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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: Having read so many questions recently from your customers citing down 20%, 50% and worse; and feeling the pain myself ... would it make sense as part of a "flight to safety" plan (tip the risk reward in my favor/minimise downside risk) to buy a real return bond fund - or something similar? Looks like the dividend is only 1.9% but short term that beats a lot of other choices.

Thanks. Merry Christmas and the Best of Years in 2016.
Read Answer Asked by Donald on December 15, 2015
Q: Team, wonderful service.

I see you suggested GXC or FXI when asked about China ETFs. What are your thoughts regarding CQQQ or YAO as alternatives ? Thank you very much. Have a great holiday season. Nancy
Read Answer Asked by Nancy on December 15, 2015
Q: Good Afternoon: My question is really currency related rather than Visa specifically. I own a few US stocks including Visa which fortunately for me I purchased when there was not as much difference between the US and Canadian dollar. As a result of stock performance and the difference in currency valuation I have done well. I would like to make a few more US purchases but cant make myself do so with the almost 40% hit. In my opinion some time in the future our dollar will get stronger. Do you have any suggestions or can you recommend Canadian companies or ETF's that I can buy without being so concerned about the currency. Thank You.
Read Answer Asked by Brian on December 15, 2015
Q: here is more info about that etf
thanks
margit
Read Answer Asked by margit on December 15, 2015
Q: Your thoughts on the high yield market. Is it a buying opportunity or ?
thanks,
Read Answer Asked by Denis on December 15, 2015
Q: The last question on PHE was in April 2014.Could you give an update.Thanks Paul
Read Answer Asked by Paul on December 15, 2015
Q: Any latest thoughts on ZRE vs holding CSH.UN/HR.UN/CAR.UN and IIP.UN? Thanks.Paul
Read Answer Asked by Paul on December 15, 2015
Q: This sector is incredibly exciting. What's your take on medical devices please. Thanks.
Read Answer Asked by Norman on December 14, 2015
Q: In the past you have suggested a 30% weighting outside of Canada. If using vxc or xaw for said international esposure and the remainder 'canadian' stocks from the balanced and growth portfolios(atd,csu,cxr,bns,cxi,phm,mg,mda,enb,it,bos,sj,wsp) is 30% still appropriate today? Assuming this is a young investor that would work toward 20 names from the 5i portfolios as funds become available. Thanks
Read Answer Asked by Josh on December 14, 2015
Q: I am looking for equity diversification outside of the Canadian market. Small portfolio.
What would you suggest given the current value of the Canadian dollar? How would your response differ if our dollar was higher relative to the U.S.?
Read Answer Asked by James on December 14, 2015
Q: Your current view on CGR (ETF- ishares global real estate index).
Your top choice in this sector (ETF), for the next 5 years.
Many Thanks .
P.
Read Answer Asked by pascal on December 14, 2015
Q: I am down 12% YTD on this investment. would you recommend that I hold or sell?

Thanks
Read Answer Asked by kim on December 13, 2015
Q: Hi Team! Looking at the XEI high-dividend ETF. The energy weighting is 27%. I believe that at some point next year, all energy companies will cut their dividends to below 2%. If that happens, wouldn't the ETF manager sell energy companies? It's called "high-dividend", so the rule must require a stock has a yield > 4% to remain included? If they didn't, it'd be a nice way to go long energy (diversification + 0.2% MER). Better go with ZEO or XEG and bite the 0.6% MER. What do you think?
Read Answer Asked by Matt on December 13, 2015
Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!
Read Answer Asked by Linda on December 10, 2015
Q: Is there a bank etf that covers the big banks that you would recommend for kids that may not have enough yet to invest in a single bank stock, or would you recommend a specific bank stock instead just to eliminate fees? Thanks again. John
Read Answer Asked by john on December 09, 2015
Q: I have been considering buying ZWB and naturally prefer to buy when on sale. In light of the drop in bank prices, including this ETF, is this a particularly good or bad time to invest in ZWB for long-term investors seeking income? Thank you.
Read Answer Asked by Glen on December 09, 2015
Q: Noticed on cnbc a pick of the day for one of the regulars was splv. could you give me a report on last years performance.thaks for all you guys do for us. regards CLIFF
Read Answer Asked by cliff on December 09, 2015
Q: Wondering if 5i members looking for U.S. diversification might benefit from cherry picking equities from the top ten holdings of ETF funds. Not sure if there are conflicts of interest when ETF funds make their selections.
Happy Holidays!
Roger
Read Answer Asked by Roger on December 08, 2015
Q: If I believe the price of oil will rise what Etfs would be appropriate to buy to take advantage of that rise in oil? Thanks.
Read Answer Asked by edgar on December 07, 2015
Q: I am so glad you are now offering the same for EFTs! I just subscribed. I would value your opinion on BMO Low Volitality US Equity/ZLU & iShares S&P/TSX Consumer staples.

Thank You! Austin
Read Answer Asked by Austin on December 07, 2015
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