Investment Q&A

• Vanguard Global ex-U.S. Aggregate Bond Index ETF (CAD-hedged) (VBG)
  • P/E (TTM): 5.8X Cap: $640M
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• Franklin Global Core Bond Fund (FLGA $18.97)
  • $18.97 Cap: $432M
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Q: Can you give me your thoughts on Fidelity’s new global bond ETF? The fund manager seems to have a good track record from the existing US - based mutual fund. Thanks!

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Read Answer Asked by Michael on October 15, 2019

• iShares 20+ Year Treasury Bond ETF (TLT $86.75)
  • $86.75 Cap: $47.79B
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Q: Hi,
Can I have your recommendation on a US bond etf?

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Read Answer Asked by Scott on October 15, 2019

• Global X S&P 500 Index Corporate Class ETF (HXS $92.15)
  • $92.15 Cap: $4.73B
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Q: In response to an earlier question you indicated that Horizons would be converting HXS and other ETF's to a corporate structure because of federal government action. Would this new structure be suitable for an RRSP? I am looking for a Canadian ETF invested in US equities for a registered account where I do not lose the withholding tax and also like Horizon products thus far. Thanks.

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Read Answer Asked by Terry on October 15, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.27)
  • $18.27 Cap: $815M
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• Vanguard Canadian Long-Term Bond Index ETF (VLB $20.05)
  • $20.05 Cap: $248M
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• iShares 20+ Year Treasury Bond ETF (TLT $86.75)
  • $86.75 Cap: $47.79B
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Q: I'm looking to put some money away in a safe mix of ETF's (likely fixed income) with a desire to earn around 3% over the next 12 months, given overall market risks and conditions what would you suggest. thanks for your advice.

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Read Answer Asked by Curtis on October 11, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.14B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.27)
  • $18.27 Cap: $815M
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• First Trust Tactical Bond Index ETF (FTB $14.03)
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Q: Why is FTB less volatile than other ETF bond funds? How would you compare FTB to other bond ETFs? Which bond ETFs would you recommend?

I am retired in my 70s.

Thank you

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Read Answer Asked by Donald on October 10, 2019

Q: Do you think it is a good time now to invest in British, basically what is the best way to invest in Brexit? thank you for your valuable advise.

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Read Answer Asked by David on October 10, 2019

• Evertz Technologies Limited (ET $12.06)
  • $12.06 P/E (TTM): 15.58X Cap: $909M
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.40)
  • $76.40 P/E (TTM): 1.29X Cap: $643M
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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Q: To boost Technology exposure by 2% of equity portfolio for a 70 year old retiree, pleae rank your choices. Thanks

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Read Answer Asked by Carl on October 10, 2019

• Purpose High Interest Savings Fund (PSA $50.10)
  • $50.10 Cap: $3.15B
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Q: Comment on PSA and greedy bankers!
I have more than one brokerage account and transferred my cash in my canadian account from TD to Scotia itrade which allow the trade. considering doing same with US cash account. TD mutual fund savings pays 1.6 compared to 2.16 for PSA.

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Read Answer Asked by Denis on October 09, 2019

• Visa Inc. (V $351.18)
  • $351.18 P/E (TTM): 34.18X Cap: $676.69B
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• Amplify Digital Payments ETF (IPAY $59.42)
  • $59.42 P/E (TTM): 48.2X Cap: $272M
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Q: Visa has performed well and is part of the IPAY ETF, a fund that has not the same 'torque' compared to V alone. Would it be preferable to identify quality names in this field like V instead of relying on the fund?
Thanks!

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Read Answer Asked by Sigrid on October 08, 2019

• Purpose US Cash Fund (PSU.U $100.33)
  • $100.33 Cap: $783M
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Q: I’m having trouble buying this product
I’m using Rbc direct investing
It’s looking like they don’t offer it ?
If so how would I go about buying ?
Thanks for the help
Sam

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Read Answer Asked by Sam on October 08, 2019

Q: CAN YOU TELL ME WERE I CAN GET A LIST OF ETFS

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Read Answer Asked by paul on October 08, 2019

• ARK Innovation ETF (ARKK $76.27)
  • $76.27 P/E (TTM): 246.89X Cap: $7.94B
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Q: Can I please have your opinion on Ark Innovators ETF. It has come off some from its highest level this year. Do you still see potential in starting a position with a long term view.? Would the shift from growth to value will continue putting pressure on this ETF?
Would investing in a value ETF be a better approach in this market?

