Investment Q&A

Q: What are your favorite europe ETF , would probably split 5% of the portfolio (150 000$ total portfolio in RRSP) between 2-3 to get better exposure (euro zone vs euro+uk)(large vs total market)
No hedge etf. 7-10 year horizon

Also, with 30% us , 5% china, 3 % india, 5 europe, 3% XAW, 40% canada, where would you suggest to invest the remaining 14%?

I was thinking 5% japan etf, 3 % frontier etf, 6% basket of EM (to cover taiwan, south korea with minimal china, russia, turkey and brazil allocation)

I have plenty time to manage, so not an issue, but would probably only rebalance occasionally (if worth the fees)

Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.

Q: Hi gents and Happy Friday,
You will see from the list below my exposure to Europe is mainly through ZWE and DRG.UN with PPL Corp being one of my riskier stocks which also has major Britain exposure. All together its a small, around 5%, portion of my portfolio. I belive Europe is offering good value but am having difficult finding other decent ways to invest there- especially given that through TD Waterhouse I cannot invest direclty in Eurpean Exchanges without much hassle.

Can you offer 1) some guidance on other potential equities/dividend stocks I could pick up on the other side of the pond that perhaps you have in your portfolios here that I am just not aware are European?, 2) any other companies you are watching with interest not in your current portfolios? Lastly, are you sensing Europe is looking like a good investing ground especially since US is getting so expensive?

If I asked any questions in the wrong way, please forgive me. I am learning and open to any and all correction.

These are my other positions below in case I am not seeing that I have more European exposure than perhaps I think I do.

Thanks for the work you do. I did search for other threads on Europe and did not find any, hence the ask. If I missed them please direct me to the pages.


ENT AMC US AMC ENTERTAINMENT HLDG-A
FIN ZWE CA BMO EUR HI DIV CC HDG ETF
FIN ZWB CA BMO COVRD CALL CDN BK ETF
ENERG BXE CA BELLATRIX EXPLORATION-NEW
ENERG CPG CA CRESCENT POINT ENGY CORP
FIN RY CA ROYAL BANK OF CANADA
FIN TF CA TIMBERCREEK FINANCIAL CRP
FIN TD CA TORONTO DOMINION BANK
FIN CM US CDN IMPERIAL BK COMMERCE
FIN CIM US CHIMERA INVT CORP-NEW
TECH FB US FACEBOOK INC CL-A
FIN MFA US MFA FINANCIAL INC
REAL NRZ US NEW RESIDENTIAL INVT-NEW
COMM VZ US VERIZON COMMUNICATIONS
ENT BCE CA BCE INC
MINING CCO CA CAMECO CORP
REAL DRG.UN CA DREAM GLB RL EST INVT T/U
MINING PSK CA PRAIRIESKY ROYALTY LTD

Q: Hi Peter et al:
I am looking to invest some money in India. The two etf's that I was able to find are xid and zid. I am looking for mid to large cap value,however BMO states that zid is growth oriented and high risk. I am a subscriber to your etf branch but I couldn't find what I needed there. Also what would you recommend for etf exposure to Europe and the Euro, which I believe will appreciate relative to the cad.
Thanks,
BEN.

Q: Hi 5i team,
I would like to purchase two ETFs. One for developed Europe and the other for Emerging Markets. I would use US$ for these purchases. Please advise your top pick for each category. And what is the minimum portfolio percentage to make these purchases meaningful? Thanks.

Q: Most of my international (non-USA) holdings are ETFs that trade in US dollars on US exchanges. This adds a layer of FX (US dollar) into the equation when considering the performance of these holdings. With the quick and drastic FX moves that are becoming more common, I’m starting to loathe the FX volatility and believe that my other US equity holdings already provide sufficient (US) currency diversification. What advantage/disadvantage is there in holding international equities in US dollars, and if I wanted to replace each of the above ETFs with a Canadian dollar equivalent what ETFs would you recommend?

Q: I am looking to add an ETF with european exposure and a relatively good dividend. Could you recommend any that fit the bill.

Thanks
David

Q: Hi,
What do you think are currently the best ETFs to get exposure to Europe?
Also what is your outlook on Europe?
Thanks

Q: Both FEZ and XEU follow similar European stock indexes. Over the last year, they basically tracked each other. However, since May, FEZ has been relatively flat at $40 US, while XEU has dropped by about $2 from $25 to $23 Can. The divergence is difficult to understand, but I assume it is mostly due to three currencies being involved - the Euro, $C and $US. My question is which is the better investment for a Canadian investor given that XEU seems to be going in the wrong direction?