Investment Q&A

Q: Hi team,

I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?

Thank you!

Q: I hold VOT at a loss (not useable for tax). Many analysts are declaring they are now out-of-love with growth. Do you agree that growth will, generally speaking, struggle through ~2025? Is this a good time to sell and transfer affections to Value shares— for example switch to VTV? VTV has outpaced VOT over 5, 3 and one year(s).

When I make such switches, I often find the security I sold significantly outperforms the one I lavished love on. With my errors in mind, I ask for your thoughts on growth vs. value over the next year or so. Please add a bit of your valuable commentary— that would be very helpful.

Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers

Q: I have reviewed materials on small to mid cap ETFs using such sites as ETF.com, ETFtrends.com and other. Question: in current market conditions, what US-listed ETFs, if any, would you buy today:
1. Small cap or mid cap ETFs? If you faor either or both , which ones do you suggest? (I dislike, or have doubts about, IWO which is in your model).
2. Would you prefer a mix of small and mid cap ETFs over (1) above? If yes, which ETF do you like that covers both small cap and mid cap? (US only)
3. *IF* you are in favor of small cap or mid cap (or a combo) at this time would you favor value over growth? In your answer kindly suggest what if any ETFs would be suitable. (US only).

Q: Good morning 5i,

Love the updates.

Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.

Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.

I realize that's a driver but a lower top 10 holdings. Deduct accordingly.



Thank you very much!!!!

Q: What is your favorite USA mid cap growth ETFs for a long term hold. Looking for something with little overlap between IWO and QQQ but same growth features. Thanks as always