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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 everyone;
I need to have fixed (Bond) portion in my portfolio, which currently resides in hi interest savings account. This is primarily because I do not understand effect on bonds by market forces such as interest rates, etc and what optimum term should be. iShare core ETFs seem to make sense. They are as follows: XQB (75% of fixed portion, 8.6 yr avg term), XSQ (15% of fixed portion, 3 yr avg term), XSH (10% of fixed portion, 3 yr avg term). I intend to keep it for long term. Please comment on suitability and timing.
Read Answer Asked by Shah on March 17, 2016
Q: Hi, I sent in a question a few months ago asking for a few gold stock names for my portfolio. I haven't bought them yet And have decided id rather buy a gold etf as its easier to manage. Should I buy a bulllion etf or a gold stock etf? This would be for a long term hold. And which etf specifically would you recommend? Or even half of each.
Read Answer Asked by Carla on March 17, 2016
Q: Hi,
I am looking at my bonds portion of my portfolio and would like to make some investment ($30K)into etfs. Can you recommend a few of the funds at this time. Thanks
Read Answer Asked by serge on March 17, 2016
Q: Hi 5i team,

Can you explain how this etf functions? Why would someone buy this type of investment and what would be some of the risks?

Thanks.
Read Answer Asked by Francesco on March 17, 2016
Q: Along with picking individual stocks. I wanted to started buying ETFs that would cover US and international markets. I was thinking VSP for the US (S&P500), VXC for international and VAB for a bit of exposure to canadian bonds.

What do you think of these choices? Are there better choices out there?

Thank You,
Andrew
Read Answer Asked by Andrew on March 16, 2016
Q: I'm starting an RESP with a yearly amount of $3,000 including federal grant for the next 14 years. Would investing 50/50 solely in XIC and CDZ make sense? Would appreciate any other suggestions. Thanks a million.
Read Answer Asked by Charles on March 15, 2016
Q: As a followup to John's recent question on VIX, the ETFs VXUP and VXDN have minimal liquidity on most days and appear to have poor correlation with the VIX. May I get your comments on using VXX and XIV as vehicles for trading S&P 500 volatility. These ETNs have excellent liquidity.

Thanks, Tim.
Read Answer Asked by tim on March 14, 2016
Q: I have limited exposure to Europe / Emerging Markets. Do you think it is a good time to invest in either of them and if so how would you do it? What are the best ETFs? Would you use a CAD hedged ETF/am I correct in understanding that buying a CAD hedged ETF would protect against the CAD appreciating?
Thank you as always.
Read Answer Asked by Arthur on March 14, 2016
Q: I would like a clearer understanding of what the VIX is and when an investor would buy or sell it. THANKYOU!
Read Answer Asked by John on March 14, 2016
Q: I am thinking this might be a good time to increase my exposure to Europe. I currently own Eur ( 3 % in an Rrsp portfolio that will be used to generate income) and I wonder if I should just add to that or take out an additional position in XEH.
Thank you.
Maggie
Read Answer Asked by Maggie on March 14, 2016
Q: Hi - I would like to top up my Gold/Silver Assets in my portfolio. I have a 10-12yr time horizon. - I own about 2% gold and silver bullion (in my safety deposit box) and would like to buy about $15k of precious Metals stocks but want them to be dividend producing stocks. - Can you give me a few of your favorite Precious Metals Stocks (or ETF's) that have a (relatively secure) dividend. I would like to buy about $5k of 3 different names if possible - also what do you think of Mandalay Resources (MND). - thanks again for this very valuable service!
Read Answer Asked by Ron on March 14, 2016
Q: I have $ 5500 in cash in my TFSA. I currently hold AW-UN plus GIC's in my TFSA. What would you suggest for the $ 5500 in cash, I may need the money in 6 years.

Shirley
Read Answer Asked by Shirley on March 14, 2016
Q: Could you please indicate your preferred ETF in the REIT space.

Thanks
Read Answer Asked by Gail on March 14, 2016
Q: Good morning 5I
Might this be a good time to buy a Canadian oil etf and if so any recommendations.
Thanks Stan
Read Answer Asked by stan on March 11, 2016
Q: I currently hold both ZGI and BPI.UN in my RRSP.I am thinking of selling ZGI and buying more BIP.UN because of the higher yield.I realize there is more diversification from ZGI but i am concerned
with income.The share price of BPI.Un has outperformed ZGI over the last 5 years. Any thoughts are appreciated. Joe
Read Answer Asked by Joseph on March 11, 2016
Q: A couple of questions ...
It seems as if the CAC40 and the DAX made significant late moves today in just a few minutes ... I'm not sure what caused that, but in terms of trends Europe definitely (?) seems to be heading positive .
Firstly do you feel Europe is a good place to put some money to work (now) . Secondly , do you have any fave ETFs , or ADRs that we should be looking at .

Thankyou
Read Answer Asked by Thomas on March 11, 2016
Q: I have a well diversified portfolio but have a 15% weighting in $ZUH {Healthcare US ETF}, as we are going into the US elections and the Democrats talking about drug prices being to high, would you suggest lowering my exposure to the Healthcare field.

Thanks Valter
Read Answer Asked by Valter on March 11, 2016
Q: can u please give me the symbols for US energy etf's both large&
medium & small coys & any thoughts on them
Read Answer Asked by brian on March 11, 2016
Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you
Read Answer Asked by Richard on March 11, 2016
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