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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: A question by Daniel the other day about this etf caught my eye; your answer was quite positive, referring to its good results. Can you pls give information about its prospects to provide downside protection in the event of an adverse market event. How does their hedging work? How much protection would there be with different event eg a 10% pullback compared to a 20%. I looked at the website and couldn't glean any ideas about that. If one was to look at this like gold, ie a form of insurance, what portfolio weight would you think an average investor might have? Thank you for your excellent service.
Read Answer Asked by Leonard on November 08, 2021
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD
Read Answer Asked by K on November 05, 2021
Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks
Read Answer Asked by Ben on November 05, 2021
Q: I've been looking for historical data on index-wide PE ratios for the Nasdaq to help put the current bull market in better historical perspective. I was able to find a report published this week on S&P 500 and Russell 2000 indicies going back many decades which 5i readers might find useful (here: https://www.yardeni.com/pub/stockmktperatio.pdf), but haven't been able to find similar data on the Nasdaq. Do you know where I might be able to find it?

I'm also interested in hearing your thoughts on how the current exuberance related to crypto might factor into an overall equities "bubble"? Feel free to deduct as many questions as required here.
Read Answer Asked by Jeff on November 05, 2021
Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks
Read Answer Asked by Daniel on November 05, 2021
Q: Hello 5i,
I’m helping a conservative investor with a tfsa. Vbal makes up half of the account.
In trying to boost monthly income I’ve come up with the above etfs.
Based on 2020 distributions,how would each of the above etfs be taxed if held in a tfsa?
Also, can you please verify the sector exposure of zup (similar to pff - usd) I thought the financial % was underweight.
Read Answer Asked by Kat on November 04, 2021
Q: Recently I sold units in FID6000 in my grandson's RESP because of its poor year to date performance and high MER. We did book an overall gain of 130% over a 3 year period. The RESP account owns a variety of income producing positions. that have modest gains. I am looking to invest in something growth oriented, with maybe a 3 to 5 year horizon ahead. I am considering splitting between one or two ETFs listed above and possibly TOI. Do you expect further growth from TOI?. Opinions on ETF's please. Moderate risk OK. Canadian currency only account.
Read Answer Asked by Maureen on November 04, 2021
Q: Expectations of sooner-than-expected rate increases have pushed short-term yields higher in recent days. If so, interest rates could be headed up faster than thought, with dismal consequences for stock prices and real estate speculators. Can you suggest a Canadian Bond EFT that would be suitable during this period of inflation? Cheers.
Read Answer Asked by Ronnie on November 03, 2021
Q: Looking to put some money into fintech space which company or ETF would you recommend
Read Answer Asked by mike on November 03, 2021
Q: The short duration bond ETFs like these have declined in last few months with possibility of increased rates. If these are held for five years, would there still be loss of principal, if interest rates stay higher than today. I was assuming if bonds are held to maturity, there is no loss of principal. Hopefully, my question makes sense.
Read Answer Asked by Sudhir on November 03, 2021
Q: I would like to invest 50 thousand in a etf or two investing outside of Canada. Please give a couple o f recommendations and a specific country or investment idea you would consider attractive at this time as well. I already own US banks through ZBK as well as Alibaba. Do you consider XID attractive at this time? THANKYOU I have been well pleased with 5i over the years and consider your advice a good investment.

Read Answer Asked by John on November 03, 2021
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