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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 hope that this still counts as my first question because I found your previous answer ambigious. What I was getting at is with the price difference between Blackrock and the Vanguard ETF's was when they pay dividends am I better off with Blackrock because I will have a bigger payout since I hold more units for the same amount of money.































Read Answer Asked by Neil on July 17, 2015
Q: How do you see the Bac performing with rates going higher? What do you prefer regional banks or the larger banks like Bac or Wells Fargo banks? Or simply buy an etf and if so which one?
Read Answer Asked by Frank J on July 16, 2015
Q: 1.Inquiries re FIE appeared in the past; would this type of investment be impacted by the interest rate change? I am considering FIE for a TFSA
2. HXU - would appreciate your assessment of this investment type for short term
Thanks!
Read Answer Asked by Sigrid on July 16, 2015
Q: Please comment on my logic ( or lack of ) on this. When and if interest rates ever start the up tick it would be a sound defensive position to have some funds in a preferred share ETF such as CPD that has a significant number of rate reset shares.

Any other preferred Share ETFs you would prefer? I am a middle aged investor building an income portfolio for retirement down the road.

Many thanks

Paul
Read Answer Asked by paul on July 13, 2015
Q: I previously owned the Vanguard etf's and I have switched to Blackrock because of the huge price difference. I know that some of the Vanguard etf's have a lower MER, but they cost so much more money. My question is because of dividend payouts are the Blackrock etf's in fact cheaper?
Read Answer Asked by Neil on July 11, 2015
Q: What is the outlook for this ETF? Will it recover with any future increase in interest rates or is it dead money? Should it be held longer term in an income account or sold? Please advise some replacement ideas if sold. Thank you, Barrie
Read Answer Asked by Barrie on July 10, 2015
Q: Wondering if you could comment on any Biotech companies or etf's that you may like -Kim
Read Answer Asked by Kim on July 10, 2015
Q: Bogle & Buffett both say the best way to invest is in Index Fund ETF's. What would be the best S & P 500 Index Fund ETF to buy? Could you list 2 or 3 of the best index funds [World, Asia, Canada] Index Funds?

Thanks.

Ross
Read Answer Asked by Ross on July 09, 2015
Q: I received notice that Blackrock is terminating the XLA ETF. I'm under water on this one, but always thought of it as geographic diversification with a long term view. I'm wondering why they would terminate the fund and if I'm better off selling or waiting for liquidation in August. Finally, could you recommend a few reasonable replacements (hedged or un-hedged). Thanks. I love the service you that you guys offer.
Read Answer Asked by Brian on July 09, 2015
Q: Hello Peter and team,

I was wondering which index fund you guys would recommend for the most growth over the next 20 years. I am looking at either adding XSU or VGG. I know historically small caps outperform over the longer time frame. But I would assume given enough data that dividend growers would also outperform the market and possibley the small cap index? This position is being added for U.S exposure and I will be dollar cost averaging by contributing every qaurter. Your thoughts please.

Thanks
Read Answer Asked by Keith on July 08, 2015
Q: I would like to get more exposure to Europe for the long-term (5+ years). Do you think it is a good idea at this time given the Greek mess or should I wait a bit? Is there a good ETF or two that you could recommend/is that a good way to get exposure to Europe? The only one I know of is the SPDR EURO STOXX 50 ETF
(FEZ). Do you like that one?
Thank you!
Read Answer Asked by Arthur on July 08, 2015
Q: What are the reasons for those shares to rise today?
Read Answer Asked by Josh on July 08, 2015
Q: Hello 5i

Could I have your general impression of the following ETFs for income
Global X Super Div (SDIV) and Vanguard FTSE All-World High Dividend Yield UCITS ETF (VHYL.LN)

Thanks
Read Answer Asked by mike on July 07, 2015
Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.
Read Answer Asked by Toni on July 06, 2015
Q: Bought a 5% position about 3 months ago and not happy so far. Would you suggest a hold or sell or replace with another, better etf, thanks
Read Answer Asked by Peter on July 06, 2015
Q: What are your thoughts on including European and German exposure in portfolio?What % would you recommend. Are these etfs acceptable. Thanks.Shyam
Read Answer Asked by Shyam on July 03, 2015
Q: This one seems to me to fit the bill of investment in a good sector, investing in the U.S (supposedly a good place for the foreseeable future) and also taking advantage of US $ rising/ Cdn $ sinking. My finger is poised over the 'buy' button waiting for your advice. Thx, Art
Read Answer Asked by Arthur on July 03, 2015
Q: What are your thoughts on Prem Watsa's India Fund? He does seem to have a bit of home field advantage, not to mention his track record. Also would you consider a 6% overall India allocation to be excessive? (I currently hold ZEQ at almost 3% of my portfolio).
Read Answer Asked by Alex on July 02, 2015
Q: What is your opinion of using a UVXY covered call strategy as an income-producing hedge against market downturns? One recent two week at-the-money call was worth 3%. (i.e. recent = last week, before yesterday's volatilty)
Read Answer Asked by David on June 30, 2015
Q: would appreciate an update on CEW...
the lifeco's are on the rise but the banks are in the doldrums!
what is your outlook for the banks for the short term?
do you think it would be a good time to add to some more CEW to
portfolio (currently at about 2 1/2%)
many thanks - ed
Read Answer Asked by edward on June 29, 2015
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