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: Hi
I am trying to build a portfolio based on ETFs. Could you provide me with a list of recommended ETFs, grouped by sector and sample weightings for each sector. I am looking for income first followed by some growth. I am retired, have a pension and would be comfortable with moderate risk as well a 70 equity - 30 fixed split. I understand that this list would just be a start. I would do more research on my own. Thanks, Len
Read Answer Asked by Leonard on March 05, 2020
Q: Hi,
I read an article on how a hedge fund made money during the coronavirus sell off. (https://www.wsj.com/articles/how-to-hedge-a-coronavirus-11583321400). Can you give a small primer on how this is done..or typical hedging strategies. Thanks. Shyam
Read Answer Asked by Shyam on March 05, 2020
Q: Hello 5i,
I usually only hold individual stocks but am wrestling with choosing a “green” company. I like the potential of companies like GRN,XBC and QST but their size gives me pause. Can you recommend and ETF that captures these smaller companies as well as larger ones to reduce overall risk?
Thanks
Dave
Read Answer Asked by Dave on March 04, 2020
Q: My current portfolio is somewhat similar to your BE portfolio but with a small (15%) portion of foreign holdings (more if you consider BEP which I also hold, as foreign since it has a lot of foreign investments). Foreign is far too small in my estimation. I have some cash to deploy which would bring it up to about 30%.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.
Read Answer Asked by Fred on March 03, 2020
Q: Greetings 5i,

What a week! Looking to sort through the rubble next week and start picking away at a few hammerd down blue chips. I have a question regarding ZDY and its dividend as I have 3 different postings for it.
TD states its $1.29/year = 4.32%
5i show its $0.20/month which should = $2.40 or 8% and yet states its 3.743%.
To make it more confusing Morning Star states 3.25%.

Hmmm.. everyone can't be correct? What are the true numbers here?

Cheers!
Read Answer Asked by Duane on March 02, 2020
Q: I am a long time subscriber and an avid reader of the Q&A. Even with all I have learned, I am still having a difficult time understanding how to invest the fixed income portion of my portfolio. I want fixed income to provide portfolio stability by protecting on the downside while offering the possibility of capital gains along with some income.

I am a buy and hold investor on the equity side and I am comfortable deciding when to sell a company. However, the fixed income side seems to demand a more active approach - or does it? For example, you have been suggesting that interest rates seem likely to decline in the coming months so that would favour long term bonds. But for stability, or as an offset in case I am wrong, should I also hold short term notes? Should my fixed income portion be split 1/3, 1/3, 1/3 among cash, short term and long term and just left at that or is it necessary to continually monitor and adjust these weightings? Or is there one fund that does all that already?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 02, 2020
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!