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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: To get some exposure to small caps, I invested in MAW150 late last year; I wonder if XSU has done better in the same time frame. If so, any idea why? And if so, would you switch to XSU? I intend to hold for what I see as the medium term, 2-3 years. Thanks!
Read Answer Asked by Leonard on February 11, 2021
Q: These ETFs make up my main bond holdings in an RSP. All have done OK, but are starting to slip a little bit. I also hold XTR, which has a high bond component, and noticed that they recently reduced the distribution. In an increasing rate environment, how would you rank these 3 bond ETFs in terms of (1) maintaining share price; and, (2) maintaining distributions?
Thank-you
Read Answer Asked by grant on February 11, 2021
Q: I'm looking to reduce risk and start preserving capital in my all equity balanced portfolio. I have raised about 10% cash and am looking into fixed income etf's to achieve my goal. Would you suggest something like XBB/AGG/XINC or fine tune with a few different US/CAD fixed income etf's? Or is there a better option than bonds?

Thank you.
Derek
Read Answer Asked by Derek on February 11, 2021
Q: Hello 5i,

I am looking for a Canadian dollar etf alternative to the above international quality factor etf. IQLT has 1% USA assets. Could you suggest two CAD etf alternatives: one with some USA assets and one without? I suspect the mer will be higher, but that’s ok.

Many thanks,
Read Answer Asked by Kat on February 11, 2021
Q: For those who hold ZRE and/or ZUT:

After multiple attempts via phone and RBC's internal secure email system, I finally spoke to a RBC Direct Investing representative today regarding ZRE and the Dec 29/20 RBC announcement of their 1.048:1 stock split. The rep was excellent, but had to check higher up the food chain to get an answer. Within minutes she got back to me with the answer.

The share split announcement for ZRE was simply a mistake on their part. There is no share split. Ditto for anyone holding ZUT (I don't).

It was as I suspected, but I couldn't let it go until I had it confirmed to me by RBC. End of story.

Steve
Read Answer Asked by Stephen on February 11, 2021
Q: Please suggest 4 Global infrastructure ETFS , 2 Canadian and 2 American with your preference.
Read Answer Asked by roger on February 11, 2021
Q: My understanding (misunderstanding?) is that MLPs are subject to very high withholding taxes when held by Canadians. From some comments on MLPs I've seen in the past, I had the impresssion that its not always possible to determine the cost of the fees.
1. Does the fact that AMZA is an ETF of MLPs (rather than an MLP itself) change any of this?
2. Is the withholding a fixed percent of the distribution or does it vary based on the make up of the distribution?
3. Is there an account type that would be better or worse to hold this ETF?

Thanks,
Read Answer Asked by Peter on February 11, 2021
Q: I hold SDOW with a tight stop. Am considering using Am considering using HSD as a further hedge(again with a tight stop) to increase my hedge against a downturn. Other than the fact it tracks S and P 500, is a double bear rather than triple, and is Canadian listed, would HSD work similarly? Am a sophisticated investor, thanks for your comments, Bill
Read Answer Asked by Bill on February 11, 2021
Q: Could you recommend a good primary source for general information on ETF’s. The different types, how they work, the pros and cons etc.

Thanks

Robert
Read Answer Asked by Robert on February 10, 2021
Q: Hello,
With several US states and cities considering legalizing the use of marijuana in one form or another do you consider this a calculated growth opportunity for the next several years? If so, how would you recommend playing it, i.e. individual stock like CGC or an index like the list above. Please include any company or index you like that I have not listed. Would you rank you recommendations in or order. Thank you
Read Answer Asked by Neil on February 10, 2021
Q: I have 2% of my portfolio in this bond fund in my US margin account. It has a mix of bonds from AAA to BBB. Do you know if there is a ETF bond fund which holds most of its bonds in 30 year AAA rated US treasures?

Thanks.
Read Answer Asked by Ronald on February 10, 2021
Q: I need some fixed income suggestions for my RRSP. Anything you particularly like at this time? I know its fixed income but I do have some risk tolerance and a 17 year investment horizon so open to something that pays more than .0000012% interest. Appreciate your thoughts :)

As always.. amazing job team!
Read Answer Asked by Don on February 10, 2021
Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!
Read Answer Asked by Michael on February 10, 2021
Q: For a conservative investor, how much overlap is there in a portfolio comprised of xtr, zmi, pinc, and vrif? Thanks.
Read Answer Asked by Paul W on February 09, 2021
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