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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: When would be a good time to make these acquistions?
Read Answer Asked by Colleen on August 16, 2017
Q: Hello, I'm looking for broad market exposure to emerging market equities and emerging market debt. Can you recommend any ETFs that are unhedged? so far I came across LEBM on the debt side and XEC on the equity side that seem ok. thanks for your time. Matt
Read Answer Asked by Matt on August 10, 2017
Q: do you recommend reducing exsposure from USA and Canadian stocks and add a bit of European and Emerging market and if so what mutual funds or stocks would you recommend that are available on the Canadian or usa markets that would accomplish this
Read Answer Asked by Gary on August 04, 2017
Q: Hello 5i
Our foreign equity holdings are CBQ at 5% and VEF at 4% both held in rsp's. (also have US holdings of 12%) Blackrock has sent out notification that CBQ will be terminated on Sept.27 this year. Would you please suggest a replacement.
Thank you
Les
Read Answer Asked by Les on July 27, 2017
Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.
Read Answer Asked by Steve on July 26, 2017
Q: Is Broadcom (AVGO) considered to be a Singaporean company or an American company? If the company domiciles in the US, it would be considered as US Situs property. As such it may have implications for Canadians on US estate taxes. If it is considered to be a Singaporean company, then there is no issue with respect to US Estate Taxes. I was unable to get an answer from the Investor Relations of Broadcom. Thanks.
Read Answer Asked by Ford on July 21, 2017
Q: Hello 5i,
I am looking to increase my U.S. and International exposure. I currently hold VIG-N, JNJ-N and a number of Canadian ETF's which also hold U.S. equities. I am open to either USD or hedged products and would like a yield in excess of 2.25% if practical. Since I look to yield for income I was considering ZWA. Would you have any other options you would prefer over ZWA?
On the Int'l. side I hold CYH and ZDI and am happy with both; I held VEE at one time, but the yield is on the lower side for my needs. Should I just increase my holdings in these two or, again, do you see a better option? I could move out of one or both of those if you think there is a more compelling option I'm missing.
As always .... thanks so much for all of your help - very much appreciated!!!
Have a great summer!!
Cheers,
Mike
Read Answer Asked by Mike on July 18, 2017
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