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Investment Q&A

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

Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Read Answer Asked by Gurdeep on September 23, 2021

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Read Answer Asked by Miroslaw on August 31, 2021

Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.

Read Answer Asked by Simon on August 27, 2021

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

Read Answer Asked by david on June 16, 2021

Q: Could you recommend Canadian and US consumer staple ETFs? Are any of the holdings in the model portfolio consumer staples? What percentage of one’s portfolio would you allocate to consumer staples?
Thanks for all your help

Read Answer Asked by Mary on May 27, 2021

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!

Read Answer Asked by Christopher on May 25, 2021

Q: How would you suggest getting exposure to consumer discretionary/staples?

Could you please give a good ETF for each sector and a couple good names?

Looking for broad exposure (not just Canada)

Read Answer Asked by Max on April 29, 2021

Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley

Read Answer Asked by STANLEY on April 26, 2021

Q: Looking to add a bit of consumer staples to the portfolio within the US. Not entirely apples to apples but could you please indicate your preference to either one of these listed or a combination?
Thanks, Tom

Read Answer Asked by Tom on January 06, 2021

Q: Hi 5i
Based on my recent review of Portfolio Analytics information, I need to increase my US and International exposure significantly and, also, Consumer Cyclical, Consumer Defensive, Industrials and Tech.
With the thought of killing a number of birds with just a few stones, could you recommend a few ETFs that trade on the TSX that will increase my US and International exposure along with my investment in the listed sectors, while also having the prospect of some reasonable return in the form of either capital appreciation or dividends, or both.
Thanks!
Peter

Read Answer Asked by Peter on November 12, 2020

Q: Morning 5i team,
I'm looking for a few suggestions on an ETF that covers consumer staples in the NAM? Some that came to mind were XST and STPL, but they seem to lack US exposure?
Thanks

Read Answer Asked by Phil on August 26, 2020

Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you

Read Answer Asked by satish on May 15, 2020

Q: Is there any Etf for groceries industry in Canada or USA that you would recommend. If none do you recommend any stocks in Canada.

Thanks for the great service

Read Answer Asked by Hector on April 23, 2020

Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.

Read Answer Asked by Ward on April 21, 2020

Q: I am looking for ETF's that cover CD,CS,IND, and Communication. If there are no ETF's can you give me some beta-pro's
Thanks

Read Answer Asked by James on April 20, 2020

Q: I am a retired, conservative, dividend-income investor.

Q #1 = I have partial positions in CSH, CGX, PBH, TCL. Would you top up any of these positions?

Q #2 = I am a little light on Consumers. I am having trouble finding an ETF in the consumer sectors that pay a "reasonable" dividend. My ideal dividend target is > 3%, but I'd consider > 2%.

Two questions...please deduct 2 credits. Thanks...Steve

Read Answer Asked by Stephen on April 22, 2019