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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 am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome
Read Answer Asked by John on August 26, 2020
Q: Morning 5i team,
I'm looking for a few suggestions on an ETF that covers consumer staples in the NAM? Some that came to mind were XST and STPL, but they seem to lack US exposure?
Thanks
Read Answer Asked by Phil on August 26, 2020
Q: Good morning 5i. I am considering "parking" about 10% of my portfolio in "cash equivalents". Are CVD and CPD your preferences in this case as I see they pay out roughly 5% which seems a reasonable risk/reward scenario? Are there other options or recommendations that you might consider? Thank you in advance.
Read Answer Asked by Peter on August 25, 2020
Q: Retired dividend-income investor. Sitting on 6% cash. Looking to add some gold exposure. Do you think there is more upside to gold over the next couple of years? For the most part, I am a buy-and-hold investor, not a short term trader. Is there an ETF that a) pays a dividend > 3% and b) that contains both the miners and bullion? If not, what would be the best route to get sector exposure, leaning to the conservative side? Thanks...Steve
Read Answer Asked by Stephen on August 25, 2020
Q: Will there be a correction before the election? Will it be as bad as the March one? No one knows for sure however many like me believe that a correction is coming and I was hoping you would have advice on where to park equity investments that I will have turned to cash. I do not intend to put it under my mattress or buy GIC’s. What are your thoughts on bond ETF’s like ZTL or so called sleep at night ETF’s like ZZZD. I would appreciate your advice on the above and suggestions on where to invest this cash in a safer investment until after the correction please. Thank you
Read Answer Asked by Norm on August 25, 2020
Q: TD Asset Mgmt. recently introduced two new ETFs. Symbols TGED and TUED.
Both described as "Enhanced Dividend". "G" is Global, "U" is USA. Described as
actively managed blend of growth and dividend equities with various derivatives
overlaid to enhance yield. Comments/opinions about these please and cost/risk/benefits associated with the non-domestic components.

Thank you
IslandJohn
Read Answer Asked by John on August 25, 2020
Q: Hello 5i Team
To increase my fixed income allocation, I need to add fixed income to my non-registered account.
I am looking at the Horizon Corporate Class ETFs, in particular the Horizons Cdn Select Universe Bond ETF (HBB) in comparison to BMO Discount Bond Index ETF (ZDB), BMO Aggregate Bond Index ETF (ZAG) and/or iShares Core Canadian Universe Bond Index ETF (XBB). I am not familiar with the concept of Corporate Class ETFs.
1 - Is HBB a reasonable alternate to the listed major bond funds?
2 - Please confirm HBB does not pay a distribution and that “income” is reinvested in units of the ETF resulting in potential increase capital gains in the future.
3 - What would be the impact of a future increase in capital gains inclusion rate (from 50 % to 75%) have on corporate class ETFs?
4 - Is there a minimum dollar amount where the corporate class ETFs start to make sense (i.e. is better to pay the tax on a distribution from XBB when the dollar amounts are relatively small)?
Thanks
Read Answer Asked by Stephen on August 24, 2020
Q: Would you recommend the ETF "DANC" as an investment in one's TFSA? If so what percentage amount of $110.000 would you suggest? Thank you.
Ron
Read Answer Asked by ron on August 24, 2020
Q: Hi 5i , Thansk for your great work, I recommend yo to as many people as possible. Your sits has been great for me finicialy.
I purchased $20,000 of Edge point Wealth Management 1801 over 2 years ago, I have not had any postive increases here. I am thinking of selling the fund and moving into something that is more rewarding?
Any suggestions for a replacement? Fund is in my RRSP.

Thanks, P
Read Answer Asked by Paulette on August 21, 2020
Q: This morning 5I answered a question from George on REM { Which doesn't appear to be in your drop down list when asking this question } .... 5I pointed out the heavy weighting in NLY and AGNC. As a former NLY shareholder just for giggles I took a look at it. The first thing I saw was the massive 16.35% dividend and my brain asked how the yield could be higher than the sum of it's parts. Then looking further I saw that REM had fallen in price where it would have yielded almost half as much as it does now pre Covid.....This is where I need 5I to " unravel " my logic. It appears to me that Mr. Market is punishing diversification over the make up of it's parts..... In other words by buying the ETF one is getting a discount on it's holdings.... { REM 16.35% , NLY 11.89%, AGNC 10.2% , didn't check the rest of the holdings } I'm pretty sure there is something wrong with my logic thus the question.... Is the ETF discounted to it's parts ? And if so, by how much ?
Read Answer Asked by Garth on August 21, 2020
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