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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: Please indicate what ETF that Barbara was asking about. Your response to her question was today (January 3rd).
Read Answer Asked by Danny-boy on January 03, 2022
Q: What ETFs do you recommend for a retired senior with a company pension age 79. I am a conservative investor. How should covid developments affect my selection?
Read Answer Asked by Donald on January 03, 2022
Q: I have about 10% of my portfolio in these bond ETFs XBB 2%, CLF 4%, XSB 2%, XSH 1%, PMIF 1%. They have shown a negative performance recently with CLF down 7%. The coupon reduces the losses. Will increased interest rates improve their performance? An alternative is to reduce my exposure and buy something like BCE with a low beta and a better yield (5% +). I am 79 years old and have pension income. My portfolio is conservative holding a large proportion in banks, telecoms and utilities. I am looking for stocks, ETFs with a low beta and good yield..
Read Answer Asked by Donald on January 03, 2022
Q: FRDM This ETF is interesting in that its emerging market country selection is derived from qualitative metrics based on economic and personal freedoms. In the most recent annual report there is no exposure to certain large emerging markets countries that would score poorly on those metrics. Are you able to provide your opinion on this ETF based on investment merits? Thank you and happy holidays!
Read Answer Asked by Barbara on January 03, 2022
Q: Hi, currently holding these Cad ETFs in RSP. What would be the best equivalent ETF's to buy in the US if I were to convert my holdings to USD and buy the US ETF. Looking for equivalent exposure with lower MER, better tax efficiency, etc... I've included some of my choices, would these be the best ones to switch to? Other ETFs are welcome if I haven't listed them below. Thanks and Happy holidays, looking forward to a great 2022!

VGG to VIG
XEF to either VXUS/VEA/IEFA
VEE to VWO
ZUH to either XHC/VHT/XLV
VUN/VUS TO VOO
Read Answer Asked by Keith on January 03, 2022
Q: Good morning. I have had RBF7280 for decades. It yields 3.43% and has an MER of 1.43. Would it be comparable to XHY which has a higher yield and a lower MER? Is there another alternative that you can suggest?
I don't trade or worry very much since I started with 5i a few years ago. Thank. John
Read Answer Asked by John on January 03, 2022
Q: Yesterday eit.un announced the following special distribution of 44¢/share

"The estimated special distribution will be paid by issuance of the same class of units of the fund, and immediately thereafter, issued and outstanding units of the fund will be consolidated such that the number of issued and outstanding units of the fund will not change."

Why do they not just pay the unit holder the cash? Do I end up with more units/fewer units? Why do they do it this way?
Many Thanks
Read Answer Asked by Don on December 25, 2021
Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.
Read Answer Asked by Helena on December 23, 2021
Q: Your Portfolio Analytics is expressing serious concerns about my lack of International content. It seems reasonably pleased with my CDN and US content. I was looking at ETF VEA but maybe a combination of it and an emerging market ETF. Oh, No or limited China please! I looked at VEE holdings and Yahoo says it is 100% VWO which seems weird and maybe wrong.
Have a great holiday season and thanks for your your great work!!
Read Answer Asked by Danny-boy on December 22, 2021
Q: Hello Peter and team,
Can you please provide explanations of how these etfs work in terms of hedge and unhedged. XSP tracks the 500 US index but it is hedged to the canadian dollar. Does this mean that if the Canadian dollar goes up, there will be no impact currency wise. Tech.B tracks the 6 large tech companies but it is unhedged. What does that mean in relation to the tech etf which tracks same stocks but it is neither hedged or unhedged as the tech.b is doing better lately? Much appreciated, and thank you.
Read Answer Asked by umedali on December 21, 2021
Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve
Read Answer Asked by David on December 21, 2021
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