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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: Any issues I should be aware of in switching from ZEB to HEWB in a taxable account other than taxable capital gains on the sale of ZEB? I am trying to lower taxable income which is impacting OAS payments.
Read Answer Asked by Earl on April 13, 2022
Q: I m 73 years old with God willing at least another 10 years left. My Lightspeed is down 70%,$11,000. leaving me with $4,530 in my TFSA. Can you see any timeline for a turn around or should I be sucking it up and putting it in something else? Was looking at LIFE-T as a safety measure but wondering if you have some other suggestions.
Thank you for what you do for us
Read Answer Asked by Bonnie on April 13, 2022
Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary
Read Answer Asked by Gary on April 12, 2022
Q: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022
Q: The S&P 500 looks good in the current market and long term, with about 72% in the follow: big tech 26%, financials 14%, health care 13%, communication 10%, consumer defensive 6% and utilities 3%. 5i seems to prefer VFV, but its yield is listed at 1.12% on Yahoo and ZSP at 1.3%: is this because VFV has deducted the 15% withholding tax on US dividends? I assume the 15% would still be withheld in a registered account? Thanks!!
Read Answer Asked by Grant on April 11, 2022
Q: Would like a current opinion on this mutual fund?
Is the fees worth the returns or would a global ETF perform better?
Greatly appreciate your opinion.
Read Answer Asked by Paul on April 11, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
Q: I’m looking for a low cost (preferably)ETF that focuses on CDN Dividend growers as opposed to high yield,my thinking is if they have extra cash to grow the dividend their EPS must be growing which would hopefully lead to a higher share price,would I be right in assuming this and preferably an ETF with decent volume ……Thanks
Read Answer Asked by Greg on April 11, 2022
Q: good morning everyone at 5i: I would like to increase my exposure to Canadian equities- will you provide etfs, or tmx be a good option, or perhaps one best stock in each sector- . thanks for your time-- Jane
Read Answer Asked by jane on April 09, 2022
Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
Read Answer Asked by Mary on April 09, 2022
Q: I am looking to simplify my non-registered investment portfolio for my retirement, which is now only 9 months away. I am looking to protect capital and create income. I am looking at one ETF and one fund as possible landing spots for my capital: XSP. And FID282.
Can you please compare and contrast these two funds for me? Are the different enough to warrant owning both? Is there anything else I should be considering?

Thanks in advance
DON
Read Answer Asked by Donald on April 08, 2022
Q: Please help me balance out one of my portfolios. It is tilted heavily to quality us stocks- GOOGL, TMO, MSFT, DIS, SYK, NVDA, BKNG, ACN,BLK, SBUX,ADP,IDXX, ADOBE, EL, AND XYL.
My canadian stocks are BAM,TD, CNR, FSV, SHOP AND TSU.

I would like to increase canadian exposure--- would you suggest gradually
adding to an etf such as xic or could you suggest a few canadian stocks
that would be suitable in this investing envioronment such as energy, materials etc to balance out this portfolio.

Regards, Ajay
Read Answer Asked by Alka on April 07, 2022
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