skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am setting up an all ETF portfolio for a 20 yr plus holding period and I have a two-part question. The first part concerns the makeup of the Canadian/US component. Is it better to go with a combination of SPY and XIC or would including CDZ and VIG provide stability and perhaps a bit more growth to the mix (keeping in mind that I intend to hold at least 5% of each but don't need income yet)?

Secondly, I am looking for higher risk assets for my TFSA. I was thinking of IWO. I know that there are specialized sectors I could include but I looking for a fairly hands-off approach. Do you think this approach would serve me well - I know that it is only one asset type - or is there a better mix out there that would still be quite manageable?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 10, 2018
Q: Hello 5i, I have nice gains on both of AAR.un and TD, is there a chance for a better offer for AAR.un ?
Would you sell TD and if I want switch to another bank, which one would you commend?
Many thanks, J.A. P. Burlington
Read Answer Asked by Joseph on January 10, 2018
Q: WITH OIL SEEMING TO RECOVER SOME, MY CPG WILL LIKELY BE CALLED AWAY AT $ 12.00.
COULD YOU PROVIDE A FEW LAGERS IN THE OIL SPACE THAT MIGHT BE REPLACEMENTS AND ARE REASONABLE TO OWN. (have 1/2 positions in WCP & SGY )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 10, 2018
Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley



Read Answer Asked by Shirley on January 10, 2018
Q: Hi,
What would be your choice for Europe, Japan, Emerging Markets ETF’s?
Thx Chris
Read Answer Asked by chris on January 10, 2018
Q: What are the differences between these two and which do you prefer for overall exposure to emerging markets? Is there a better vehicle than either of these for emerging markets?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 10, 2018
Q: Hi Team,

I hold MFC in my kids RESP. It's up over 75% since I bought it many years ago. It represents 50% of the portfolio now, (enb, fts and bce are the other stocks). I want to switch some things around and add a bit of growth, but with the interest rates rising should I leave it alone ... or do you think a lot of those potential gains from rising rates have already happened?

What would a couple growth ideas be for a 10 year horizon in an RESP?

Thanks!
Read Answer Asked by Jamie on January 10, 2018
Q: Like most people, I'm down in the energy sector and not seeing much hope on the horizon. I hold VET, TOU and RRX. With VET I at least have a good dividend while I wait for a recovery but with TOU and RRX there is no dividend. Perhaps you think the other 2 will "bounce back" faster when there is a recovery and are worth holding anyway?

I'm inclined to keep 5% of my portfolio in energy but sell TOU and RRX and put the funds into VET or another dividend producing stock while I wait for the energy sector to recover. Does this seem like a good plan? Would having my energy funds in US companies be better?

If I do this change, do you have suggestions for Canadian or US dividend producing energy stocks? Thanks.
Read Answer Asked by Alan on January 10, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!