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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: Good afternoon all;

I have a developing opinion (still sorting it out) that it may be time to increase overseas holdings; I have underrepresented them significantly in the past 5 years. I am particularly looking at the African and SE Asian (ex China) economies. While I understand these may not be questions fully in your wheelhouse, your views would be appreciated.

- Do you concur that, subject to Black Swan events, we could expect overseas economies to outperform Canada in the coming few years?
- What geographic areas would you put focus on?
- Do you have 2 or 3 ETF's that may suit such a strategy? DGS is one that has peaked my curiosity.

Thanks for your assistance as always.
Read Answer Asked by Dave on January 17, 2024
Q: Hi there, do you have a view on any specific emerging markets (eg single countries) that are particularly investable right now? Ideally accessible via a targeted ETF. Thanks as always!
Read Answer Asked by Chris on August 14, 2023
Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.
Read Answer Asked by David on April 20, 2021
Q: The Brazilian Real currency took a big hit since COVID started and with the countries' recent events, the pain likely is not over quite yet. I wanted to know if there were an ETF that would give me access to a potential recovery of the country's economy as well as their currency's recovery (as it is now 4.54$ real for 1$ Canadian or 5.71$ for 1$ USD ). I currently do not own any emerging market ETF for my locked in RSP. I have seen EWZ recommended a few times on here and wanted to know if it was a good option for this goal or if 5i had better recommendations as of today. And would a 5% allocation be too much? Thank you!
Read Answer Asked by Michael on April 06, 2021
Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!
Read Answer Asked by Henry on January 04, 2021
Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.
Read Answer Asked by Clayton on November 27, 2020
Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!
Read Answer Asked by Sophie on November 13, 2020
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