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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: Goodmorning 5i,
You recently recommended shv for a reader seeking to place short term money. I have owned tlt and have found it a bit volatile for my safe money. Although, if this is not too contradictory, i plan to buy it back after the virus scare finishes. But, i was wondering whether in the US, whether you might suggest something between these two, that is, something with a higher return than shv but not as volatile as tlt?
Thanks
Read Answer Asked by joseph on February 20, 2020
Q: 25 per cent of my portfolio includes the above ETF’s. Are there other ETF’s that I should consider to replace any of these. The returns have not been exactly stellar compared to many of the individual stocks that you have recommended. Thanks
Dennis
Read Answer Asked by Dennis on February 20, 2020
Q: We currently hold ZQQ at 8%, ZUH at 3.5% and VGG at 19% of equities. For diversification, we need to increase investment in technology and healthcare. We are considering the unhedged ZNU (unhedged technology) and ZHU (unhedged US healthcare). Please give us your opinion on these or possible alternatives.
Thanks.
Cyril
Read Answer Asked by Pat & Cyril on February 20, 2020
Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn
Read Answer Asked by Dawn on February 20, 2020
Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.
Read Answer Asked by GRAHAM on February 20, 2020
Q: Hello,looking to buy, could you comment for growth and income.(Do like its portfolio of companies). It looks like a $ 4.25 target price? Or would you consider it too risky?
Would you recommend an alternative in the 5%
distribution range. Looking for growth with some safety.
Read Answer Asked by Brad on February 20, 2020
Q: Hi. After a long absence from the gold space, I’d like to take a small position on the more aggressive side. Could you give me some suggestions?
Read Answer Asked by Bryan on February 20, 2020
Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks
Read Answer Asked by JOHN on February 20, 2020
Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.
Read Answer Asked by Brant on February 20, 2020
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