Q: Could you give me some picks for emerging market etfs and could you hold them in a tfsa. Thanks
Chris
Chris
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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: Dear 5I team,
I bought these ETFs about a year ago for purposes of diversification in my portfolio, which is based on your balanced portfolio {RSP}. I am down 12% in FEZ, 17% in VEE and 6% in VSP. Should I continue to hold, or cut my losses and reinvest elsewhere.
Thanks for your advice.
Ellen
I bought these ETFs about a year ago for purposes of diversification in my portfolio, which is based on your balanced portfolio {RSP}. I am down 12% in FEZ, 17% in VEE and 6% in VSP. Should I continue to hold, or cut my losses and reinvest elsewhere.
Thanks for your advice.
Ellen
Q: Good Day. I see that on the web site the net asset value of this fund as of Feb 26 is 2,083,335,121 and the size of the fund is 2,168,960,870. What is the distinction between these two numbers. Thanks again.
Q: Hi Team,
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Q: For fixed income, 5i often recommends CBO but rarely CLF. For example, there have been 6 questions this February for CBO but none since last November for CLF. And yet, it strikes me that CLF is a better value. Over the last year, when you consider the decline in NAVs and average the distribution yields, CBO has returned about 0.6% to CLF's 1.4%. When you consider the better quality holdings (only AAA in CLF), isn't CLF a better choice for fixed income?
Q: Donald Trump is likely becoming a GPO nominee for the coming US Presidential election. How should an investor prepare for the coming market uncertainty ? Presently I hold 20% of my portfolio in cash and am contemplating to increase my cash holding to 50%. Please advise. Thank you. Bill
Q: I own both CBO and CBH bond funds. They have not performed well, and I was wondering if these are something that I should hang on to for the future. Are they a safety net when the world is dealing with a low interest rate environment?
Together they are about 7% of my portfolio.
As always thanks..
Together they are about 7% of my portfolio.
As always thanks..
Q: Peter, with 100% of my portfolio in North America, I believe I should have some International exposure. China, Russia and even Europe scare me. Chile, on the other hand has a low debt/GDP and a stock market which demands companies to pay a dividend.
Is this fund a wise place to start my foray into International? Any other ETF which you like to diversify geographically?
Is this fund a wise place to start my foray into International? Any other ETF which you like to diversify geographically?
Q: What do you think is the potential downside risk with cpd....where is the bottom.please give some hard numbers.
And is the potential upside higher then the downside?
And is the potential upside higher then the downside?
Q: What do you think of this etf ?
Q: I am looking to purchase both these corporate bond etfs for income.Would you rank these products as fixed income or equity? More importantly, what causes the volatility in these etfs, for example, both of these items are down today?
Thank you.
Thank you.
Q: Would you prefer the Xhy bond etf over the us Bond etf because of hedging currency? Or because the yield is higher for income investors? Would pimcos bond etc be more stable?
Q: Hi, I'm looking for low-fee ETFs similar to CBO in makeup and yield but priced in USD. Any suggestions? Specifically, I'm looking for somewhere to keep bi-monthly USD cash contributions to a USD TFSA before making equity purchase decisions (I don't like seeing cash sit in an account without getting any yield). My account has relatively low commission fees (none to purchase ETFs) so transaction costs aren't a huge concern. Maybe I'm thinking about this incorrectly, however, and any other suggestions on how to best hold monthly contributions would be appreciated. Much appreciated!
Q: Could you please update your previous comments on this etf in regards to the current market climate and your forecast for U.S. interest rates for the balance of 2016.
Q: Your opinion on this etf please. Is DIA a good way to track the djia and collect a decent div?
Q: Hi 5i: Along with many others I have significant paper losses on CPD. I would hold for the good divided if I could be reasonably sure I wouldn't suffer another large hit if the BoC were to lower rates again, or go negative on us. Some time ago I sold about a half and reinvested the proceeds. I'm considering dumping the rest to limit the remaining potential damage. What do you think?
Q: Hello Peter and Team,
Doing a portfolio review for my 30 year old son. He has a Defined-Benefit pension so doesn't need any fixed income. With only growth in mind and a 20 plus year timeframe, roughly what allocation would you do for:
Canada/USA/Europe/Emerging Markets/Any Other?
Thanks for all your hard work,
Wes
Doing a portfolio review for my 30 year old son. He has a Defined-Benefit pension so doesn't need any fixed income. With only growth in mind and a 20 plus year timeframe, roughly what allocation would you do for:
Canada/USA/Europe/Emerging Markets/Any Other?
Thanks for all your hard work,
Wes
Q: What are your thoughts on the new Purpose Premium Yield ETF (PYF). It is advertising a 7% distribution by holding quality Canadian and US companies and selling puts and covered calls.
Q: Hello! Having some VSB and CBO already (short-term bonds), I would also like to consider some modest exposure to high quality/longer term government bonds, 5-10yrs, and fairly liquid. Would like your recommendation in that space.
Appreciate your service always, member's input as well.
Thank you!
Appreciate your service always, member's input as well.
Thank you!
Q: I am making an initial RRSP purchase and would like to start with a small number of ETFs. Could you recommend a starter portfolio of three to five ETFs (20-year timeframe)?