Investment Q&A

Q: If interest rates were to start creeping-up slowly in the next year or two , which bond ETFs would you suggest?
Thank's
Ronald

Q: What do you think of Invesco Momentum ETFs in general and which ones would you buy now, in any sector, for good growth in the next couple of year ?
I am looking for some diversification from my ARK ETFs and do you think PTH-Q, PFI-Q, PRN-Q, PSI-N and PDP-Q would achieve the purpose ?
Gratefully yours,
Jacques IDS

Q: I recently purchased Portfolio Analytics and I'm severely underweight internationally.

For international (excluding US) I am thinking VIU and VEE.

Any suggestions on how I should decide an appropriate weighting ratio of these two? Does it make sense to have equal VIE and VEE... more VIE?

Are there other ETFs I should be considering for international exposure?

And finally, these ETFs would make up a substantial portion of my portfolio. Would you suggest buying in one go or over time and if so what timeframe would you suggest?

Thanks for your service.

Q: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks

Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance

Q: I see the weighted average duration of ZAG is 7.93 years. Does that mean for every 1 % increase in interest rates the price will fall by 7.93%. If so I feel I should get out of ZAG with anticipation of increasing interest rates.

Q: I follow your balanced port folio but have 15% of my portfolio in vgg for US exposure as suggested a couple years ago. Should I have a larger position or another etf.?
T as always

Q: Please list three or four US income etfs that you like.
Thank you

Q: Hello, how do these compare with QBTC?

Q: Hello 5i,
I am up over double on IWO which is my growth portion of my portfolio as is LSPD, and Leon's and two others (thank you very much)! Most of my 46 other stocks distributed in all sectors are value, buy and hold, which are also doing very well With the overall rotation to value should I sell my IWO take my profit and buy IWM or keep the now winning formula as is?
Thank you
Stanley

Q: Would you consider XGRO a good starting point for a young person who has a long time frame? This would be in her TFSA and would be the core holding.
Where would I be able to find the underlying holdings of this ETF? I can find the top 10 but the top holding is just 1.83% (AAPL). Thanks for your help.

Q: Hello 5i,
With the market roating to value will there be a change within the Growth Portfolio ? Is IWO safe here for a while longer?

Q: I asked a question earlier where you responded that VVL would be a good choice. My funds are in US$ in a US account, though, so do you have a suggestion in US$? Thanks again.

Q: What do you think of VBINX as a US balanced fund? I would replace my VTI with it so that I had a mix of US equity and bond exposure.

Q: Good morning. Which do you feel would be a better etf for industrials in a RRif or do you have another suggestion? I understand IYJ has a higher mer but better long term performance with more holdings. Have they both equal risk? Would something with more international flavour be better?

Q: There are quite a few commodity ETFs (e.g., PDBC, DBC, GSG, FTGC, DJP, COMT, BCI, USCI, GCC, RJI, COMB, COM; listed in descending order of assets held; minimum US$100,000,000). Although I own resource stocks (SU, CVE, TOU, NTR, AEM, FNV, XGD, PAAS), I don’t have commodity exposure per se. I am interested in buying one (or two) commodity ETFs within my RSP. Since I already own oil and precious metal stocks, I would prefer an ETF that includes commodities beyond just oil/gold/silver (although some exposure to these commodities within the ETF is of course okay). And I don’t want extra paperwork like a K-1 form (although I don’t think this applies to an RSP, not sure). Can you suggest one or two commodity ETFs based on these parameters, and what would be the basis for your recommendation(s)? Do you think some commodity exposure (~1% of total portfolio) is reasonable in case higher inflation is looming?

Ted

Q: I would like to purchase these two ETF's for income and safety.
What are your thoughts on each as far as income and safety or would recommend something else?

Q: So I'm a lot less diversified than I thought and have something like 35+% of my investments in Tech. I have a good deal of money in XUS, XUU, and XAW. I thought I was getting diversification, but I didn't realize how heavily weighted in Tech (25% or more) these ETFs were. A few smaller investments (SKYY, IGV, GOOG) put me far more into the Tech space than I realized.

What's the best way to invest in broad ETFs without being so heavily invested into Tech? I feel like 20% is already a high weighting for this sector

Q: Hello 5i team, curious to know your thoughts about covered call ETFs, and whether they provide any interesting opportunities for portfolio diversification/hedging. If yes, would appreciate any suggested ETFs for Canadian, US and more international exposure. Thank you!

Q: I have about 5% of my portfolio in CPD ETF. So far it's been a nice, steady-eddie performer with a good dividend. In fact, it's been moving steadily upward for the last year now. But when I look back on its history it has been anything but a good performer. It was almost $20 in 2007 and is now just over $13. Why was this such a lousy investment for so long and what has reversed so strongly in just the last year? I don't see any point in its history when it went up so fast except in 2009. More importantly, is this likely to continue for a while or do you think it will revert to its previous behaviour?