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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: Peter and team:
In my kid's RESP, I am trying to transition away from individual equities into ETF's as we approach the time that it will be required.They currently hold ZWB, ZRE, ZLB & ZLU. I was thinking of adding ZDV to this. Would this be redundant, or help in diversity along with increased yield.

Thank you as always.

Phil
Read Answer Asked by Phil on June 06, 2016
Q: My son is in his mid-thirties and has very limited time available to actively follow/trade the markets. He is looking for a simple, passive investment portfolio with very broad exposure, a modest dividend focus, and that is rebalanced, ideally, once a year. Can you comment on the following proposed portfolio and allocations, assuming about $100k? Are there any alternatives he should consider? Should he modify his approach in a TSFA/RRSP? Thanks.

VAB - 20% (Canadian bonds)
VCN - 15% (Canadian equity)
VDY - 15% (Canadian dividend)
VXC - 50% (Global equity excluding Canada)
Read Answer Asked by Sheldon on June 06, 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: Hi 5i:

I have a set percentage of my portfolio dedicated to fixed income, with a primary focus on safety, but also with the hope of some return. I have focused on short term bond ladder ETFs, corporate and gov't. Over the last few years I have seen the reported distributions drop, slowly but steadily, and also the price of the ETFs drop steadily. For example, CBO now shows a dividend of about 3.6% wile I'm down about 3.3% on the market value of the ETF. I would have been much better off over the last few years in a GIC. I have some of the latter and like the ETFs because I can redeem them at will. Is there any other alternative to these bond ETFs (most that I have looked behave similarly)? What about RBC's Target Bond ETFs? These are held to maturity, though it seems to me that this might not help if the main problem is that the bonds included in the ETFs are bought at a premium. Your advice would be much appreciated.
Read Answer Asked by Roland on June 06, 2016
Q: Hi Peter and team,

I know the company release the earnings and the company has been sold off. What was the news so big that it drop so much in the last couple of day. Was there any changes about their strategy. Thank you.

Norwood
Read Answer Asked by Norwood on June 06, 2016
Q: I have a few hundred shares of cyh and zwe which makes up about 8% of my portfolio. Would you recommend reducing this exposure until the Brexit issue is resolved in June? If so,what percentage might you recommend,if at all? Thank you.
Read Answer Asked by Steve on June 06, 2016
Q: With the aging population and growing need for home care, what companies do you recommend in this space.
Read Answer Asked by Tim on June 06, 2016
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