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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: Peter and Team,

My total portfolio is approximately 5% Gold Bullion, 9% Short term bonds (Brookfield Infrastructure 5 year and CBO), 86% Equity. The equity exposure is currently 7.5% in US Stocks (JNJ, SBUX, XYL, V) and 78.5% Balanced Equity Model Portfolio.

I was thinking that I am missing international exposure and am thinking that I should be adding some sort of ETF for this. I originally was thinking of building a portfolio including Nestle but I think that the weighting will be too small to build individual positions.

Can you please provide your ideas for ETFs that would provide international diversification given my current holdings and, if possible, any weighting I should be aiming for in terms of international position? I would describe myself as very much in line with the risk profile of the Balanced Equity portfolio.

Thanks!
Read Answer Asked by Marc on October 13, 2016
Q: Hi team - I know you don't cover Novo Nordisk. I'm trying to find the dividend tax consequences holding this ADR in an RRSP. I have no success finding out what agreement we have with the Danish government. Are you able to help?

Is there any concern about competition for this company? Will margins suffer?

Jim
Read Answer Asked by James on October 11, 2016
Q: What are your views on this company ?
What would be good growth alternatives for investing in Mexico ?

Many thanks for your outstanding work,

Jacques
Read Answer Asked by Jacques on October 07, 2016
Q: Hi Peter and Team,

In today's Financial Post, there's an interesting article called "Betting on the U.S. election via the ‘Trump ETF’"

If one wanted to "bet" on a Hillary victory, would a small purchase of EWW be a wise move? Any hesitation I have is due to currency risk, but I am unsure.

Thanks for any advice.
Read Answer Asked by Jerry on October 03, 2016
Q: A cursory review of the key statistics for the company suggests that it may be a suitable investment for income and diversification. A comparison with other telecoms indicates that the current price, P/E, total debt, return on assets and equity may be slightly better. Knowing that the company is outside your area of expertise what do your other sources indicate and would you consider BT over the alternatives?
Thank you for considering my question.
Read Answer Asked by Gail on September 29, 2016
Q: Hello 5i,
I have had a bit of VPL:US for awhile and am just beginning to see the light of day on it. It is not really something that I want to keep, I don<t believe. But, I was wondering whether, after waiting so long for it to come back, whether it might be too early to sell. Also, what would be a good replacement? I already have VWO. I would rather go wider in geography rather than too specific.
thanks
Read Answer Asked by joseph on September 28, 2016
Q: Hi team, I'm just starting up my portfolio, and am looking for exposure in the Mining & Metals industry. As my account is still small, I'm trying to avoid transaction fees. Can you suggest one or two ETF's that target this industry, which you like for a 3-5 year hold. While I'm looking for growth potential, a decent dividend never hurt!
Read Answer Asked by Mark on September 22, 2016
Q: I invested in a 'Global Small Cap' fund about 18 years ago. Incredibly, my return AFTER 18 YEARS is NEGATIVE 16%! (I guess this is lesson in the effects of both high mutual fund MERs and picking a lousy fund company!) Can you please suggest an ETF that would be good for the 'global small cap' space. Or another 'small cap' ETF or strategy, if you don't think a global small cap ETF is the way to go. Thank you!!
Read Answer Asked by James on September 21, 2016
Q: Cheers 5i team, very glad to be a new subscriber.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.

Thank you very much.

KR.
Read Answer Asked by Karim on August 30, 2016
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