Investment Q&A

Q: I know US companies are not your focus however I wanted to get your thoughts on selling GE and allocating some US$- in my rrsp.
I am an income investor and currently hold ZPW-U and ZWH-U in equal weight re investing the dividends monthly. I also have a small position in JNJ and a larger position in GE (7%) of portfolio. I am concerned GE really isn't going anywhere and am considering switching to something with a better outlook any suggestions etf or stock to add here... or should I continue to hold?
I already hold VGG in another account...

Q: Hello,
I recently subscribed to your ETF/MF newsletter. I have looked over the site but I didn't find a section there for asking questions (might have missed it). In viewing some of the ETF performance tables I did not see a column to indicate whether the income is paid out on a regular basis or reinvested in ETF units. My fee for service investment planner has advised me to use more fixed income vehicles to reduce income slightly caused by the gross up of Cdn. dividends in my equity portfolio but I would still like to get the income on a regular basis.
In regards to this perhaps you could comment on VSC or suggest a similar short term laddered bond ETF and a similar emerging market income ETF(with adequate liquidity).

Thanks in advance ..... Larry

Q: I'm looking for a safe place to park some money. You've mentioned CLF but could you explain why its price chart goes straight down and do you expect this trend to continue? Also, what might make it rise? Thanks.

Q: I'm looking for an ETF that invests in the EU countries as a whole. Are you familiar with any?

Q: Currently, all of my fixed income (>$100000) allocation is in VSB, all in non-registered accounts. Should I switch to BXF for tax efficiency, or stick with VSB given it's lower MER (0.11 vs 0.2)? For my fixed income allocation, safety, capital preservation, and liquidity are primary considerations; yield is a secondary consideration.

Q: Is there a Lithium ETF available and would this be a smart way to play this commodity at this time?

Q: Hi Team 5i!

I am building a portfolio using the Balanced Equity portfolio as the centrepiece of the portfolio and ultimately am looking to hold a 30 Fixed Income/70 Equity mandate with about 70% of the equity mandate allocated to Canada. What products should I use to fill out the Fixed Income and US/International equity positions? Ian

Q: Could you recommend 2 or more ETF's that concentrate on Japan. Currently I own VWO as my only position outside of North America & I don't believe it contains any Japanese entities. In addition, I would appreciate your comments on both Japan Futures going forward as well as the principal Asian markets. Thank you.

Q: Hi I am looking to further diversify my portfolio. I have about 70 percent in the market and that is the highest I want to go. I have some tips, xbb and hfr and too much cash but having hard time with rates rising to go to bonds. The xhy seems to go with market, I was wondering about individual bonds or will they trade closely with market. I was looking at them. How does one choose the right duration, if it is over valued it could get called? and I loose money. There seems so many when I look at my investorline I don't know where to start. any ideas?

Q: Is the takeover of CEF.A sure to happen?

If so what is the last date to sell CEF.A?

Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?

Q: Good morning Peter.
Regarding the gold miners ETFs GDX and GDXJ trading on the NYSE, do I have to declare these as "foreign property" on my Cdn tax return (for cost base greater than $100,000)???

Q: In the Rate Reset Preferred space, what do you like? Any ETFs that you prefer for an income-focused small holding?
Len

Q: 5i

What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.

Wayne

Q: Acknowledge not your bailiwick, but appreciate any suggestions as to a good emerging markets etf. Thx

Q: I have a question about this group of target maturity bond etfs. Are they an appropriate investment for a rrif in this rising interest rate enviroment as an alternative to individual bonds. How does one choose maturity dates apart from yield? Thanks for your wisdom.
Tom

Q: Hi 5i,

What changes would 5i advise for converting Canadian MoneySaver portfolio to an Income portfolio. Thanks

Q: My wife and I have decided to move our investments from our current advisor to a more self directed option. We have looked at Tangerine and are intrigued but also heard about Wealthsimple. I can't seem to find much for reviews on Wealthsimple and what I've found sounds more like an ad rather than a review. What are your thoughts on Wealthsimple and further what are your thoughts on Tangerine? Is there something better out there than either of them? Thank you very much for your time.

Q: These two Bata Pro funds are they inverse to the S$P 500? So if my understanding is correct they should go up when the S&P 500 Goes down.
Thanks

Q: I have this ETF in my TFSA and I have a question about the dividend payment. Fund is hedged but the dividend is it subject to the US withholding tax or because its hedged does it not apply. Thank you.

Q: Hello 5i team thank you for the wonderful service . Can i have some good names for my kids RESP account. We wont be needing the funds for another 6 years atleast. If you think etf is a better choice let meknow too. Thx Ravi.