Investment Q&A

Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.

Q: I am looking for an Asset Allocation Growth ETF with exposure to all geographical areas. Something similar to VEQT but less USA and more International . 20 year time horizon and held in my non-registered cash account

Q: Do you have a recommendation on the best ETF idea with a growth focus over the next 15 year span to hold within an RESP? Starting with a small amount of capital so a single purchase that will be added to over time is pefered - otherwise would just copy your excellent growth portfolio!

Q: I hold both IWO and VGRO for a RESP, if I wanted to add a third ETF what would you suggest? Will not need the fund for 13 years.
Thanks

Q: would this be a good fund to invest in for a young adult first investment

Q: I am not familiar with fixed income investments. I am looking at investing 30k in fixed income . Your portfolios show investments in CVD, CPB, and XHY. Looking for best optimization of rising rate environment and falling bond prices in the future. Just going through your question answer background material , I find VGRO, ICVT, and CSU.DB, very interesting. What would be the best combination in addition to any suggestions you may have. Thank you for your valuable guidance and a great job 5i is doing.

Q: Hi 5i, I can see all these institutions have a all-in-one ETFs, for an RRSP account, is it the way to go for someone who is looking for stability.
Place 45% BAL, 45% GRO, and 10% Stocks (LSPD, SHOP, GOOGL, AMZN, etc).
Thank you!

Q: Which one would you prefer
Vgro vs xgro
Iwo vs vong

Kindly suggest good etf for

Growth stocks
Value stocks
Small cap growth stocks
Emerging markets
A one stop etf for long term growth investment for retirement

Q: Hi: My daughter is self employed and puts excess profits into her TFSA, to pay herself forward. In other words she pays herself so much per month. As another big commission cheque arrives she puts that toward her future monthly income, so that no matter what happens, ie slow sales, then she is prepaying herself into the future. She has accumulated over 50K now with the $$ just sitting in a very low interest savings account and not making much in interest.
Do you have any suggestions towards putting this into a low risk ETF or Blue Chip Stock or other suggestions? If so, what percentage in each? A portion could also go into a slightly higher interest fund. Any other suggestions you might have would be greatly appreciated.
Thanks. Ken ...

Q: Are the following ETFs sufficiently diversified to form a balanced-growth portfolio of $100K - ZAG 25%, QEF 15%, WXM 20% and XAW 40 %. If not, what would you recommend?

Q: Good Morning
In my wife,s riff she has the following etf,s VCNS VBAL VGRO all a small position. What would your opinion be to sell all 3 and buy XAW to make a more significant position and also to help increase her international exposure?

Thks
Marcel

Q: What ETF would you suggest for a non-registered account for a higher risk tolerance with emphasis on growth and a 10 year minimum timeline ? VGRO/XGRO sound good but the dividend yields seem low to really take advantage of the dividend tax credit.

Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks

Q: I have some funds in my daughters TFSA which I manage. It is for a two- three year hold. Do you have any recommendations of stocks or ETFs to buy at these current valuation levels irregardless of sector, probably more growth but good for this shorter time period? Thanks!

Q: Hi 5i! I have the above noted 5 ETFs in various dollar amounts in 5 different accounts. Average weight in each is less than 3%. The results have been varied with IYJ and VXUS beiong the strongest recently. I am thinking of consolidating 5 into 2 holdings, probably IYG and VXUS which would give me apporoximately 5% in each ETF. These 2 would complement each other since one is all US and the other non-US. Your thoughts please.

Q: Hi,

Does Vanguard or Blackrock offer US listed ETFs similar to VGRO, VBAL etc?

Tks.

Q: Hi
A quick question.
I know BMO/ishares have equivalent ETFs to VBAL/VEQT/VGRO.
Are there any equivalents to these all in one ETFs offered US ETF companies?.
Vanguard's US site doesn't show any.
Any one else in the States offering all in one ETFs?
I am hoping if they do offer, their fees will be lower than the Vanguard's here in Canada.
Thanks.

Q: I currently have a Royal Bank fund and want to move the funds to a ETF. Can you recommend an ETF that is similar (or better!) to the RBF659? RBF659 is showing a MER at 1.03% and the Management Fee at .85%. Does this mean the yearly fees are 1.88% of my total? Thanks

Q: Would you have a preference between these all in one 80% equity 20% bond ETFs? Maybe you could explain a little bit why? Thanks!

Q: Hi,
My kids are all about 30 years old and have most of their retirement investments in equities with some bonds, e.g. VGRO.
Given the poor expectations for bonds, is it reasonable to move to all equities?
If so, which ETFs would you recommended? I was thinking VEQT or XAW?
Thanks