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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 are your thoughts on QLD. Seems to be a steady performer
Read Answer Asked by Stephen on May 28, 2015
Q: I have this as some portfolio diversification as a build up your portfolios. They are both ~ 2% of my portfolio. Should I take some profit, stand pat, or add these to my overall asset mix.

I don't have much international or Euro stocks except for international players from 5I.

Or switch to another product such as Vanguard or Ishares.

Cheers.
Read Answer Asked by Colin on May 28, 2015
Q: Could you recommend a currency hedged broad market index that covers the Japanese market?

Larry
Read Answer Asked by Larry on May 28, 2015
Q: I'd like to know your opinion of this ETF. I like all of their top holdings. But I have heard that many of these stocks are trading at very high multiples. Would it be wise to buy some zlb now?
Thanks, Christianne
Read Answer Asked by christianne on May 26, 2015
Q: The consensus seems that bond funds will tank when rates rise. I own a chunk of PH&N High Yield Bond Fund and an ETF Bond Fund - XHY. It seems to me that the active managers will position themselves for a rate rise so how do you see these two reacting when the inevitable day comes>
Thank you.
Read Answer Asked by Steven on May 26, 2015
Q: Can you explain the difference between zwh anb zwh.u and your opinion on both
Read Answer Asked by Larry on May 25, 2015
Q: 5i team,

Pursuent to my previous question. Could you recommend your favourite ETF for each of the market sectors? I am ambivalent whether these are CAD or US ETFs you choose.

Thanks as always.
Read Answer Asked by Peter on May 25, 2015
Q: I am pretty well driving myself crazy trying to develop a Fixed strategy using etf's for several portfolios I am in charge of ...mine, my wife, sister ......I really am beginning to think I should just start buying bond funds from Mawer or Canso unless you could suggest say 6-8 etf's which might be OK . Otherwise I seem to be buying converts to try to get 4-5% coupled with 1% savings accounts which might actually be a safer bet IF rates keep heading upward over the next few years. Is there a firm you would suggest for bonds specifically??
Thanks.
john
Read Answer Asked by john on May 25, 2015
Q: Hello. Right now who is the best beacause dan dollars are down compare to us dollars but i think there is more upside than down side for the cdn dollars. I know you prefer not edge but if the cdn dollars go higher its not better to have edge etf. Yhanks a lot. I am sure you will see i am a begginner in stock market.
Read Answer Asked by Denis on May 24, 2015
Q: Hello. Is it a good place to place some money may be with less risk then just 3 or 4 stoks. Or do you have another choice for me Thank you
Read Answer Asked by Denis on May 24, 2015
Q: Could you please tell me what you think of HEDJ.US for exposure to European stocks? I am ok with the US dollar exposure but do not want the risk of the EURO declining versus the US dollar.
Read Answer Asked by James on May 22, 2015
Q: Peter, a few weeks back, there was talk of a liquidity issue with bond ETFs, Vanguard bond funds, etc.
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!
Read Answer Asked by Ralph on May 22, 2015
Q: Hello,
I am working on increasing my fixed income allocation by trimming some stocks. I have a number of American stocks in my RRSP with a good profit and I have been thinking about trimming here and buying fixed income. I had thought of selling an buying an American fund equivalent to xsb. Do you think this a reasonable stragegy? I can also buy a large dual listed stock such as RBC in U.S. funds and sell it immediatly with the proceeds ih Canadian, thus avoiding the exchange from us to cdn,in order to buy something like XSB. Buying the fund in US dollars would save a couple of extra transactions, but it would not be in my home currency. If you think buying a US bond index is a reasonable idea, do you have a suggestion as to which?
thanks as always, Claire
Read Answer Asked by joseph on May 21, 2015
Q: Hello, Can you give some suggestions and information on buying bonds as part of a diversified and a slightly aggressive overall portfolio. Since there are so many types of bonds I would welcome some guidance. Any suggestions on bond etfs are also welcome. Thanks. Shyam
Read Answer Asked by Shyam on May 21, 2015
Q: I recently read an article about this fund just arriving in Canada, May 6 I believe. What interested was: It is an international fund and it is managed by Joel Tillinghast (SP?) who was mentioned in the article as an excellent manager of this fund. What are your thoughts?
Read Answer Asked by John on May 21, 2015
Q: Please give your comments on ZST as an ETF to compliment XBB & CBO which I already own. Is this a good ETF to hold while waiting for a BOC increase? Also, can you explain why CBO & ZST share prices slowly erode over time while XBB has slow gains?
Thanks,
Tom
Read Answer Asked by Tom on May 21, 2015
Q: I am well diversified in the Canadian market, but own no US stocks and would like to buy some ETF's. I am looking at ZDJ, ZUE, VUN, AND ZSP, what is your opinion of these? or can you suggest others that will cover the US market and would you recommend that I also have a World ETF? Thank you for the great service and information you provide.
Read Answer Asked by Dorothy on May 19, 2015
Q: What other indexes would you recommend worth considering for a balanced investor. I currently have

Canada- 1) TSX, 2 ) TSX Small cap

USA- 1) Russel 1000, 2000 & 3000. 2) S & p 500

Europe - FTSE Europe

Asia- Ftse- Emerging Markets

Other - 1) MSCI small cap except north America 2) FTSE all world except USA.

Thank you

Paul

Read Answer Asked by paul on May 19, 2015
Q: The recent bond sell off is suggesting the much anticipated interest rate increase is around the corner. I have read that bond like stocks such as reits, pipelines, utilities and consumer staples will experience increased volatility in the coming months. I own a 20% weighting in the low volatility BMO etf ZLB. ZLB is loaded with the at risk sectors mentioned and could quickly become a high volatility etf. Would you please suggest several Canadian equity etf's as an alternative to ZLB that have low weightings in the interest sensitive sectors. Thank you.
Read Answer Asked by Richard on May 19, 2015
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