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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 would like to add more US dollar exposure. For a variety of reasons I don,t want to convert any more C$ to actual US$ (t1135 and conversion fees) .I am looking for something liquid and not exposed to interest rate shocks if such a thing exists.
Thank You
Read Answer Asked by lynn on January 15, 2016
Q: ZWE
YOUR EVALUATION AS AN INCOME, CAPITAL PRESEVATION ANS EUROPEAN EXPOSURE PLAY ???( NO CAPITAL GAIN EXPECTED AN VERY LITTLE EU EXPOSURE )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 14, 2016
Q: In 5i opinion what are some of the best ETF to buy for income

Thanks
Pau
Read Answer Asked by Paul on January 14, 2016
Q: I see that DFN is dropping like the rest of the market. Rob Carrick from The Globe and Mail is recommending preferreds in the form of CPD. Are preferreds in any form a good safe haven right now?

Vern
Read Answer Asked by Vern on January 14, 2016
Q: Assuming the market recovers at some point, will CAD & anticipated lower rates cause banks to recover last on a relative basis from this point onwards?
Read Answer Asked by Joel on January 14, 2016
Q: I am finally looking at converting some of my RIF to bonds in order to get a stable income to add to pension. The funds will be divided equally between CBO,XBB,XHY. I have not invested in bond funds before and would really like to better understand what affects the price movement of these three particular funds. I have done a browse on Moneysaver past issues but can't find anything that really gives me the info I'm looking for. Could you give a quick explanation or maybe suggest some alternative resource ?
Many thanks
Read Answer Asked by Alexandra on January 13, 2016
Q: Good afternoon Peter and Team,

I 'attempt' to offer advice to my son who wishes to contribute his $5500 to this year's TFSA. At the present, his TFSA holds the following:
DHX.B (8.9%); EMA (19.9%); HXS (13.7%); GUD (8.5%); MDA (18.4%); SIS (6.7%); WSP (24%).

Should he add to an existing position, or should he start a new position (KXS is one we're considering)? Also, should some re-balancing occur? (Both EMA and WSP have done well).

Thanks as always.
Read Answer Asked by Jerry on January 13, 2016
Q: Hi Peter, I'm looking to build a core of ETF's (x-Canada), what would you recommend for a moderate aggressive portfolio?
Read Answer Asked by Robert on January 13, 2016
Q: Hi 5. Which USD currency etf would you suggest to protect against a falling CAD vs USD? I see DLR.TO might work. Is there a better/larger one that you are aware of? I am not interested in an etf that mirrors US equities or US fixed income, just the USD currency.

Thanks.
Read Answer Asked by Glenn on January 11, 2016
Q: Could you explain the difference between VSB & VSC and what your preference would be for a parking cash for the short term of 6 to 12 months and if you would recommend either? With thanks, Bill
Read Answer Asked by William J on January 11, 2016
Q: XTR pays a dividend of 6.99% currently. What is your opinion of a new retiree purchasing this ETF and holding it in a TFSA account? Would it be better to hold it in an RRSP or margin account? Is the 6.99% considered a dividend or income for tax purposes? Is the income reliable long term? Would CDZ be a better choice? Thank you for your excellent service!!!!
Read Answer Asked by Pamela on January 11, 2016
Q: What is your opinion on holding this for a year or so.
Read Answer Asked by Peter on January 11, 2016
Q: In the event that the US dollar bubble bursts, is there an ETF or some common stocks (Can or US) that could make us some money?
Read Answer Asked by Ed on January 11, 2016
Q: What European ETF's do you like that are denominated in U.S. dollars.

Many thanks

Paul
Read Answer Asked by paul on January 11, 2016
Q: I parked money in PSA in order to get a 1% retune while I decide what to do with the cash. I notice on the Purpose Investment website the following disclaimer
"Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer"

Can you comment. I was under the impression that 100K is insured under CDIC

Thanks! Nice to have a go to service to ask these type of questions
Read Answer Asked by roland on January 10, 2016
Q: I do not own any gold stocks. Rather than trying to pick two or three for 5 percent of my portfolio what etf woukd
you recommend to give me diversification and less risk.
Read Answer Asked by Helen on January 10, 2016
Q: Hi, Peter
For the ETF investor, do you see the current market drop as a buying time? Are there Canadian and US ETFs that you would recommend now? VDU? CDZ?
Thanks,
Robert
Read Answer Asked by Robert on January 10, 2016
Q: What would be your recommendations for investment vehicles (with low MER) to hold cash at this time?
Read Answer Asked by Linda on January 10, 2016
Q: Hopefully, this question provides a simple answer. I have approx $100k in liquidity that I'd like to 'park' in whatever equity or REIT you feel is risk averse and would provide some dividend or interest income - bonds aside. I can leave the funds there for 2 to 4 years. At 66 years of age, I cannot afford to lose principal. I am not concerned with currency fluctuation.
Read Answer Asked by Claus on January 10, 2016
Q: If buying an income bond fund should one keep the weighting to 5% of the portfolio?
Read Answer Asked by Anne on January 10, 2016
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