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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: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard
Read Answer Asked by richard on June 07, 2021
Q: Hello,
I am opening a RESP account for my 6month old son. In your opinion, is it better to invest in Stocks or ETFS? Can you please also provide me a top 3 stocks or ETFS in your mind?

Thanks!
Kelly
Read Answer Asked by shi on June 07, 2021
Q: Hi, Im interested in this etf for the income portion as it seems to pay a good dividend and holds some of the big blue chip cdn companies. Morningstar gives a 2 star rating. What is your analysis of this etf? Do you see a better rated etf. Looking for a good dividend payer with a low mer and some growth. Total return I would like is about 5-7 % including dividends. Already own xtr. Thanks
Read Answer Asked by pietro on June 04, 2021
Q: Good morning. I was wondering if you could recommend an ETF that is conservative with some growth and also having a world wide focus.

Thank you for all your outstanding investment information. I couldn't invest without you.
Read Answer Asked by Mary Jean on June 04, 2021
Q: Hello 5i,
I am a 75 year old value investor for dividends and some growth with a balanced mix of ETF's and individual stocks. I hold ENB, FTS, TRP, BCE. I see that ZWU is at an attractive price point with 7% yield. As it holds others that I do not have would this just be a duplication of what I have and leave it as not needed. or go for the value and dividend?
thank you
Stanley
Read Answer Asked by STANLEY on June 04, 2021
Q: I own XEI, ALA, and TOUr but little oil.

I'm hoping to buy base metals and oil in an CDN etf. Do you think this is a good idea and what would you recommend?
I'm hoping to buy base metals and oil in an US etf. Do you think this is a good idea and what would you recommend?
Read Answer Asked by Graeme on June 03, 2021
Q: I need more fixed income in my RRSP portfolio and my son's RESP. I bought bond funds (VSC, XBB, XRB) but they can (and have) lost money, so I struggle to see how they help me with safety. Am I better off to just buy GICs or stay in cash? Should I hang onto the bond funds I have already?
Read Answer Asked by Dawn on June 03, 2021
Q: I understand that if a bond ETF has an average duration of 3 years, the value of the the ETF will fall by 3% if interest rates rise by 1%. Let's assume the ETF has a portfolio turnover rate of 100%. Is it correct to assume that, all other things unchanged, after one year the portfolio will have been replaced with bonds that yield 1% more, and therefore after another 3 years the 3% loss would be offset by the extra interest income earned?
Read Answer Asked by Heinz on June 03, 2021
Q: Hi: Not a question, just a comment. Albert asked about ZPAY yesterday and the recent weakness in the performance. It is a US$ based holding and when the Canadian $ has been gaining it affects it adversely.
Thanks, BEN.
Read Answer Asked by BEN on June 03, 2021
Q: Hello,
I am nearing retirement. I have CBO, CPD, VAB and XHY at 20% of my fixed income portfolio. All these ETF's exist in my unregistered account. I wanted to add XBB in my RRSP account. Any concerns about too much overlap by adding this position? This will add 7% to my fixed income position. Portfolio analytics recommends a 30% position.

Thanks for all your help.
Read Answer Asked by Mauro on June 02, 2021
Q: Thank you for the reply to my recent question. Unfortunately the question pertained to the 5i balanced etf portfolio not the balanced equity portfolio. May I please have to top five etf positions to add new money at this time.
Read Answer Asked by Richard on June 02, 2021
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