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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: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. However, this got me to look closer at recent performance which I don't think has been very good. I am considering switching it to something else. Can you recommend an ETF or another fund that would be a good replacement. We don't have a lot of foreign exposure other than this fund and a Mawer fund (MAW102) but we are otherwise very diversified in individual stocks.

Read Answer Asked by Earl on March 30, 2022

Q: For someone with a long time horizon and high risk tolerance, and a smaller portfolio, it seems like it might be a good time to invest in a growth ETF. I know you like IWO, but IJR has a lower MER. What are the main differences between these two ETFs? Which would you recommend and why?

Read Answer Asked by Ed on February 09, 2022

Q: I would very much value your opinion /comments about Larry Swedroe's October 11, 2013 article in ETF.com entitled "The 'Black Hole Of Investing'" ( https://www.etf.com/sections/index-investor-corner/20092-the-black-hole-of-investing.html ) about why small cap growth stocks are the worst-performing segment of the investment market. And why you recommend them in your Growth portfolio (IWO) instead of small cap value, for example - Thank you.

Read Answer Asked by David on February 04, 2022

Q: Given recent corrections, which ETFs (both Canada and US) are worth watching/stepping into to take advantage of the sales.

Read Answer Asked by Hua on December 16, 2021

Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

Read Answer Asked by Paul on April 22, 2021

Q: Dear 5i,
I would like to spice-up my portfolios with small allocations to some small/mid-cap/thematic/sector ETFs. The Active ETF's can be sold on a US or CDN exchange and the holdings can be in any country. Can you suggest as many as you can so I can do some further research. (ie ARK products look interesting to me)

thanks for your suggestions

Read Answer Asked by Ian on July 31, 2020

Q: Could you please suggest a replacement for these mutual funds. I have been told these funds have a high MER and I should investigate other options. A switch to ETF's may be an option too.

Read Answer Asked by Terry on July 29, 2020

Q: From a tax perspective, does it make a difference where I hold XUU? I'd like to put it in a non-registered account but I'm wondering whether there is a tax benefit to put it in my RSP.

Thanks,

Read Answer Asked by Robert on January 20, 2020

Q: Would you have a preference between IWM and IJR for small cap exposure? I know IWO has been a favorite but was hoping to capture some growth and value names. Are there any significant fundamental differences between these 2 ETFs. Also, could IJR be added to data analytics pls. I tried adding it but the system did not recognize the ETF. Thanks as always.

Read Answer Asked by Aaron on August 12, 2019