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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: BMO EQUAL WEIGHT US BKS INDEX ETF symbol ZBK. What are your thoughts on this ETF? I currently own this ETF .

Dolores
Read Answer Asked on April 21, 2016
Q: Hi,
XHY has increased just over 10% over the last 2 months and seems to be continuing its positive growth. Do you see this continuing?
Read Answer Asked by Giovanni on April 21, 2016
Q: In my Qtrade account, under history, I get the entry "RTN OF CAP" every few months on equites such as VUN (an ETF). Can you tell me what this signifies? There is no cash or share values under the same entry.

Read Answer Asked by Jim on April 20, 2016
Q: Hi,

I recently opened an RESP account for my daughter and am looking for advice on a few ETFs to purchase that provide some long term growth potential, while being appropriately diversified.

Given that i an just starting to save in this account, I'm starting from a small balance, roughly $2,000, i would prefer to only purchase a couple ETFs to limit transaction costs. I have a relatively long time horizon (18 years).

Thanks
Read Answer Asked by Daniel on April 20, 2016
Q: Someone suggest XAW (iShares Core MSCI All Country World ex Canada Index ETF ) for 50% of the investment portfolio. This ETF includes 54% US stock and the remaining in International stock excluding Canada. In your opinion, for a large investment amount, will one single ETF work well for the investors? If not, what other ETF should be added to benefit from the better US economy? Please comment and suggest.
Read Answer Asked by Esther on April 20, 2016
Q: I have a lot of bank stocks that I have been accumulated with the dividend
reinvestment plan over the last 30 years. I do not want to sell them because it would trigger a large capital gain, besides it is adding up to a lot of dividends, with I will use in my retirement. Yes, Yes I know that I am overweight in that sector. I want to protect myself on a down turn, and don't pike the puts , because the premiums are so high.I was thinking about the huv etf, I don't fully understand it, is there "time decay" as there is with leveraged etfs.Do you think that this product will suite my goals, and or do you have any other idea's that would protect me on the downside?

thank-you and have a nice day
Read Answer Asked by auftar on April 18, 2016
Q: CPD has been slowly rising since hitting $11.13 on February 25 but it is still down 20% from its 52 week high of $15.33. What are your thoughts on this ETF?
Read Answer Asked by Giovanni on April 18, 2016
Q: Hi 5i team,

I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.

Thanks so much.
Read Answer Asked by Francesco on April 14, 2016
Q: In your perspective which would be the best India ETF to buy and or the best individual India stock to buy?

Thanks.

Read Answer Asked by Ross on April 13, 2016
Q: Can you please advise which ETF is better to hold when market sells off.
Below ETF has to be hold for one /two weeks or I can hold for long time. If below is not right one - Please recommend another ETF.

ETF: HVU OR HUV
Read Answer Asked by Hector on April 12, 2016
Q: Hello, Many Real estate investment trusts(e.g. IVR)and related ETFs (e.g. REM) distribute ~10 to 12% dividend. This appears very good but may be a high risk investment. What is your opinion about IVR REIT and REM etf?. Which one is better? or may be none?

Thanks

Read Answer Asked by Tabho on April 12, 2016
Q: I have held a small position in MNT since 2010. It was suppose to be a little diversification and hopefully protection if the market currencies took a bad dive.

It has not performed well with gold going up. Could you advise why it may be lagging? Is it currency cross winds? Something else?

Keep up the great unbiased work.
Read Answer Asked by Mike on April 12, 2016
Q: Happy Weekend!

Having just read CBC's article about electricity and with electric car sales growing, could you suggest the names of companies that provide transformers and other equipment to electricity providers? Are there any companies you would recommend that would benefit from the growth of the electric car industry? Thanks.
Read Answer Asked by Catherine on April 11, 2016
Q: Hi 5I- Have just received lump sum retiring allowance and now 30% cash. Present holdings are 18%GGF31222-10%VUN-7%XEF-7%ZGI-6%SLF-6%VXC-5%ZUH-4%IYT-3%XEH-3%ATD-2%DIS. Would like your suggestions for more etf exposure and would like to start adding slowly with the next downturn, but don't like to sit in cash to long. Would you trim healthcare or USA in general now? We are long term investors. Thanks for your help.
Read Answer Asked by Peter on April 11, 2016