Q: Hello, I have this left over from the days of having a broker/advisor. This fund has a management fee of 1.6% and an MER of 1.84%. It appears to be a "fund of funds" and and the information presents that it is to emphasize income wiht some potential for capital appreciation. The returns have been (starting in 2011) 4.8%, 4.3%, 2.9%, 6.9% and .1%. Seems the return/performance has been lacklustre at best and would it not be better for me to put some of the monies in a bond etf and the rest in either a stock etf or individual equities? Recommendations for the bond etf? You thoughts would be appreciated. Thank you. Bill
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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: HI The only past question I found on ZWA was in 2014 and at that time you did not recommend due to higher MER and limited gain potential because of the call options. given the Canadian dollar is much lower now do you feel any better with the hedged position of the dollar over then next 3 - 5 years?
Q: I have recently joined my local share club and am learning how to feel more comfortable acting as my own financial advisor.
I have transferred my existing mutual funds over to a TD Waterhouse Account and would like your advise on what to do next with these funds. I am 56 and would like this to grow over the next 10 years and then produce income for me as I have no pension. Thank You.
These are approximate
TDB889C - 29%
AIM1595C - 19%
AIM1571C - 13%
AIM1561 - 9%
AIM1581C - 7%
AIM1559C - 5%
Cash - 17.5%
Thank you
I have transferred my existing mutual funds over to a TD Waterhouse Account and would like your advise on what to do next with these funds. I am 56 and would like this to grow over the next 10 years and then produce income for me as I have no pension. Thank You.
These are approximate
TDB889C - 29%
AIM1595C - 19%
AIM1571C - 13%
AIM1561 - 9%
AIM1581C - 7%
AIM1559C - 5%
Cash - 17.5%
Thank you
Q: I am looking for a position in silver at this time. Thoughts on SVR.C.TO or others?
Q: hello 5i:
I note there are no questions yet on this ETF. Your take please?
I note there are no questions yet on this ETF. Your take please?
Q: XHY looks like a timely buy for a nice yield and maybe even a little price appreciation over the near term in an income account?
Q: I own some XHY but am looking for something unhedged that would follow the $US if it goes up. It there an ETF that would fit the bill - and would you recommend this strategy?
Thanks
Paul
Thanks
Paul
Q: Can you advise what is the difference between the ishare etf cew and cew.a ? Is there any advantage in purchasing one over the other?
Tnx for the great work.
Tnx for the great work.
Q: Could you give me some picks for emerging market etfs and could you hold them in a tfsa. Thanks
Chris
Chris
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?