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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: Hi team !
I have been holding pjp-n for almost 3 years and it just keep going down.
I am about 24% in the red. I hold in my TFSA and it is 14% of that account.
Any hope for this ETF to recover soon ? Or would you advise to take my lost and invest in something else with a good growth potential ? I already hold SIS-T
Thanks for your help
Jacques
Read Answer Asked by Jacques on April 09, 2018
Q: What are Robo advisers and would you recommend their services and if so, whom? Thanks, Bill
Read Answer Asked by William J on April 06, 2018
Q: I have the above (ZBK, CJP, VEE, XFH) ETF's making up part of my portfolio in order to gain exposure to international markets and US bank growth as a result of tax cuts, rising interest rates and deregulation. I'm wondering whether i should be making any switches to other ETF's that would be giving me a better overall return (given currency, growht profile, MER, concentration etc.)...or would you switch nothing?
Read Answer Asked by Jeff on April 05, 2018
Q: Hi Gang,

I have been holding the above for a while and I'm now underwater and I would like to buy the opposite side (bear) to turn it into a neutral market trade until things calm down a bit, I looked at HIU which is also non leveraged 1/1 but does not seem to match VSP, please advice as to what I can do to neutralize the trade, again thank you for your advice. Anthony
Read Answer Asked by Anthony on April 04, 2018
Q: I am heavy canada and have decided to diversify globally with ETFs on my own.
Bought some VE and VIG today off the CMS model portfolio list to start on the market dip today. I dont need ANY Canadian exposure so looking at adding positions in VEE, SPY, IWO. Not really interested in ZWU at 0.71 MER. Any preference on which you would add this week? Other options not on CMS portfolio. Balanced growth equity follower. 5+year time frame.
Read Answer Asked by Tom on April 03, 2018
Q: I have a question related to inverse index ETFs and payments of dividends.

I hold 100 shares of the New York-traded ETF "PROSHARES SHORT QQQ", ticker PSQ, which behaves in an inverse way to the NASDAQ index. Last week I received a dividend of US$4.01. Although this is a modest amount, I am very surprised that I would receive any dividend at all ! How can this be with an inverse ETF? (If anything, I would expect to have deducted the dividends of the underlying shares, as is the case with a "short" of an individual stock.)

Thanks for any clarification you can provide!
Read Answer Asked by Gregory on April 03, 2018
Q: Hello 5i:
We currently hold about 4% of our portfolio in CSU.DB; bought first about 3 years ago with subsequent additions. It's been a very good and stable performer (thanks for the tip as in addition to the excellent dividend, we also have capital gains). Can you provide another name, possibly A ranked company that would have a similar fixed income contribution? Or, should we merely increase our weighting in CSU.DB?
btw, we also hold CSU (the regular equity) at about 3% of our portfolio.

thanks
Paul L
Read Answer Asked by Paul on April 03, 2018
Q: Hi 5i,

Can you recommend a Dividend Appreciation/Growers ETF for each of the following regions: CAD, US, Europe, Asia? I would prefer to have all CAD Hedged.

Thx
Read Answer Asked by Christopher on April 02, 2018
Q: Hi, I purchased this and ZHY in a few registered accounts for the yield and thinking they might be a little more immune to decline in a rising interest rate scenario. Now I'm not too sure. Should I sell or are the prices reflecting recent interest rate bumps?
Many thanks you guys do a great job!
Bob
Read Answer Asked by Robert on April 02, 2018
Q: Hi 5i,

I have 10k in my TFSA that I'd like to allocate to ETF's. I'm still in school so I won't have as much money coming in to diversify through stocks.

I was wondering what would be the best way to allocate (how many, what percentage)? I was thinking along the lines of XIC, SPY, and VIG.

Also, what do you think about investing purely in ETF's?

Thanks in advance,

Jon
Read Answer Asked by Jonathan on April 02, 2018
Q: Hello -

Even though these two ETF's trade on the TSX, there are foreign companies within their respective portfolios, For this reason, would ownership of these ETF's in open accounts count towards the $100,000 of foreign property that one needs to disclose?

Thanks.
Jim
Read Answer Asked by James on April 02, 2018
Q: My question is about ETF weighting. For a stock I don't like to exceed 5% but is it okay to go higher for an ETF ? I am considering increasing my weight in QYLD from 4% to 6 % and ZWE from 3% to 6% . What would 5I consider a maximum weighting for these two ETF's or ETF's in general ?
Read Answer Asked by Garth on March 29, 2018
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