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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: Good morning,

I have become aware of RA and INF through your Q/A section. I currently own VZ and XUS in my US dollar accounts for income. I am considering replacing them with INF due to the higher return. However, I note that INF which is stock based, will be merging with RA which is fixed income based. I also note that RA is four times bigger than INF so the merged funds will become a largely fixed income portfolio. Furthemore, only 20% of RA investments are rated BBB or higher. I wonder if RA is able to pay such a high dividend because it bought these perhaps sub-par investments well below par. My question is whether the extra dividend provided by INF/RA outweighs its risk relative to XUS and VZ.
Read Answer Asked by Ken on January 06, 2020
Q: If you were to choose between the 3 above. How would you rank them in terms of security (first and foremost) and total performance for a 3-5 year hold?

Thanks to all for your fantastic service and a very successful year in all your endeavour.
Y
Read Answer Asked by Yves on January 06, 2020
Q: It seems that ESG is the new buzz word for 2020. Are there any ESG ETF's and which would you recommend?
Read Answer Asked by Richard on January 06, 2020
Q: I was reading about some companies that are writing code for fashion designers so people can print their own custom clothes at home but the companies are still too small and private, not public. I wasn’t sure how many were public yet. The 3D printing will democratize the fashion industry among other things.
Clayton
Read Answer Asked by Clayton on January 06, 2020
Q: I noticed in the latest BlackRock circular that IWY (iShares Russell Top 200 Growth) has significantly outperformed IWO (iShares Russell 2000 Growth) based on the latest 1 year, 5 year, and 10 year published returns. I assume you like IWO since it is in your growth portfolio. Can you elaborate a little on if/why you might prefer IWO to IWY and would you endorse a switch to IWY at this time for someone already holding IWO?
Read Answer Asked by Steven on January 06, 2020
Q: I have noted that XSH and ZCS have outperformed VSB every year since their respective inception years. Do you expect this outperformance to continue? In what scenario would VSB outperform XSH or ZCS? Even during recent market downturns (2015, 2018), VSB has underperformed. Thank you.
Read Answer Asked by Walter on January 03, 2020
Q: On their web site, Brompton says this ETF is up 30% on the year. The Globe has it up 13%. Which is correct and what do you think of this ETF? Would you prefer another for European stocks?
Read Answer Asked by John on January 03, 2020
Q: I want to rebalance my portfolio and increase my US holdings to ~60% of my portfolio using ETF's.
I currently hold VFV (15%), VB(10%) & VIG (10%).
- What other ETF's should I consider adding
- Recommended percent in each.
My timeframe is 3-5 years
You provide a great service for investors, thanks to you and your staff...
Read Answer Asked by William on January 02, 2020
Q: Dear 5i,
In the parts of my portfolio that outside of the 5i Balanced Equity Portfolio, I want to add some US market exposure. I hold precious metals and some TLT in this area as well and was looking at an S&P500 ETF. IVV seems to have the best combination of dividend yield and low management fee followed by the O'Leary Quality S&P500 ETF which aims to own the highest quality companies (by balance sheet and earnings, I believe) in each sector of S&P500.

Is there one or the other of these that I should pick for holding in a TFSA or should I look to the CAD-hedged XSP or something else?
Read Answer Asked by Marc on January 02, 2020
Q: Hello,
Given the December 20 court ruling against ETFMG in the US (https://www.etf.com/sections/features-and-news/hack-etf-issuer-enters-uncertain-chapter?utm_source=newsletter&utm_medium=email&utm_campaign=weeklynewsletter) would it be wise to sell an existing position in HACK if held? The article says holders are protected by a custodian but I am unable to assess the risk of this security going forward. Any thoughts would be appreciated.
Cheers,
Michael
Read Answer Asked by Michael on January 02, 2020
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