Investment Q&A

Q: Can you suggest a list of best emerging market ETFs Traded on TSX in CDN$ and on US exchange in US$.

Can you also suggest list of ETFs with defense companies

Q: Morning Peter and team,

Would you please recommend a number of ETFs for emerging markets.

Cheers,

Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Q: Your thoughts on EEM? Is there a Canadian equivalent?

Thanks

Dave

Q: Hello 5i Team,
When designing a portfolio about a year ago I made sure to have exposure in Emerging Markets as I was underweight in foreign equities. With Chinese equities under pressure does one just continue to hold these equities in order to have a diversified portfolio and ride the ups and downs if one is a long term investor? Your insight is greatly appreciated. Thanks!

Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?

Q: I am considering investing in South east Asia stocks - China, India and other Asian countries.
Do you have any recommendations?

Q: For international exposure in taxable account, what is your thought on:

EUFN: playing on european banks. pretty depressed but room to run with rebound?
EWT: a play on taiwan rebound?
EEM: emergering markets.

any other thoughts on CDN $ equivalents?

Should be aggressive in taking position now or buy in over time?

Q: Hi 5i.

Emerging Markets (EM): Looking at some EM ETFs (i.e. EEM, etc.) return graphs over the 2008-2009 market correction, they appear to be hit harder than North American (N.A.) markets (i.e. TSE, S&P500, etc.). But, over the long term (i.e. 20+ years), returns are very closely correlated between EM, TSE, S&P500, etc. EM ETFs seem to have a bit higher dividend (~ 3%) compared to TSE, S&P500 ETFs (~ 2%), but why bother owning them when they tank so dramatically during market corrections? Can't really be for diversification as they are so closely correlated to N.A. markets in the long run.

I do note that EM ETFs also recuperate VERY quickly/dramatically, so maybe they are good to buy after a (global) market down-turn?

As always, thank you for your wise advise.

Q: I have recently been adding to my position in EEM. It is currently my biggest position. Should I sell EEM and replace it with IEMG due to the lower fees ? Thank you for this great service.

Q: I need to diversify outside of Canada, although I do have some individual US stocks.
1)What markets do you think will be the best - least volatile, some growth - over the next five years?
2) Can you recommend two etfs within those categories?

Q: Investments in emerging markets might make sense at this stage.
What would be your assessment? Would you have another recommendation?
Thank you, Team!

Q: I have a full position in FIH.U and have recently added to the position. In your opinion is this a good long term hold or should I switch to EEM in the future ? Thank you for this great service.

Q: Currency question:
I want to buy an emerging market ETF and a US market ETF. If we assume that the American dollar continues to drop, are we better to have a Canadian dollar hedged fund or to purchase in US dollars? Thanks in advance.

Q: Hi,

Thank you for your valued advice and also fantastic job with the new site as well.

I am looking to diversify my portfolio to the SE Asian market through my TFSA account. I am unfamiliar with investing outside of Canada and am hoping for some advice. In order to alleviate risk, I am looking at the above mentioned 3 ETF's. If you could please provide your input on each of these ETF's it would be appreciated. If you have any alternative suggestions on how to enter SE Asian markets, please let me know. Your input is appreciated.

Thank you,

Paul

Q: seems that my first question got lost. could you give your current recommendations on a Japan Etf, and a emerging market etf. I have a balanced portfolio with Canada and the U.S.

Q: I noticed that you had been recommending VEE for emerging market exposure, but recently have been recommending EEM. Could you comment upon the respective merits of these two funds.
Thank you.

Q: can you please recommend an etf or two for exposure to emerging markets
thank you