Q: For European and Japanese equity market exposure at this time, do you recommend using Canadian $ hedged ETF's or unhedged versions? What specific ETF's would you recommend for these two markets?
Thank you.
Thank you.
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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: My portfolio is completely dividend paying companies, mostly former income trusts. You have recommended bond ETF's for diversification in the past. Could you give me a few names? I have always had the impression that bonds have very low yields.
Q: I am interested in buying either ZEO or XEG and I have no oil and GAS stock in my portfolio. which one would you recommend and is 10% would be ok. Is there any ETF that has only pipeline.
Q: Hi Peter and 5iResearch Group,
As you have noted that interest rates will likely remain low for sometime, would you recommend using ETFs for medium and/or long-term bond portfolio positions vs. purchasing individual bonds. Also, should both US and Cdn. bonds in each/either category be purchased? Thank you. Linda
As you have noted that interest rates will likely remain low for sometime, would you recommend using ETFs for medium and/or long-term bond portfolio positions vs. purchasing individual bonds. Also, should both US and Cdn. bonds in each/either category be purchased? Thank you. Linda
Q: re: Linda's question on DBC and the Dalio formula. Linda may want to look at USCI; in my estimation its a superior ETF/ETN.
Paul
Paul
Q: I have a TFSA and have 5k invested equally into the 5 etf xid cif chi cdz cud. I can purchase these commission free. My plan is to purchase equal amounts of these once a month. Could I please get your comments on this strategy.
Q: Hi Peter and 5iResearch Team,
In his new financial book, Anthony Robbins interviewed Billionaire Hedge Fund Manager, Ray Dalio, who recommends that 7.5% of a portfolio should be invested in diversified commodities. Can you recommend a good quality ETF that provides a diversified portfolio of commodities for a LT hold? Thank you. Linda
In his new financial book, Anthony Robbins interviewed Billionaire Hedge Fund Manager, Ray Dalio, who recommends that 7.5% of a portfolio should be invested in diversified commodities. Can you recommend a good quality ETF that provides a diversified portfolio of commodities for a LT hold? Thank you. Linda
Q: I am looking to rebalance or add some growth to my US/foreign portion of my portfolio which is some 28% of total.
Currently have
AAPl 5.4%
Abev 1.2%
CSCO 1.5%
CX 1.8%
GE 1.7%
GILD 4.6%
NE 1.7%
PFE 2%
PG 4.1%
VIG 3.5%
Vale 1.1%
Have 3 major Cdn banks would you add C, US industrial or other stock from gains in AAPL or GILD or new funds. Thank you
Currently have
AAPl 5.4%
Abev 1.2%
CSCO 1.5%
CX 1.8%
GE 1.7%
GILD 4.6%
NE 1.7%
PFE 2%
PG 4.1%
VIG 3.5%
Vale 1.1%
Have 3 major Cdn banks would you add C, US industrial or other stock from gains in AAPL or GILD or new funds. Thank you
Q: Hi,
I was listening to an expert on BNN say that our railroads growth are " in their final innings"? Do you believe that and why?
Also, are their any us railways you recommend or an ETF?
I was listening to an expert on BNN say that our railroads growth are " in their final innings"? Do you believe that and why?
Also, are their any us railways you recommend or an ETF?
Q: Good morning,
My portfolio is pretty well diversified and do not keep more than 5% in each of my holdings. I have money right now that I would like to invest.
One of the sector that I do not have any investment is in the health area. Would have a company or an etf to recommend?
Thanks
Paul
My portfolio is pretty well diversified and do not keep more than 5% in each of my holdings. I have money right now that I would like to invest.
One of the sector that I do not have any investment is in the health area. Would have a company or an etf to recommend?
Thanks
Paul
Q: Hello Peter and Staff;
Is there any downside to purchasing an ETF in December, in terms of distribution of units. I know in the past when I have held mutual funds, I have taken a hit early in the new year which pertained to a fund timing purchase in the last couple of months of the previous year. ?any similarity in operation of etfs and mutual funds in this regard?. Thank you very much
Is there any downside to purchasing an ETF in December, in terms of distribution of units. I know in the past when I have held mutual funds, I have taken a hit early in the new year which pertained to a fund timing purchase in the last couple of months of the previous year. ?any similarity in operation of etfs and mutual funds in this regard?. Thank you very much
Q: Regarding US$ portion of a well balanced portfolio containing 5i equity portfolio and A/B stocks, canadian large companies, a small bond ladder, no other international exposure w/ 15-20 year time line. Any US thoughts or advice?
