Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $314.85)
  • $314.85 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $161.92)
  • $161.92 P/E (TTM): 82.03X Cap: $25.12B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I currently hold these ETF's in a RESP. I have only XIC ,ZNQ and IWO at a 11% weight , would you be comfortable bringing them up to 15-20% each ?

Is there any other ETF you would add ?I am looking at XAW.

Thanks

Upvote 3

Read Answer Asked on August 28, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• Financial Select Sector SPDR (XLF $53.87)
  • $53.87 P/E (TTM): 16.85X Cap: $54.30B
  • View XLF Profile
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• Consumer Staples Select Sector SPDR (XLP $80.74)
  • $80.74 P/E (TTM): 24.24X Cap: $15.91B
  • View XLP Profile
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• Health Care Select Sector SPDR (XLV $139.77)
  • $139.77 P/E (TTM): 23.54X Cap: $34.17B
  • View XLV Profile
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• Technology Select Sector SPDR ETF (XLK $271.22)
  • $271.22 P/E (TTM): 33.5X Cap: $86.36B
  • View XLK Profile
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• Industrial Select Sector SPDR (XLI $152.39)
  • $152.39 P/E (TTM): 87.98X Cap: $23.20B
  • View XLI Profile
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• Communication Services Select Sector SPDR Fund (XLC $116.23)
  • $116.23 P/E (TTM): 70.08X Cap: $26.12B
  • View XLC Profile
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $165.35)
  • $165.35 P/E (TTM): 31.83X Cap: $2.54B
  • View ZQQ Profile
  • View Questions on ZQQ
• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• Vanguard FTSE Developed Markets ETF (VEA $60.03)
  • $60.03 P/E (TTM): 12.53X Cap: $165.22B
  • View VEA Profile
  • View Questions on VEA
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I asked a question last week but it must have got lost. This is a follow up question regarding my question about if you could only hold 3 ETF's what would they be. You answered ZSP, XIC and ZNQ. Can you please explain the rational for owning both ZSP and ZNQ. Is there not a lot of overlap between the two? And if I were to hold only these # ETF's can you also explain why you wouldn't include another international exposure ETF? I believe ZNQ is currency hedged which usually means higher fees. Is there another option to ZNQ that isn't hedged with a lower MER?
Thank you for your service.

Upvote 5

Read Answer Asked by Cheryl on July 22, 2025

• Constellation Software Inc. (CSU $4,438.46)
  • $4,438.46 P/E (TTM): 113.65X Cap: $93.70B
  • View CSU Profile
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• Intact Financial Corporation (IFC $279.73)
  • $279.73 P/E (TTM): 22.46X Cap: $49.43B
  • View IFC Profile
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• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $657.49)
  • $657.49 P/E (TTM): 82.05X Cap: $660.31B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $94.91)
  • $94.91 P/E (TTM): 154.92X Cap: $139.10B
  • View BN Profile
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $43.83)
  • $43.83 P/E (TTM): 14.6X Cap: $18.31B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.37)
  • $41.37 P/E (TTM): 0.79X Cap: $6.62B
  • View VIU Profile
  • View Questions on VIU
• SPDR S&P 500 ETF Trust (SPY $657.49)
  • $657.49 P/E (TTM): 82.05X Cap: $660.31B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares Core Equity ETF Portfolio (XEQT $38.39)
  • $38.39 P/E (TTM): 2.27X Cap: $9.13B
  • View XEQT Profile
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• BMO All-Equity ETF (ZEQT $19.60)
  • $19.60 P/E (TTM): 2.67X Cap: $96M
  • View ZEQT Profile
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Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Upvote 14

Read Answer Asked by Kathryn on July 03, 2025

• Miscellaneous (MISC)
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• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• BMO Equal Weight Banks Index ETF (ZEB $51.27)
  • $51.27 P/E (TTM): 11.1X Cap: $4.25B
  • View ZEB Profile
  • View Questions on ZEB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• SPDR S&P 500 ETF Trust (SPY $657.49)
  • $657.49 P/E (TTM): 82.05X Cap: $660.31B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Balanced ETF Portfolio (VBAL $36.23)
  • $36.23 P/E (TTM): 15.14X Cap: $3.85B
  • View VBAL Profile
  • View Questions on VBAL
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.

