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.
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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.
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.
Looks like just another health care ETF. Any uniqueness here or not worth investing in?
Thank you.
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iShares Global Healthcare ETF (IXJ)
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Health Care Select Sector SPDR (XLV)
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Vanguard Health Care ETF (VHT)
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
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
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Intuitive Surgical Inc. (ISRG)
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Chevron Corporation (CVX)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Exxon Mobil Corporation (XOM)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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Vanguard Health Care ETF (VHT)
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Digital Realty Trust Inc. (DLR)
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)
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Vanguard Real Estate Index Fund ETF (VNQ)
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Vanguard Materials ETF (VAW)
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Financial Select Sector SPDR (XLF)
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Consumer Staples Select Sector SPDR (XLP)
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Health Care Select Sector SPDR (XLV)
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Technology Select Sector SPDR ETF (XLK)
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Consumer Discretionary Select Sector SPDR (XLY)
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Utilities Select Sector SPDR ETF (XLU)
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Vanguard Energy ETF (VDE)
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Materials Select Sector SPDR (XLB)
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The Energy Select Sector SPDR Fund (XLE)
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Vanguard Information Technology ETF (VGT)
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Vanguard Health Care ETF (VHT)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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iShares U.S. Telecommunications ETF (IYZ)
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Vanguard Financials ETF (VFH)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Utilities ETF (VPU)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
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Vanguard Consumer Discretionary ETF (VCR)
Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.
Thanks.
Thanks.
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Intuitive Surgical Inc. (ISRG)
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Abbott Laboratories (ABT)
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Danaher Corporation (DHR)
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Eli Lilly and Company (LLY)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Health Care Select Sector SPDR (XLV)
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Vanguard Health Care ETF (VHT)
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
thxs Michele
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INVESCO QQQ Trust (QQQ)
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iShares U.S. Industrials ETF (IYJ)
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Vanguard Information Technology ETF (VGT)
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Vanguard Health Care ETF (VHT)
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Vanguard Industrials ETF (VIS)
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iShares U.S. Healthcare ETF (IYH)
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Vanguard Consumer Discretionary ETF (VCR)
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
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.
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.
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?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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lululemon athletica inc. (LULU)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Health Care ETF (VHT)
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Vanguard Consumer Staples ETF (VDC)
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.
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.
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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Vanguard Health Care ETF (VHT)
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.
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.
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Vanguard Health Care ETF (VHT)
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WELL Health Technologies Corp. (WELL)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
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
Thank you in advance
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Health Care Select Sector SPDR (XLV)
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Vanguard Health Care ETF (VHT)
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iShares U.S. Healthcare ETF (IYH)
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Vanguard Health Care ETF (VHT)
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iShares U.S. Healthcare ETF (IYH)
Q: Would advise your top picks in Us health care stocks or STFs with moderate risk. Yhanks
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Harvest Healthcare Leaders Income ETF (HHL)
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Health Care Select Sector SPDR (XLV)
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iShares U.S. Medical Devices ETF (IHI)
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Vanguard Health Care ETF (VHT)
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Harvest Healthcare Leaders Income ETF (HHL.B)
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.
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.
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AbbVie Inc. (ABBV)
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Bristol-Myers Squibb Company (BMY)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Chartwell Retirement Residences (CSH.UN)
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Vanguard Health Care ETF (VHT)
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DexCom Inc. (DXCM)
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.
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.
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Vanguard Real Estate Index Fund ETF (VNQ)
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Financial Select Sector SPDR (XLF)
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Consumer Staples Select Sector SPDR (XLP)
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Health Care Select Sector SPDR (XLV)
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Technology Select Sector SPDR ETF (XLK)
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Consumer Discretionary Select Sector SPDR (XLY)
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Utilities Select Sector SPDR ETF (XLU)
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Vanguard Energy ETF (VDE)
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Materials Select Sector SPDR (XLB)
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The Energy Select Sector SPDR Fund (XLE)
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Vanguard Health Care ETF (VHT)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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Communication Services Select Sector SPDR Fund (XLC)
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Vanguard Financials ETF (VFH)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Utilities ETF (VPU)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
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Vanguard Consumer Discretionary ETF (VCR)
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.
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
#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
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Amgen Inc. (AMGN)
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AbbVie Inc. (ABBV)
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Pfizer Inc. (PFE)
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Health Care Select Sector SPDR (XLV)
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Vanguard Health Care ETF (VHT)
Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).
Thanks in advance
Thanks in advance