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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: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques


Read Answer Asked by Jacques on December 27, 2016
Q: I'm 56 years old with no fixed income and have been quite comfortable with this choice up until now. I recently have decided to have 5% in fixed income but have no knowledge on bonds. I have a balanced portfolio of stocks and try and hold 5% in cash to take advantage of good stocks in a down market. I was thinking of VAB and a 5 year GIC for fixed income. What are your thoughts and recommendations. Have a wonderful holiday to all at 5i and your families. Merry Christmas!
Read Answer Asked by Cheryl on December 27, 2016
Q: You have one very greatfull customer here as I had to take over kuz my so-called advisor was buying very high commission products and losing money on top of that. Had to grab the bull by the horns and wasn’t to sure of what I was doing but reading your comments everyday helped to build confidence. With a 7 figure portfolio it was very intense.
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!

Very happy holidays to the team and families!
Read Answer Asked by Denis on December 26, 2016
Q: I wish all 5i staff and they families Season's Greetings' I hope 2017 sees our portfolios grow ever healthier.

I want to gradually add some preferred shares to my portfolio, partly in lieu of some fixed income. In looking at potential candidates, I am attracted to the above three ETFs, particularly ZPR with its laddered feature. Do you have any thoughts? Are all distributions of such ETFs taxed as dividends? Thanks, Bill
Read Answer Asked by Bill on December 23, 2016
Q: Hello and Merry Christmas. I have been doing some reading in regards to RFID and the multiple uses it has in everyday life. With Amazon looking to change the grocer business would you have any suggestion on companies in this field to look into, that would be listing in Canada or the USA? I have found zbra, gpic, rop listed in the states already. Thank you for your time have a great day
Read Answer Asked by Kolbi on December 23, 2016