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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: Regarding your answer provided to Carla today on CVD and CPD, I understand your comments on CVD, but I am still not clear on how rising interest rates can impact CPD. How do rising interest rates affect a preferred share ETF such as CPD? Should I be cautious about buying at this time? Thanks for all the awesome info you provide.
Read Answer Asked by Pamela on January 04, 2017
Q: Hello,

Are the distributions for CPD and CVD considered dividend or income? Which would be better in a TFSA and which would be better in a non-registered? My understanding is that both of these ETFs should do well in a rising interest rate environment.

Best,

Carla
Read Answer Asked by Carla on January 04, 2017
Q: Seasons Greetings!!
I see that the top two holdings of this ETF represent a 44% weighting. That seems too high to me. Is there another ETF that offers a better balance/diversification? Your sage advice is very much appreciated!!
Dave
Read Answer Asked by Dave on January 03, 2017
Q: Ryan,
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
Read Answer Asked by dan on January 03, 2017
Q: Hello Team,
For US mid cap exposure, do you prefer IJH or XMC. The Canadian ETF appears to be have a market cap of only 38 Million. Is that a liquidity concern? Any other thoughts you have would be appreciated.
Thank You,
Barry
Read Answer Asked by Barry on December 27, 2016
Q: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques


Read Answer Asked by Jacques on December 27, 2016
Q: I'm 56 years old with no fixed income and have been quite comfortable with this choice up until now. I recently have decided to have 5% in fixed income but have no knowledge on bonds. I have a balanced portfolio of stocks and try and hold 5% in cash to take advantage of good stocks in a down market. I was thinking of VAB and a 5 year GIC for fixed income. What are your thoughts and recommendations. Have a wonderful holiday to all at 5i and your families. Merry Christmas!
Read Answer Asked by Cheryl on December 27, 2016
Q: I wish all 5i staff and they families Season's Greetings' I hope 2017 sees our portfolios grow ever healthier.

I want to gradually add some preferred shares to my portfolio, partly in lieu of some fixed income. In looking at potential candidates, I am attracted to the above three ETFs, particularly ZPR with its laddered feature. Do you have any thoughts? Are all distributions of such ETFs taxed as dividends? Thanks, Bill
Read Answer Asked by Bill on December 23, 2016
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