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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'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!
Read Answer Asked by Keith on October 15, 2021
Q: This ETF interests me but I really have very little understanding of convertible bonds. Can this fund be considered a pure fixed income option? Having been burned twice on preferred shares I’m a bit leery on two fronts, investing in things that are neither equity nor fixed income, and investing in things I don’t understand. CVD has held up over the past 5 years while delivering a pretty good yield. What are the risks going forward and would you have any concerns about capital preservation?
Read Answer Asked by Stephen R. on October 15, 2021
Q: Good day team,

Please excuse me if this question has been asked before but is there an international focused etf I can contribute to in my tfsa where I don't have to pay withholding taxes? If so, can you list a few please?

Cheers
Read Answer Asked by Seamus on October 15, 2021
Q: Dear 5i,

does VIXY behave like a leveraged ETF such that they are not suitable for buy and hold investors. I understand that leveraged ETF's reset every day and there is price erosion so they are only suitable for short term investing. Would VIXY be ok for a buy and hold investor who believes that there was going to be a significant correction in the overall US market in the medium to long term? Your thoughts are much appreciated.
Read Answer Asked by Ian on October 15, 2021
Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian
Read Answer Asked by Brian on October 14, 2021
Q: Two separate questions on the same theme I guess. First, Can you comment on CAE’s ability to deal with an inflationary environment, especially if interest rates were to rise? Thinking of their balance sheet, “pricing power” and so on, as well as their current P/E versus historic. Second, wondering how XHY might fare in the near term as well? Looking at the last number of years it has held up pretty well considering the yield, but it seems like a fair number of storm clouds gathering on the horizon that make me wonder about defaults etc.
Thank you,
Read Answer Asked by Stephen R. on October 14, 2021
Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.
Read Answer Asked by Mark on October 14, 2021
Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).

1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?

2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?

Thank you for the great service.
Read Answer Asked by Ahmed on October 14, 2021
Q: Have some US$. Thoughts on the Zero Coupon product from Pimco.
Read Answer Asked by Keith on October 14, 2021
Q: The above ETFs represent my current holdings for Intn’l Equity exposure and are held in my RRSP. I am able to add to my Intn’l exposure in my RRSP and would like your recommendation for a C$ ETF that might fill in any gaps that my current holdings don’t cover or alternatively I could just add to my current holdings.
I do not need to RIF for 8 more years but some dividend yield would be preferable as I do draw out my div/int earnings annually.
Read Answer Asked by Bruce on October 14, 2021
Q: Hi,

If one would want to start with 1/3 position in a small cap value etf or mutual fund in tsfa, which ones would you be inclined to buy?

I did a fast scan and IJS looks pretty good, your thoughts?
Are you aware of any mutual fund that's worth a look? And lastly, are there any cons in holding US etf's in a tsfa?

Thank you
Rino

Also,
Read Answer Asked by Rino on October 13, 2021
Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak
Read Answer Asked by Tak on October 12, 2021
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