skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: hello again

For my non canadian and non USA holdings, I have relied almost exclusively on VEA for the last two years with ok results. I'm wondering if the Asian markets ( China, Taiwan, Japan in particular) won't fare better in the coming years than will many other geographics. Do you think it wise to switch to a different ETF and if so, which would you suggest? thanks. Al
Read Answer Asked by alex on December 09, 2020
Q: Hi, I'm new to 5i and was wondering if you can give me your opinion on the above Mutual funds and if you could suggest ETF replacements that may be more appropriate for a somewhat balance in my portfolio and have good growth.
Read Answer Asked by Joe on December 09, 2020
Q: Hi 5i,
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? I’ll mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies I’d be targeting with this question. Thanks!
Read Answer Asked by Lance on December 09, 2020
Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.
Read Answer Asked by Tom on December 09, 2020
Q: Both funds hold BTC only, no other alt coins that I can see. The current price has a premium to NAV of 27% and 3% for QBTC.U. Why such a huge spread ? I know GBTC is much bigger but still it makes no sense to me. Do you have an explanation ? Also am I correct to assume the price of these 2 stocks will move pretty much in line with the price of BTC ? If you had to buy one which would you buy ?
Thanks
Read Answer Asked by Luc on December 09, 2020
Q: My question is related to the storage quantity of gold and silver at Sprott. As I buy and sell PHYS and PSLV on the TSX I assume I am selling to OR buying from another trader in the market. Where does Sprott obtain the funds to add to its holdings or are the physical holdings constant after funds from the IPO were invested in the metals? Am I trading around those initial physical holdings?

If I don’t hold the physical metal like having a gold wafer in a safe deposit box, do I really own it?
Read Answer Asked by Ronald on December 09, 2020
Q: I am quite interested by ZEM for diversification,and also for China, since China will probably become soon the first world economy...Concerning tax efficiency, are the "non-US stocks" listed on US markets submitted to the US tax on dividends? and are the foreign stocks listed on "non US markets" submitted a foreign tax on dividends (for most ,or for a minority) ?Thanks, Keep doing your excellent job , great help for all !
Read Answer Asked by Jean-Yves on December 09, 2020
Q: Hi 5i guys,
I came across the ETF EDGE from Evolve that is not in your database.
It looks intriguing as a vehicle (in CDN$) to invest in global innovative/disruptive companies. Am looking at it for a small portion of my TFSA.
Also noticed that Evolve is coming out with a new ETF in the near future called DATA.
Any information/opinion on EDGE and/or an alternative in the space is appreciated.
Thanks, Steve
Read Answer Asked by STEVEN on December 08, 2020
Q: Hello,

In the upcoming shareholder meeting, the following changes to the investment restrictions are proposed:

Current Investment Restriction:
[Each iShares Fund] shall store all the Bullion owned by the iShares Fund in: (i) with respect to CGL, the vault facilities of a Schedule I Canadian chartered bank or an approved subcustodian or sub-subcustodian or an affiliate or a division thereof on a segregated basis; and (ii) with respect to SVR, the vault facilities of a Schedule I Canadian chartered bank, or an affiliate or a division thereof, or a sub-custodian on an allocated basis.
[Each iShares Fund] shall ensure that the Custodian has adequate insurance in place in respect of the Bullion held by the Custodian on behalf of the Fund.

Proposed Investment Restriction:
[Each iShares Fund] shall store all of the Bullion owned by the iShares Fund in the vault facilities of one or more entities that meet the requirements to act as a custodian or sub-custodian for assets as described in NI 81-102 (or are permitted to act as a custodian or sub-custodian pursuant to exemptive relief from the applicable requirements granted by the Securities Authorities), on an allocated and segregated basis.
[Each iShares Fund] shall ensure that the Custodian itself has, or that the Custodian or sub-custodian(s) are required to ensure that their respective sub-custodian(s) have, adequate insurance arrangements in place in respect of the Bullion held on behalf of the Fund by such Custodian or sub-custodian(s), as applicable.

Would you be able to please explain in simple(-er) terms what's being proposed here?
Also, if the proposal is approved, how it would affect attractiveness of CGL going forward? I.e. would it be a good idea to continue to hold it?

Thank you kindly
Read Answer Asked by Timour on December 08, 2020
Q: In your reply to my earlier questions, you advised that RPAR and NTSX could be considered core.
1. Given low volumes, should liquidity be considered a risk in a down market?
2. How do the Sharpe ratios compare? Do they achieve the goal of less risk than the market, with decent returns?
3. The drawdown with NTSX was much higher than RPAR - can you explain?
4. What percentages would you advise for one or both as core holdings?
Thank you.
Read Answer Asked by sam on December 08, 2020
Q: My portfolio is moderately balanced, and do not include internet or technological Cdn values ( as SHOP,CSU,OTEX,BB,KXS,ENGH,LSPD,etc…),or equivalent US stocks. The main reason are that : 1) I feel that prices and ratios are very high 2) My objective is a ” safe mix” of revenues and growth 3) It seems impossible to predict wich Cies will be the “winners” in the future in this new trend 4) I tend to keep stocks and ETF for long term (not too much surveillance needed ) .Do you have any suggestion (stock or ETF) ,and general point of view ? many thanks
Read Answer Asked by Jean-Yves on December 08, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!