Investment Q&A

Q: can i expect same performance with phys as i would be buying physical gold like maple leafs instead.is there any chance not getting money from phys at any doomsday scenario rather than holding the gold in your hand. thanks

Q: Hello
Can you suggest an American ETF like VCSH but with a shorter duration for corporate bonds which is also less volatile?
As well, do you know of any American ETFs like SHY but with shorter duration for US Treasuries? SHY includes Treasuries of up to 3 years.
Thanks

Q: Last year I took a sizeable position in VEE as one of the main parts of my foreign diversification. It has, like so much else, dropped a lot. I am wondering if the prospects for recovery in the emerging markets are not as favourable as the potential in the US or Canada, where economic resources (or the ability to backstop printed money) are stronger. As such, I am inclined to sell this position (and as you point out, harvest a tax loss) and migrate to some North America holding(s). Your comments, pls. Thanks for your excellent service.

Q: Thoughts in MNS and MNT ?

Q: Luckily, I went to cash on most of my US holdings in Feb, but kept some VIG, thinking it would survive better than others. That has not really been true and I notice that it does not bounce as much on an up day as one like VIS, which also pays a higher yield. As I start picking away at re-building my US portfolio, what 3 ETF's would you recommend?

Q: Hello 5IResearch
Are there any canadian ETF that tracks the travel industries such as the air lines and or the cruise lines that you can recommend ? If not what would you recommend to participate in the travel industries recover .Thanks for all the recommendation that are posted each day.

Q: Good morning,
Is there an ETF of big cap Canadian dividend stocks equivalent to PDC but without the large energy component? On the other hand, have the pipelines in PDC suffered enough that I shouldn't worry about the energy component going forward.

Q: would you agree with the expectation of lower rates for longer and if so, what about selling Pref shares which have been killed and switching to a high yield
bond etf or fund? Does this make sense given the current sell off in credit?
Any recommendations for a purchase ? thanks

Q: Retired, dividend-income investor. I currently own ZLB (RRSP, max'd out), XIT (RRSP-TFSA, max'd out), ZRE (Cash, 3/4 position, will add to over time), ZWC (Cash, close to max'd out). I also have some legacy positions in RBF1018 (RBC Cdn Equity Income-D...MER of 1.0) and CIG50217 (Sentry Cdn Income...high MER), both of which I have averaged roughly 7-8% return over the last many years, prior to this crisis. On top of the above I own AD, AQN, AW, BCE, CSH, CM, FTS, NTR, NWC, RY, TRP, WSP in various amounts to achieve my overall asset allocation targets (not to mention my fixed income portion of my portfolio.

I normally like to run a concentrated portfolio of around 20 positions, composed of +/- 6 ETF-MF and +/- 14 stocks. I have mapped out the use of my current cash (15%) into monthly repurchases over the next 6 months. My question relates to the combination of ETFs, but focusing on ZWC. I own ZWC for its high CC dividend, but recognize that the upside is potentially limited in a recovery. Also, when mapping out spending my cash, I reach an uncomfortable level of too high an allocation per individual stock. That led me to consider adding another ETF. I looked at several, and filtered them down to CDZ, XEI and XDV. I have chosen CDZ as my candidate to add. Looking under the hood at the ETF holdings, they appear to not overlap too much with my own individual stocks.

Do you like this strategy? Does it result in a significant overlap in stocks, held either individually or within the existing ETFs?

Thanks for your help...Steve

Q: Hi Peter, VCN and XAW are in one portfolio, VXC is in another. Would you add to these or is there a better choice considering the Canadian dollar or Covid? Thanks.

Q: Hi folks, I would like you to reco some good dividend ETFs in the Candian space that you think are potentially a good buy for now. By 'good', I meant the company should have solid fundamentals, and the price should be low so the yield is high. I do not expect the US tech to boom forever, I would rather reap my 7 to 8% percent and hope it last forever. Thanks :) Tony

Q: I have exposure to these etfs in my rrsp. Would you recommend selling zwe and adding zeq? How much overlap is there between xef and zeq?

Q: Is this a good time to buy XQQ and what does the -9% cash/derivative component of this ETF mean?

Q: Hi 5i Team,
I am considering to invest in high yield corporate bond.Would you recommend to invest in corporate bond than equity in this environment? Can you recommend few names?

Thank you,

Q: Hi 5i,
I would like to invest 10K (TFSA) in these two EFTs, any concerns?
thanks

Q: Hi gang, at this point which utilities ETF would you recommend in Canada and in usa. Thanks
Alnoor

Q: Is buying PHYS a low risk proxy to owning physical gold since it actually holds the gold?
Is buying UUP a low risk proxy for buysing US$ or could there be unexpected volatility of the ETF ouside of dollar fluxuations?
Likewise for GBTC for Bitcoin?

It like to get a close to buying US$, Gold, and a bit of Bitcoin but without having to physically obtain - have I chosen approapriate vehicles for this or could I get blindsided?

Q: What is the one stock you would suggest to go all in with this correction?

Q: Are the "dividends" paid by these two Purpose ETF's taxed as eligible dividends? Thanks.

Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!