Q: I have VGT $5500 to fund vacation in US this winter. Would like your views to switch to the best US growth options for a 2 month gain before cashing out of my TFSA or leave as is. Your best guess of 3 investments, thanks.
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Investment Q&A
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- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- iShares Core Canadian Universe Bond Index ETF (XBB)
Q: Team, I’m looking at holding 15% of my portfolio in a low risk fixed income investment. What would be suitable securities to buy?
Q: can you please tell me why the performance difference between vfv and xsp which I believe have the same index and holdings....thanks...gene
Q: Hello and happy new year 2019
My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).
Thanks so much
Daniel
My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).
Thanks so much
Daniel
Q: Hello and Happy New Year to all.
David Rosenberg during his semi annual visit to A. Maccreath's show on BNN talked about investing in non correlated assets. He highlighted Corporate bonds as being exciting and also long-short strategies. long Corporates and short Government bonds. This is exciting, but way above my pay-grade...any suggestions for non correlated assets to be checking out ?Thanks and sorry for the vague question
David Rosenberg during his semi annual visit to A. Maccreath's show on BNN talked about investing in non correlated assets. He highlighted Corporate bonds as being exciting and also long-short strategies. long Corporates and short Government bonds. This is exciting, but way above my pay-grade...any suggestions for non correlated assets to be checking out ?Thanks and sorry for the vague question
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- BMO MSCI India ESG Leaders Index ETF (ZID)
Q: Happy Holidays,
can I get your thought on the following:
1. why is ZID-T recent performance decent and FIH.U poor?
2. why is ZID-T recent performance decent and SP500 index poor?
I'm curious why ZID performance is relatively good as of late.
thanks
can I get your thought on the following:
1. why is ZID-T recent performance decent and FIH.U poor?
2. why is ZID-T recent performance decent and SP500 index poor?
I'm curious why ZID performance is relatively good as of late.
thanks
Q: Can I please get a quick review of your thoughts of these ETFs - are they worth adding/ investing in for a growth tilt - young investor. Is CYBR the product of choice to play this space with Can$
Q: Hi Guys, thank you very much for your great guidance and service in these turbulent times. My question is regarding a question asked about inverse ETF vs shorting the ETF You mentioned you would prefer to short as buying an inverse fund, what Canadian index should I be looking at to short. Thanks Anthony
Q: Hi All:
Hope you all have been enjoying the X'mas season. Happy 2019 to each one of you!
I noticed the cost per unit on the monthly statement changes sometimes for the ETFs I own. I own another one other than ZBK. I wonder what makes it change? When I sell them should I use the cost per unit on the monthly statement as ACB? If I sell part of it that I should use that month cost per unit to calculate the ACB?
Thank you.
Louisa
Hope you all have been enjoying the X'mas season. Happy 2019 to each one of you!
I noticed the cost per unit on the monthly statement changes sometimes for the ETFs I own. I own another one other than ZBK. I wonder what makes it change? When I sell them should I use the cost per unit on the monthly statement as ACB? If I sell part of it that I should use that month cost per unit to calculate the ACB?
Thank you.
Louisa
- BMO US Dividend ETF (ZDY)
- BMO US High Dividend Covered Call ETF (ZWH)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- CI Tech Giants Covered Call ETF (TXF)
Q: I hold both ZWH and TXF - both "covered calls". I would like to switch out of "covered call". Do you know the equivalent ETF for these two that have no "covered call"?
Carl
Carl
Q: I have MFT as my fixed income holding. I have noticed that it is dropping and at the same time VAB is rising. What would cause this to happen and is it time to swap to VAB or have both in my portfolio?
Thanks and have a great holiday!
Thanks and have a great holiday!
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: Hi there, can you please recommend a good dividend based ETF.
Q: what is your current view on MFT - article in Globe recently was drawing attention to the leveraged loans used in floating rate mutual funds and ETFs as becoming a lot more risky in this environment - your opinion please - thanks - Karen
Q: I was reading an article in today's Globe and Mail where they were commenting on Investors fleeing the US trillion dollar debt market (leveraged loans)- and they felt they were becoming riskier in the current environment where interest rates were not expected to go up as much as predicted - MFT holds leveraged loans I believe - how safe do you view this ETF in this environment? - I looked at the price and it has a good current yield of 5.057% and although down a bit from its year high of $21.64 (currently trading at $20.72)- it has hung in there pretty well. I know it is hard in this environment to try and figure out which space to be in with the current unpredictable and uninformed US President - but I am just interested in your feeling about the floating rate space right now - hold, or sell. Right now I am interested in preserving principal and willing to take some risk. Was thinking of selling and maybe looking at it again once everything settles down to a more normal investing environment where rates might start going up again. Appreciate your insight - Karen
Q: Hi Peter/Ryan
I am thinking of moving from non-registered stocks to MFT for safety and collecting dividends. what you think of this strategy for long term? Do you see any risk or would suggest further diversification in current scenario.
