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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: In a previous answer you said -
5i Research Answer:

We have nothing against ZDY, it is a large liquid ETF with OK fees of 0.34%. Performance (3 years annualized 22.6%) has been solid.
But my watchlist shows ZDY with a 3 yr return of 9.8%. What is the difference? Which one is correct?
Wayne
Read Answer Asked by Wayne on February 27, 2018
Q: I have 1583 shares of CBO @ $19.48 now at $18.43 (3% of portfolio). for a loss of $1664. Dividends are now $552 / yr. I also have 3881 shares of CLF @ $18.57, now $17.84 (6% of portfolio) for a loss of $2838. Dividends here are $1560 / yr. It seems that I am just reading water and I am getting worried of drowning as the ETF's keep dropping down a bottomless pit. I am 71 with 50/50 equity / fixed, the fixed including a GIC ladder and otherETF's. Should I stick with CLF and CBO or is there a more advantageous alternative.
thank you
Stanley
Read Answer Asked by STANLEY on February 27, 2018
Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!
Read Answer Asked by Michael on February 26, 2018
Q: Am thinking of purchasing the newly launched bristol gates etf for us exposure. Any comments? Thank you
Read Answer Asked by Vineet on February 26, 2018
Q: I'm looking for some safety in European Investments. As a quick way in to Europe's best ZWE seems to have it all (at least what I am looking for; income, some growth, great companys). With a P/E less than 20 and P/B less than 2, and with a high dividend, great ROE in the high teens not bad MER of 0.7%, playing the devil's advocate, what could possibly go wrong?

Thank You
Read Answer Asked by Stephen on February 26, 2018
Q: Monthly, my husband and i contribute $200 to a mutual fund(ci select 40i60e, fund code= cig 2245) for my 33 and 31 yr old son/daughterinlaw. contributions 2014 $1800, 2015 $2400, 2016 $2400, 2017 $2400 = $9000 total. value of account December 31,2017 is $9732.00. January 2017 our advisor switched out of ci global asset alloc, ci cambridge global equity, ci signature high income, ci harbour corp class, ci harbour global equity and said having one fund (40i60e) would be best. Their current debt (in total) is a $240,000 mortgage. They want to pay this off before investing in the markets. Should we continue/cease the $200 monthly contributions to the 40i60e fund and buy them something else? To publish or not to publish the ? is up to you. thank you for your time. jane
Read Answer Asked by jane on February 26, 2018
Q: Hi Peter & Ryan, when using sector ETF's such as Utilities and Health Care, would you take a full position or half in each. Do you have any others than those listed.
As always thanks for your great advice.
Ivan
Read Answer Asked by Ivan on February 26, 2018
Q: Just a followup comment to today's Q&A on Hamilton Capital Global Financials Yield ETF as I am interested in product for the global exposure it provides.

The HFY Fact sheets does have the ETF at 9.1% Canada and it also contains REITS at 6.1% and Insurance at 16%
It trades at 1.4x book, is that a concern and why might there be such a premium?

Thanks,
Craig
Read Answer Asked by Craig on February 23, 2018
Q: 47% of XEG is made up of Suncor and CNQ. Whereas the top seven holdings of ZEO are equally weighted around 7-9 % among energy companies.
Can you please provide your insight as to which of the two ETF's will rise more if and when the oil prices will rise? As well, which ETF you will recommend?
Thank you
Read Answer Asked by Terry on February 22, 2018
Q: Hi 5I, I will appreciate your help in picking the best of intc or csco and or suggesting better choices for safety and growth, and the same for zem or xec.
Many thaks, J.A.P, burlington
Read Answer Asked by Joseph on February 22, 2018
Q: I'm looking for recommendations on how best to invest USD 175k sitting in cash since last week. Though tempted by the US buying opportunities, I've been avoiding buying US shares directly due the hassles and costs of US tax exposure. I've only bought 50 shares of ZSP.U so far. Is this a good place to invest more? Can you recommend other good investment vehicles for a non-registered portfolio that will capture US growth/income without currency exchange or US tax?
Read Answer Asked by Randolph on February 20, 2018
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