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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 read an article in the Globe and Mail this morning where inflation-linked bonds were touted as a good investment at this time. Would you agree with that strategy?
Whether you agree or not could you please give the reasons why. If you do agree where can we buy these bonds and which would you recommend?
Read Answer Asked by shirley on December 07, 2022
Q: Hi Guys,

I want to add to my Preferred shares. I currently own ZPR.

Would you suggest adding to ZPR or add CPD as a new ETF for diversification. My main goal is income and safety of capital.

ZPR pays a 5.89% dividend ($.54) and CPD pays 5.45% ($.60). CPD's dividend seems to be a bit more volatile.

Thanks for the input.
John


Read Answer Asked by John on December 07, 2022
Q: I am new to the forum and 5I. Thanks for your great information! I wish I had subscribed earlier.
Can you give me a long term chart on the value and or return for these 2 ETFs? Because of the different dividends it is hard for me to value the two investments. Do you have a preference?
Thanks again
Richard
Read Answer Asked by Richard on December 07, 2022
Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: Looking to park some US cash and some Cdn cash with a reasonable assurance of safety (CDIC aside) while avoiding interest income in favour of capital appreciation via Horizons corporate class structure using these 2 ETFs. Do you see these as a reasonable means of achieving the goal? Both ETFs have substantial amounts invested and seem to use a similar approach to generating returns yet HSAV has more erratic up and down performance. Why? Any cautions or concerns? Whatcha think - does this plan make sense? Thanks as always for your generous thoughts.
Read Answer Asked by Ken on December 06, 2022
Q: My son is in a position now where he can start to make regular annual contributions to his RRSP. I want to help him set up a basic ETF portfolio that he can just add to every year for the foreseeable future.
He already owns small amounts of XIC and VFV. Would these be appropriate for this purpose? Would you add any others?

Thank you for your invaluable advice, as always!
Read Answer Asked by FJ on December 05, 2022
Q: Earlier today you mentioned tech as a pretty good etf for holding mainly fang stocks. It got me thinking about my own situation. I own both voo and rsp partly to balance out my technology holdings. I am wondering whether I might be better with something like tech and rsp and selling voo? I like the idea of being a bit overweight in technology stocks and this might be a good way to achieve this. What are your thoughts on this ? Also, i note tech is a Canadian etf. What would be a good US denominated possibility?
Thanks for your expertise
Read Answer Asked by joseph on December 05, 2022
Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c
Read Answer Asked by Claus on December 05, 2022
Q: Do you think these ETF's are worthwhile investments in the Cdn. Bank area?
They both have high yields - are they sustainable
What is difference between the two? Which one is the preferred investment?
If neither are preferred - can you suggest an alternative?
Thanks
Read Answer Asked by Reg on December 05, 2022
Q: I'm pondering dipping my toe into ETFs. The reason for this is that I got the feeling from another 5iR response that given the current stock market turbulence, it is better to buy diversification via an ETF rather than buy new US or Canadian stocks positions or top up existing equity positions. What say you, 5iR? Like did I "read" that response right???......Tom
Read Answer Asked by Tom on December 05, 2022
Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL
Read Answer Asked by Peter on December 05, 2022
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
Read Answer Asked by Brucey on December 02, 2022
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