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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,
Could I please have your opinion about the iShares Core 1-5 Year USD Bond ETF (ISTB). YCHARTS shows a 1 year return of 2.59%, MER of 0.06% and AUM of $4.856B. Shown as well is a 47% allocation to 1-3 year bonds and 43% to 3-5 years with only 6% long-term.. Do you think this is a solid choice for a US bond fund if one is looking for an intermediate term fund?
Thank you, Michael
Read Answer Asked by Michael on March 06, 2021
Q: Hi my question is regarding resp’s and best way to contribute. Time frame is 15-20 years. I understand ETF’s offer diversification, however would you at all consider a few slow and steady (conservative) stocks instead. Your top 5 ETF’s and stocks for this scenario please and thank you!

Nick
Read Answer Asked by Lauren on March 05, 2021
Q: I am not familiar with fixed income investments. I am looking at investing 30k in fixed income . Your portfolios show investments in CVD, CPB, and XHY. Looking for best optimization of rising rate environment and falling bond prices in the future. Just going through your question answer background material , I find VGRO, ICVT, and CSU.DB, very interesting. What would be the best combination in addition to any suggestions you may have. Thank you for your valuable guidance and a great job 5i is doing.
Read Answer Asked by Vinod on March 05, 2021
Q: Your opinion on using FSB ETF to park cash. Looks to have better returns than any high interest savings or GIC with minimal risk.

Any better ideas for returns from cash are appreciated.
Read Answer Asked by Chris on March 05, 2021
Q: Good morning team,
A few years ago I purchased ZAG as my bond portfolio for a long-term hold. It did will rising to $17.15, but as interest rates rose and it declined to my purchase price of $16.40, and given that I am over 70 years old, I sold out to preserve capital. I am looking for an alternative, safer place to put the fixed income portion of my portfolio. GICs and money market funds offer weak returns. I am looking at ZST (and ZUS for $US). Do you think these are a good places to go for safety of capital and rising return assuming interest rates continue to go up?
Read Answer Asked by Ken on March 05, 2021
Q: Hello 5I
Which path will be the best to follow from a growth prospective with the recent success of the mRNA COVID vaccines, the research that is going into cellular and genetic treatments of diseases and chronic conditions and cancers, the baby boomer population that probably hold a fair portion of the wealth and are hoping to stay healthier longer? Any companies and or ETFS that stand out? Or is this the wrong line of thinking?
Thank you for all you do and have done for me.
Read Answer Asked by Jeremy on March 04, 2021
Q: Hello, How come I do not see you recommend ZAG for bond exposure? I saw a recent question where you recommended ZCS for bond exposure. When I look at a 10 year chart, ZAG seems to have outperformed ZCS. Is it because of rising bond yields that you recommend holding ZCS as you predict better performance over ZAG?

Thank you!
Read Answer Asked by Alex on March 04, 2021
Q: Hello,
Would appreciate your suggestions on a couple of good low fee ETF's for commodities
Thanks
Darryl
Read Answer Asked by Darryl on March 04, 2021
Q: HI Peter and Ryan.

I'm looking for some ETF suggestions listed in the United States for the USD portion of my TFSA. 1. A good diversified "portfolio" style ETF similar to Vanguard Conservative ETF Portfolio (VCNS) with a tilt toward income but also some equity exposure - this can be just US-centric or US + international. 2. a good dividend ETF, either US-centric or US + international, particularly one that is a "dividend growth" focused ETF. Can you offer a few suggestions for each question, and take as many question credits as required - thanks.
Read Answer Asked by Brad on March 03, 2021
Q: Is DRIV an effective way to gain exposure to the electric vehicle sector? I’m looking for a long term hold in that category. Thanks
Read Answer Asked by Gary on March 03, 2021
Q: Good Day,
Previously, you recommended that I consider purchasing ZDI in order to add international exposure to my portfolio. According to the portfolio tool, I still only have about 4.5% international exposure (the tool recommends 35%). I'm just wondering if you would still recommend purchasing ZDI in order to build international exposure?

Regards,
Read Answer Asked by Ryan on March 03, 2021
Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.

Thoughts?

Thank you

Rino
Read Answer Asked by Rino on March 03, 2021
Q: These 2 funds look quite attractive, comments, can you suggest anything else?
Read Answer Asked by Pat on March 02, 2021
Q: Hi team,
Any views on SPDR® Kensho Clean Power ETF (CNRG-N) ? How would you rank it with ICLN, TAN, FAN and QCLN for a growth investor ? In other words, what are you best suggestions in the clean power sector ?

Have a good week,

Jacques IDS

Jacques
Read Answer Asked by Jacques on March 02, 2021
Q: I have owned and been happy with this fund for several years now. Now I see it is involved in an ETF merger and "objective change with Wisdom tree. I am not clear on the funds status as it is not shown as a "terminating ETF" continuing as a new ETF, But is listed as an "objective change etf in the voting sheet. Does this fund carry on with the same name and ticker for trading? If the vote is not approved is it to be terminated as part of the "terminating etf's? Finally are the objective changes enough to hurt or help the funds prospects going forward? As always Thanks for the great service you provide.
Read Answer Asked by James on March 02, 2021
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