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).
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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: 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)
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
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
Q: Further to Larry's question on Hack, it appears Pure Funds only has 2 very unique funds at this time (albeit with plans to add more). Should one be wary of investing in a new fund provider, especially one offering a non traditional product line-up. I like the idea of the Hack fund but am somewhat wary of Pure Funds unless they have a proven prior track record in the industry? How much of a concern should this be?
Q: Hi Peter and team:This ETF pulled back to 50 day moving average. Good entry point for some one with no Chinese equity exposure in his portfolio?
Q: Can you recommend a Japanese ETF that is hedged to the Canadian dollar? Is the Japanese market still a buy since it is at an 18 year record high?
Q: GOOD MORNING FOLKS,
WOULD YOU BE ABLE TO COMMENT ON THIS US CYBER SECURITY ETF PUT OUT BY PURE FUNDS ?
THANKS,
LARRY
WOULD YOU BE ABLE TO COMMENT ON THIS US CYBER SECURITY ETF PUT OUT BY PURE FUNDS ?
THANKS,
LARRY
Q: I am planning to add international equity exposure via US ETFs. Could you please recommend US-based ETFs for the following:
Broad US exposure (is there one that covers small and large cap or do I need two, like IWO and VFV?)
Broad world exposure (VXUS?)
Additional weight in China (FXI?)
Additional weight in India (?)
Additional weight in Japan (?)
If you see any concerns with this approach I'd would be interested to know. Also would be interested to know if you think Latin America would be underweighted in the above and if so, your recommendation on a US ETF. Thanks as always.
Broad US exposure (is there one that covers small and large cap or do I need two, like IWO and VFV?)
Broad world exposure (VXUS?)
Additional weight in China (FXI?)
Additional weight in India (?)
Additional weight in Japan (?)
If you see any concerns with this approach I'd would be interested to know. Also would be interested to know if you think Latin America would be underweighted in the above and if so, your recommendation on a US ETF. Thanks as always.
Q: Hi 5i:
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?
Q: Hi Team, I hold full positions in the above ETF's , do you think there is a bit of overlap between VV and VIG? If so , any recommended alternatives. Thanks for your expertise and wise counsel.
Q: Hello Team,
I am looking at the following healthcare related ETFS: ZUH, XPH, XHC. Can you please recommend which of these should be in a TFSA, RRSP and which should be outside a registered account. I would like your suggestion of other health care ETF in US$ suitable for a RRSP and if there is an ETF in CDN$ that is not hedged.
Thank You,
Joseph
I am looking at the following healthcare related ETFS: ZUH, XPH, XHC. Can you please recommend which of these should be in a TFSA, RRSP and which should be outside a registered account. I would like your suggestion of other health care ETF in US$ suitable for a RRSP and if there is an ETF in CDN$ that is not hedged.
Thank You,
Joseph
Q: Hi Peter. Any thoughts on the emerging 3D printing market. Cisco and a few others seem to be at the forefront. Would you consider an ETF such as BMO Nasdaq as decent exposure to this. I have considerable cash sitting idle in my RRSP. I have a lot in 3 banks, but they are not doing so great anymore. Any suggestions. Thanks for all your great advice.
Cam
Cam
Q: Do the two (Classic and the Global couch Potato) portfolios have stock/ETF trading symbols?,
Which of the two is less vulnerable in case of rate increase?
Is SNC's legal issue a problem?
Many thanks, J.A. P
Which of the two is less vulnerable in case of rate increase?
Is SNC's legal issue a problem?
Many thanks, J.A. P
Q: Hi, I am considering selling an ETF (cdz) and replacing with JNJ for my RSP. Is this a good move?. This is about 3% of my overall portfolio. I also own GSK for about 2% of my portfolio.Thanks.
Q: Peter: I have cash in my usaccounts and wish to purchase a USA regional bank. Could you provide info on any good choices?
Thanks
Thanks
Q: WSP is been deleted from the TSX Comp. high yeld dividend index,while WTE is been added,what is the criteria used by TSX in order to justify the swith ?
Thank You to the whole 5I team.
Thank You to the whole 5I team.
Q: How safe are these bonds in a portfolio? Barry Schwartz on BNN mentioned that " We would avoid bonds like the plague."
Q: As a new member may I ask if you comment on funds such as PHW. I am about to make a purchase. The strategy looks good to me. What do you think? Thanks.
Q: Hi Peter and team, great job as usual. Are you contemplating a US model portfolio? If not , I have 50K US to invest for a 3-5 year period, obviously I would like to keep it in US$, hence US stocks. Risk tolerance, moderate. Could you recommend a diversified portfolio with a 5% weighting. I have absolutely no knowledge of US Stocks.Thanks for all your great advice. Ivan
Q: Hi Team,
I own full positions in EFV, EEM, and VXUS. I am looking to free up some US dollars to invest elsewhere and was wondering what you thought about selling one of these ETFs. Do you think I need all three or would two suffice for international exposure? If two is enough, which two would you keep? Thank you.
Michael
I own full positions in EFV, EEM, and VXUS. I am looking to free up some US dollars to invest elsewhere and was wondering what you thought about selling one of these ETFs. Do you think I need all three or would two suffice for international exposure? If two is enough, which two would you keep? Thank you.
Michael