skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.
Read Answer Asked by Tim on June 20, 2016
Q: I am currently moving some of my portfolio from stocks to ETF's. I want only a plain vanilla flavoured portfolio. I have been going through your questions and answers regarding ETF's, and given the diversity of situations and dates, I am getting a little confused. i wonder if you could suggest the best for broad canada, broad U.S., and international?
thanks
Read Answer Asked by joseph on June 07, 2016
Q: Bought a small portion of ZWU(covered call utilities with 0.72% mer) @ $15.04 in mid 2013(now$13.33) & loss is covered by the 0.08pm distribution.Please advise if I should switch to T,BCE.FTS, CDZ(0.67% mer) or Zlb(.39% mer)In 2013,I did not know what stock in the sector to buy.Since I joined 5I,I learn a lot & now tend to prefer a stock that is suggested by You.Thanks for your usual great advices & services.
Read Answer Asked by Peter on June 06, 2016
Q: Ours is a very conservative portfolio, with one third in dividend-paying equities, half of that individual stocks and half no-load funds. The latter's performance doesn't seem to justify the MER's so I would like to reduce, maybe eliminate, that cost, roughly $5,000 per year. Any thoughts you might have on how best to effect that change and what form that should take, eg less funds, more stocks and/or ETF's, will be much appreciated.
Read Answer Asked by Bill on June 01, 2016
Q: For an ETF investor with a small portfolio do you see any compelling reason to hold BOTH XIC and CDZ for the Canadian component? Or would one suffice? If so which would you prefer?
Read Answer Asked by Josh on May 31, 2016
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.

Thanks for being there!
Bryan
Read Answer Asked by Bryan on May 30, 2016
Q: Over the past few months ZLB is no longer outperforming the others. I would like to pool these funds, add some cash to bring it to 5% of my holdings and invest it into a good conservative ETF. Please comment. Thank you.
Read Answer Asked by Werner on May 13, 2016
Q: Hi, I have these 4 ETFs in my wife's accounts, in approximately equal weights:
XIC
CDZ
VDU
VUN

Does that look about right to you for an ETF investor?

Thanks,
Robert
Read Answer Asked by Robert on April 29, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!