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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: Hi, Im interested in this etf for the income portion as it seems to pay a good dividend and holds some of the big blue chip cdn companies. Morningstar gives a 2 star rating. What is your analysis of this etf? Do you see a better rated etf. Looking for a good dividend payer with a low mer and some growth. Total return I would like is about 5-7 % including dividends. Already own xtr. Thanks
Read Answer Asked by pietro on June 04, 2021
Q: Good morning. I was wondering if you could recommend an ETF that is conservative with some growth and also having a world wide focus.

Thank you for all your outstanding investment information. I couldn't invest without you.
Read Answer Asked by Mary Jean on June 04, 2021
Q: Hello 5i,
I am a 75 year old value investor for dividends and some growth with a balanced mix of ETF's and individual stocks. I hold ENB, FTS, TRP, BCE. I see that ZWU is at an attractive price point with 7% yield. As it holds others that I do not have would this just be a duplication of what I have and leave it as not needed. or go for the value and dividend?
thank you
Stanley
Read Answer Asked by STANLEY on June 04, 2021
Q: I own XEI, ALA, and TOUr but little oil.

I'm hoping to buy base metals and oil in an CDN etf. Do you think this is a good idea and what would you recommend?
I'm hoping to buy base metals and oil in an US etf. Do you think this is a good idea and what would you recommend?
Read Answer Asked by Graeme on June 03, 2021
Q: I need more fixed income in my RRSP portfolio and my son's RESP. I bought bond funds (VSC, XBB, XRB) but they can (and have) lost money, so I struggle to see how they help me with safety. Am I better off to just buy GICs or stay in cash? Should I hang onto the bond funds I have already?
Read Answer Asked by Dawn on June 03, 2021
Q: I understand that if a bond ETF has an average duration of 3 years, the value of the the ETF will fall by 3% if interest rates rise by 1%. Let's assume the ETF has a portfolio turnover rate of 100%. Is it correct to assume that, all other things unchanged, after one year the portfolio will have been replaced with bonds that yield 1% more, and therefore after another 3 years the 3% loss would be offset by the extra interest income earned?
Read Answer Asked by Heinz on June 03, 2021
Q: Hi: Not a question, just a comment. Albert asked about ZPAY yesterday and the recent weakness in the performance. It is a US$ based holding and when the Canadian $ has been gaining it affects it adversely.
Thanks, BEN.
Read Answer Asked by BEN on June 03, 2021
Q: Hello,
I am nearing retirement. I have CBO, CPD, VAB and XHY at 20% of my fixed income portfolio. All these ETF's exist in my unregistered account. I wanted to add XBB in my RRSP account. Any concerns about too much overlap by adding this position? This will add 7% to my fixed income position. Portfolio analytics recommends a 30% position.

Thanks for all your help.
Read Answer Asked by Mauro on June 02, 2021
Q: Thank you for the reply to my recent question. Unfortunately the question pertained to the 5i balanced etf portfolio not the balanced equity portfolio. May I please have to top five etf positions to add new money at this time.
Read Answer Asked by Richard on June 02, 2021
Q: what value / cyclical suggestions do you have ETF wise?

Would one play a DOW ETF or the Russell?
or Canadian ETFs ?

Thanks
Read Answer Asked by Mark on June 01, 2021
Q: How does an unanticipated interest-rate rise in the US or a serious deterioration of the corporate debt market affect these two ETFs? Can you roughly estimate in % the impact compared to that of the stock market in each case for each ETF?
Thanks,
Read Answer Asked by Ahmed on June 01, 2021
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