Investment Q&A

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Hi 5I Team,
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?

Thank you.

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Read Answer Asked by Francesco on January 23, 2017

• iShares Global Real Estate Index ETF (CGR)
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Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.

Thank You

Paul

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Read Answer Asked by paul on January 23, 2017

• iShares S&P U.S. Mid-Cap Index ETF (XMC)
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Q: Hi,
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry

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Read Answer Asked by Larry on January 23, 2017

• Agrium Inc. (AGU)
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• iShares Global Agriculture Index ETF (COW)
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Q: I currently own COW at 1% weight and AFN at 2.5% weight. Would you suggest to top up the 2 stocks or would be okay to buy AGU to make the total sector weight up to 5%.The other thought was to sell COW and buy AGU.

Thanks

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Read Answer Asked on January 23, 2017

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Q: I'm looking for dividend growth ETFs for diversification (e.g. VGG, VGH) .. can you suggest how to do that but without having companies like MONSANTO, MACDONALDS, PEPSI AND COKE in the mix? thanks

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Read Answer Asked by Patrik on January 23, 2017

• Miscellaneous (MISC)
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Q: Greetings,

Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?

Cheers!

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Read Answer Asked by Duane on January 22, 2017

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: If trump is to spent 1 trillion to rebuild U.S. infrastructure; what two US and Canadian stocks/etfs would benefit the most? Are the buys at today's price?

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Read Answer Asked by Richard on January 20, 2017

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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Q: In a reply to Elizabeth about suggested well diversified ETFs in a non-taxable account question, (posted morning of Jan 20th), you mention that HXT avoids a dividend tax liability by increasing its NAV rather than distributing dividends to shareholders. Wouldn't the Dividend Tax Credit look after the issue - or is there something about ETFs that doesn't make dividends eligible for the credit ?

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Read Answer Asked by Alexandra on January 20, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Q: I am interested in beefing up the fixed income portion of my portfolio. My adviser recommends PMO005. I see a MER of 1.39%. What do you think of this mutual fund? Are there similar ETF's at a lower MER. I know you don't usually like Mutual funds but your commentary in the questions and answers seems good on Pimco. Should I diversify fixed income into several bond funds? If so could recommend a few of your favourites please. Thank you for your great service.

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Read Answer Asked by Brian on January 20, 2017

• BMO Low Volatility Canadian Equity ETF (ZLB)
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX 60 Index ETF (XIU)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: What etf (or more than one) do you like to cover the broad Canadian market? There are so many, and they are so overweight in financials and resources. I would be most interested in one that has a lot of holdings, but welcome your opinion/advice if you think a smaller holding is more appropriate. This is for a non-registered account, so tax-deductible investment ideas are welcome.

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Read Answer Asked by Elizabeth on January 20, 2017

• iShares MSCI Germany ETF (EWG)
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Q: Your thoughts about EWG (etf), for 2017 ?
Thank you.
P.

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Read Answer Asked by pascal on January 20, 2017

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: I asked this question several hours ago but did not get a response.I don't know if you respond the same day...so I am asking again. I have a non-registered account and would like to buy an eTF that is Canadian in content, to reap possible tax benefits. Can you recommend one that holds many stocks. There are so many - it is really hard to pick the one that holds the most stocks representative of all sectors. Or do you feel an S&P/TSX EFT holding just 60 is the way to go? Thank you.

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Read Answer Asked by Elizabeth on January 20, 2017

• iShares Short Duration Bond Active ETF (NEAR)
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Q: Good morning. Can you recommend a US ETF where I could 'park' some US cash for a month or or two? And safely make some interest or dividends? Thank you!

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Read Answer Asked by Ken on January 20, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Good morning,
I see a new issue Brookfield minimum rate reset preferred Series 7. Acceptable? or just stay with CPD? Thanks for your service.
Ted

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Read Answer Asked by Ted on January 19, 2017

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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Q: what do you think of this etf?

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Read Answer Asked by Eugene on January 19, 2017

• BMO Canadian Dividend ETF (ZDV)
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• BMO US High Dividend Covered Call ETF (ZWH)
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• iShares S&P/TSX Capped Materials Index ETF (XMA)
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• Mawer Global Small Cap Fund Series A (MAW150)
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Q: WANTED TO BUY THESE ETF'S NOW. DO YOU THINK THEY ARE GOOD TO BUY
NOw? WOULD YOU RECOMMEND JUST GOOD COMPANIES INSTEAD.
THANKYOU.
PAULINE

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Read Answer Asked by Pauline on January 19, 2017

• Verizon Communications Inc. (VZ)
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• TELUS Corporation (T)
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• Vodafone Group Plc (VOD)
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Q: How do Canadian telecoms compare to US or European telecoms? If attempting to build a globally-diversified portfolio, which region would you suggest an investor go to for telecom exposure? Which companies would you recommend? Thanks in advance!

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Read Answer Asked by Jonathan on January 19, 2017

• Miscellaneous (MISC)
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Q: If you were to design a 'couch potato' type portfolio for a 35 year old risk averse person, what would your selection of ETF's be and what percentages and why? Any chance of you ever adding some couch potato type portfolios into the ones you do?

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Read Answer Asked by Tim on January 19, 2017

• Horizons Enhanced Income Gold Producers ETF (HEP)
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Q: I am curious about the yield on HEP. It is around 9% currently. I understand how selling calls can generate nice yields (and the trade off can be in price appreciation) but I am wondering how one would try and understand the consistency of this yield moving forward? Put another way, what kind of yield can one reasonably expect over the course of say 2 to 5 years? And do you have information regarding the avg. yield in previous years? Thank-you for your help.

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Read Answer Asked by Alex on January 19, 2017

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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Q: I have stocks in my Trading account, but will be in Guatemala doing volunteer work for the next month. Can you suggest a safe place to "park" my trading money for a month (or more)? Something safe but that provides income would be ideal. Thank you!

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Read Answer Asked by Ken on January 18, 2017