Q: I am considering investing in the U.S. Financial ETF, ZUB and the U.S. Healthcare ETF, ZUH. Would you agree with these sectors and do you agree with these ETF's or would recommend others?
Thank You
Thank You
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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. I own this ETF and like it at this stage because it is hedged. Even though our dollar is still going down, I figure that we should be close to the end of the spectrum. What do think of this product? Would you have another product - ETF or mutual fund - to suggest for exposure to the US with the hedge component. As a rule, do US mutual funds managers use hedging? Thanks for the good service.
Q: I CURRENTLY OWNED BOTH ETF AND WONDER WHAT YOUR OPINION ARE OF THESE 2 ETF.
Q: I am looking at DDJ, but the shares do not seem to trade very much at all. Also they have a lot of speculative names in their portfolio. On the other hand, the yield is good at 7.6% and the share price has been stable for quite a while. Are there any other good alternatives to HYB.UN that have more liquidity, less speculative names and comparable stability?
Q: I think the market could be volatile in Sept. so that stink offer concept I like alot for a small investor.
What are a few other stocks or etfs in the US or Canada that dropped alot yesterday and recovered? that I might consider.
Thx
What are a few other stocks or etfs in the US or Canada that dropped alot yesterday and recovered? that I might consider.
Thx
Q: Are ETF really safe ? Two of my portfolio ETF showed strange behavior monday morning. WXM (Morningstar Canada Momentum Index ETF) did trade 15% down for a few minutes. It was worse for the large US SPLV (PowerShares S&P 500 low volatility ETF): The ETF plunged as low as $20, or 46% below last Friday’s close ! This has me questioning ETFs in my portfolio....
Q: Hi
Could you please help me understand how the SDY ($US ETF) went from $74 down to $46 then back to $71 on Monday?
I don't believe the stocks it tracks dipped 37%. Or did they?
Seems way to volatile for such a solid $13B ETF. Seems like a missed opportunity. And on that note, do you endorse a purchase plan that has buy orders in place at say levels 10-15% below current market prices..to help catch the dips such as this case?
Thank you.
Could you please help me understand how the SDY ($US ETF) went from $74 down to $46 then back to $71 on Monday?
I don't believe the stocks it tracks dipped 37%. Or did they?
Seems way to volatile for such a solid $13B ETF. Seems like a missed opportunity. And on that note, do you endorse a purchase plan that has buy orders in place at say levels 10-15% below current market prices..to help catch the dips such as this case?
Thank you.
Q: Can you explain why some etfs like USMV were down significantly more than the market this morning? Do etfs get halted like stocks when they drop significantly. I bought a small amount at 29.6 this morning, but was too chicken to buy a lot because I couldn't understand what was happening.
Q: Good Morning! I just renewed my membership for two more years at your special 10% discount rate on the second year, and also at the current price before increases take effect in December. Great deal..... great service.... one very satisfied customer. Thank you!! My question is about XHB. What is your opinion on holding it for income without risking a significant drop in capital value in a rising interest rate environment?
Q: correct me if i am wrong. has the monthly dividend been reduced. if so are you still holding for income. would this be a good entry point or will it go lower when tax loss selling takes hold. stephen
Q: Peter and Team,
My bond portfolio is currently made up of HFR, CBO, and CLF. I was curious if you know if there are ETF's that are similar to these but holding US bonds that you would feel comfortable with? Basically I am looking for 1 - 5 year laddered Government, 1 - 5 year laddered Corporate, and Floating Rate US Bonds.
I was thinking hedged ones might be best given CAD is down so much but I would consider un-hedged as well.
Thanks!
My bond portfolio is currently made up of HFR, CBO, and CLF. I was curious if you know if there are ETF's that are similar to these but holding US bonds that you would feel comfortable with? Basically I am looking for 1 - 5 year laddered Government, 1 - 5 year laddered Corporate, and Floating Rate US Bonds.
I was thinking hedged ones might be best given CAD is down so much but I would consider un-hedged as well.
Thanks!
Q: I haven't been able to find any previous comments on Horizons Global Fixed Income ETF (HAF). It is an actively managed fund and I would appreciate your insight. I am basically looking for exposure to global bonds for my wife's bond portfolio and any thoughts on other Canada-based ETF's to achieve this purpose would be appreciated. She already holds XBB, VBU, ZEF (very small position), and ZHY (also small). Thanks!
Q: Hi 5i,
Do you have any recommendations/suggestions for US small/mid cap mutual fund in CAD?
Do you have any recommendations/suggestions for US small/mid cap mutual fund in CAD?
Q: I currently hold XIU 11%, XCB 10%,AAR.UN 10%,VXC 21%,and VFV 21%, in my TFSA account and 25% in cash($15000.00) which I would like to invest. Could you suggest a stock or an ETF suitable for investing the $15000.00. With Thanks, Bill
Q: It would seem that "averaging down" on some commodity stocks would make sense if the time horizon is somewhat long (5 yrs.), and the individual does not trade actively. I currently own tck.b / fm / g, and while down significantly, do you think "averaging down" for a long term horizon makes sense? And, of the three stocks which (in your opinion) will recover most favorably (reducing debt, not diluting itself, maintain dividend, etc.), And lastly, can you let me know of an 5i favorite / recommended commodity ETF, thanks!
Q: It would seem that interest rates in Canada are not going anywhere in the near to mid term. Would you consider CBO has a relatively safe place to park some money for the next year ?
Q: hello 5i:
I've looked, but can't find any comments on PDC. I note that Morningstar has assigned it a 4 star rating, with above average returns and lower risk (over a 3 year period), than competing ETFs. Your take, please.
I've looked, but can't find any comments on PDC. I note that Morningstar has assigned it a 4 star rating, with above average returns and lower risk (over a 3 year period), than competing ETFs. Your take, please.
Q: For a long term investment (10 years) ,for a TFSA, would you prefer XUS or
XSP ( canadian Hedged).
Thank you.
Pascal
XSP ( canadian Hedged).
Thank you.
Pascal
Q: What would be the US equivalent to this ETF you would recommend?
Thank you.
Thank you.
Q: Its been a while since any questions were asked on WETF and they continue to show strong growth and diversify their product line up. Do you have any comments on the most recent quarter or outlook for the company moving forward? Thanks,