skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own these two bond ETfs inside a balanced portfolio. My understanding as the bond yields rise the price goes down, along with the price of my dividend stocks. Seems like a double whammy. Im trying to figure out if there is anything I should do here. Happy to hold the bond ETFs and collect higher distributions. Your thoughts please.
Read Answer Asked by David on February 26, 2021
Q: With interest rates moving up on growth optimism, do you like CVD as part of your fixed income allocation. Seems it might hold up better than other bond funds and it pays a decent yield. I'm also considering ZPR in the fixed income side for the same reason. If this is two questions, please deduct accordingly. Thanks.
Read Answer Asked by Curtis on February 26, 2021
Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual
Read Answer Asked by christianne on February 26, 2021
Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo
Read Answer Asked by Carlo on February 26, 2021
Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks
Read Answer Asked by Fernando on February 25, 2021
Q: I saw a mention of this US etf, BATT, and wondering if it would be a good growth opportunity. What do you think? Thanks
Read Answer Asked by Martin on February 25, 2021
Q: The question is what ETF is the best match for me based on

1. my normal stock selection is large blue chip dividend paying companies
2. this ETF is in my RRSP, I am assuming it should be purchased in American funds. (unless you say otherwise.) US or Canadian ?
3. I am thinking a broad based ETF, possibly a "dividend aristocrat" or just whole market but not sure of what the difference would be.

thanks

Ernie
Read Answer Asked by Ernest on February 25, 2021
Q: Hello,

I understand that one has to file a form T1135 if one holds US stocks or ETFs over $100,000 anytime during a calendar year. If one intends to hold VOO, the suggested Canadian equivalent to avoid having to file T1135 is VFV. Is my understanding correct? If yes, what are the Canadian equivalents of QQQ and IWM?

Thank you
Read Answer Asked by Vee on February 25, 2021
Q: Portfolio Analytics is suggesting a 10% weighting in Healthcare. Currently I have Well & Gud , each slightly less than 1%, so for the remaining 8ish % I would like to choose 3 to 4 others (US or Can) Dividend is not necessary. Would appreciate your input into whittling down what seems to be a surfeit of good choices. Also, your thoughts about entry points
Many thanks, as always.
Read Answer Asked by Alexandra on February 25, 2021
Q: I recently borrowed from my HELOC to top up our TFSAs. I'm thinking of potentially keeping it simple and going TEC + XAW (40/60 split). This would give me quite a bit of US exposure but thought of bumping up US exposure. Would it make sense to instead buy VUN + VIU + VEE in a 70/23/7 split instead of XAW which has a lower US allocation? Do you think US equities will continue to outperform world over 10+ year horizon?

Also thinking instead of the 40% allocation in TEC, should I take a small position in ARKK or other ARK funds? Maybe 30% TEC, 10% ARKK? I feel like many of the names in ARKK fund are priced to perfection. Thanks
Read Answer Asked by Perry on February 25, 2021
Q: I am looking for a good Canadian high dividend ETF. VDY seems to have the best performance following the FTSE Canada High Dividend Yield Index. Can you tell me a bit more about the latter index and stocks are selected. I know the CDZ, also has some set criteria for selecting stocks based on dividend payment history. Thank you in advance for your comments!
Read Answer Asked by Grant on February 25, 2021
Q: Hey Guys,

I'm thinking of building up my portfolio with ETF's, currently my companies are BTCC.B, ARKK, XUS, HCLN, PSYK. Any suggestion on good additions, and thoughts on these ETF's.

Thanks
Read Answer Asked by Rodney on February 25, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!