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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: Good afternoon, I understand this is an active, concentrated ETF. The past performance looks good and it looks like the fund managed through the March 2020 downturn quite well. David Fingold from Dynamic is the portfolio manager. I've seen him numerous times on BNN and he seems insightful and level headed. I was wondering if you had any perspectives or insights on him as a portfolio manager as well as the mandate of the fund itself. I am thinking of making this ETF a core part of my portfolio (about 33% weighting). Thank you!

Read Answer Asked by Rye on April 20, 2021

Q: My daughter is 27 years old and is looking to invest around $35,000 as her first investment. She is considering investing 40% in Canadian equities (ZLB, PDC, and XRE), 50% in US Equities (VUS and DXU), and 10% in International Equities (FCIQ and VEE).

As an initial investment, does this balance seem reasonable or would you have other recommendations? Is this sufficiently diversified or are there too many funds?

Thank you!

Read Answer Asked by Geoffrey on April 23, 2020

Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.

Read Answer Asked by diane on September 25, 2019

Q: My current portfolio is 85% Canadian and replicates your BE portfolio with ETFs for the foreign content. I am considering bringing the Canadian content back to 60%. For the foreign content, I am considering DXU (20% of total), DXG (15% of total) and VEE (5%). DXU and DXG have but 2 years history but have performed extremely well in that time. I am an old guy, not afraid of equities but wish to reduce the draw-down potential (note I said reduce; eliminate, I am aware, is impossible).
Would you agree with my thinking and if so, my choices of ETFs? And would you recommend further diversification in the foreign content ETFs?

Read Answer Asked by Fred on July 08, 2019

Q: I am interested in two ETFs from Dynamic iShares. Both are actively managed and both have limited history but the history they have is impressive. DXU is US oriented and DXG is global (the global fund has extensive US holding so may not be appropriate for diversification). I was wondering if you at 5i had any comments.

Read Answer Asked by Fred on April 03, 2019

Q: What are your views on each of these relatively new ETFs.
Their returns since inception appear to be impressive 19.9%,19.4%,10.8%,& 9.8 respectfully.
Possibly, investable in my wife's RIF?

Read Answer Asked by Henry on February 21, 2019

Q: I currently hold the above etf's, which totals 25% of portfolio. Equities held are US and Canadian and am invested in all sectors with financials@17%,Tech 10% and Utilities 8%. Remaining 40% equally allocated to the other sectors. Am looking at reducing ETF's and would appreciate your thoughts on which ones are good holds and which could be sold due to over diversification! Thanks for your valuable input!

Read Answer Asked by diane on December 18, 2017

Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.

Read Answer Asked by diane on February 13, 2017