4.9% Apple -AAPL
10.1% EAFE ETF -EFA
7.5% Russell 2000 -IWO
14.4% BIOTECH -IBB
39.5% S&P 500 -SPY
6.9% Consumer Discretionary - XLY
5.4% Tal International -TAL
6.8% Vanguard Dividend -VIG
4.5% Yum Brands -YUM
4.9% Apple -AAPL
10.1% EAFE ETF -EFA
7.5% Russell 2000 -IWO
14.4% BIOTECH -IBB
39.5% S&P 500 -SPY
6.9% Consumer Discretionary - XLY
5.4% Tal International -TAL
6.8% Vanguard Dividend -VIG
4.5% Yum Brands -YUM
Q: Good morning Peter and Team, The recent Q and A about ZWH has me thinking about my own strategy. I own a position in CLU.C, and its chart shows a 21% gain for the last 12 months compared to 14.91% gain for ZWH, even though CLU.C has a smaller dividend. What do you think of CLU.C? Thanks!
Q: What do you think of the strategy of moving some of the money from my small caps that have done well over the last 1-2yrs and gradually parking the money in this ETF? Is the dividend safe and what are the downside risks?
Q: Could you please update your 2013 answer on the interesting ETF.
Many thanks !
Many thanks !
Q: Hi Peter and team,
Could you please suggest several investments for a portion of a portfolio, in a non-registered account, where capital preservation and income (as frequently as yearly or more) are a priority?
It would be important to avoid the risk of losing capitol over a 5 year time frame. A distribution/interest/dividend/etc payment is also important for this investment.
With GIC rates being so low, I'm struggling with what to do.
Could you please recommend a few ideas which would yield more than a GIC while also minimizing risk and taking into account the tax implications of it being in a non-registered account.
Thank you very much for all of your helpful answers.
Could you please suggest several investments for a portion of a portfolio, in a non-registered account, where capital preservation and income (as frequently as yearly or more) are a priority?
It would be important to avoid the risk of losing capitol over a 5 year time frame. A distribution/interest/dividend/etc payment is also important for this investment.
With GIC rates being so low, I'm struggling with what to do.
Could you please recommend a few ideas which would yield more than a GIC while also minimizing risk and taking into account the tax implications of it being in a non-registered account.
Thank you very much for all of your helpful answers.
Q: I have parked US$ in a money market fund that pays 0.2 % pa. (RBF2014 in my case). That is a negative real return and money rusts away while you wait wait for the US market to cool its overheated jets. For parking C$ I use iShares CBO. Are you able to suggest any US$ short term* non-hedged US$ bond ETF? (* meaning 1 to 5 year). Funds would be required as and when reasonable prices are found or if US markets pull back. The holding period could thus range from several weeks to months.
Thank you. Best, Adam
Thank you. Best, Adam
Q: Hi Peter & Team,
Which of these 2 ETFs would you prefer? ZUE or ZSP.
Thanks for your great advice.
Regards,
Henry
Which of these 2 ETFs would you prefer? ZUE or ZSP.
Thanks for your great advice.
Regards,
Henry
Q: Hi,
Despite my doing quite well on stocks in the last couple of years, I've discovered I'm still trailing the s&p500 which is up 17% annually in last five years. This is what couch potato etf investing theory warms us about - statistically very unlikely to beat the market. Two questions.
1) given that we can't expect those kinds of broad gains in next two years, and that everyone is chiming 'its a stock pickers market", would you still recommend a s&p etf for a 20% position for the next few years?
2) can you recommend a couple CDn and US S&P etfs for me?
Despite my doing quite well on stocks in the last couple of years, I've discovered I'm still trailing the s&p500 which is up 17% annually in last five years. This is what couch potato etf investing theory warms us about - statistically very unlikely to beat the market. Two questions.
1) given that we can't expect those kinds of broad gains in next two years, and that everyone is chiming 'its a stock pickers market", would you still recommend a s&p etf for a 20% position for the next few years?
2) can you recommend a couple CDn and US S&P etfs for me?
Q: When I assumed control of my RRSP from the broker , I found OCV-UN in overly large amounts. Broker piled in at IPO price of $12. (Broker was dealer-advisor). I left the holding as was for the wrong reason, namely : OCV.UN has dropped significantly from cost such that monthly distribution is now around 9 to 10% p.a. I am uncomfortable with O’Leary. Are you able to suggest one or more ETFs that could take the place of OCV.UN? In the alternate, if you feel it’s OK to leave it alone for now, I would be thankful for knowing that.
Thank you and all the best
Adam
Thank you and all the best
Adam