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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: I'm a conservative investor and planning on investing 60% of my Portfolio on the following ETFS.
ZLU, NMW, ZUQ, ZGQ, ZWH and FHC, what are your thoughts?

Thanks Valter.




Read Answer Asked by Valter on May 03, 2016
Q: Good Morning- Wondering what your opinion is on the following - ZWH and ZWA. I am looking for a low risk income stream and trying to achieve a 5 % return. Thanks for your help. Ron
Read Answer Asked by RON on May 02, 2016
Q: I manage a part of my portfolio and have some with a wealth management firm that is strictly income. My wealth management firm has been buying a lot of ETF's lately, and I am concerned that I am paying fees to the firm as well as fees on the ETF's, and that overall it is cutting into my income more than I realize. I have been searching the internet for a site that will list the fees associated with ETF's so that I can make some calculations, but can't seem to find one. Do you know if wealth management firms get any sort of kick-back for buying ETF's, and do you (or another member) have a suggested site with fee information easily available?
Read Answer Asked by Kim on May 02, 2016
Q: Hi, I have these 4 ETFs in my wife's accounts, in approximately equal weights:
XIC
CDZ
VDU
VUN

Does that look about right to you for an ETF investor?

Thanks,
Robert
Read Answer Asked by Robert on April 29, 2016
Q: The growing uncertainty about Apples short turn prospects (they have nearly 14.5% of this ETF) & the general flat performance of Googles Alternates have resulted in a rather poor quarter for XLK. Looking for your advise on either an alternate ETF or 3 to 4 of your best pics for a 1-2 year hold - Approx. $150K. Thank you.
Read Answer Asked by Robert on April 28, 2016
Q: I am considering replacing vxc with 50% vti and 50% vxus in my Rrsp. This I think will save some small mer, better for taxation and less losses due to currency exposure. I would appreciate your thoughts and suggestions also about possible alternatives.
Read Answer Asked by Shyam on April 28, 2016
Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.
Read Answer Asked by Tim on April 27, 2016
Q: Hello Peter.

I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?
Read Answer Asked by nicholas on April 26, 2016
Q: Hi, 5i.

What are your top picks for fixed income at this time? I have a small position in XBB and that's it.

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
Q: Hi, 5i.

What are your top picks for consumer staples at this time?

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
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