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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, could you please tell me what you think about XEI as quick place to add funds during a market sell off? It's for my income portfolio (40% fixed income, 60% equities)
I like the 4+ % yield and the holdings. I believe iShares lowered the MER on it as well.
My equity portion is made up of the following:
XEI Index 2%
Consumer 3% CTC.A , L
Banks 19% BMO , BNS , NA , RY , TD , TMC , MTG
Insurance 11% MFC , POW , SLF
Utilities 8% EMA , FTS , TRP
Telecom 13% BCE , MBT , RCI.B , T
Prec Metals 6% AEM , TCK.B , SLW
Energy 14% CNQ , CVE , CPG , FRU , SU , ERF
REIT 13% CAR.UN , CHP.UN , HR.UN , REI.UN , TCN
Tech/Industrial 10% ET , MG , MDA , RUS , WSP, MRE

Thanks as always
Read Answer Asked by Carlo on November 24, 2014
Q: India is doing well now; your opinion on India large caps ETF ?
thanks
MD
Read Answer Asked by Martin on November 24, 2014
Q: Hi Peter and team,
My US investment portfolio is 20% of my combined portfolios. In my Canadian (registered and non) I mostly have stocks from the 5i growth portfolio.
My US investments are full positions in VIG, BRK.B, IWO, QQQ, SLW & INTC and half position in FEZ. I also hold CRUS, VOD, VZ and GT.
I would like to get your thoughts(outlook) for the next 2 to 3 years considering the interest rates may be going(US) up and QE in Europe.
I am thinking of increasing my FEZ to full position but I have to sell something. In your opinion how should I rebalance my portfolio?

I value your opinion and really appreciate what you all do for retail investors like us.

Thanks

Read Answer Asked by Irshad on November 24, 2014
Q: You've mentioned CBO as a relatively good ETF to hold in the bond space. But when you look at the 5 year chart, it's on a downtrend. Is this really a good time to buy CBO?
Read Answer Asked by Eugene on November 24, 2014
Q: Would you consider this ETF a good add on to my portfolio for stability and decent growth. It seems to have been doing pretty good lately and wandering if that would be due to the consumer staples that it holds.
Read Answer Asked by Jacques on November 20, 2014
Q: Just a follow up on my previous question.
Do you have an ETF in mind that will work well as a replacement for the stocks.

Thanks
M
Read Answer Asked by Marios on November 20, 2014
Q: I would like to start an RESP for my 10 grand children. The oldest being 9 and the youngest just born. Do you have any suggestions for core positions that I should hold over the next seven years.

Thanks for your great service.

John
Read Answer Asked by John on November 20, 2014
Q: Is there an etf that holds Canadian or US securities eligible for a RRSP account that also mandates investing only in companies with worthy fundamentals/balance sheets. I know of a mutual fund that does this but I am hoping to acquire an etf. Sector diversification would be preferred but not necessary.
Thank you once again.
Read Answer Asked by Jeremy on November 20, 2014
Q: Hello Peter, Would you recommend 2-3 ETF funds CDN and US for
a significant investment?

Larry
Read Answer Asked by Larry on November 20, 2014
Q: Hello 5i team.

I have read that your favourite US dividend ETF is VIG. I own the TSX listed version (VGG) in my RRSP. Although, there is no withholding tax on dividends in an RRSP, there seem to be some erosion from taxes within VGG itself. Can you recommend a US dividend etf that is efficient to hold within an RRSP?

I note that the total return of VIG has been less than VV. Is this compensated for by lower volatility?

Thanks,
Hans
Read Answer Asked by Hans on November 19, 2014
Q: Hi Peter,

I was planning to add ZIC, BMO Mid-term US IG Corporate Bond Index etf, to my portfolio. It has a yield of 3.4% and the weighted average duration is 6.51 years.

What are your thoughts on buying ZIC at this time and your general opinion on bonds at this point in the economic cycle?

Thank You
Read Answer Asked by Michael on November 19, 2014
Q: Hi all. I purchased shares in the above a few months ago and it has been doing nicely. However, I note that you are recommending EPI. Can you please tell me the main differences. Would you Recommending making a switch?
Thanks.
Read Answer Asked by Janice on November 19, 2014
Q: Hi Team,

I'm looking for a single etf or low cost mutual fund to diversify my tfsa portfolio which currently holds only Canadian equities.

A fund that caught my eye was prpfx which is supposedly modeled on the "permanent portfolio". What are your thoughts on this fund.

Are there other products that contain fixed income and international equity which you would suggest I consider? Do you have a favorite?

Thank you very much for all of your helpful answers.
Read Answer Asked by Geoffrey on November 19, 2014
Q: Great job you are doing. Could you please tell me about this ETF, other than low volume could you give me your recommendation for a 2 year or more hold in a RSP. It would be a 3-4% holding with another US ETF, XSP, at about 5%. Do you have any other choices and why. Thanks
Read Answer Asked by Gary on November 18, 2014
Q: Hi Team,

Would you please recommend a couple of US funds ETF'S geared towards income and growth, and one which is strickly income? safety of principal is a priority. I need a US dollar income stream, with a $100,000 to invest.

Thanks for your help

Stephen
Read Answer Asked by Stephen on November 17, 2014
Q: Why is its yield of 2.9% lower than each of the Individual Banks which are all higher than 3.5%?

Thanks, Austin
Read Answer Asked by Austin on November 17, 2014
Q: Hi, I bought HOU at $5 and it is now trading at $2.87.
In your opinion, can an ETF on crude oil go bankrupt?
Thanks
Read Answer Asked by Carlo on November 14, 2014
Q: I believe that the drop in the Canadian dollar may have reached its maximum. Ideally, I would like to transfer cash in my US$ acct to my CDN$ acct for a few months, but the exorbitant discount broker "back-and-forth" exchange rate fees would wipe out most of any potential gains.

Are you aware of any ETF that tracks the CDN dollar but is denominated in US funds? (e.g. a CDN dollar "bull" ETF). This would allow me to avoid actually having to suffer the exchange rate losses.

Thanks!
Read Answer Asked by Gregory on November 13, 2014
Q: Could you recommend a Canadian ETF Hedged that is similar to XLV. This would cover the Health Care component of my portfolio. Thank You.
Read Answer Asked by roland on November 12, 2014
Q: Hi Peter and team. I am wondering if it is time to pick up some European ETF's. What are your thoughts on IEV AND VGK,which one is better and is this a good time to buy or should I wait.
Thanks
Read Answer Asked by Nancy on November 12, 2014
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