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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: How do you feel about JKN for fixed income portion of a portfolio and US dollar exposure for an investor with above average risk tolerance? Thanks.
Read Answer Asked by Brian on May 07, 2015
Q: Best way to hedge a possible dip in the Canadian dollar? I am thinking VIG-N, SDOG-N or IWB-N for non sheltered account.
Read Answer Asked by Vern on May 06, 2015
Q: Good Day 5i team,
We are planning on moving our daughters' RESP out of mutual funds and into ETFs. We will not need to access any funds for at least 4 years. Would you please provide your recommendations for appropriate ETFs?
Thanks,
Richard
Read Answer Asked by Richard on May 06, 2015
Q: My wife has a locked in basic RRSP with about 20 thousand that is only allowed to hold mutual funds and I think ETFs(no stocks). Could you please recommend a few mutual funds or ETfs that are growth maybe similar to IWO since 95% of our total holdings are large cap blue chip and on the safe side. Thank You all for the great service.
Chris
Read Answer Asked by chris on May 05, 2015
Q: Hi 5i team,

I was wondering if this would be a good time to move into corporate bonds via ZMU (BMO mid-term US IGCorporate bonds)?

Thanks for your hard work.
Read Answer Asked by Francesco on May 04, 2015
Q: Hi Peter--Have been slowly moving into cash--to see how the summer market is going to play out--want to get more than money market return---don't mind a little risk---a lot has been parked in ZWB---do you have any other suggestions
Read Answer Asked by peter on May 04, 2015
Q: Hi Peter and Team
Could I get your opinion of a relatively new ETF RHP on European dividend payers. I believe it adjusts holdings quarterly and the mer. is 0.49%.
Thanks for all your help.
Gary
Read Answer Asked by Gary on April 30, 2015
Q: I'd appreciate your thoughts on this ETF. I've owned for a while now, and take comfort in the fact that many of its holdings are positively commented upon by 5i. That and the fact that it may offer downside protection in a market correction.

I thought other members may appreciate knowing this exists, and that some of its holdings include:
BCE; ATD.B; Fairfax; Constellation Software, Metro, Loblaw, Metro, CI Financial, etc, etc.

In fact it might be hard to find a holding within that 5i does not like?

Best,

Cam.
Read Answer Asked by Cameron on April 29, 2015
Q: Can you please give me advice on how to purchase us stocks in the most cost efficient manner.

I do not have very much in consumer staples and would look toward the US side to diversify.

I would consider purchasing proctor and gamble for example and 1000 shares would be > 80 000 $ US.

I have the funds in canadian dollars. I presently self manage my portfolio through BMO investor line.

how would you recommend proceeding with such a purchase in the most cost / fee efficient manner.

would you recommend an ETF in the consumer staples sector instead ?

thank you

Ernie
Read Answer Asked by Ernest on April 28, 2015
Q: Thanks for your comments on alternative investments. I would like to know which of PMM or PHE (hedged or not hedged) you would recommend or would I just stay the course with conventional holdings? I would be investing 20K between our two TFSA accounts. The contents are currently heavenly weighted towards income.
Thanks to all
Read Answer Asked by Warren on April 28, 2015
Q: I have Sprott Physical Silver Trust units which I bought at about $14 a unit quite a few years back. I now realize I should have sold them long ago, but I didn't.
I'm hoping Silver will eventually increase in price so I won't be stuck with a huge loss.
Today Sprott made an announcement of a hostile bid for metal trust.
I have a feeling this may not be good for PHS.U unit holders, can you comment on this deal?

If there's any conflict involved and can't comment, I'll understand.

Thanks,
Paul
Read Answer Asked by Paul on April 23, 2015
Q: What are the market conditions besides interest rate that would make a 1-5 yr.laddered bond instrument attractive? Or is it a secular rotation from stocks to bonds that is the only other factor?
Read Answer Asked by Carl on April 23, 2015
Q: Assumptions: proper sector diversification and adequate fixed income products are already covered in my total portfolio. What ETF's (4) would you suggest for our 20k investment for 2015,we are 72 and have nothing outside Canada.

Thanks to all
Read Answer Asked by Warren on April 23, 2015
Q: could I get your opinion on emerging markets and the effect of the higher U.S. Dollar and debt. I own some emerging market etfs and was wondering if I should reduce my position which sits at %5 and if I reduce where should I place the funds.
Read Answer Asked by Paul on April 23, 2015
Q: The Growth portfolio has a 10% allocation to IWO. Would you view this as a better choice versus Vanguard's VBK. Thanks
Read Answer Asked by Gary on April 23, 2015
Q: Good afternoon:
Do you still feel that XSH is a secure etf in which to park spare cash and get a 3.2% yield?

Thanks,
Michael
Read Answer Asked by Michael on April 21, 2015
Q: Hi guys. Please give me a Canadian equivalent etf which will protect against Cdn $ appreciation against U.S. dollar
Read Answer Asked by Richard on April 21, 2015
Q: Hi. I have some money to place until i want to but some stocks please couldyou tell me where i CAN place this money in some etf canadian or us whit relative l'y some sécurité should i try Hedg or not Thanks
Read Answer Asked by Denis on April 21, 2015
Q: Just wanted to make sure I am thinking straight re hedging principles related to the U.S. dollar denominated securities. One option is to buy ETFs that are hedged. The other way is to buy U.S. denominated securities in U.S. dollars and then some unhedged ETFs that invest in U.S. dollar securities , but invest with Canadian dollars.

Thank you.

Paul


Read Answer Asked by paul on April 21, 2015
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