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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: I am investigating where to invest my proceeds from KWH.UN once funds are received. I see that back on Mar 25th you recommended SPB. Since then it has been removed from your Model Income Portfolio. I also see that you have recommended PKI over SPB. I have about 2.7% of SPB in my portfolio currently. I am interested more in income then growth as we are now living off investment income. Funds that will be received are about 1.1% of total invested. I aim for 5% in a holding so would prefer 1 rather the both. Which would be preferable in your opinion? Is there a better ETF or other company?
Read Answer Asked by Betty on May 06, 2019
Q: Good morning. I am in the ongoing process of re-balancing my portfolio, using your new tools for which I am grateful. We currently have a considerable “fixed income” position in pref shares of bigger Canadian companies (banks and the likes). Your analyzer tool regards pref shares as equities. I understand the legal difference between pref and common shares but wonder if it’s not really semantics. How often does the pref share indeed get the ultimate pref protection and the commons suffer? I also realize that the prefs don’t shift in value as much as the commons can, both up and down. I am wondering how prudent or necessary it is to invest in prefs? Part of my rebalancing is to increase my US holdings substantially and I’m thinking of reducing my Canadian pref positions. What would you suggest for investing on the US side as a replacement. I am overweight financials and energy and we depend on dividends for income flow. So, my two questions are how do you view pref shares generally and second, if I do reduce my Canadian prefs, where to invest in the US? Many thanks
Read Answer Asked by alex on May 06, 2019
Q: Hello 5i: I hold GWR and would like to add to Water specifically. Your ideas would be appreciated. Thank you. Barbara
Read Answer Asked by Barbara on May 03, 2019
Q: Good Morning, I have been watching ZAG and XBB in order to deploy cash. Not sure when is a good entry point? I know we cannot time the market but what would you suggest I should look for (e.g.. off it's 52 wk high, net asset value etc). Which one would you prefer ZAG or XBB. Thank you. Heather
Read Answer Asked by Heather on May 03, 2019
Q: Hi 5i team,
To clarify your answer to James’ question today (May 1) regarding cannabis ETFs with some US holdings. In your answer, you mentioned MJ, HMMJ and HMUS. How about MJJ? Would your answer be different with MJJ being most suitable for James’ desire for cannibis ETF with more US exposure?
Read Answer Asked by Willie on May 03, 2019
Q: 10,000.00 to invest one year, looking for Dividend income and growth
Which would you purchase and why?
Read Answer Asked by Harold on May 01, 2019
Q: Hello,
what risks, if any, should an investor take into account when purchasing all their ETF's from the same provider? I am talking about the big guys here such as Vanguard or Blackrock. Since the ETF's are broad based there is no issue that I see with a fund manager making investment decision (are hot or cold) and these companies are large and profitable so I don't really see any risks other than general market performance. Am I missing something?

Thanks,

Dan
Read Answer Asked by Daniel on May 01, 2019
Q: I have my kids RESP in RBF460 with a MER of 1.94%. My personal ROR is 6.16%. I will need this money in next 4 years and was wondering if there is an ETF that I can make switch, to avoid the high MER and attain 7% ROR?
Thanks
Read Answer Asked by Ravindra on May 01, 2019
Q: Goodmorning5i,
Still working on the advice given for portfolio analytics. I am short on both US content and the basic materials asset class. You do not mention a diversifier etf for that category. But, i am more inclining towards eft's in adjusting the portfolio. Would it be wise to get a US eft in this category, or better to stay with Canada, perhaps even individual stocks?
Read Answer Asked by joseph on May 01, 2019
Q: Hi 5I,
I have very little fixed income exposure and would like to add some longer term decent yield ETF's or Income Stocks from the Income Model Portfolio.
Is CPD a good buy at this stage in the cycle? Its been a long time since I have purchased preferred shares, therefore is CPD a good buy?
If CPD is not a great choice today, can you recommend a ETF or Stock pick please.
Read Answer Asked by Dean on May 01, 2019
Q: Thank you for your article on Canadian stocks that pay US dividends. A substantial portion of my investments are in US dollar stocks and a US money market fund. Would ZUS.u provide a good alternative to a portion of the money market fund. It pays over 3% but it does seem very large and is relatively new. Can you suggest any other US$ fixed income alternatives?
Read Answer Asked by Ken on April 30, 2019
Q: Hello 5i, I currently own the BMO Monthly Income Fund (25% of porfolio) and some xtr(2%). I wish to liquidate the fund and get another etf or 2 to replace it and am considering the above dividend etfs. I would like the best of both worlds high yield/low fees and some growth with low volatility Which of the 4 would you consider adding to my xtr etf and why? Should I also increase my xtr holding. I have some GIC and am trying to be on the conservative side with this account but do hold some reits and utility etfs.
Thanks
Read Answer Asked by pietro on April 30, 2019
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