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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: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?

Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.
Read Answer Asked by Denise on May 19, 2022
Q: Good Morning
Can you please give your opinion on Harvest Healthcare Leaders ETF or is there another healthcare purchase you would suggest.
Also would this be a good time to purchase.
Thank you
Heather
Read Answer Asked by Heather on May 18, 2022
Q: I have held JEPI thinking that in a bear market, or any down market, JEPI should do better than SPY or RSP. Is this in fact correct? The decline in JEPI seems about the same as the decline in SPY. I am however not sure. In comparing charts, even premium sources I have access to do not footnote whether or not distributions are taken into account. I also cannot tell from JEPI’s history what portion of distribution is in fact return of capital.
Read Answer Asked by Adam on May 18, 2022
Q: Is there an ETF or fund that I can purchase that follows the Canadian Venture Index?
It has been beaten up so much that I would like to nibble at it, but I haven't been able to find a venue.

Bill
Read Answer Asked by Bill on May 13, 2022
Q: Dear 5i team.

Can you help me understand the chart for CBO? Looking at the long term, it seems to be in a downward trend, even over 10 years? I assume this was caused by declining interest rates over the past 10 years? With raising interest rates, at what point does this turn back into a positive trend? Even with the past few months with rates starting to rise, it's been in decline. Is there a lag in closing out old positions and starting new ones with a higher yield? Just trying to understand roughly at what point this starts to look like a good entry point.

Many thanks for your help.
Read Answer Asked by Arthur on May 12, 2022
Q: Hello Peter,

For a mid-risk investor who just retired and has a little cash to work with in a registered account what is your perspective on:

Opening a 1/2 position of VGT or just add 1/4 position to MFST or Appl to a full position.?

Which stock(s) would you be ok with today to be 6%-8% of a portfolio for a 5-10 year hold? Please rank the stocks if there is more than one possible choice.

Thank you
Debbie and Jerry





Read Answer Asked by Jerry on May 11, 2022
Q: I'm a new subscriber to your services this year and much appreciate your independent thought on investments. What is a good fully diversified ETF that is capital gains oriented over dividends? I've focused on dividend paying stocks over past 30 years, and while I'm enjoying working - want to avoid paying more than 1/2 my dividends income to gov. When I stop working I would convert back to dividend based investments to provide my income. Thank you.
Read Answer Asked by Glenn on May 11, 2022
Q: Peter,

I look at the S & P 500 index as the gold standard for performance measurement. It has been my theory that any portfolio performance should be compared to this index first. Do you agree?

For diversification purposes please list your top 5 indexes & associated ETF codes that you feel would be relevant whenever looking at an equity portfolio. This can be anywhere in the world. { Fixed Income I strictly take a ladder approach.} I would be interested in ones with a lower correlation , if that is realistic. It may not be.

Thank you

Paul
Read Answer Asked by paul on May 11, 2022
Q: Hi Peter
I have read alternative investments as a way diversify the portfolio beyond stocks and bonds.
There appears to be many types of alternative investments and complicated too.
If one were to invest in alternative investments, do you have any recommendations on how to approach such investments?
Are there any ETFs in this space that simplifies the investment approach?
My purpose is for income with a bit of ongoing growth.
Read Answer Asked by Greyhair on May 11, 2022
Q: Can you please recommend a couple of BRIC ETFs?
Preferably Canadian, but perhaps a good US also.
Looking at a 3-5 year timeline.

thanks,

Paul
Read Answer Asked by Paul on May 10, 2022
Q: For the income investor, would you be buying CVD right now as it hits some lows, or would you wait as it could continue to go down? What do you think is a good entry point? Or are there better options out there for the same type of dividend? And do I get the dividend tax credit in a non registered account? Thanks so much, your services are much appreciated in times like these.
Read Answer Asked by Pat on May 10, 2022
Q: Hello 5i Team,

We recently settled my parents estate and the 3 sons (me included) received a fairly large transfer in the form of 5 ETFs including ZAG (9%), XEF (11%), XUS (3%), XIC (13%) and VFV (12%). This now represents almost half of the total portfolio whereas the remainder is invested in diverse stocks and some other ETFs mostly on your advice. I think you like ZAG for bonds but I’d like to ask if any of the other ETFs seem problematic to you or would you switch any with a similar focus? We also own some XQQ, WXM, IWO and VUN (all at about 2% each). Looking to retire in 10-15 years and with a pretty good risk tolerance.

Thank you for your help!

John

Read Answer Asked by John on May 10, 2022
Q: What do you think of the Bloomberg commodity index going back to 2005, very big move off of the low. Commodity Cycles are very long lived are they not? Can go on for many years. They have been outperforming Global Equities for awhile now, do you see this continuing for the next 5 years?
What would your best way to participate in this shift.?
Thanks! Gord
Read Answer Asked by Gordon on May 10, 2022
Q: Stock picking is getting too challenging!
Slowly shifting to broader ETFs. Eg utilities, energy, banks.,
Now looking more broadly at the TSX, NASDAQ, Dow and TSX.
Long term it seems that even among the professionals it is tough to beat the indexes.
Hence my shifting strategy.

Are these indexes revamped periodically?
If yes, how is it done. How often. Criteria?

Would this be the main reason for beating most of the pros?

As usual thanks for your help

Read Answer Asked by Donald on May 10, 2022
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