Investment Q&A

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: This etf seems well (but not too) diversified. It has gone up 11% since I bought it not that long ago. I do not own a full position and would like to add some units. Is it buyable at current price? Thanks, Bill

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

Tom

Q: Good morning. Which do you feel would be a better etf for industrials in a RRif or do you have another suggestion? I understand IYJ has a higher mer but better long term performance with more holdings. Have they both equal risk? Would something with more international flavour be better?

Q: Hi 5i team,
I would like to own U.S. companies in the ‘Industrial’ sector that are well managed, with strong balance sheets and good growth on earnings. Could you please recommend a US listed ETF that focus on these companies? Thanks.

Q: TSX Health Care Capped Index etc.. ...I cant find the symbols for these...also can pls explain the pros and cons of buying this type of investment ? why is it capped?is this a OK way of buying a specific sector of the market? how do they compare vs SPDR's..?

Q: Hey,

What would be some stocks and ETFs to watch during this rotation?

Thanks

Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick

Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.

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: Will have a bit of cash in my USD brokerage account. Need more industrial. Can you suggest a US ETF

Q: I have about $18000 in U.S. funds that I would like to invest in an etf...
Can you recommend the sector that you would select for investing over the next
12 months or do you consider that amount of time too short for your planning?

Q: This is a question about sector etfs in general and xli specifically. Are the spdr etfs a good way of achieving proper asset mix .Is there a canadian equivalent which is as good? Is Xli specifically a good way of increasing the industrial portion of the portfolio?

Q: What five ETF’s would be suitable to hold in an RRSP? I am interested in technology, healthcare, financials, energy and industrials. I am a moderately conservative investor, am looking at about a 15 year timeline and am interested in Canadian, US, global and emerging markets. Many thanks for your insights.

Q: I have recently taken over managing a 401K that is comprised of many ETFs. I have never owned an ETF prior but am wondering if this setup is reasonable. It feels like too many ETFs with a fair bit of overlap. Currently equal weights of: XLV, XLI, XLY, XLK, XLRE, XLU, XLP, XLF, XLC, XLE. Your thoughts - some of these the fees are a bit high as well!

Q: Good morning team.
Is there a US industrial ETF equivalent to ZIN in Canada?

Q: What is the difference between these two 'material select' SPDRs?
Which one would be a better choice?
Thank you Team!