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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: If one is only invested in North America, would now be a good time to buy VEE, or if you have a better idea for emerging markets? Also, if one has built a conservative portfolio for elderly parents using only VBAL and VCNS, would adding VEE be a good compliment, or would it add significant risk ?
Read Answer Asked by Charles on November 23, 2020
Q: First I have to say thank you! My RRIF and TFSA are certainly healthier due to info gained from 5i over the past couple of years.
My questions pertain to my Rif where I have recently inherited 2 mutual funds; Dynamic 1560 Strategic Yield Fund and Dynamic 031 Global Dividend Fund (mers 2.15-2.23%). The remainder of the Rif is comprised of Canadian stocks; old TSX 60 stalwarts and/or stocks from your income or balanced portfolios. The Dynamic funds each account for approximately 20% of the total Rif and around 13% of total investments.
Questions
1. Are there better ETFs/Funds you would suggest for exposure to US and global markets?
2. What is a reasonable weight for an individual ETF/fund within a portfolio?
3. What is a reasonable percent of one's portfolio to allocate to US markets? and to global markets?
TIA
(Good to see Peter on BNN yesterday.)

Read Answer Asked by Gail on November 19, 2020
Q: I’m looking for a low fee ETF for emerging markets, but which excludes China. Can you offer any suggestions? Thanks!
Read Answer Asked by James on November 19, 2020
Q: I own GAMESYS GROUP PLC REGISTERED in my TFSA and to be honest, I'm not sure how I ended up with it. It has done quite well but I'm thinking I should sell it as I have no real understanding of the company I'm not sure how to even sell the position (OTC) I think). Thoughts?
Read Answer Asked by Robert on November 18, 2020
Q: Hello 5i,
I a question on Sunday which hasn't been answered so I will try again. In a recent article which you generously shared with us on Nov 13, entitled, "You May Regret Staying in US Stocks" the author says that a good number of US investment managers are in agreement that for various reasons, US stocks will not be growing as fast as international stocks in the future. I was wondering whether you agree with this thesis? Also, do you think that the etf"s mentionned above will cover what is needed, or should I look at others? I will not be going out and selling all of my US stocks if this thesis is correct. But, I am low on my international section anyway. But, I have been hesitant to add to them.
thanks very much
Read Answer Asked by joseph on November 18, 2020
Q: hello 5i team
i just read one of the articles you recommended to us stating that the consensus amongst money managers is that European stocks will do better than US stocks in the coming years. they give various reasons for this view. i was wondering what your thoughts were on this thesis. i am a little light on foreign equities but have been a bit hesitant to add any. But now i am rethinking this. if you see this as more or less an accurate perception of the investing reality today would you think that the etf’s mentionned would provide the coverage needed?
as always thanks for your expertise

Read Answer Asked by joseph on November 17, 2020
Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?
Read Answer Asked by Neil on November 16, 2020
Q: Could you share your thoughts on including Van Eck's ETF - China Bonds (CBON) as part of my 40% allocation in a US portfolio.
Read Answer Asked by Ted on November 16, 2020
Q: I have about 8 grand of my portfolio allocated for these 2 ETFS. Just wondering how you would weight them. For a 20 year hold. Maybe lean toward Japan as they are more allied with the US, but then again Japan is drowning under Debt.
thanks

XEF = Japan, UK, France, Switzerland, Germany,
XEC = China, Taiwan, Korea, Brazil, India

Read Answer Asked by Gordon on November 16, 2020
Q: Baby boomers,remember the song with the lyrics,"fly me to the moon". NIO began its ascension to the moon in mid year,say June 1 @ US$4.26,to reaching its peak in the morning of Nov 13 @ $54.20(Nov 12 $48.30 ) before a short attack.The notorious & powerful short seller,Citron(whose principal,Andrew Left was reputed to be a part time farmer) striked citing that Tesla's cutting prices of its EV in China a few times will have a negative impact on NIO & assigned a $25 target price.As a result Nio closed at $44.56 down $3.74 with a low of $40.55 on an astounding vol.of 579.1m(vs 3 mo.average of 143.6m),Nio is set to report Q results on Nov17 & good results are expected. Thinking of buying at lower prices.Please comment on the situation & your expert opinion going forward.Txs for u usual great services & views. Looking forward to seeing Peter on BNN on Nov 17
Read Answer Asked by Peter on November 16, 2020
Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!
Read Answer Asked by Sophie on November 13, 2020
Q: How do you feel about this company. They seem to do thing differently giving you 10% more shares every year.
Read Answer Asked by Bonnie on November 13, 2020
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