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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: Hi!

I've heard a lot of people suggest that Europe's various stock markets are better value than the U.S. market, but that Europe hasn't implemented nearly enough stimilus to help drive growth the way the U.S. has. Do you think Europe is attractively valued and if so would this be a good time to start building a position in an ETF with a European focus? Can you suggest a couple of potential ETFs for exposure to Western Europe?

Thank you!
Jason
Read Answer Asked by Jason on March 11, 2021
Q: Of the above Canadian dividend ETFs, which one do you think has the best diversity and investment strategy for a very long-term hold? CDZ seems to have the highest 3-year return, followed closely by VDY, but the latter ETF seems high on the financial services at 59%; not sure how VDY determines their allocations.
Thanks!
Read Answer Asked by Grant on March 11, 2021
Q: Further to my earlier question about ZST and HFR, I don't think you have addressed the issue. The l0yr average total return for HFR is practically 25% more than for that for ZST. (as per your references). They are both ultra-short bond funds but their behaviour is vastly different. Why?
Read Answer Asked by richard on March 10, 2021
Q: As a follow up to my earlier question, where in you mentioned "if the focus is on bonds....", last line. I am looking for opportunities in fixed income investments. So where should the focus be, other than fixed deposits . Thanks for the excellent advice you have consistently provided over the years.
Read Answer Asked by Vinod on March 10, 2021
Q: Hello
Thinking of retiring and drawing the dividends from our RRSP to replace income from employment until age 71.
Would it make sense to sell the first 4 mentioned and buy only EQL.
This move would give us $5,000. more yearly income from dividends (before taxes).
I mentioned selling VIG because of the currency variability and EQL pays a higher dividend..
We would still maintain growth ETFs like IWO, ICLN, KWEB, PSCH etc.
Thank you for your time.
Mike

Read Answer Asked by Mike on March 09, 2021
Q: How do you like Preferred's these days? I've recently replaced some of my bond ETF's with ZPR. I understand they carry equity/credit risk but do you see pref's as offering better protection against rising rates? Thanks.
Read Answer Asked by Curtis on March 09, 2021
Q: Hi 5i team,
I would like to own U.S. companies in the ‘Industrial’ sector that are well managed, with strong balance sheets and good growth on earnings. Could you please recommend a US listed ETF that focus on these companies? Thanks.
Read Answer Asked by Willie on March 09, 2021
Q: TSX Health Care Capped Index etc.. ...I cant find the symbols for these...also can pls explain the pros and cons of buying this type of investment ? why is it capped?is this a OK way of buying a specific sector of the market? how do they compare vs SPDR's..?
Read Answer Asked by adam on March 09, 2021
Q: I thought I had asked this question but don't see a reply. What is the nature of BITW and why does its price action not seem to correlate with bitcoin prices/ Thank you
Read Answer Asked by hal on March 09, 2021
Q: In terms of geographical allocation, I'm very deficient on International exposure. What do you suggest that I hold in a RRSP account, in terms of ETF to plug this hole?
Read Answer Asked by Brenda on March 09, 2021
Q: Many travel, leisure, and entertainment stocks, as well as exchange-traded funds (ETFs), have rallied from a year ago on bets of a post-pandemic recovery now that a coronavirus vaccine roll-out has begun. The new Canadian-listed Harvest Travel & Leisure ETF (TRVL-T) has increased in price by 26.3 per cent in February alone, while collecting $66-million in inflows. What investment approach (individual stocks or ETF's) would you suggest in order to play in this post-pandemic recovery? And might you have any insights on TRVL-T? Cheers.
Read Answer Asked by Ronnie on March 09, 2021
Q: Hey,

What would be some stocks and ETFs to watch during this rotation?

Thanks
Read Answer Asked by Rodney on March 09, 2021
Q: I need to add some bond ETFs to my portfolio. Could you give three US dollar and
three Canadian dollar funds that you prefer .
Read Answer Asked by Roy on March 08, 2021
Q: The etfs ZST and HFR are both classified as ultra-short term bond funds. HFR has an active designation and a slightly higher MER (0.47% vs 0.16%) but their long term behaviours are markedly different. Over 10 years, ZST has lost ~15% of its value whereas HFR has remained flat. In the covid-spring of 2020, HFR briefly lost 20% of its value (now regained) but ZST hardly moved. Do you have any idea what accounts for this different behaviour?
Read Answer Asked by richard on March 08, 2021
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