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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 currently have a weighting of 8 % Canadian tech companies. For diversification I hold CSU, OTEX, SYZ, ENGH and KXS. My largest holdings are in the larger companies, specifically CSU at 5% and OTEX at 3%. I would like to diversify my portfolio into international stocks. To this end, in the high tech sphere I have started to buy XQQ. Since XQQ is an ETF, and so is diversified, I plan to bring XQQ up to 10%. Note that I currently have 20% in VFV. So my US exposure would be 20% VFV and 10% XQQ. Do you see any downside to this plan? Note that XQQ is hedged, are you aware of a US tech ETF that is not hedged?
Read Answer Asked by Dennis on April 19, 2018
Q: Could you please clarify how this ETF pricing mechanism works? My Qtrade website shows the current bid at $30.88 and ask at $30.91 (at approximately noon PT on Wed, April 18), yet the Day High shows $30.49. Is this indicating that there has not been any trading since the $30.49 price? I see a similar discrepancy with HXQ, but not with HXT where the bid price is exactly at the day high price. Thanks.
Read Answer Asked by David on April 18, 2018
Q: Good Evening Folks,

I'm looking for a good US/International mutual fund to balance out a portfolio of mine. I'm looking at Edgepoint Global and PH&N Global. what are your thoughts on these funds? Could you suggest any others that I should consider? Are there any ETF's that are comparable?

And one more question. I've held two Canadian mutual funds with blue chip holdings for years - Mawer Canadian Equity and TD Dividend Growth. Performance has been OK but not great. Can you suggest better replacement funds or ETF's?

As always, thanks for your advice.

Dennis
Read Answer Asked by Dennis on April 18, 2018
Q: ZMT is a 3 bagger from January 2016 to February 2018, but has fallen slightly since. Is this a good time in the economic cycle to purchase this etf or has the easy money been made ie do you think there is still good growth potential? What would you consider a maximum weighting? I would like to add some giddyup to my TFSA with a well timed position in commodities if in fact the timing is right. Thank you
Read Answer Asked by Richard on April 16, 2018
Q: Good day,

I currently have in my TFSA portfolio the following stocks which you had recommended
(KXS, PHO, SIS, TOY, PBH, SHOP and DOL). I have 10K which would like to add to my TFSA. What stocks would you consider purchasing to compliment what I already own?
Read Answer Asked by Enzo on April 16, 2018
Q: I am looking for a good intermediate-duration corporate bond ETF, and was favouring ZCM, until I learned that BMO has come out with ZCB. The duration for ZCB is slightly shorter and the fees are lower. Which do you think would be the better choice for a long-term hold for consistent income, or is there a different intermediate-duration corporate bond ETF that you would prefer to these two? Do you think with the introduction of this ETF, that similar funds from iShares and Vanguard will see their MERs drop accordingly to match the low MER of ZCB? I also hold VSB as part of my fixed income allocation. Thank you very much.
Read Answer Asked by Walter on April 16, 2018
Q: Hi there, I am looking to own a broad market index canadian ETF and I am wondering what the best one to hold is between the companies I listen above (or if there is one that you would recommend that are different than these companies). I am holding this ETF inside a TFSA and I was hoping you could firstly, suggest a good index ETF to hold and for what reasons is is a good one. Thanks in Advanced! XIU,XIC,VCN ZCN
Read Answer Asked by Jadon on April 12, 2018
Q: I am looking at VGG as a way to use Canadian dollars to acquire a reasonable number (around 70 I believe) of dividend growing US large caps. Do you think this ETF makes sense for US exposure to dividend growers or would you prefer to invest using US dollars and select 5 or 6 dividend growers (any suggestions in that case). Lastly do you consider this a sensible investment strategy for part of a balanced portfolio at this time for a 3 year hold. I appreciate your input as always - Ken
Read Answer Asked by Ken on April 11, 2018
Q: Hello 5i team,
I was wondering if there is an ETF in canada that contains provincial bonds. I am guessing VAB may contain these as well as Canadian bonds.

Also what is the best website that would have breakdowns of what is in canadian ETFs?

Thank You,
Andrew
Read Answer Asked by Andrew on April 11, 2018
Q: Recently the Globe & Mail has an article discussing the merits of using a one-Balanced ETF strategy and recommended the following three ETFs: VBAL, CBD and HRA. What would you consider to be the best one? Also, when I reviewed the information on their respective websites, I can only find Management Fee info as opposed to MER info. Is it because they are all ETFs that are composed of various ETFs. So the ultimate MER of these balanced ETFs would be the sum of the quotes Management Fee plus the MER of the underlying ETFs?
Please deduct as many credits as you see fit.
Read Answer Asked by M on April 11, 2018
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