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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,

I'm looking for an average beta US ETF with some growth, to hold forever.
VOO has a beta 1. Over five years its done 17.86 % annually
IUSG has a beta 1.1 Over five years, its returned 23.4% annually
VGT .has a beta of .9 over five years, 31.46% annually.
So both IUSG and VGT have lower beta and higher returns than VOO?? And both VGT and IUSG have done much better in the recent tech selloff? Seems hard to believe? While past performance is no guarantee, the numbers suggest I should choose VGT. What do you think?
Read Answer Asked by Graeme on January 14, 2022
Q: Hi everyone and thank you for your good service.

I own both stocks. 200 of IUSG and now with the split of NVDA, I own 52 shares.

Both are up 65 % in my portfolio.

Should I sell 100 shares of IUSG to buy 48 shares of NVDA? I had a good experience with stock splitting in the pass with Tesla and I was wondering if it worth the trade.

What do you think?

Martin
Read Answer Asked by Martin on July 26, 2021
Q: Hi,

Can you name a few CDN etf's that you'd recommend for a long term hold that emphasize CDN high growth companies?

Can you name a few US etf's that you'd recommend for a long term hold that emphasize CDN high growth companies?
Read Answer Asked by Graeme on January 04, 2021
Q: Hello Peter and colleagues,
Is VEQT (100% equity) a growth ETF? (where can one find this information) Comparing VEQT with VGRO (80/20 equity/bond mix) can we say that VEQT has more potential for growth in long term (and more risk)? If Is VEQT is not a growth ETF is there a growth ETF that is 100% equity? Would you suggest any better alternative than both VEQT and VGRO?
Read Answer Asked by Hassan on December 10, 2019
Q: Hello, Sent a question earlier and your reply is as follows;

PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.

In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.

LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,

TSFA: CUSat 5%

Which one would you pull the plug on?

Tks

Asked by Rino on August 22, 2019
5i Research Answer:

XAW is currently about 22% technology. We like all the names here, and there is nothing stopping you from selling some of each if you want to lower exposure. XAW at 21% is a large position and could also be moved to 15% or so in our view. It has not performed so well either. If you want to sell just one we would lean to QST as the smallest and riskiest.

I should have also mentioned that PA also suggest to reduce my canadian exposure which is above 60%. That is the reason why my XAW exposure is at 21%. Having said that if I were to sell roughly 6% of XAW, can you suggest another non canadian etf to invest in? Seeing that XAW covers basically everything for my international exposure.

Thanks again!
Read Answer Asked by Rino on August 23, 2019
Q: I am converting an all stock portfolio to the sample ETF Growth portfolio. Which ETFs would you put in the TFSA? Thanks.
Bill
Read Answer Asked by Bill on June 24, 2019
Q: My daughter is 20 and has maximized her TFSA allotment in an annual lump sum for past three years, and is likely to maximize every year going forward. I'm trying to simplify her investing so what ETF's would you recommend if she doesn't need the money for three years? Would you recommend different ETF's if she doesn't need for 10 years? What about 20+ years?
Read Answer Asked by Valerie on June 14, 2019
Q: Hi Peter, Ryan and team,
I have $45K in Canadian locked in fund. I can't withdraw for at least 20 years. I am looking to grow my fund by mainly investing in ETF and some growth stocks. Can you please suggest diversify list of ETF ( Canadian, US and International)and stocks with sugested percentage for such a time horizon. I don't mind short term market functions.
Thanks,
Read Answer Asked by Yousef on June 11, 2019
Q: Good morning I have initiated a part of my portfolio to u.s. stocks and I have GOOG, BABA, AVGO, GE, FDX and am looking at SYK ACN AND MCO also I have positions in VGT and VTI. On the income side I hold good Canadian dividend companies that combined with CPP/OAS the dividends cover all of our living and travelling expenses. So, I diverted most of the growth stocks from your balanced fund into this u.s. side. My question is I still have about 20% cash can you recommend additional u.s. companies that I could look at along with the above. Or, should I just put the cash into the two ETFs. Thank you for the great service as you have changed how I invest and look at my own portfolio and time frame....thanks...gene
Read Answer Asked by gene on June 11, 2019
Q: Hi, I have opened an RESP account with 5K for initial deposit, and will also be contributing $150 on a monthly basis. I don't plan to do a withdraw from this account for about 10 years. I am new to investment world and am curious on strategy or what would be best to invest in. I am not afraid of risk. Thanks in advance for your advice/opinion.
Read Answer Asked by Mitchell on May 24, 2019