Investment Q&A

• CI Tech Giants Covered Call ETF (TXF $22.85)
  • $22.85 P/E (TTM): 37.32X Cap: $683M
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Q: could we please have your opinion of this tech etf Thank you

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Read Answer Asked by michael on August 21, 2018

• Mackenzie Portfolio Completion ETF (MPCF $19.00)
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Q: I know mpcf is a start up but going forward long term do you feel a portfolio should have alternative holdings? And if so do you feel this etf might be a good way or could you suggest a better way and at what % to be ? Tk's Larry

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Read Answer Asked by Larry on August 21, 2018

Q: I am looking to get exposure to developed UK, European, and Asian stocks in the healthcare, consumer defensive, consumer cyclical, and industrial sectors. I would like to avoid energy, minerals, utilities, and financial services because Canada has plenty of these. I have searched Morningstar for ETFs and Mutual Funds. I generally do not invest in Mutual funds, but this may be an exception. I have only found ZEQ (an ETF), which might fit the bill.

Any other suggestions?

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Read Answer Asked by Federico on August 20, 2018

• Amplify Cybersecurity ETF (HACK $87.11)
  • $87.11 P/E (TTM): 33.85X Cap: $2.34B
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• Amplify Digital Payments ETF (IPAY $57.32)
  • $57.32 P/E (TTM): 15.27X Cap: $254M
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $76.34)
  • $76.34 P/E (TTM): 34.63X Cap: $11.35B
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• GLOBAL X FDS (BOTZ $36.71)
  • $36.71 P/E (TTM): 53.8X Cap: $3.10B
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Q: Hi 5iResearch Team,
Would you please recommend some US$-based ETFs that are focused on each of the following areas:
- cybersecurity
- artificial intelligence
- mobile payments
Cheers

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Read Answer Asked by Harry on August 20, 2018

• iShares Diversified Monthly Income ETF (XTR $11.70)
  • $11.70 Cap: $360M
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Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?

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Read Answer Asked by Lisa on August 20, 2018

• iShares S&P/TSX Global Gold Index ETF (XGD $47.74)
  • $47.74 P/E (TTM): 23.44X Cap: $3.47B
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Q: I have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?

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Read Answer Asked by Danny-boy on August 20, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.32)
  • $45.32 P/E (TTM): 5.86X Cap: $2.99B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.65)
  • $103.65 Cap: $2.21B
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• Amplify Cybersecurity ETF (HACK $87.11)
  • $87.11 P/E (TTM): 33.85X Cap: $2.34B
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• ROBO Global Robotics and Automation Index ETF (ROBO $66.98)
  • $66.98 P/E (TTM): 1.77X Cap: $1.18B
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• Invesco Water Resources ETF (PHO $73.33)
  • $73.33 P/E (TTM): 28.38X Cap: $2.23B
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• SPDR EURO Stoxx 50 ETF (FEZ $62.17)
  • $62.17 P/E (TTM): 47.75X Cap: $4.61B
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Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.

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Read Answer Asked by Brad on August 17, 2018

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.00)
  • $65.00 P/E (TTM): 20.95X Cap: $177M
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Q: What would you think of adding this to a portfolio today for a long term hold for growth. I keep hearing about the stage of the cycle we are at and how healthcare performs better towards the end of a bull cycle. Do you share that view?

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Read Answer Asked by Kyle on August 17, 2018

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.71)
  • $16.71 Cap: $904M
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Q: hi there,

With the US likely to increase interest again soon, is this bond fund likely to be impacted to the downside or are the durations short enough to be able to adjust appropriately?

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Read Answer Asked by kelly on August 17, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.32)
  • $45.32 P/E (TTM): 5.86X Cap: $2.99B
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Q: Hello 5i, Can I get you analysis on investing in the emerging markets such as VEE etf? Is now a good time with all the turmoil or should I look at Europe or just stay with the U.S. market? I currently have a geographically diversified portfolio. Thanks.

