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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: Could you please give me your opinion on ZRE-T.
Thank you.

Milan
Read Answer Asked by Milan on July 11, 2013
Q: Hello All, Thanks for the great advice. In view of the Fed backing off on stimulus what do you think of short treasury ETFs? I leaning toward TBE or TBX. What are the risks?
Read Answer Asked by Gerald on July 11, 2013
Q: RWJ and XSU
RWJ US Dollar ETF
XSU Cdn Dollar ETF
I am looking for an entry into US market and would like your opinion on these two small cap ETF's.
Your comments greatly appreciated.
Nadine
Read Answer Asked by Nadine on July 10, 2013
Q: Could you give me a brief outline of forgien ETF"s & taxes in a TFSA
Read Answer Asked by Alex on July 10, 2013
Q: Hi, what are the Emerging Market plays that are on the TSX, if any. They have been beaten up as of late. I'm guessing an ETF of some kind..............tia
Read Answer Asked by Philip on July 10, 2013
Q: Which US and foreign ETFs would you recommend for holding outside RRSP accounts? Which ones have better tax advantages? Is it wise to purchase them at this time especially with current exchange rate? Thank you.
Read Answer Asked by Lucas on July 08, 2013
Q: Peter - what are your thoughts on FIE - Claymore Financial Monthly Income Fund. I like the 7.3% Yield. I am looking at a 10% weighting in my portfolio. Is the low daily volume trade in this fund a concern? What are the risks? Thank You.
Read Answer Asked by Luigi on July 07, 2013
Q: Hi 5i team
Any thoughts on Horizon's SilverYLD - HZY - Last at $5.05 with a 9% yield paid monthly. With the potential rebound in silver over the next couple of years, would you recommend a position?
GUY
Read Answer Asked by Guy R. on July 06, 2013
Q: Good morning 5i,

Looking to diversified about 5% to 6.5% of my portfolio in the VEF, a Vanguard ETF. Is this a good ETF for international and emerging markets exposure?

Thanks
Read Answer Asked by Paul on July 05, 2013
Q: Hello Peter and Team,
I am struggling a little finding an equity growth or dividend ETF to hold in a RRSP account. One to cover US equities and one to cover CDN financials. I am looking at something like VIG,VYM or VTI but is listed on the TSE. Was looking at VCE to cover the CDN financials. Any comments or alternate suggestions in these categories would be appreciated.
Thanks again,
Paul
Read Answer Asked by Paul on July 03, 2013
Q: I have app. 10% of my portfolio in ZRE. It has taken quite a hit recently. What do you see ahead for this sector? I am thinking of selling some of it and putting it into the US index fund VFV. Right now my asset allocation is 30% CA dividend stocks, 10% REITS, 10% EAFE, 10% High Yield Bonds (CHB) and 30% US (VUS and VFV), 10% CASH.
Read Answer Asked by Andrew on July 02, 2013
Q: In your answer to the question from Denis regarding how many stocks are required to own a diversified income portfolio of $125K and what weighting you would give for each stock, your answer was 20-25 stocks with an equal weighting of 5% to 4%. I have three questions:

In general, is this number of stocks also the optimum for a portfolio of $300K assuming the weighting is similar?

At what value would a portfolio be considered too small to hold individual stocks and should hold ETFs instead?

Finally, how should one calculate the optimum weighting of ETFs if they are already in a portfolio that also holds individual stocks?

Thanks so much for your excellent service and I hope that you all had a great Canada Day weekend.


Read Answer Asked by Jerry on June 29, 2013
Q: I was wondering if an index such as XMA ever changes its stock focus? For example would they focus more on agriculture rather than gold. Thank you.
Read Answer Asked by Mary Jean on June 27, 2013
Q: I'm looking at VUS-Vangard Total US Market to get more US exposure. Is this a wise choice or can you suggest something? Thank you.
Read Answer Asked by Mary Jean on June 27, 2013
Q: You have mentioned that you favour US industrials and tech. Which ETFs would you suggest for that?
Read Answer Asked by Maria on June 27, 2013
Q: Re: CPD question posed today. On the TSX web site it says the dividend is 5.75% which is not bad. My question is when is the fund fee taken out of the earnings? Is 5.75% pre-fees or post-fees.

Derek
Read Answer Asked by Derek on June 26, 2013
Q: Good afternoon 5i,

In the summer month usually Consumer staples do fairly well. What are your thoughts on XST an Ishare ETF?

Thank you.
Read Answer Asked by Paul on June 26, 2013
Q: Peter - can you please provide your thoughts on CPD - IShares Cdn Preferred Share Index? I would like to add this to my fixed income portion of my portfolio - 5% position. What are the risks in this name regarding rising interest rates? Thank You!!
Read Answer Asked by Luigi on June 26, 2013
Q: I'm happily up about 12% in 3 months on BRK.B. Do you think this would be a good time to sell and switch to IWO?
Thanks
Read Answer Asked by Jim on June 24, 2013