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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: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?
Read Answer Asked by Everett on October 15, 2025
Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?
Read Answer Asked on August 28, 2025
Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.
Read Answer Asked by Alexandra on March 13, 2025
Q: Hi gang,
What would be your best pick from this 4-ETF. I would like to buy one . Or any other suggestions. How much do you like small caps? Do you think if interest come down small caps will move. ?
Thanks. Alnoor
Read Answer Asked by Alnoor on March 12, 2025
Q: I provided some funds to my two grandsons approximately 6 months ago. One grandson invested his funds in the stocks and ETFs noted above. He is very pleased to see an increase in market value for all his investments. I will be providing my grandsons with additional funds to add to their existing investments. Please rank the existing investments shown above for long term growth. I will submit a second question for my other grandson. Best wishes for the Holiday Season.
Read Answer Asked by Don on December 16, 2024
Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
Read Answer Asked by Chris on December 12, 2024
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.

Shane.
Read Answer Asked by Shane on December 09, 2024
Q: Seeing that the outlook for small caps is more positive what would be your choice for Canadian and US ETFs in this area? Thank you.
Read Answer Asked by Michael on December 05, 2024
Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 06, 2024
Q: Good afternoon
In response to my question answered today Aug 13/24 regarding US small-cap ETF you suggested IJR as probably the best small cap US ETF
In the August ETF update, you “seem “to suggest that CALF might be a better option
Is my take away to purchase Calf over IJR , correct?
I realize you like both of these ETFs, but if you were to choose one only which would it be?
Thank you again
Read Answer Asked by Indra on August 14, 2024
Q: I would like to buy a US small-cap ETF
Can you suggest the best two at this time with ranking and suggest an entry price if possible
Would you advise to also purchase XCS the Canadian small cap ETF
Thanks
Read Answer Asked by Indra on August 13, 2024
Q: Good afternoon 5i
A number of people have asked about the best small cap etf. You have sometimes mentioned ijt as a good one. But, lately you have been recommending ijr. In the answers 5i always mentions whether or not someone on staff holds the given stock or etf. I was curious as to wht you would say that ijr is your preferred but not own it and own ijt, though
Thanks
Read Answer Asked by joseph on August 02, 2024
Q: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David
Read Answer Asked by David on July 30, 2024
Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 25, 2024
Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help
Read Answer Asked by Terence on July 22, 2024
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