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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 HAVE BEEN SEARCHING FOR A GOOD PLACE TO BE WITH MY FIXED INCOME 60% TO 70% OF MY PORTFOLIO AS I'M 72 AND THE MARKET SEEMS READY TO RETREAT SOMEWHAT. THIS FUND IS NEW BUT LOOKS PROMISING. PLEASE ADVISE ME, THANK YOU
Read Answer Asked by Peter on June 01, 2015
Q: Hi there. I'm new to investing, and would love your thoughts.

I've opened up a TFSA and bought shares in CDZ, IT, PHM, SCR and XIC. There is also a mutual fund in the TFSA that I was planning on selling and investing in stocks.

Would love to know what you think of that mix, and if you have suggestions for other investments.

Thanks very much.
Read Answer Asked by James on June 01, 2015
Q: What is your opinion on this ETF for a longer time purchase? Thank you and cheers. Hans
Read Answer Asked by Hans on June 01, 2015
Q: hi
hat is your view of this etf for the long run . i am thinking
that hedging u.s. dollar is a go think too
tks
Read Answer Asked by Sam on June 01, 2015
Q: Good Afternoon,
What are your favourite ETFs and/or mutual funds for Emerging Market exposure and EAFE? Thank-you.
Read Answer Asked by Chris on May 29, 2015
Q: Hello, thanks to 5I I feel comfortable with my diversified assets here in Canada, and I'm happy with what I have in the U.S.
Can you recommend some ETF's that can help me cover the rest of the world(maybe 3-4)? I'm ok with risk and can hold for 10+ years if needed. What would your total percent weighting recommendation be for these?
I would like to hold these in a TFSA, but what would the tax implications be? Or would it be better to keep them in an RRSP account because of the implications?
Thanks as always, I greatly appreciate your advice.
Patrick
Read Answer Asked by Patrick on May 29, 2015
Q: Would you recommend a few stocks or ETF's for Long term hold. My daughter has just started investing and only has $5000 in an RRSP to work without this time.

Thanks for your great advice.
Read Answer Asked by Dale on May 29, 2015
Q: What are your thoughts on QLD. Seems to be a steady performer
Read Answer Asked by Stephen on May 28, 2015
Q: I have this as some portfolio diversification as a build up your portfolios. They are both ~ 2% of my portfolio. Should I take some profit, stand pat, or add these to my overall asset mix.

I don't have much international or Euro stocks except for international players from 5I.

Or switch to another product such as Vanguard or Ishares.

Cheers.
Read Answer Asked by Colin on May 28, 2015
Q: Could you recommend a currency hedged broad market index that covers the Japanese market?

Larry
Read Answer Asked by Larry on May 28, 2015
Q: I'd like to know your opinion of this ETF. I like all of their top holdings. But I have heard that many of these stocks are trading at very high multiples. Would it be wise to buy some zlb now?
Thanks, Christianne
Read Answer Asked by christianne on May 26, 2015
Q: The consensus seems that bond funds will tank when rates rise. I own a chunk of PH&N High Yield Bond Fund and an ETF Bond Fund - XHY. It seems to me that the active managers will position themselves for a rate rise so how do you see these two reacting when the inevitable day comes>
Thank you.
Read Answer Asked by Steven on May 26, 2015
Q: Can you explain the difference between zwh anb zwh.u and your opinion on both
Read Answer Asked by Larry on May 25, 2015
Q: 5i team,

Pursuent to my previous question. Could you recommend your favourite ETF for each of the market sectors? I am ambivalent whether these are CAD or US ETFs you choose.

Thanks as always.
Read Answer Asked by Peter on May 25, 2015
Q: I am pretty well driving myself crazy trying to develop a Fixed strategy using etf's for several portfolios I am in charge of ...mine, my wife, sister ......I really am beginning to think I should just start buying bond funds from Mawer or Canso unless you could suggest say 6-8 etf's which might be OK . Otherwise I seem to be buying converts to try to get 4-5% coupled with 1% savings accounts which might actually be a safer bet IF rates keep heading upward over the next few years. Is there a firm you would suggest for bonds specifically??
Thanks.
john
Read Answer Asked by john on May 25, 2015
Q: Hello. Right now who is the best beacause dan dollars are down compare to us dollars but i think there is more upside than down side for the cdn dollars. I know you prefer not edge but if the cdn dollars go higher its not better to have edge etf. Yhanks a lot. I am sure you will see i am a begginner in stock market.
Read Answer Asked by Denis on May 24, 2015
Q: Hello. Is it a good place to place some money may be with less risk then just 3 or 4 stoks. Or do you have another choice for me Thank you
Read Answer Asked by Denis on May 24, 2015
Q: Could you please tell me what you think of HEDJ.US for exposure to European stocks? I am ok with the US dollar exposure but do not want the risk of the EURO declining versus the US dollar.
Read Answer Asked by James on May 22, 2015
Q: Peter, a few weeks back, there was talk of a liquidity issue with bond ETFs, Vanguard bond funds, etc.
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!
Read Answer Asked by Ralph on May 22, 2015
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