Q: Hi, wondering what your views and recommendations would be for a midcap 400 etf. Would you favor growth versus value? There are many choices like MDY, IJK, MDYG, IVOG, and then there's the ultras. What would you favor / company?
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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 Peter
I have been overweight stocks for some time, and while it may still a bit premature, for piece of mind I would like to increase my fixed income weighting to approx. 30%. My feeling is that over the next 2-3 years interest rates in the US will slowly trend higher, and likely even more slowly in Canada. With this in mind, my bias is to allocate towards shorter term corp bonds, REITS, and Preferred issues (recognizing that the latter two are more fixed income proxies more than true plays). For each of these sectors do you think I am best allocating exposure via ETF's (for example, VSC, ZRE and XPF), or do you think that there is a case to be made for buying best of breed individual issues in each class. Specifically in concerns with the ETF approach is that slightly higher rates over time may see a fall in the price of VSC negate all of the dividend benefit (whereas holding an individual bond to maturity will ensure I earn a return), while I understand that there may be inefficiencies within the Canadian Preferred market (pricing/liquidity) which mean that an ETF may not be the best approach here either. Your thoughts would be most welcome. Thanks.
I have been overweight stocks for some time, and while it may still a bit premature, for piece of mind I would like to increase my fixed income weighting to approx. 30%. My feeling is that over the next 2-3 years interest rates in the US will slowly trend higher, and likely even more slowly in Canada. With this in mind, my bias is to allocate towards shorter term corp bonds, REITS, and Preferred issues (recognizing that the latter two are more fixed income proxies more than true plays). For each of these sectors do you think I am best allocating exposure via ETF's (for example, VSC, ZRE and XPF), or do you think that there is a case to be made for buying best of breed individual issues in each class. Specifically in concerns with the ETF approach is that slightly higher rates over time may see a fall in the price of VSC negate all of the dividend benefit (whereas holding an individual bond to maturity will ensure I earn a return), while I understand that there may be inefficiencies within the Canadian Preferred market (pricing/liquidity) which mean that an ETF may not be the best approach here either. Your thoughts would be most welcome. Thanks.
Q: Could you recommend a canadian ETF with US small cap exposure?
Thank
Thank
Q: I would appreciate your opinion on XHD for U.S. exposure. I already hold CUD. Are there other ETF's covering the U.S. market you would recommend, especially those holding U.S. companies with global exposure. Thanks!
Q: What ETF would you recommend for US exposure( one that trades on the TSX)? Do I concern myself with hedged vs non-hedged? Thanks
Q: Could you please offer any comments on the CDV ETF. In looking mainly for income it seems like a good product? Thank you.
Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks
Q: Could you suggest a consumer staples Can. ETF and a U.S. consumer staples etf hedged to the Can.$? Thank you.
Q: I would appreciate your opinion on the new BMO ETF, ZWH
Thanks (High div covered call)
Thanks (High div covered call)
Q: Age 75 years.Looking for a strategy and investments for my RIF in this low interest rate environment.Advice would be most welcome.Thanks for your consideration.
Q: What is your opinion of holding a senior floating rate loan ETF like BKL (or BKLN in U.S.)as part of the fixed income portion of a portfolio? Thanks.
Q: Which do you prefer XIU or ZCN and why? Thanks
Q: Would like to buy only one, either ZGI ETF or SLF for long term.
Please which would you recommend?
Thank you for your great service.
Helen
Please which would you recommend?
Thank you for your great service.
Helen
Q: Hi 5i team. I'm 68 years old and would like to gain some exposure to international markets by buying a number of ETFs. Which are your current favorites for;
1. American exposure
2. Global exposure outside of the United States
Descent dividends that are sustainable and rising would be appreciated.
Thanks for your continued support.
1. American exposure
2. Global exposure outside of the United States
Descent dividends that are sustainable and rising would be appreciated.
Thanks for your continued support.
Q: Where would one be best advised to invest for growth in a USD account ?
Q: I know you don't like the cost of holding leveraged etfs(eg.hxd).What is your opinion of hix and hiu.
Thank you
Eric
Thank you
Eric
Q: hello 5i team: i am trying to decide between active verses passive for global equity in my rrsp. this would be 15% of portfolio. comparing xwd for etf and mawer global equity also for small cap. 5% weighting of xsu or xcs to mawer global small cap. your input is greatly appreciated. thanks Larry
Q: I would appreciate your views on preferred
ETFs in general and US PFF and Canadian ZPR in particular
ETFs in general and US PFF and Canadian ZPR in particular
Q: I own a 2.5% weighting inside an RSP of ZUB (CDN Hedged) and have enjoyed a 25% gain to date. I see BMO has introduced a New non CDN hedged ETF named ZBK covering the same equal weight US banks.
Would you recommend selling the ZUB to buy the new ZBK ETF?
I'm assuming for the next 12 months Canada will see a 90 cent dollar to the US.
Thanks in advance. Greg.
Would you recommend selling the ZUB to buy the new ZBK ETF?
I'm assuming for the next 12 months Canada will see a 90 cent dollar to the US.
Thanks in advance. Greg.
Q: Hi Peter,
I wuld like to diversify my portfolio away from Canada and the US by adding a European ETF. The problem is there are not many choices in the Canadian market. I was looking at XEF (ishares not hedged) and ZDM( BMO hedged) but now I am considering the new EUR from First trust, which is a more pure play on the European market. Also, if recovery is starting in Europe it would seem to me that an Alpha ETF might have a superior gain over an index not to mention the pure play in Europe. What do you think of this new ETF and do you know if it is hedge or not and is that important when investing in Europe?
Thank you for your insight.
I wuld like to diversify my portfolio away from Canada and the US by adding a European ETF. The problem is there are not many choices in the Canadian market. I was looking at XEF (ishares not hedged) and ZDM( BMO hedged) but now I am considering the new EUR from First trust, which is a more pure play on the European market. Also, if recovery is starting in Europe it would seem to me that an Alpha ETF might have a superior gain over an index not to mention the pure play in Europe. What do you think of this new ETF and do you know if it is hedge or not and is that important when investing in Europe?
Thank you for your insight.