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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: Hello,

I have some cash in my registered account that I would like to invest over the next few months. In the meantime where can I "park" the funds so that I can earn some interest/income/dividends while having minimal risk of capital erosion? I assume certain ETFs are suitable but I am not sure which. I am also open to other suggestions.

Thanks
Read Answer Asked by Vee on January 02, 2015
Q: The VUS etf is hedged to the CAD dollar. Do you believe it`s wise to switch to the unhedged version (VUN) for 2015, as the US dollar looks poised for strong growth.
And related to this, what is a suitable portfolio percentage allocated to USA etf`s for a retiree. Thank-you.
Read Answer Asked by Robert on January 02, 2015
Q: What is your opinion on purchasing REZ or VNQ at this time as part of a U.S. component in an RRSP as opposed to ZRE or XRE? Thanks. Joe
Read Answer Asked by Joseph on January 02, 2015
Q: Good day...with your model portfolio doing so well is there any percentage in not being 100% in your model portfolio and forget about the u.s. and international market...I am adding money to my portfolio in the new year and have 50% of my existing portfolio in your model portfolio and 20% in yourincome portfolio and the remainder in pipelines and some small cap tech stocks...thanks eugene
Read Answer Asked by gene on December 31, 2014
Q: Good morning,
I would appreciate your views upon EWG as a potential investment for the purposes of diversification and capital gains.
The other Peter
Read Answer Asked by Peter on December 31, 2014
Q: This is a new US healthcare product I was interested in buying. I wonder how you feel it compares with ZUH. Thank you so much and have a Happy New Year to everyone. I value your opinion.
Read Answer Asked by Mary Jean on December 31, 2014
Q: Hello Peter & Co,
With the aim of asset class diversification, I need to invest at least 30% of my RRIF portfolio in fixed income vehicles; could you give me 3 ETFs (corporate, government & other) that would do OK in a gradually rising interest rate environment?
Happy New Year
Tony
Read Answer Asked by Antoine on December 31, 2014
Q: You often mention liquidity when recommending ETF, what is the approx Asset Under Management (AUM) you consider liquid.

Thanks and all the best to 5i team in the New Year !
Read Answer Asked by Steve on December 31, 2014
Q: I hope you all had a Merry Christmas and we are looking for a prosperous New year with your advice. I would like to diversify my holdings outside of Canada for growth using etf's. What areas of the world and what etf would you recommend? I already have etfs in the US for exposure there. Perhaps a etf for Britain, Korea, India or China? Or would an etf that covers the world ex US make more sense. I appreciate your wisdom and advice on these matters.
Colin
Read Answer Asked by Colin on December 31, 2014
Q: A portfolio manager on BNN this week suggested that Hi Yield Bonds will outperform the TSX on a total return in 2015. My portfolio is 60% fixed income and 40% equity. The fixed income is equal parts GIC ladder, CBO and PHN Hi Yield Bond Fund [ RBF 1280 ].

To shelter the fixed income capital from a spike in interest rates I am considering selling CBO and buying 1 year GIC's. I will keep the hi yield bond fund because the higher yield will offset the loss in capital, I hope. The duration of the bond fund is 2.3 years.

Do you agree with my proposal or can you suggest an alternative?

Happy New Year to the 5i Team and all the members.
Read Answer Asked by Richard on December 31, 2014
Q: Hi Peter and Team
I wonder if could provide me with an opinion on the relatively new Purpose Investments. They appear to have a very different approach and interesting products. Do you feel their management fees are in line based on the products they provide compared to other ETF's in the market place. Which of their ETF's do you like the best?
Thanks
Read Answer Asked by Randy on December 30, 2014
Q: Hi team
I have $6000 USD in a USD investing accounting and already own EMR Emerson. I would like to split this into US Healthcare and US Technology but cannot decide whether to go with ETF's in each or two individual stocks. I am looking for growth moreso than dividend. Which way would you recommend I go and if so which ETF's or stocks ?
Regards
Kathy
Read Answer Asked by Kathy on December 30, 2014
Q: Good day...I currently have 50% of my portfolio in your model portfolio and it is doing nicely, thank you...I also have 20% in low beta Canadian stocks, but only have 2% in u.s with all the talk on BNN of being more on the u.s. would you recommend xsp or convert to u.s. currency with vit, as I have some new money to add at this time...thanks for all you do...
Read Answer Asked by gene on December 30, 2014
Q: I was reading your answers with interest on ZWH. Since it is US High Dividend Covered Call ETF, I wonder if it is considered as foreign property or Canadian property in the portfolio. Thank you.
Read Answer Asked by LOUISA on December 30, 2014
Q: Godd afternoon 5i,

Most of the advisors that I see on BNN are suggesting that the US Market is the place to be for 2015 espacially in the Finance area and the technology area. Do you agree with these suggestions? If you do would you recommend that I invest for My RRSP in XLF.US and XLK.US?

Thank you and happy new year.

Paul
Read Answer Asked by Paul on December 29, 2014
Q: Good morning,

I read an article today on some macro investing themes for the long term.
One of the areas mentionned was the scarcity of Canadian farmland and I suppose global farmland combined with a growing middle class population. Can you provide a few long term investment ideas on how to best play this global macro trend. Any ETFS (farmland or agriculture related),specific companies,any other ideas?

Thanks once again for the invaluable service you have provided in 2014 and I would like to wish the entire 5i research team all the best in 2015!

Tom

Read Answer Asked by Thomas on December 29, 2014
Q: Hi 5i: I plan to buy some US transportation stocks, or ETFs. Re ETFs: which of XTN (spdr) and IYT (Ishares) do you prefer?
Thanks again, and have a great year. Roland
Read Answer Asked by Roland on December 29, 2014
Q: I am interested in getting into the US market for this years TFSA investment and am thinking of a Canadian ETF which would give me US coverage - what would you recommend.
Read Answer Asked by Paul on December 29, 2014
Q: Hi Peter and team

What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?

Thanks so much for a wonderful service and best of the season to all!
Read Answer Asked by Mary on December 24, 2014
Q: Hello
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks
Read Answer Asked by Rick on December 24, 2014
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