;)
Would it make sense to cut this down to 2% and add LLY?

LLY has had quite a run the last couple of years and that can be scary. Does LLY have a good runway?

Thanks.

Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance

Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks

Q: Would advise your top picks in Us health care stocks or STFs with moderate risk. Yhanks

Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.

Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.

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: Retired, dividend-income investor. I own LIFE as my proxy for healthcare, with a current 6% weighting of my equities. I have money set aside to top it up a bit, but I wanted to check on two things first.

#1 = regarding where we are at in the overall market cycle is now a reasonable time to add to the health care sector? I have read that HC should be "ok" during a downturn. Would you agree?

#2 = is there any seasonality to healthcare? It doesn't appear to my eyes, but wanted to ask.

Thanks for your help...Steve