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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: I hold a substantial position in VEE as part of my international allocation. While it is priced and trades in Canadian dollars, its core holding is VWO which trades in US dollars. I already have enough US dollar exposure, and welcome the added diversification between the Canadian dollar and local emerging market currencies. However, adding VWO into the mix has me confused as to how F/X exchange rates will affect the performance of VEE. Will any F/X impact to VEE be limited to the relative exchange rates between the Canadian dollar and emerging markets, or does the US dollar somehow play into this?
Read Answer Asked by Steven on January 11, 2019
Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.
Read Answer Asked by john on January 11, 2019
Q: I have a question about fixed income ETFs and the bond market. Is this the time to be putting large sums of money into fixed income ETFs like ZAG, VAB and ZCM? What risk do these ETFs pose in a rising interest rate environment? Should one even be concerned with the price fluctuations over a month, 6 months or a year?
Read Answer Asked by Jeff on January 10, 2019
Q: i have about $500,000 to invest for 10 or more years. i don't need income from it. in order to keep it simple and be able to easily rebalance every six months or so, i am considering investing in only 3 etfs, as suggested by the canadian portfolio manager.
1. do you see any problems with this strategy? (i already have another portfolio in individual stocks.)
2.would ZAG be preferable to the suggested ZDB?
3. would ZLB be preferable to the suggested VCN?

thanks in advance. take whatever number of points necessary.
Read Answer Asked by Astrid on January 10, 2019
Q: Hi. 35 years old, currently sitting on 100% cash in TFSA and in RRSP. Looking to get back in with a long term outlook.

Planning on the following: TFSA: 40% modeled after your Balanced Equity Portfolio (or potentially Growth Portfolio), 50% in a mix of a few broad ranged ETFs, and 10% cash for now. RRSP: 20% in BTSX, 20% Dogs of DOW (USD), 20% Growth Portfolio (or BE), 20% mix of ETFs (will diverse geographically), 10% bonds, and 10% cash.

1. Comments to the overall strategy?
2. Any recommendations?
3. I know you can't time the market, but does it make sense to just buy in all at one time?

Appreciate the help!
Read Answer Asked by Chris on January 10, 2019
Q: Good morning,
I currently hold the following Utility and Telco stocks in my non registered account with the following weight:
Utility stocks:
AQN 3.3%, CU 4.5% and EMA 2.4%
Telco stocks:
BCE 11.70% and T 2.8%
I would appreciate your thoughts and suggestions on the quality and current weight of theses Utility & Telco stocks along with your best ideas in both of these sectors and whether or not you would replace or add to any of them.
Looking for some income and moderate long term moderate growth.
Thanks for your great service.
Read Answer Asked by Francesco on January 10, 2019
Q: I've been looking at the StockCalc reports on some of the companies in my portfolio. Do you know them and put much confidence in them? For example, they report Kinaxis is 68% undervalued, while BBU.Un is 46.1% undervalued. Do you trust their uhm, evaluation of what is and is not over or under valued? I'm trying to get a handle on how much credence to lend these for buying and selling purposes.
Read Answer Asked by John on January 10, 2019
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