Investment Q&A

Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike

Q: Have losses on ZAG in a cash account. In your opinion, would selling ZAG and buying XFR (suggest a better one?) be a good move right now and pass the superficial loss test?
Many thanks.

Q: With the anticipated increase in demand for travel what are your thoughts on this travel ETF? Thanks.

Q: I just watched the most recent Kevin Oleary you tube plug on the above. He was promoting Bitbuys investment in Montana. Do you have a recommendation for a Data Centre / Data Collection position strategy ?
Amazon AWS ? or other ?

Q: Hi 5i team,

If you were to do a bond ETF portfolio to complement equity and other holdings, what (Cdn-listed) ETFs would you choose for balanced exposure to a range of market environments? Long-term registered account. I am thinking:

XBB--Canadian universe
VGAB--Global universe
XSTP--Short term US inflation-linked government

Thanks.

Q: I want to reduce Canadian exposure and increase international exposure in my portfolio. Would it be a good idea to sell XTC and buy ZXM? I am down in both securities. Could you please provide your views on future prospects for this move. Thanks

Q: Would you be a buyer of US Banks now or would you wait for potentially lower prices? I have a small position in RUBY which I'd like to increase but it is down 26% from my original purchase price but I am not sure how US Banks are expected to perform in this market and facing a possible recession.

Q: What your opinion of PID at these levels? Would you add to a position here? Good dividend but a horrible looking long term 10 year chart. Thanks Ron

Q: Many months ago, everybody and their brother was predicting interest rate increases, so I sold the bond funds in my RRSP (primarily ZAG) and bought short term bond funds like ZST and XFR. And for some fun /an experiment, I bought some TBF. I try not to time the equity market (as per your sage advice), but I could not resist with bonds (because it seemed like everyone was convinced about the interest rate direction). Good news is that TBF is up 22% YTD; and ZAG is down 13% YTD, but I do not understand why I do not hear anyone promoting TBF as a solution for this rising rate environment. What am I missing? Is there a liquidity risk for sellers when the rates start to flatten out; or is there a significant and quick price plunge risk; or...??? Thanks in advance for your comments.

Q: Hello everyone at 5i!! Would you consider ZPR to be a reasonably safe investment in a recession? Cheers, Tamara

Q: With minimal tax payable on small gain , would it make sense in your view to swap HACK for IHAK today?

Q: Is the time for buying longer term bonds, like SHY or even TLT coming closer?
Thanks

Q: Hello 5i research
On BNN yesterday one Guest recommended Rinf -Proshares inflation expectations ETF for this market conditions.What are your thoughts , appreciate your guidance.
Thanks

Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.

thanks,

Paul

Q: Good morning,

All the emerging markets ETFs seem to be weighted roughly 50% to China and Taiwan. I would like to re-balance the EM weighting using Canadian-listed securities to one or two dynamic regions or countries (not sure, India or SE Asia maybe). Are there good ETFs for dynamic regions or countries that could balance things out a bit for a more globally weighted exposure? ZID caught my eye; 0.67% fee.

Would you do this or would you stick to the one-stop-shop EM ETFs like VEE/XSEM?

Canadian products only, please. I'm aware the US has greater selection. Many thanks for your help.

Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks

Q: There seemed to be quite a large performance spread on June 21 between XQQ and the underlying Nasdaq index. This etf is currency hedged. Do you have any insight on this discrepancy? Thanks

Q: Hi Guys
What do you think of the underlying Holdings in this disruptive Technology ETF.
The symbol is DTEC
Thanks Gord

Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C

Q: What is the risk in owning BANK other than volatility correlation to financials?
Will the distributions be reliable?
What about EBNK?