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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: Hello Team Portfolio question for conservative income investor. In a longer term horizon can an argument be made for increasing the proportion of rate reset preferreds while decreasing bond holdings by a similar amount. Like many investors I have previously been burned by preferreds so I confess I am a bit gun-shy and with bond funds I ilke the income (meager) but fear the long term capital loss in a future rising interest rate environment. This strategy seems to make some sense. Thank you for your opinion. gary
Read Answer Asked by Gary on March 02, 2021
Q: I am underweight technology exposure in my portfolio which is limited to a 5% position in ZQQ. What would your 5 top Canadian technology picks be in order of preference and what is your preferred Canadian listed ETF in the sector? Thanks.
Read Answer Asked by Don on March 02, 2021
Q: Hi there,

I know there are many ETFs to pick from these days. I know your team is naturally growth investors, so that being said, what are some of your personal favourites? Can be thematic or index!

Thanks!
Read Answer Asked by Michael on March 01, 2021
Q: Preferred shares fit into the income part of a portfolio and also can be a fixed income substitute if one can tolerate the extra volatility (especially now given bond yields and potential for rising interest rates). In the past 5i has suggested CPD over DIVS for etf exposure citing the fee differential. Two questions (1) what is your medium term outlook for Canadian preferred shares and (2) given complexity of different preferred share issues and an inefficient market, is there an advantage to the active approach? (Please explain why or why not - thanks).
Read Answer Asked by Barbara on March 01, 2021
Q: I own these two bond ETfs inside a balanced portfolio. My understanding as the bond yields rise the price goes down, along with the price of my dividend stocks. Seems like a double whammy. Im trying to figure out if there is anything I should do here. Happy to hold the bond ETFs and collect higher distributions. Your thoughts please.
Read Answer Asked by David on February 26, 2021
Q: With interest rates moving up on growth optimism, do you like CVD as part of your fixed income allocation. Seems it might hold up better than other bond funds and it pays a decent yield. I'm also considering ZPR in the fixed income side for the same reason. If this is two questions, please deduct accordingly. Thanks.
Read Answer Asked by Curtis on February 26, 2021
Q: Hi 5i,
Could you explain why you prefer XAW over ZGQ. I understand XAW has no Canadian exposure but ZGQ has much better returns and only .85% of the ETF is exposed to Canada.
Thanks
John
Read Answer Asked by John on February 26, 2021
Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual
Read Answer Asked by christianne on February 26, 2021
Q: It appears to me that there are a number of potential hotspots in the world today, which could make the defense industry a good investment. What is your view about the aerospace and defense sector over the next 5 years? Are there any ETFs which you would recommend, especially US based ETFs?

Thank you for your excellent advice.
Read Answer Asked by Dale on February 26, 2021
Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo
Read Answer Asked by Carlo on February 26, 2021
Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks
Read Answer Asked by Fernando on February 25, 2021
Q: I saw a mention of this US etf, BATT, and wondering if it would be a good growth opportunity. What do you think? Thanks
Read Answer Asked by Martin on February 25, 2021
Q: The question is what ETF is the best match for me based on

1. my normal stock selection is large blue chip dividend paying companies
2. this ETF is in my RRSP, I am assuming it should be purchased in American funds. (unless you say otherwise.) US or Canadian ?
3. I am thinking a broad based ETF, possibly a "dividend aristocrat" or just whole market but not sure of what the difference would be.

thanks

Ernie
Read Answer Asked by Ernest on February 25, 2021
Q: Hello,

I understand that one has to file a form T1135 if one holds US stocks or ETFs over $100,000 anytime during a calendar year. If one intends to hold VOO, the suggested Canadian equivalent to avoid having to file T1135 is VFV. Is my understanding correct? If yes, what are the Canadian equivalents of QQQ and IWM?

Thank you
Read Answer Asked by Vee on February 25, 2021
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