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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: Currently own UXM for exposure to US plus a nice 3.5% dividend. Currently hold in a non-reg acct and in January I will be selling and switching it in to an RSP for tax reasons. If I rebuy UXM in the RSP do I have to adhere to the 30 day waiting period? Is there a similar or better CDN $ ETF you can recommend that will give me exposure to the US with a similar yield.
Read Answer Asked by Bruce on November 17, 2013
Q: One of my portfolios is small. ($35,000) Would the Canadian MoneySaver model ETF portfolio be suitable for that amount of money? I read all the questions daily and search all previous questions before asking a new question in order not to overwhelm you. Love the service. Thank you.
Read Answer Asked by Martin on November 15, 2013
Q: For long term S&P 500 exposure would you go with a leveraged ETF like HSU or the un-leveraged XSP? Are there additional risks with the leveraged HSU besides the greater downside potential in a market crash?
Read Answer Asked by David on November 15, 2013
Q: IF- Aberdeen Indonisa Fund. Could I have your opinion of this fund. I bought it several years ago as part of my international diversification and am down 30%. If the answer is "sell" what international ETF would you replace it with?
Thank You
Read Answer Asked by Ronald on November 12, 2013
Q: Hi Peter and Crew:
What sectors do you see benefiting next from improvements in the North American Economies, and could you recommend two or three Canadian ETF's that would take advantage of that sector shift.

Many thanks for a great website. This Q&A section is a real gem!
Read Answer Asked by Don on November 12, 2013
Q: Considering VYM and VIG for my TFSA. You were more up on VYM in Dec 2012.
Is that still the case?
Read Answer Asked by John on November 11, 2013
Q: Hi own ZEB in my RSP and am thinking of increasing bank exposure by purchasing something for a TFSA (no banks yet in TFSA). Would you recommend more ZEB or instead going with BNS? Am thinking of about $5000.00 exposure. Thanks, Bill
Read Answer Asked by Bill on November 11, 2013
Q: do you have any opinion on i shares oil sands - clo thanks.
Read Answer Asked by jim on November 11, 2013
Q: How do you feel about Sentry Canadian income and can you suggest a better alternative as these fund type investments are expensive. Thanx
Read Answer Asked by Robert on November 10, 2013
Q: The agriculture sector has been weak for awhile. I am holding the ETF SOIL and would like your opinion on it as a hold for the next year.
Read Answer Asked by Doug on November 09, 2013
Q: Hi team
For a new, young( 35) investor who contributes small regular amounts into an RRSP account, what is the cheapest fee way to make investments? Would an ETF be the way to go? and if so would you recommend a single ETF or several to diversify somewhat?
Thanks
Kathy
Read Answer Asked by Kathy on November 08, 2013
Q: If I own XIU is buying ZEB duplication as XIU has 36% in financials?Thanks for your excellent service.Paul
Read Answer Asked by Paul on November 08, 2013
Q: Hi Peter and team. I have another porfolio management question.
We are having trouble allocating equity and ETF's between the regular portfolio we manage on our own and the TFSA. After 5 yrs the TFSA holdings are about half and we've noticed ofcourse that you can not claim losses. This should be obvious but is it better to put the ETF's in the TFSA and stocks outside? Trying to create a sleep at night portfolio has been a challenge.
Thanks for any input. Jan
Read Answer Asked by Janis on November 06, 2013
Q: Good morning 5i. I have held ZGI (BMO Global Infrastructure) for some time and it has done fairly well. Can you give me your thoughts about the ETF? Thanks.
Read Answer Asked by Jim on November 05, 2013
Q: Hi Peter and team, my portfolio is currently 100% invested in canadian stocks. I'd like your recommendations on an american etf as well as an international etf to help me diversify. I'm looking for long term growth. Also what percentage of my portfolio should be in each? Thanks for your advice.
Read Answer Asked by Rod on November 05, 2013
Q: Good morning 5I, re: convertible debenture ETF question from Kelly, the symbol given (CFD) does not seem to be correct. I did find DCD.UN, PCD.UN and OCV.UN. Do you like any of them? Thank you
Read Answer Asked by Alayne on November 04, 2013
Q: I am looking for some international exposure via an ETF. in Canadian funds. What would you recommend for an international ETF that pays a dividend of at least 4%
Read Answer Asked by Ric on November 04, 2013
Q: Good morning...currently setting up 2 TFSA accounts and RESP (Group) for two children...have 3 RRSP (in part following the 5i research portfolio) account and taxable trading account...to keep simple was think for the TFSA or RESP to use ETF or at least for 50% for ease of monitoring...was thinking VIG,QQQ,IWO,XIU,XCS,CUD...any thoughts or additions to ETFs....timeline for TFSA 10 years (adding max each year...RESP..10 years...thanks
Read Answer Asked by Matthew on November 03, 2013
Q: Hi Peter, What is your opinion of the IShares Packaged Solutions ETF's for RRSP (XGR,XTR,XCR,XAL,XGC)Thanks for the great service...Carl
Read Answer Asked by Carl on November 03, 2013
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