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Read Answer Asked by pietro on August 17, 2018

• BMO Canadian Dividend ETF (ZDV $26.09)
  • $26.09 Cap: $1.31B
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• iShares Diversified Monthly Income ETF (XTR $11.70)
  • $11.70 Cap: $360M
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.39)
  • $18.39 P/E (TTM): 13.4X Cap: $3.69B
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Q: Hello I hold the BMO monthly Income A mutual fund. I am trying to find a replacement in the etf world that can reduce my fees and give me approx the same income and somewhat stability. Current yield is approx 3.5%. Do you have a few suggestions? Thanks

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Read Answer Asked by pietro on August 15, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.66)
  • $18.66 Cap: $796M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.54)
  • $28.54 Cap: $8.61B
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• iShares Convertible Bond Index ETF (CVD $18.15)
  • $18.15 Cap: $105M
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Q: I'm trying to guage the risk with CVD. Can you compare the risk profile to XBB and CBO.

Thanks,

Joe

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Read Answer Asked by Joe on August 14, 2018

• Mawer Global Small Cap Fund Series A (MAW150 $16.92)
  • $16.92 P/E (TTM): 17.4X Cap: $836M
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• Mawer Global Equity Fund Series A (MAW120 $47.65)
  • $47.65 P/E (TTM): 16.7X Cap: $1.38B
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• Mawer International Equity Fund Series A (MAW102 $94.80)
  • $94.80 P/E (TTM): 18.1X Cap: $1.14B
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• Mawer Canadian Equity Fund Series A (MAW106 $110.83)
  • $110.83 P/E (TTM): 13.8X Cap: $1.09B
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Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan

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Read Answer Asked by Ivan on August 14, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $45.76)
  • $45.76 P/E (TTM): 11.57X Cap: $14.73B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.05)
  • $41.05 P/E (TTM): 11.48X Cap: $1.53B
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• Vanguard Total International Stock (VXUS $73.48)
  • $73.48 Cap: $84.17B
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Q: Hi,

For a long term position ~ 10% of total portfolio, with broad international equity exposure outside North America, currency not really a factor, was considering XIN vs VXUS vs XEF.
1) preference of three or worth it to purchase more than one?
2) other suggestions?
3) any concerns with 10% of portfolio in any of these single ETFs?

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Read Answer Asked by John on August 14, 2018

• Vanguard Dividend Appreciation FTF (VIG $216.98)
  • $216.98 P/E (TTM): 24.54X Cap: $93.48B
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• Vanguard Total International Stock (VXUS $73.48)
  • $73.48 Cap: $84.17B
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• Vanguard Balanced ETF Portfolio (VBAL $36.71)
  • $36.71 Cap: $4.04B
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• Vanguard Growth ETF Portfolio (VGRO $42.51)
  • $42.51 Cap: $7.95B
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Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.

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Read Answer Asked by John on August 14, 2018

• BMO Covered Call Utilities ETF (ZWU $11.56)
  • $11.56 P/E (TTM): 18.8X Cap: $1.93B
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Q: Hi, 5i
I have been baling out since the past 2 months .... so the cash is quickly accumulating. I found some good replacements and do not think it is so bad to get a solid 5% than a potential future 20% loss.
This morning, Berman has suggested zwu as a good investment.
Your opinion would be appreciated, and your reason why you like it/ do not like it very helpful.
CDJ

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Read Answer Asked by claude on August 14, 2018

• Vanguard Balanced ETF Portfolio (VBAL $36.71)
  • $36.71 Cap: $4.04B
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• Vanguard Growth ETF Portfolio (VGRO $42.51)
  • $42.51 Cap: $7.95B
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Q: I'm considering investing my entire TFSA in either VGRO or VBAL.
Would you recommend one or over the other, or perhaps a different strategy?
Thank you.

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Read Answer Asked by Zafar on August 14, 2018

• iShares Floating Rate Bond ETF (FLOT $50.94)
  • $50.94 Cap: $8.99B
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Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.

Steve

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Read Answer Asked by Steve on August 13, 2018

• Innovator IBD 50 ETF (FFTY $39.83)
  • $39.83 P/E (TTM): 41.15X Cap: $100M
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Q: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!

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Read Answer Asked by TK on August 13, 2018

• iShares MSCI Israel ETF (EIS $101.41)
  • $101.41 P/E (TTM): 185.69X Cap: $477M
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Q: hi peter
is Israel is good emerging play for investing, if so is there an Israeli etf trades in usa
could you mention Israeli companies in hi tech area worth looking
I am not interested teva pharmaceutical the only company I know is soleredge I believe which trades in usa your opinion is always very helpful
thanks in advance

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Read Answer Asked by parmjit on August 13, 2018