Investment Q&A

Q: Looking for exposure to emerging
& frontier Markets in Cad & US$
Like the thought
that cheaper energy & commodities will help
the world to grow

Q: Are there any Canadian ETFs that are like CDZ (dividend aristocrats) or high dividend payers for the developing markets and emerging markets. And if not, in US$.

I believe CYH is for developed markets high dividend payers.

Q: Your thought please on IShares IDV and IXP ETFs for international dividend income? They appear reasonably well diversified.

Q: Hi 5i,

We hold the following ETF's with their portfolio weightings and MER's. All are held within RRSP's. My question is: Since these 5 ETF's all have MER's in excess of the 0.50% mentioned in a response to a previous post, should I switch to a lower-cost alternative and, if so, what would you recommend? All are Canadian Hedged and all are iShares offerings. The goal was to achieve geographic diversification across both bonds and equities.

CUD U.S. Dividend Growers Index ETF MER 0.65% Port. weighting 4.76%
CWO Emerging Markets fundamental Index Common MER 0.70% 4.78%
CYH Global Monthly Dividend Index MER 0.66% 4.91%
XEB JP Morgan USD Emerging Markets Bond Index MER 0.73% 4.79%
XHY U.S. High Yield Bond Index MER 0.62% 4.89%

Thanks!!
Cheers,
Mike

Q: There are 2 types of shares for Shell on the NYSE. They are both the same wrt voting rights and dividends except that the B shares tend to trade slightly higher valuation and in smaller volumes. The other difference is that they are taxed differently.I know this from the Shell website (12 paragraphs writen by a Lawyer)
As a Canadian (buyin this Dutch company on a US Mkt)what is the better share to buy? which will let me keep more of the dividend that started out the same but is taxed diffrently?

Q: I've been holding this for about 3 years and basically spinning my wheels thanks only to the CDN $ dropping. What are your thoughts on this investment? I also hold the Vanguard Growth as well in my US side of my RIF which has done well. Should I switch to more of the Vanguard or maybe convert back to Cdn$ and invest here. Thanks

Q: could you please recommend 3 or 4 emerging market etf

Q: You recently mentioned that for international exposure consider FEZ, and VXUS. Both these trade in the US but I have a difficult time getting my mind around buy US $ at this time. For Cda $ hedge ETF, would you consider the following as substitutes - ZEQ-t for FEZ-n and ZDM-t for VXUS-Q.....or are they other more suitable replaces?..........thanks......Tom

Q: Assuming the same risk profile as your model portfolio and a 100% equity weighting, what allocation would you recommend for the model portfolio and other broad market categories such as US equities and emerging markets to complete the portfolio. Can you suggests some ETF's to round out the portfolio as well?

Q: Hello 5i Team,
Fairfax has launched a fund for India. Is it too early for you to venture an opinion if this would be a good long-term investment. For the record I am retired and is it something I should avoid?

Thanks....

Q: I would like to add some European exposure to my US dollar portfolio. Would you suggest investing in one or two of the stronger economies such as England (EWU) or Germany (EWG) or would it be better to invest in a broader ETF such as the 10 country EZU? Are there any other ETFs that might be preferable to these large cap ones?

Q: I know you focus on Canadian stocks but alot of BNN guests are suggesting that it might be the time to look at European stocks. Do you have any opinion on DB that looks to be moving off its low.

Q: Portugal Telecom has been a bit of a dog for some time. However, as its current price of $.83 is approximately 1/5 of its price less than 12 months ago, it may be a bargain if it survives. Is this a possible 5% of portfolio holding for a long term investor (i.e. gambler(?), insofar as this stock is concerned)?

Q: Would you suggest buying any etfs for Europe, India, emerging, China and if
So any suggestions

Q: Hello I am interested in one of these etf's for a long term hold. I know they are essentially the same but I would like to know if one is better than the other. It would be going into a TFSA.

Q: Hi, I'm looking for European exposure via a Canadian ETF that trades on the TSX in Canadian dollars. I know that you recommend FEZ but can you recommend a Canadian-based equivalent to FEZ as I understand FEZ is on the NYSE and is in US dollars.

Thank you,

Q: Could you comment on the investigation happening with HSBC and should I be selling at this time, thanks.

Q: This co. is a top pick here in the uk for this year for yield and capital growth. What is your opinion of this co. at this time? Thanks as ever

Q: Prem launched a new India fund. What do you think?

http://www.theglobeandmail.com/report-on-business/economy/prem-watsa-embraces-his-roots-with-fairfax-india-fund/article21804445/

https://finance.yahoo.com/q?s=fih-u.to

Q: Good morning,
What are your thoughts on ZID or some other India ETF or mutual fund for added global exposure in my grand chldren's RESP? The twins are only four years old and other holdings in the RESP are CDZ (33%), MAW 104 (26%)and MAW150 (26%). I've just sold ZRE (13%)and was thinking of replacing this with ZID which I recognize adds more risk to the portfolio, but may well continue go higher given India's long term growth potential. I currently hold ZID in my own personal non reg acct and although it has done well, I was wondering if this ETF was suitable for a RESP or should I opt for a more global ETF or mutual fund. Thank you.