Investment Q&A

• Global X Seasonal Rotation ETF (HAC $33.95)
  • $33.95 P/E (TTM): 20.13X Cap: $151M
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Q: hello 5i:
I'm a long time holder of HAC, about 7 years now, and have been very happy, both with the performance and the lack of volatility in the stock. For the most part, its just been a steady eddy. I've reduced the weighting, but its still crept up to be close to 10% of our portfolio. Any comment on what you perceive to be a proper weighting for an ETF such as this? Do you have any comments to add as to your ideas about HAC?
thanks
Paul L

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Read Answer Asked by Paul on August 23, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
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Q: Gentleman,
I am looking after my mothers investment account which is currently valued at 400K. She is 75 and does not currently require the funds. I have 40K invested in each of the following ETF's - VFV, XSP, VVL, VGRO, XWD, VEE, XIN and 100K in VBAL and 20K in cash. Would you make any changes to my current ETF allocation? Will also be adding 100-200K to portfolio what would you recommend?
Always appreciate your advice,
Steve

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Read Answer Asked by Steve on August 23, 2018

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $49.59)
  • $49.59 Cap: $3.56B
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Q: Hello 5i ! great work, nice upgrade to the web site ..
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?

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Read Answer Asked by Martin on August 22, 2018

• Invesco Variable Rate Preferred ETF (VRP $23.99)
  • $23.99 P/E (TTM): 14.39X Cap: $2.41B
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Q: Hi there,
i have recently taken over managing my US 401K and am trying to replicate the income portfolio. There are so many US ETFs it is very difficult to understand the subtle differences between all the options out there. Would you consider VRP a good equivalent to the CPD in canada

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Read Answer Asked by kelly on August 21, 2018

• BMO International Dividend ETF (ZDI $29.45)
  • $29.45 P/E (TTM): 18.13X Cap: $780M
  • View ZDI Profile
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• iShares India Index ETF (XID $41.51)
  • $41.51 P/E (TTM): 19.17X Cap: $128M
  • View XID Profile
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Q: Disregarding the yield, would you buy the 2 country-specific ETFs or stick with the international ETF. I understand this is an apples vs. oranges type of question. Over a longer term, would there be a growth advantage with ZCH and XID over ZDI. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
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Q: Emerging markets have been quite beaten down. Is it time to invest in them and if it is, how do we do that?

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Read Answer Asked by William on August 21, 2018

• Invesco CurrencyShares Swiss Franc Trust (FXF $111.77)
  • $111.77 Cap: $543M
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Q: Hi Team,
In the pursuit of finding assets that are not all correlated, it occurred to me that owning Swiss Francs might provide a counterbalance to Canadian and US dollar denominated assets. Swiss Francs may also serve as a hedge against large market corrections.

Do you see any value in owning an ETF such as FXF in a diversified portfolio?

Thank you.

Michael

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Read Answer Asked by Michael on August 21, 2018

• BMO Emerging Markets Bond Hedged to CAD Index ETF (ZEF $12.30)
  • $12.30 Cap: $803M
  • View ZEF Profile
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• iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) (XEB $15.95)
  • $15.95 Cap: $33M
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Q: Your thoughts on buying ZEF as an income security? I currently have few bonds and low international exposure. If you have an alternative suggestion for s similar security, that would be great too. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• CI Tech Giants Covered Call ETF (TXF $22.00)
  • $22.00 P/E (TTM): 35.1X Cap: $710M
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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 $75.58)
  • $75.58 P/E (TTM): 35.21X Cap: $1.90B
  • View HACK Profile
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• Amplify Digital Payments ETF (IPAY $42.95)
  • $42.95 P/E (TTM): 14.29X Cap: $163M
  • View IPAY Profile
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $63.08)
  • $63.08 P/E (TTM): 29.88X Cap: $9.42B
  • View CIBR Profile
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• GLOBAL X FDS (BOTZ $33.82)
  • $33.82 P/E (TTM): 57.87X Cap: $3.06B
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Q: Hi 5iResearch Team,
Would you please recommend some US$-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 $11.82)
  • $11.82 P/E (TTM): 18.54X Cap: $364M
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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 $51.25)
  • $51.25 P/E (TTM): 24.93X Cap: $3.57B
  • View XGD Profile
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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 $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
  • View VEE Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.76)
  • $100.76 Cap: $2.24B
  • View VGG Profile
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• Amplify Cybersecurity ETF (HACK $75.58)
  • $75.58 P/E (TTM): 35.21X Cap: $1.90B
  • View HACK Profile
  • View Questions on HACK
• ROBO Global Robotics and Automation Index ETF (ROBO $69.77)
  • $69.77 P/E (TTM): 21.95X Cap: $1.50B
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• Invesco Water Resources ETF (PHO $66.85)
  • $66.85 P/E (TTM): 28.12X Cap: $1.94B
  • View PHO Profile
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• State Street SPDR EURO STOXX 50 (FEZ $61.14)
  • $61.14 P/E (TTM): 60.62X Cap: $4.64B
  • View FEZ Profile
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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 $65.40)
  • $65.40 P/E (TTM): 22.27X Cap: $164M
  • View ZUH Profile
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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 $16.38)
  • $16.38 P/E (TTM): 20.4X Cap: $1.06B
  • View XHY Profile
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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 $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
  • View VEE Profile
  • View Questions on VEE

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 $29.47)
  • $29.47 P/E (TTM): 0.72X Cap: $1.59B
  • View ZDV Profile
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• iShares Diversified Monthly Income ETF (XTR $11.82)
  • $11.82 P/E (TTM): 18.54X Cap: $364M
  • View XTR Profile
  • View Questions on XTR
• PIMCO Monthly Income Fund (Canada) (PMIF $17.95)
  • $17.95 P/E (TTM): 12.29X Cap: $4.44B
  • View PMIF Profile
  • View Questions on PMIF

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 $18.38)
  • $18.38 Cap: $817M
  • View CBO Profile
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
  • $27.81 P/E (TTM): 31.38X Cap: $9.83B
  • View XBB Profile
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• iShares Convertible Bond Index ETF (CVD $18.39)
  • $18.39 P/E (TTM): 35.13X Cap: $117M
  • View CVD Profile
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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