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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: I have about half of my balanced income portfolio in equities and the remainder in cash. Although my stocks are balanced, I still hold no fixed income investments. I like the sleep at night cash but feel it is too big of a chunk to just let sit in cash., Can you please suggest an approach to fixed income and recommend a few possibilities to consider. As always, thanks for your help
Read Answer Asked by Robert on March 29, 2022
Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.
Read Answer Asked by Ken on March 29, 2022
Q: Please rank in order the following etfs in a non registered account.
Main criteria being growth, dividend and mer.

Xuu
Vfv
Vun
Read Answer Asked by Timothy on March 29, 2022
Q: Hi,

For fixed income, from your Q&A, it still make sense to have some holdings in inflation protected bond funds. In your opinion, would it be a good idea to shift most bond holdings into funds like these until inflation abates? What are your favourite inflation protected funds in the US and Canada?

Thank you, Michael
Read Answer Asked by Michael on March 29, 2022
Q: Hello .. is there a good quality Canadian etf to cover wheat, oats, potash, barley, and canola? … and/or, an international etf for these? Thanks
Read Answer Asked by Patrik on March 29, 2022
Q: Hello,
I own these 2 stocks. If the US-SEC delists Chinese stocks, will I be able to sell them, and will the value be close to current value or "zero" ?. Do you recommend to exit now?
Thanks
Carlo
Read Answer Asked by Carlo on March 29, 2022
Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !
Read Answer Asked by Nhung on March 28, 2022
Q: I have held Middlefield's IDR for a short time in a RIF and am down 6.05%. Found it has been merged with 2 other ETFs or funds. I am feeling very uncomfortable with it. Can you comment what has happened and if MREL is worth holding? Losses do not bother me much & I can easily move on.
Thank You
Read Answer Asked by William on March 28, 2022
Q: As concerns ZWC vs ZEB: I had assumed that the former's high return-of-capital component were accounting-speak for capital gains from the sale of covered calls - essentially, a way to defer capital gains taxes until the position were closed. So what's not to like about deferring capital gains taxes, particularly for an stable, NAV-appreciating, income-oriented instrument like ZWC, which we would expect to hold for a long time? I.e., what am I missing about why lower return-of-capital should be 'better' - or, more generally, is there a threshold above which high return-of-capital creates some sort of weird risk?
Read Answer Asked by John on March 28, 2022
Q: Hi, looking to start one or two Canadian based etf. Retired, no investment out of Canada. I think I should have some. Would like monthly income, 4%+ ,moderate risk, some growth if possible.
I think Cyh is the only one with a little growth?
Could you suggest two etf’s you prefer, or suggest two from above you might have confidence in.
Thanks
Read Answer Asked by Brad on March 28, 2022
Q: My fixed income holdings are comprised of - LYZ801A & MMF559.
I am with a full service advisor - up until a few years ago we bought individual bonds - then on his recommendation switched to these funds. What is your opinion on their performance. What are some alternative better performing mutual funds and ETF options or should a person go back to buying individual bonds? I read an opinion that said with individual bonds (held to term) you get the principal and interest with funds not so much. Your expert opinion would be appreciated as usual.

Thanks
Read Answer Asked by Reg on March 28, 2022
Q: Other than NTR what would be your 5 top picks for wheat and corn exposure
Read Answer Asked by hal on March 25, 2022
Q: Among banks, 5i seems to favour TD and BNS, though since 2019 patient investors have done well with just about any of the Big-Five-plus-NA.

But supposing interest rates are now set to rise, won't banks tend to find a trading range? In which case, wouldn't ZWB, with its covered call component, provide greater total return? Or do its MER and trading expenses claw back too much of its income?

Interestingly, since inception, ZWB's share price seems to have done as well as (for example) BNS, in spite of the potential for its positions to be called-away.
Read Answer Asked by John on March 25, 2022
Q: Hi 5i team,

As many do, I currently hold part of my portfolio in fixed income (bond etfs). I am wondering if you can recommend any fixed income or "fixed income like" investments that might hold up best in the current rising rate environment that seems to have a long way to run. I had held ZAG but have switched to VSB with rates rising. Currently even cash is doing better than these however. Thanks!
Read Answer Asked by Peter on March 25, 2022
Q: Hello. In reviewing my portfolio, I realize that I lack exposure to US markets. I am therefore thinking of purchasing an VFV ETF. I am 66 years old and receive a reasonable pension. While I have an RRSP, I have not contributed to it for many years, choosing instead to build my TFSA. Given that my TFSA is now topped up, would it make sense to add VFV to my RRSP (better tax advantages??) or add it to an open investment account that I currently hold?
Read Answer Asked by Heather on March 21, 2022
Q: I am looking for some suggetions for smaller cap gold stocks or an ETF for jr. gold.
Thanks
Read Answer Asked by Madeline on March 18, 2022
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