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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: Hi, Looking at HMF for some exposure to Managed Futures for diversification and for an alternative asset somewhat uncorrelated to equities. Wondering your thoughts on this ETF as an option for getting Managed Futures exposure?

My concerns are it has underperformed the benchmark it tracks, net assets appear low and total expenses including trading fees appear high (2.6%).

Would there be any other Mutual Funds or ETF (Canada / USA) you could suggest to get access to Managed Futures? Or alternatively provide your thoughts on Managed Futures strategy in general.
Read Answer Asked by Cameron on November 13, 2017
Q: As part of a diversified stock portfolio, I own all all of the stocks in the B E model with approx 2.5% position in each. I want to rebalance my fixed income to stock percentage. Because I have done well following your advice( thankyou, ) I have enough cash to either add 1 % to each stock in the B E model, or would you suggest a higher weighting in some favorite names in the B E model that you like at this time?
Read Answer Asked by Allan on November 13, 2017
Q: Talk of a dividend cut has been circulating for a while. Down $9 bucks a share on this behomoth! Is this what the street will be happy with--a dividend cut so that they can start growing? Would you hang on for an eventual turnaround or buy something (suggestion?) similar industry but growing. Thanks.
Read Answer Asked by Helen on November 13, 2017
Q: Regarding the asset allocation of the income portfolio, what does N/A at 7.86% represent? In addition, generally speaking, where have you included CPD,CVD and XHY? If I excluded CPD, CVD and XHY and recalculated the remaining sector %'s, would the adjusted asset allocation work by substituting larger companies for some of the smaller cap names to decrease the volatility? Thanks
Read Answer Asked by Richard on November 13, 2017
Q: What is your opinion on QYLD for US tech exposure. Management fee is a .60% with a 7.4% yield. I know I'm capping the upside with the covered calls but if there is such a thing as a " Sleep at night " stock in the " tech " sector. Would this be one ? Also for a one stop shop for the rest of the US would VIG be a good choice or do you have another preference ?
Read Answer Asked by Garth on November 13, 2017
Q: What would be the Pros and Cons to invest in a new ETF such as DGRC with a total asset of 1.3m?
Would you rather invest in VDY or CDZ?
Really enjoy the new website
Well done
Sylvain

Read Answer Asked by Sylvain on November 13, 2017
Q: Hi,

I'm a medium risk investor who needs more world exposure.

1) Can you recommend two CDN and two US ETfs focusing on Europe for the next few years.
2)1) Can you recommend two CDN and two US ETfs focusing on Asia?China for the next few years.
3) If you had to bet on whether Europe or Asia has the advantage in growth and stability for the next few years, which would it be?
Read Answer Asked by Graeme on November 13, 2017
Q: Hi 5i Team.
Do you think Priceline and Shopify are buys at these levels?
Recently purchased Priceline and watched it fall, would like to buy more for five year hold.
Thanks for the service.
Read Answer Asked by David on November 13, 2017
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