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Read Answer Asked by Marcela on October 08, 2019

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $32.95)
  • $32.95 P/E (TTM): 0.75X Cap: $1.25B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.11)
  • $43.11 P/E (TTM): 0.16X Cap: $2.80B
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• Vanguard Total International Stock (VXUS $71.61)
  • $71.61 P/E (TTM): 0.5X Cap: $95.27B
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Q: My portfolio review tells me that I need to add 20% to the international portion of my current holdings. At the moment, I hold only ZDM. Should I add to that or do you have another recomendation? I also need an Emerging Market ETF recomendation for diversification.

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Read Answer Asked by Michael on October 07, 2019

• PIMCO Investment Grade Credit Fund (Canada) (IGCF $16.31)
  • $16.31 P/E (TTM): 1.0X Cap: $8M
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Q: Could I please get your opinion on this income instrument for a very conservative retired investor who needs a steady income stream but wants to preserve capital? I already have 80% of my portfolio in GICs.

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Read Answer Asked by Paul W on October 07, 2019

• SPDR S&P 500 ETF Trust (SPY $645.16)
  • $645.16 P/E (TTM): 57.48X Cap: $652.34B
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• Vanguard International Dividend Appreciation ETF (VIGI $89.41)
  • $89.41 P/E (TTM): 10.52X Cap: $8.31B
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Q: Hi Peter & Team
Love your service. I have good pension income and a balanced portfolio of Cdn & US stocks in my TFSA's and non registered accounts.
I also have $300,000 in my RRIF accounts and would like to rebalance with a few conservative stock ETF's (3-4 ..?) to achieve US & Global coverage. What do you suggest ...
Bill

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Read Answer Asked by William on October 07, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.47)
  • $13.47 P/E (TTM): 23.81X Cap: $1.05B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.47)
  • $18.47 Cap: $794M
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• iShares Core Canadian Government Bond Index ETF (XGB $19.08)
  • $19.08 Cap: $1.59B
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.14B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $832M
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Q: If I was to invest $400,000.00 into an all bond portfolio, could you suggest what bond securities you would invest the money? Thanks, Bill

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Read Answer Asked by William J on October 07, 2019

• BMO Low Volatility US Equity ETF (ZLU $57.32)
  • $57.32 P/E (TTM): 56.99X Cap: $2.19B
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• Vanguard S&P 500 Index ETF (VFV $158.86)
  • $158.86 P/E (TTM): 82.03X Cap: $24.73B
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• Vanguard U.S. Total Market Index ETF (VUN $119.57)
  • $119.57 P/E (TTM): 63.32X Cap: $12.82B
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Q: Hi Peter & 5i team, is there any overlap in these ETF's, if so any alternatives that you could suggest.
Thanks kindly,
Ivan

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Read Answer Asked by Ivan on October 07, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.47)
  • $18.47 Cap: $794M
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Q: YOur site lists a yield of 2.67%, Issuer blackrock lists a Yield to maturity of 2.3%. which is more indicative of future total yield? With being able to get 2.3%, risk free, on saving at EQ Bank, why take risk in this bond ETF?

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Read Answer Asked by Carl on October 04, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.70)
  • $13.70 Cap: $11.12B
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.50)
  • $17.50 Cap: $595M
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• Vanguard Total Bond Market ETF (BND $73.73)
  • $73.73 Cap: $131.26B
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Q: Hi there
I am looking to invest 30% of my TFSA portfolio in a bond ETF . The remaining 70% are in dividend stocks (mainly in financial institutions). Would you please suggest what bonds ETF or any other fixed income option should I be considering? The goal is to protect my principal amount.
Thank you

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Read Answer Asked by A on October 04, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.27)
  • $18.27 Cap: $815M
  • View XLB Profile
  • View Questions on XLB
• iShares 20+ Year Treasury Bond ETF (TLT $86.75)
  • $86.75 Cap: $47.79B
  • View TLT Profile
  • View Questions on TLT

Q: Assuming a decrease in interest rates which government bond funds would you recommend for capital appreciation here and in the US. Greetings, Peter.

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Read Answer Asked by peter on October 04, 2019