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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 5i Team,
I do not have any international exposure and I am wondering if you would recommend a dividend ETF with some upside potential. What account would it be best held in? Do you think this is a good time to enter? Thanks so much.
Read Answer Asked by Pat on June 22, 2020
Q: BMO has new issues with principal protection. If I understand, many will limit your upside in order to guarantee the downside. Some seem to not limit the upside. My grandchild will require funds in 7 years. Can you give me your opinion as to Bank of Montreal Low Volatility Canadian Equity ETF Principal Protected Deposit Notes, Series 5
JHN2446 suitability. Is there a better “protected” alternative or is it all a case of you don’t get something for nothing. I’m looking at a safe place for $10,000 (Currently 20%).
Thanks
Read Answer Asked by Bryan on June 22, 2020
Q: Hi Peter, Dennis Mitchell is always very impressive when he speaks. What do you think abour his (Starlights) real estate and infrastructure funds ? The MERs seem high, are they ? Any interest ? Thanks, Paul
Read Answer Asked by Paul on June 22, 2020
Q: My Daughter and Son in law have some funds in savings and want to start investing, for a couple starting out with over 100k what percentage and what etfs would you suggest, when I started I was XIC 30% , XSP 40%, VEE 5% and XBB 25%. That was a long time ago and Im sure things have changed.
Read Answer Asked by Peter on June 22, 2020
Q: First are ETFS and ISHARES the same ? i am consideing whichever is appropriate .
i ownPFE JNJ Gld . i guess they are okay paydividends and have some role in vaccine.
i would like to with these to an ETF. Going by your answers i would like to have ABBvie let go of PFE .
JNJ i see your concerns on legal issues however i am okay holding this So please recommend an ETFforthis
Also i would like an ETF FOR med insruments i woud like SYK DXCM ISRG or other companie that fit into this mix
Read Answer Asked by thambirajah on June 22, 2020
Q: Kindly indicate your current preferred allocation in percentage for the 11 sectors

Also, please list your preferred 2 ETFs (CA, US, or Global) in each sector.

Thanks
Read Answer Asked by Steve on June 19, 2020
Q: I am wondering if there is a concern about liquidity when purchasing an ETF with just over $100 m in AUM and an average volume of 74,000. If I purchased 1,000 units, would there be any problem when trying to sell.....one of seventy four seems to me to be a potential issue. On the other hand, the underlying equities in the ETF have very large volumes; does that mitigate any potential issue? Yes, there is one ETF I have in mind but this might apply more generally, so I leave it this way. Thanks for your excellent service.
Read Answer Asked by Leonard on June 19, 2020
Q: Good morning could you tell me if there are any ESG ETFs on the market yet and if so are their any you would recommend thanks
Read Answer Asked by Greg on June 18, 2020
Q: I am looking for a lower risk ETF. My goal is to preserve capital, by beating inflation on an after-tax basis over a 5 to 10 year period, and not to lose any money. My view is that I can best achieve these objectives through an ETF which is diversified both sectorally and geographically. Do you agree?

I have been considering VIU, VXC, VEQT and XDG. What are your views? Do you agree with these possibilities, or do you feel there are better options available? What ETF do you think offers the best risk and reward? Do you feel the all-in-one ETFs will better achieve my investment objectives given the rebalancing feature?

Your thoughts and advice are greatly appreciated.
Read Answer Asked by Dale on June 18, 2020
Q: I like the Vanguard family of ETFs and am looking for safe income in these uncertain times. I am aware of VBAL and VGRO, but could you suggest other Vanguard offerings that focus on earning investors relatively safe distributions. If there are other companies that offer superior ETFs for income I would appreciate your suggestions.
Read Answer Asked by Les on June 17, 2020
Q: Please recommend Canadian and US ETFs that invest in inflation linked bonds.
Thanks as usual.
LSM
Read Answer Asked by Lawrence on June 17, 2020
Q: Dear 5i,

Can I please get your opinion regarding these 3 Canadian Aggregate Bond ETF's.
MKB and HAD have MER's approx. 4 times higher than the passive XBB ETF. It looks like the overall Total Return performance is better with MKB and HAD but, only by about 0.5 to 1%.
1. Do you think it is worth paying the extra fees for MKB and HAD?
2. If yes, which one would you choose between MKB and HAD?
3. With interest rates already very low does it make any sense to purchase any Canadian aggregate bonds?

thanks
Read Answer Asked by Ian on June 17, 2020
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