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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: Hi Peter and Team:
so far our RSP accounts have equity only (as per our model portfolio). We do not have any fix income such as bonds.

if we want to have 10% fix income, what's your recommendation to start with? So far we prefer to buy corp bonds. I am 50 now and may want to retire at 60.

Thank you
Adriana
Read Answer Asked by hong on February 19, 2015
Q: Which ETF do you feel has greater risk as a fixed income vehicle... ZFH or XHY? Thanks. Joe
Read Answer Asked by Joseph on February 19, 2015
Q: Would you suggest having bond exposure in a portfolio. If so can you give an idea on 3 etfs to diversify the exposure thank you
Read Answer Asked by jason on February 17, 2015
Q: Can you suggest a couple small cap value etfs that trade in can that have us companies
Read Answer Asked by jason on February 17, 2015
Q: I would like to add some European exposure to my US dollar portfolio. Would you suggest investing in one or two of the stronger economies such as England (EWU) or Germany (EWG) or would it be better to invest in a broader ETF such as the 10 country EZU? Are there any other ETFs that might be preferable to these large cap ones?
Read Answer Asked by Ken on February 17, 2015
Q: Hello 5i
I am looking at a group of funds and 1 IPO could you give me your opinion on them as they are all run by the Middlefield Group, GDG.UN RCO.UN GHC.UN GIF.UN
-On behalf of U.S. Dividend Growers Income Corp. (the "Fund"), is pleased to announce that it has filed a preliminary prospectus in relation to an initial public offering of shares at a price of $10.00 per share and the following.
Thanks
Read Answer Asked by Michael on February 17, 2015
Q: I am retired and derive my income from investable assets. About half are in dividend-paying equities paying an average 5%, and half are in GICs paying 2.5%. I am thinking about getting out of GICs and buying a big position ($500K) in FIE or similar ETF. I can accept some volatility.
Read Answer Asked by Jean on February 17, 2015
Q: What are the asset classes for canadian investor? How many should we be in? Sorry trying to understand just need some help, also would buying etfs diversify you enough?

Thanks
Read Answer Asked by jason on February 17, 2015
Q: Could you please explain how the falling C$ may effect this ETF? It was doing well but the last few weeks while the $ fell seriously it has stalled out.Mabe the stocks within it are just treading water ?
Thanks again
Larry
Read Answer Asked by Larry on February 17, 2015
Q: I hold some conv debentures, all trading above par and yielding around 4.5%, all maturing in 3-5 years. Recognizing that I would give up any conversion advantages should a stock take off, what do you see as the pros and cons of selling all these and replacing with CVD with a higher yield and probably better liquidity (I would be buying about 3,500 shares). Does CVD move more with the bond market, or the stock market?
thank you
Read Answer Asked by grant on February 17, 2015
Q: I need some agriculture in my portfolio and recently added a small position in Tyson Foods. The etf, MOO.us looks interesting to me as it has the companies I would like to own like Mosaic, POT and Agrium. Is this a good one to own? Is there a similar Canadian ETF which is not strictly Canadian.
Read Answer Asked by Barry on February 17, 2015
Q: I would appreciate some guidance in raising my fixed income from five to fifteen percent. I am looking at HYB.US which pays a healthy 8.5%. How safe is this and could you rank the following in terms of dividend and then share price appreciation safety, as well - XTR (5.8%), XHY (6.02%), XSB (2.56%), XHB (4.54%)and CB0 (4.5%).
My primary motive is to transition from too much cash to a capital-protected group.
Thank you.
Read Answer Asked by Steven on February 17, 2015
Q: I own XLK and PSCT for exposure to us tech stocks. Are there any etfs for small cap and large cap Canadian stocks. My experience with individual Canadian small caps has not been great. I own sio and Vxs. They both are down.
Thanks
Read Answer Asked by satish on February 17, 2015
Q: Could you recommend 2 or 3 Canadian corporate bond Etf's in order of preference ? Much appreciated.
Read Answer Asked by Indra on February 17, 2015
Q: Based upon your positive comments in the past on both of these ETFs I had been planning on adding them to complement the individual stocks held in my portfolio. However, given Peter's recent Financial Post column suggesting that the TSX Composite Index might better be ignored I am having second thoughts. Please outline how an index-based product should fit into one's portfolio if at all. It appears that you would advise building a made-to-measure Model Portfolio rather than an off-the rack variety. Many thanks.
Read Answer Asked by Glen on February 16, 2015
Q: What are your top picks in Canadian ETF's for the following sectors:
Consumer Staples.
Financials.
Industrials.
IT.
Utilities.
I would Health Care, but I am not aware of any ETF's in the sector.
Read Answer Asked by Charles on February 13, 2015
Q: The banks seem to be big into mutual funds and TD is introducing low volatility funds, retirement funds, and shaking up their portfolios. So in the bank mutual fund space what are your overall impressions of TD Mutual Funds for the $100,000 client who does not want to manage their own investments?
Read Answer Asked by Michael on February 12, 2015
Q: Good Morning
I would like to have a small position in gold and precious metals in my grandchildren's RESP. Would BMO S&P/TSX Equal Weight Global Gold Index ETF - ZGD be suitable? Do you have any other suggestions?
Thanks
David
Read Answer Asked by David on February 12, 2015
Q: Hello Peter and team,

I own CGR and it has done well. What is your current view on this etf and it's holdings? Would you prefer a different etf or individual company for real estate exposure?
Read Answer Asked by Wayne on February 12, 2015
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