Upvote 12

Read Answer Asked by Pierre on April 10, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• BMO Equal Weight Banks Index ETF (ZEB $51.27)
  • $51.27 P/E (TTM): 11.1X Cap: $4.25B
  • View ZEB Profile
  • View Questions on ZEB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.10)
  • $81.10 P/E (TTM): 1.29X Cap: $680M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $56.40)
  • $56.40 P/E (TTM): 6.43X Cap: $4.33B
  • View VDY Profile
  • View Questions on VDY
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $33.88)
  • $33.88 P/E (TTM): 11.15X Cap: $2.71B
  • View XDIV Profile
  • View Questions on XDIV
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

Upvote 7

Read Answer Asked by Don on April 08, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $56.40)
  • $56.40 P/E (TTM): 6.43X Cap: $4.33B
  • View VDY Profile
  • View Questions on VDY
• Vanguard S&P 500 Index ETF (VFV $161.92)
  • $161.92 P/E (TTM): 82.03X Cap: $25.12B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $657.49)
  • $657.49 P/E (TTM): 82.05X Cap: $660.31B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares S&P Mid-Cap 400 Growth ETF (IJK $97.11)
  • $97.11 P/E (TTM): 23.57X Cap: $9.12B
  • View IJK Profile
  • View Questions on IJK

Q: Hello, 1.How does one protect them selves from large market crashes?
2. If one were to start a portfolio with only index funds, etfs which are the ones you would suggest. Maximum 5 etfs. Thanks.

Shyam

Upvote 11

Read Answer Asked by Shyam on February 19, 2025

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.33)
  • $95.33 P/E (TTM): 30.04X Cap: $1.18B
  • View HXQ Profile
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I'm looking for an unhedged Canadian etf that tracks the nasdaq 100. When comparing ZNQ to HXQ I see that ZNQ doesn't pay a dividend but rather reinvests it. Also it has cheaper fees than HXQ. But HXQ pays a small dividend. The returns over time seem marginally better for ZNQ. But when the div's are factored in, is this more of a wash or does the tax preference of no div's help more? This would be in an RESP for reference. Thx

Upvote 3

Read Answer Asked by Adam on February 18, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Canadian Growth Index ETF (XCG $63.39)
  • $63.39 Cap: $137M
  • View XCG Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $56.40)
  • $56.40 P/E (TTM): 6.43X Cap: $4.33B
  • View VDY Profile
  • View Questions on VDY
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• Vanguard Balanced ETF Portfolio (VBAL $36.23)
  • $36.23 P/E (TTM): 15.14X Cap: $3.85B
  • View VBAL Profile
  • View Questions on VBAL
• iShares Core Balanced ETF Portfolio (XBAL $32.78)
  • $32.78 P/E (TTM): 2.67X Cap: $2.18B
  • View XBAL Profile
  • View Questions on XBAL
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.

Upvote 8

Read Answer Asked by Harrison on February 10, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.52)
  • $59.52 P/E (TTM): 100.32X Cap: $3.86B
  • View XQQ Profile
  • View Questions on XQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares NASDAQ 100 Index ETF (XQQU $79.05)
  • $79.05 P/E (TTM): 98.87X Cap: $138M
  • View XQQU Profile
  • View Questions on XQQU

Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo

Upvote 2

Read Answer Asked by Carlo on February 05, 2025

• iShares S&P/TSX Capped Financials Index ETF (XFN $70.28)
  • $70.28 P/E (TTM): 2.55X Cap: $1.77B
  • View XFN Profile
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• BMO Equal Weight REITs Index ETF (ZRE $22.92)
  • $22.92 P/E (TTM): 19.28X Cap: $603M
  • View ZRE Profile
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• BMO MSCI USA High Quality Index ETF (ZUQ $93.00)
  • $93.00 P/E (TTM): 27.31X Cap: $1.18B
  • View ZUQ Profile
  • View Questions on ZUQ
• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P U.S. Total Market Index ETF (XUU $67.14)
  • $67.14 P/E (TTM): 26.27X Cap: $3.88B
  • View XUU Profile
  • View Questions on XUU
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.10)
  • $81.10 P/E (TTM): 1.29X Cap: $680M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.44)
  • $30.44 P/E (TTM): 21.23X Cap: $320M
  • View XUT Profile
  • View Questions on XUT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• Vanguard Balanced ETF Portfolio (VBAL $36.23)
  • $36.23 P/E (TTM): 15.14X Cap: $3.85B
  • View VBAL Profile
  • View Questions on VBAL
• Vanguard All-Equity ETF Portfolio (VEQT $51.95)
  • $51.95 P/E (TTM): 6.95X Cap: $8.30B
  • View VEQT Profile
  • View Questions on VEQT
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: Hello Peter,
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.

Upvote 8

Read Answer Asked by umedali on January 21, 2025

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $49.76)
  • $49.76 P/E (TTM): 4.71X Cap: $3.19B
  • View XAW Profile
  • View Questions on XAW
• iShares Russell 2000 Growth ETF (IWO $314.85)
  • $314.85 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $161.92)
  • $161.92 P/E (TTM): 82.03X Cap: $25.12B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.81)
  • $101.81 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I hold these ETF's in a RESP account and just wonder if all these ETF are different enough to own? Also would be be good to own XAW in the RESP account. Money is not needed for 10 years.

