skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,
The majority of my portfolio (70% - i.e. everything non-Canadian) is invested in XAW & XUU, which I add my savings to regularly to keep my geographic allocations where I want them.

I will shortly be receiving a sizable (to me) lump sum from the sale of a small business and will be putting most if not all of it into my portfolio. My question is about currency hedging on ETFs like the ones I use. I don't have any hedged investments now. I've read everything I can find on the subject and it seems smarter money, especially with long term investment horizons, stays away from these hedged options.

I know that fact alone probably answers my own question. But, with a sizeable one-time contribution, I cant help wondering if our current 75/76/77 cent dollar might be hovering at its lows, and maybe hedging should be considered? Looking for your opinion on that subject, and also how you feel in general about the two ETFs noted above. Any better suggestions?

Thanks so much!
Read Answer Asked by Ryan on November 02, 2018
Q: So, this is a what am I missing question, and I have missed a lot over 30 plus years of investing. I have held this for INCOME for over 2 years and at a 2.5% weighting and a cost base of $8.25. An average yld of 8% more then suits my requirements for income. A part of my thoughts were this fund should actually do OK in a raising interest rate situation, however it seems to be dropping recently. Is this a simple market reaction, a negative view on Manulife as a parent, or am I wrong on my views for stable value here? I am thinking of adding to 3% and seek your views. Again this is for a Yield play and stable cost base. Thanks
Read Answer Asked by James on November 02, 2018
Q: Hi,

In energy and power utility sector which companies do you recommend at current valuation. Is XOM a good buy or it is better to invest in ENB or PXT in current market and future growth perspective.

Appreciate the great service

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: Morning...what stocks (list of 5)would likely see a good bump over the next quarter with trade issues calming down with China...

Thanks
Matt
Read Answer Asked by Matthew on November 02, 2018
Q: I am curious about the parameters of "cyclicality" when it comes to different sectors. For example, the chip stocks (including AMAT) are apparently down because of a cyclical decline across them all. In this industry, how long does such a cycle typically run? In comparison, for example, to the commodities cyclicality, which can be many years (I have heard 10-15). Your answer will help me decide whether to take a tax loss on AMAT or hold on for a year or two. Thanks!
Read Answer Asked by Marcia on November 02, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!