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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: Hi Peter & Co.

I currently own ZDJ, ZSP & ZQQ. Should I replace these with VUN?

Thanks,

Henry
Read Answer Asked by Henry on May 31, 2016
Q: For an ETF investor with a small portfolio do you see any compelling reason to hold BOTH XIC and CDZ for the Canadian component? Or would one suffice? If so which would you prefer?
Read Answer Asked by Josh on May 31, 2016
Q: Hi Peter & Co.

I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
Read Answer Asked by John on May 30, 2016
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.

Thanks for being there!
Bryan
Read Answer Asked by Bryan on May 30, 2016
Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.
Read Answer Asked by Les on May 30, 2016
Q: Hi again,
Sorry the symbol I was asking about is HEU. I've copied the question again below.

Hi 5i, I think over the next 3-5 years oil is going to rally up. In doing some reading I found this etf. The management fee is definitely higher than I like. I'm not exactly sure how the 200% correlation works but it sounds like if energy goes up it would be a good thing. Could you give your opinion on this fund, also could you give some better options for getting some more energy in my portfolio if you know of some. Thanks!
Read Answer Asked by david on May 27, 2016
Q: Hi. Can you give a comparison between XGD, which you have written about earlier, and ZGD, the BMO Equal Weight Gold index ETF for which it seems this might be the first question. Is there value in holding both as my exposure to gold?
Guy R.
Read Answer Asked by Guy R. on May 24, 2016
Q: Good morning,

I understand that AMLP.US ETF that tracks the performance of a basket of energy infrastructure - oriented master LPs. Assuming that the oil prices will be up from here in 5 years and given that this etf currently pays out approximately 9% dividend, I would be interested to hear your view regarding the suitability of this etf in a RRSP in terms of downside risk and dividend sustainability. Thank you.
Read Answer Asked by Francesco on May 24, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
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