Thanks

Upvote 1

Read Answer Asked on January 21, 2025

• iShares Russell 2000 Growth ETF (IWO $314.85)
  • $314.85 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
  • View Questions on IWO
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: For a RESP would you be comfortable with a 20% holding for both of these 2 ETF?

Thanks

Upvote 3

Read Answer Asked on January 21, 2025

• Constellation Software Inc. (CSU $4,438.46)
  • $4,438.46 P/E (TTM): 113.65X Cap: $93.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Thomson Reuters Corporation (TRI $239.96)
  • $239.96 P/E (TTM): 48.94X Cap: $106.49B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.63)
  • $201.63 P/E (TTM): 81.09X Cap: $256.26B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Advanced Micro Devices Inc. (AMD $155.74)
  • $155.74 P/E (TTM): 89.04X Cap: $258.90B
  • View AMD Profile
  • View Questions on AMD
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $94.91)
  • $94.91 P/E (TTM): 154.92X Cap: $139.10B
  • View BN Profile
  • View Questions on BN

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Upvote 7

Read Answer Asked by Dimitrios on January 20, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I would like to purchase a NASDAQ ETF and S&P 500 ETF for a long-term hold 15 years plus in a TFSA account
1. Should I buy in USD (QQQ, VOO)or CAD(ZNQ.TO,XUS.TO) I am wondering how the returns are affected if the cad appreciates in future ?
2. If I buy on tsx am I correct in thinking no tax will be withheld as it’s in Tfsa account ?
My ideas : NDAQ QQQ XQQ.TO ZNQ.TO
VOO. XUS.TO ZSP.TO HXS
Appreciate your opinion as to best ones to own
If you can rank best first
Thank you again

Upvote 8

Read Answer Asked by Indra on January 08, 2025

• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.70)
  • $35.70 P/E (TTM): 19.51X Cap: $202M
  • View XHD Profile
  • View Questions on XHD
• Eastfield Resources Ltd. (ETF $0.04)
  • $0.04 Cap: $2M
  • View ETF Profile
  • View Questions on ETF
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• BMO S&P US Mid Cap Index ETF (ZMID $49.08)
  • $49.08 P/E (TTM): 19.48X Cap: $287M
  • View ZMID Profile
  • View Questions on ZMID
• BMO S&P US Small Cap Index ETF (ZSML $44.10)
  • $44.10 P/E (TTM): 17.39X Cap: $95M
  • View ZSML Profile
  • View Questions on ZSML

Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Upvote 17

Read Answer Asked by Mike on November 18, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.52)
  • $59.52 P/E (TTM): 100.32X Cap: $3.86B
  • View XQQ Profile
  • View Questions on XQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: You prefer unhedged ETF so would ZNQ be a better choice than XQQ? This is for a RESP?

Thanks

Upvote 6

Read Answer Asked on November 13, 2024

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $165.35)
  • $165.35 P/E (TTM): 31.83X Cap: $2.54B
  • View ZQQ Profile
  • View Questions on ZQQ
• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.3X Cap: $19.79B
  • View ZSP Profile
  • View Questions on ZSP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.52)
  • $59.52 P/E (TTM): 100.32X Cap: $3.86B
  • View XQQ Profile
  • View Questions on XQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: Could you recommend a few CAD etfs for the US market/SP500/Nasdaq that do not require to be reported on form T1135 for an unregistered account over $100K? Thanks in advance.

Upvote 6

Read Answer Asked by K on October 31, 2024

• Toronto-Dominion Bank (The) (TD $106.23)
  • $106.23 P/E (TTM): 8.81X Cap: $179.66B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $88.94)
  • $88.94 P/E (TTM): 16.99X Cap: $109.96B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Constellation Software Inc. (CSU $4,438.46)
  • $4,438.46 P/E (TTM): 113.65X Cap: $93.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $190.26)
  • $190.26 P/E (TTM): 41.9X Cap: $52.51B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $279.73)
  • $279.73 P/E (TTM): 22.46X Cap: $49.43B
  • View IFC Profile
  • View Questions on IFC
• Alimentation Couche-Tard Inc. (ATD $73.59)
  • $73.59 P/E (TTM): 19.82X Cap: $69.60B
  • View ATD Profile
  • View Questions on ATD
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.02)
  • $47.02 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $161.92)
  • $161.92 P/E (TTM): 82.03X Cap: $25.12B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $657.49)
  • $657.49 P/E (TTM): 82.05X Cap: $660.31B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $584.69)
  • $584.69 P/E (TTM): 32.64X Cap: $367.37B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.42)
  • $107.42 P/E (TTM): 31.84X Cap: $1.16B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $94.91)
  • $94.91 P/E (TTM): 154.92X Cap: $139.10B
  • View BN Profile
  • View Questions on BN

Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?

Upvote 18

Read Answer Asked by Valerie on October 11, 2024