Investment Q&A

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: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Q: After reviewing your response to my question on Porsche, I also looked up VW. I understand VW is expected soon to become the world’s largest maker of EVs. I then stumbled into the ETF "CARZ First Trust NASDAQ Global Auto Index Fund" (not in your data base). CARZ includes Japanese, German, and American automakers ( unfortunately not not parts and other suppliers).

I am light on industrials. Would CARZ be an attractive addition? If capital would be better used elsewhere, I would appreciate your alternate suggestions very much.

Q: Hi group I am light on Health care + Manufacturing stocks what are your top 3 recommendations in both stocks / ETFs and why Thanks for your guidance

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Q: Could you list a few us industrial etf. Is now time to switch from can to us funds.

Tom

Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.

Q: what would be your top few picks for an ETF to ad global and US exposure to a portfolio that is lacking that? interested more in tech, industrial, basic materials and consumer defence/cyclical but would be ok looking into any sector if you think they would be a better choice.
thanks

Q: Luckily, I went to cash on most of my US holdings in Feb, but kept some VIG, thinking it would survive better than others. That has not really been true and I notice that it does not bounce as much on an up day as one like VIS, which also pays a higher yield. As I start picking away at re-building my US portfolio, what 3 ETF's would you recommend?

Q: Please recommend a CAD unhedged US tech ETF and CAD unhedged US industrial ETF or any ETF which has a combination of both and would you buy at this time? Long term hold (10+ years) and medium to high risk. Thanks.

Q: What would be your top choice for an industrial ETF?

Q: I like both of these stocks but would ask would you recommend them an industrial etf .. if so which U.S. etf would you prefer. What on your thoughts on a Canadian industrial etf versus a u.s.. thank you. HON, UTX

Q: I'm increasing some sector weightings in my RRIF portfolio, and wish to use up some US$. Could you suggest a couple of industrial names - and perhaps an industrial ETF? Thanks, Roland

Q: Just checking: Your answer to James today, stated that VIS had a return of 16.8%. I assume that is simple interest and not compounded? Is that correct?

Thanks, Bill

Q: Hello Peter, I want to have a reasonable allocation to US industrials, including companies like UTX and Texas Instruments, those in the defence sector, etc. I'd like to do this via a well-priced ETF but am a bit lost in the growing ETF jungle. I already have small 2% positions in IWO and QQQ. To best gain exposure to the US industrial sector (including industrial technology stocks that are more economically sensitive), would you suggest I just add to these two ETFs, or can you suggest a better or more targeted one? (I do have a preference for Vanguard as a company, but that's not essential.) Thanks in advance!