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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: Thank you for answering my question on Value ETFs. on February 9th. You had mentioned DFIV, IVLU and VBR in your selection but didn't include VVL.

I was wondering if this omission of VVL was intentional with some reason behind it or just a slip from your meory.

Few months ago to one of questions, you had mentioned that VVL has done well because it included banks. Do you think US banks still a value play?

Thanks in advance.

Read Answer Asked by Savalai on February 15, 2022
Q: Greetings 5i team,
Marcel asked a question about contributing $10k to his granddaughter's RESP. If he wants to maximize the juicy gov't grant, he should first review the rules under which the grant is awarded; that large a contribution may not all be recognized for the grant, if made in a single year.
SP
Read Answer Asked by Steve on February 15, 2022
Q: Would it be worth switching some bond ETFs to BMO Sructured Notes? Could I have your thoughts on BMO JHN 15331 Can Energy Callable Equity PARN S 2986. Would you suggest others. I am 79. Thank you
Read Answer Asked by Donald on February 15, 2022
Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.

My thanks.
Read Answer Asked by David C. on February 15, 2022
Q: I would appreciate your thoughts on Verde Agritech recently issues 2.5 million tonnes permit and their plant 2 expansion which will result in overall production of 1.8 million tonnes.

With it's value increase its become a larger percentage of my portfolio and I think about trimming. However I also think about feeding the growers and the company is just entering an exciting period of growth.
Read Answer Asked by Frederick on February 15, 2022
Q: Hi

Would you have a recommendation for a bond ETF from BMO? I have no bond exposure now and I'm looking to start acquiring one or more bond ETFs - whatever you think might be a good mix considering all the relevant factors.

My brokerage is through BMOInvestorline so there is no trading commission if I use their products.

Thanks so much
Robert
Read Answer Asked by Robert on February 15, 2022
Q: Hi 5i Team. I am just saying thanks for your advice over the years. Diversification in point. I once subscribed to an online investment advice site by G.P. called IWB. It has some very good portfolios, but I think one good lesson on diversification will be in one IWB portfolio i.e., the Growth Portfolio where it often boasts of huge double digit returns since inception but never on an annual basis. Its Growth portfolio has 8 stocks with about 51% Tech and 38% in just two i.e., SHOP (23.5%) and ARKK (14.5%) as of Feb 2021. Yikes. I stopped keeping track about 6-months ago but an update is due this month (maybe in the G&M). It will be interesting to see if diversification is mentioned in the next update. In fairness, the IWB does warn of the risk of investing in the growth portfolio, but it seems your growth portfolio is much more diversified and reporting annual performance is very helpful. Thanks again. Please publish if you think useful.
Read Answer Asked by Danny-boy on February 15, 2022
Q: Dear 5i,
Assuming the following criteria:
1. war in Ukraine
2. there is correction in International ETF's.
2. one was lucky and was able to buy either TPE and/or THE near the bottom.
Which ETF would you buy for best price appreciation?
(TPE is non-hedged, THE is hedged)
Can you please explain your thought process for this choice.

thanks for your thoughts!
Read Answer Asked by Ian on February 15, 2022
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