skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there, I like the risk profile of the names that you tend to select in the Balanced Equity Portfolio, however I am looking to build a growthier version that is concentrated in fewer names. Which 7 names would you remove to produce a portfolio with more torque?

Also, I am looking to layer on some US exposure at about a 25% weighting of my portfolio. I was thinking either going all HXQ, 50/50 HXQ/CYBR or 50/50 HXQ/VFV. Which do you think would be the best mix?

Thanks!
Read Answer Asked by Michael on April 08, 2019
Q: I have a well diversified RRSP which has me set. However, I would like to make more that 1.6% interest in my non-registered account. Can you recommend 2 ETFs for my non-registered account to make some travel/leisure money over 1 year?
Read Answer Asked by Danny-boy on April 05, 2019
Q: Do you believe that it is a good time to invest in Africa and do you have any thoughts on the following ETFs: NGE, FLZA, EZA and AFK?
Many Thanks,
Michael
Read Answer Asked by Michael on April 05, 2019
Q: I would like to understand better why preferred shares, as represented by CPD, plummeted in 2007-2008 and again in 2013-2016. They dropped about 35% in the first (recession) episode and about 36% in the second one. Most recently, between September 1, 2018 and now, they have dropped about 13%. How vulnerable would CPD be to another huge drop if the economy continues to weaken through 2019?
Read Answer Asked by Philip on April 05, 2019
Q: Hi there,

I was wondering if you knew of any Canadian listed ETFs that would be suitable for cannabis US MSO exposure.

Also, if one wanted to exposure, would you recommend an ETF such as MJJ, HMJR or HMMJ - or would you sooner buy a basket of a few big Canadian players?

Thanks!
Read Answer Asked by Michael on April 05, 2019
Q: If you followed the Balanced Equity Portfolio and the Balanced ETF would you be fairly well represented in each TSX sector based on previous 5i answers and would you also be well represented geographically ie Canada/US/International ...40% ,35% and 25%. If not what would you suggest to come close to these percentages and TSX sector allocations?
Read Answer Asked by Paul on April 04, 2019
Q: I want to invest part of my portfolio in emerging markets. My present portfolio makeup is 89% CDN equities & 11% US equities. What percentage of a portfolio do you recommend be invested in emerging markets? What parts of the world do recommend for investment purposes & what ETF’s specialize in those areas? Thanks … Cal
Read Answer Asked by cal on April 04, 2019
Q: Hi Guys
I'm really starting to look at fund fees in my portfolio i.e.
ZWU management fee 0.65 & mer 0.71
SPY management fee 0.05 & mer 0.09
I'm not sure if its apples to apples given the covered call strategy of ZWU do you add the fees together for the total cost to reflect your total return.
Best Regards,
Tom
Read Answer Asked by Thomas on April 04, 2019
Q: ZHY: high yield bond fund. Sitting on a fair bit of cash in RIF & RRSP from accumulated dividends. Don't want to deploy into buying more shares (dividend growers) as I think there may be a buying opportunity in the near future: uncertain economy and interest rate policy. Mild recession - rates the same or may go down, and if no recession rates may go up again at some point. Each scenario will have an opposite effect of the price of this ETF. Best case please.
Read Answer Asked by James on April 03, 2019
Q: I currently hold WMT in my us non registered account. I like WMT as a defensive stock . Do you think selling WMT and buy VIG would reduce risk and still be defensive. At the same time WMT provides more leverage. Your thoughts.
Read Answer Asked by Roy on April 03, 2019
Q: Good Day 5i,
Which Canadian Dividend ETF's do you recommend, The main choices I have been looking at are CDZ, XDV, XEI, VDY, ZDV. I Currently hold CDZ and XDV.

Thanks,
Dan
Read Answer Asked by Dan on April 03, 2019