Thanks
I am thinking of moving from non-registered stocks to MFT for safety and collecting dividends. what you think of this strategy for long term? Do you see any risk or would suggest further diversification in current scenario.
Thanks
Q: Hi,
I'm looking at some of the ETFs that short either an index, such as the S&P 500, or a sector like US Tech, or Industrial, etc. I am considering these as a way to hedge against longer term holdings in the same sectors and my thinking is that as a managed ETF, as long as it has liquidity, I should be able to exit it when things eventually turn around as you would with any other ETF. What are the pitfalls of doing this? If it has any merit, which ETFs might you recommend?
Thanks and have a wonderful time with family over the holidays!
Dawn
I'm looking at some of the ETFs that short either an index, such as the S&P 500, or a sector like US Tech, or Industrial, etc. I am considering these as a way to hedge against longer term holdings in the same sectors and my thinking is that as a managed ETF, as long as it has liquidity, I should be able to exit it when things eventually turn around as you would with any other ETF. What are the pitfalls of doing this? If it has any merit, which ETFs might you recommend?
Thanks and have a wonderful time with family over the holidays!
Dawn
- Sysco Corporation (SYY)
- Cal-Maine Foods Inc. (CALM)
- Lamb Weston Holdings Inc. (LW)
- Sanderson Farms Inc. (SAFM)
Q: I am interested in investing USD in US companies in the consumer food sector(CPG) and specifically looking at Sysco and Lamb Weston. Both have decreased recently. Can you provide some insight and opinion on investing in these two and is now a good time or should I wait? As a separate question, would you recommend other US stocks or ETF in this space?
Thanks again and Happy Holidays to all at 5i ! John C.
Thanks again and Happy Holidays to all at 5i ! John C.
- BMO Low Volatility Canadian Equity ETF (ZLB)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Total Market Index ETF (VUN)
- Veeva Systems Inc. Class A (VEEV)
- Vanguard Global Value Factor ETF (VVL)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Vanguard Global Minimum Volatility ETF (VVO)
Q: Hi 5I,
I am retired and living off my RIF. With the current volatility and market downturn, I am thinking of getting more defensive. My current holdings of ZWC, VVL, VUN and VEE are each about 8% of my RIF. I am thinking of switching ZWC for ZLB, switching VVL for VVO, switching VUN for VGG and switching VEE for VXC. What do you think of this strategy? Should I hold some and do nothing? Please explain your reasoning.
Thanks for your help and have a happy holiday season.
Dick
I am retired and living off my RIF. With the current volatility and market downturn, I am thinking of getting more defensive. My current holdings of ZWC, VVL, VUN and VEE are each about 8% of my RIF. I am thinking of switching ZWC for ZLB, switching VVL for VVO, switching VUN for VGG and switching VEE for VXC. What do you think of this strategy? Should I hold some and do nothing? Please explain your reasoning.
Thanks for your help and have a happy holiday season.
Dick
Q: Peter,
I am looking at purchasing the Russell 2000 in my TFSA. I see IWO, VTWO and IWM. Do you know of any that are offered in Canadian dollars, either hedged or unhedged?
Merry Christmas!
Paul Condon
I am looking at purchasing the Russell 2000 in my TFSA. I see IWO, VTWO and IWM. Do you know of any that are offered in Canadian dollars, either hedged or unhedged?
Merry Christmas!
Paul Condon
Q: In an earlier question I think I said that Vanguard is not offering VOO but VIG in its place. In case this may consuse anyone I thought I should correct it:
“We believe the Total Stock Market Index Fund VTSMX, -1.60% VTI, +0.02% VTSAX, -1.59% is the best proxy for the U.S. market, offering exposure to large-, mid-, and small-cap stocks, whereas Vanguard Institutional Index Fund concentrates on large-cap stocks,” a spokeswoman told MarketWatch in an email
“We believe the Total Stock Market Index Fund VTSMX, -1.60% VTI, +0.02% VTSAX, -1.59% is the best proxy for the U.S. market, offering exposure to large-, mid-, and small-cap stocks, whereas Vanguard Institutional Index Fund concentrates on large-cap stocks,” a spokeswoman told MarketWatch in an email