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!
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard All-Equity ETF Portfolio (VEQT)
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
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO Aggregate Bond Index ETF (ZAG)
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Dynamic Active Global Dividend ETF (DXG)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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Manulife Strategic Dividend Bundle GIF Sel InvP (MGF1916)
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Manulife Simplicity Global Bal Pf GIF Sel (MGF8007)
Q: Having received the above funds shares from a bequest, I am contemplating on selling and replacing the above funds for ETF's which would be complimentary with diversification, possibly reducing fees and improve performance.
Garry
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard Global Momentum Factor ETF (VMO)
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Vanguard Growth ETF Portfolio (VGRO)
Q: My daughter is looking to invest about $4,000 in an RRSP. She has an investment horizon of about 15-20 years and her current employer provides a secure DB pension. What growth oriented ETFs would you recommend at this time? If she were to add a dividend oriented ETF to the growth choices, what might you suggest? Thanks.
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Q: I have a RESP and have both the VGRO and IWO what would be the next best ETF for this account? At what $ value would you start to buy stocks instead of ETF? It has 15 years to grow.
Thanks
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BMO S&P 500 Index ETF (ZSP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard Growth ETF (VUG)
Q: Good day!
I've noticed a trend with respect to your recommendations for RESP ETF holdings with a longer timeframe (10-15yrs). You seem to like VGRO +/- IWO. I'm looking for growth and can tolerate risk. Currency doesn't matter.
VGRO has a 19.9% weighing of bond ETF's and the rest are a combination of other vanguard ETF's. In looking at performance since its inception, it lags behind IWO which often lags behind the S&P 500 ETFs. From a non-expert viewpoint it would seem that a combination of large and mid cap US/CAN ETF's would achieve similar purpose and improve returns by eliminating the bond component.
1. What am I missing re VGRO? is it that the bond component satisfies the usual 80/20 combination as an all-in-one and is simply easy?
2. If you were to improve the 'all-in-one' VGRO using a combination of ETF's, which US/CAN growth/index ETF's would you assemble to eliminate the bond component? Perhaps a combination of XIC, VFV/ZSP/VOO, VTI, VUG, ZQQ or others you think work better?
3. Out of the S&P 500 ETF's, do you have a preference between ZSP or VFV? Is there an advantage to holding the US listed SPY, IVV or VOO vs the Canadian-listed? and if so, which do you prefer?
4. If you were to devote 25% of the RESP to high potential equities, which would you choose?
Thanks!
Q: My son is 20 years old. Which ETF or stock would you recommend for his TFSA?
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iShares Russell 2000 Growth ETF (IWO)
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iShares Canadian Growth Index ETF (XCG)
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Vanguard Growth ETF Portfolio (VGRO)
Q: Please suggest a few ETF or actively managed funds for growth over 15 years.
Also, if the horizon is 15 years, will emerging markets like India/ China do better than mature markets.
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iShares Russell 2000 Growth ETF (IWO)
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BMO Aggregate Bond Index ETF (ZAG)
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BMO MSCI All Country World High Quality Index ETF (ZGQ)
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BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
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BMO MSCI USA High Quality Index ETF (ZUQ)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Vanguard Growth ETF Portfolio (VGRO)
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ARK Innovation ETF (ARKK)
Q: If you were to start an resp now, would you consider these etfs as suitable or a combination thereof,or do you have alternatives? Thanx.
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Microsoft Corporation (MSFT)
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Kinaxis Inc. (KXS)
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iShares Russell 2000 Growth ETF (IWO)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Veeva Systems Inc. Class A (VEEV)
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Vanguard Growth ETF Portfolio (VGRO)
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Invesco Trust for Investment Grade New York Municipals (VTN)
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Boyd Group Services Inc. (BYD)
Q: Hi 5iTeam,
Please recommend 2 stocks and 2 etfs in each of Canadian and US markets with or without dividend, for a 25 to 30 years hold.
Cheers,
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Vanguard FTSE Canada All Cap Index ETF (VCN)
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Vanguard FTSE Emerging Markets ETF (VWO)
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Vanguard Total Stock Market ETF (VTI)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard FTSE Developed Markets ETF (VEA)
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Vanguard Total Bond Market ETF (BND)
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Vanguard Total International Bond ETF (BNDX)
Q: Hi Team,
Is there a ETF similar to VGRO but sold in $US without converting to Cdn? I have some cash on the US side of my RRSP and like the set up of VGRO but would rather not convert back to Cdn at this point.
Q: If you were to establish an RESP for someone who was just born, and are starting with a small amount of money, perhaps a couple of thousand dollars, what would you invest in? Would you invest in an ETF? If so, which one? Would you consider investing in a single stock? If so, which ones would you consider?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Kinaxis Inc. (KXS)
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iShares Russell 2000 Growth ETF (IWO)
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Veeva Systems Inc. Class A (VEEV)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Micro-Cap ETF (IWC)
Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael
Q: At age 50 and have about $60,000 in a (diversified sector) RRSP and just starting a TFSA with $8000 in it, what ETF's or stocks would you recommend starting with?
Thanks for your reply.
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Core Equity ETF Portfolio (XEQT)
Q: Is black rock XEQT all in one, all stock, ETF a good option for an RESP that would start with a $1000,00 and add $100 a month. Or do you have a better suggestion.
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Growth ETF Portfolio (VGRO)
Q: In my RESP I currently only own VGRO and now have some money to add a 2nd ETF, which ETF would be best suited with VGRO ?
Thanks
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Vanguard FTSE Canada All Cap Index ETF (VCN)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Total Stock Market ETF (VTI)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard Value ETF (VTV)
Q: Hi Peter/Ryan, my 20 year old son wants to get into Vanguard ETF's. He has a TFSA stock account and now wants to add a Vanguard ETF. What is your opinion of Vanguard and is there one you would recommend. Thanks, Nick
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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CI Morningstar Canada Momentum Index ETF (WXM)
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S&P 500 ETF TRUST ETF (SPY)
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INVESCO QQQ Trust (QQQ)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Vanguard International Dividend Appreciation ETF (VIGI)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Russell 1000 Value ETF (IWD)
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iShares Select Dividend ETF (DVY)
Q: Can you comment on these ETF's I presently hold in a corporate unregistered acct. I have a large amount in DVY.US - not sure why (previously with a FI ) Looking to update this portfolio based on present times. In At least a 5 year hold. Please take as many credits as needed.
Thanks so much.
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BMO Low Volatility US Equity ETF (ZLU)
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iShares MSCI World Index ETF (XWD)
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Vanguard Growth ETF Portfolio (VGRO)
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Mackenzie US All Cap Growth Fund Series D (MFC4644)
Q: Hi Gentleman,
I currently have a portfolio that I do not need to access for 10 years. Currently I have MFC4644 - $100K, XWD - $160K, ZLU - $190K and VGRO - $220K. Would you make any adjustments or other suggestions to my current holdings.
Thank you,
SF
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Vanguard Conservative ETF Portfolio (VCNS)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Core Balanced ETF Portfolio (XBAL)
Q: I sold some VBAL:CA at a loss to realize some tax losses and would like to repurchase this ETF at a lower entry point. Can I purchase a comparable ETF from another company like XBAL prior to 30 days, or would that be considered a superficial loss for tax purposes? Similarly, would purchasing a different asset mix product from the same company e.g. VGRO:CA or VCNS:CA be considered a superficial loss?
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