Investment Q&A

Q: Hi 5i team,
I would like to purchase two ETFs. One for developed Europe and the other for Emerging Markets. I would use US$ for these purchases. Please advise your top pick for each category. And what is the minimum portfolio percentage to make these purchases meaningful? Thanks.

Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.

Q: Hey I am considering adding ZUQ to my TFSA for growth to compliment some US dividend ETF's that I hold and ZIN to a non registered account for capital appreciation. Any concerns with either of these ETF's and this strategy for future growth?

Q: Re; electric vehicle batteries and investing in related companies, along with lithium and cobalt -- looking for a way to make money in this space and not doing well with my own research efforts. Any thoughts/advise.......... "Thanks"!

Q: I am looking for a good EFF that will cover off the growth in Electric Vehicles - Long term hold - What is your recommendation

Q: I am looking for income and was wondering what the risks are in covered call ETFs. I am looking at ZWB and ZWU. Would they fare better in a market correction than pure ultility or bank stock ETFs?

Q: I plan to shuffle my RRSP to include your Balanced Equity Portfolio and the three ETFs above. Would you recommend any exposure to bonds through a fourth ETF?

Q: Happy New Year, and all the best of 2018.
Our granddaughter is 18 months old. Currently her RESP consists of 64% WN.PR.C and 33% XDIV. I was considering adding XDUH, the hedged version of the above fund, for both growth and income, with this year's total contribution. For direct growth, would it be wise to split this year's contribution between XDUH and SIS, given that all of these investments I make on her behalf are extremely long term holds.

Thanks again. Susan

Q: Hello 5i team,
I was wondering what is the difference between the 2 above bond indexes? Do they both track CAN government bonds but are simply from 2 different institutions.

Which one is better?
Thank You,
Andrew

Q: I am looking to add a AI Stock and an ETF to my portfolio.
What Stock and what ETF would your recommendation be for a long term hold that is focused on AI?

Q: Hi are there any US industrial sector etfs issued in Canada. Thanks. Bill

Q: I will be investing $20000 into my TFSA. What stocks or ETFS would you suggest investing in and how what % of holdings would you allocate in each investment?

Q: On these 3 bond ETFs I am down between 4-6%. I was thinking of crystallizing
these losses. First, do you think this a good time to 'clean up' ones bonds? Second, could you recommend their replacements.

TIA

Q: I am looking at buying a 5% position in the ROBO ETF for my TFSA. Are there any concerns with buying this rather than the U.S. version ?

Many thanks.

Q: In your response to a previous question where I was looking to replace VWO with a Canadian equivalent, you suggested VEE. The TD Webbroker site shows VWO with a dividend yield of 2.15% and VEE with 1.34%. Can you confirm these numbers and if they track the same index why would there be any noteworthy difference?

Q: Good Morning: I sent this question in last week but am assuming it got lost in cyberspace somehow. I am looking for a recommendation on a materials etf since I am very light in this space. My only holding at the moment is BHP. Also, is this a space that you would consider it necessary or important to have some exposure to at this time or in the near future. Thanks.

Q: There have been a number of comments recently on your site concerning Warren Buffet's advice to put 90 per cent in an etf which follows the broad U. S. market and 10 percent in an bond etf. There has also been a considerable amount of concern on the site that the American market may be over valued at the current time and something like emerging markets might be a better bet currently. If that this worry has substance, is there some portion of the US market which might be a good bet at the mement--for instance a small cap etf? What would a US small cap etf be a good one? Also what bond etf might be appropriate. There are probably a lot of questions in here. But, I have just shown my confidencein5i by renewing for a couple of more years. So I have lots of ammunition in my questions bag.\t
thanks

Q: Gordon Pape wrote an article on Fixed income vehicles that was published in the December 28 edition of the Globe and Mail. My question is on the Pimco Monthly Income Fund ETF. Apparently the fund has gained 6% in the last 5 years. can you comment on the fund and the ETF. Would you recommend either for the fixed income portion of a portfolio? Thank You.

Q: Hello 5i team,
What is a good ETF that tracks the tsx broad market that pays a decent dividend. Is CDZ a good choice or do you have another suggestion that would be a counterpart to VFV.
Thanks,
Andrew

Q: I am an income investor seeking capital preservation over capital appreciation. I am thinking of purchasing some or all of these ETFs. Do they meet my requirements? How would a downward market correction affect these ETFs?
Thanks for your assistance