Investment Q&A

Q: Looking for the best of both worlds ... income and some growth.
AND not finding bonds very compelling due to low interest rates.
AND as part of my holdings in the financial sector.
Would it make sense to buy and hold ZEB (4.7% yield) and ZWB (6.65%) ?
My thinking here is ZEB would capture more capital gains once interest rates start to move up and bank shares rise in value; while ZWB captures a higher yield in the meantime?
Of course I am also open to a better suggestion.

Thanks for your help.

Q: Please give me the good and the bad on PHYS:CA. It seems like a proxy for holding physical gold. There has bee much talk about the "paper" gold market and how it may not be the best option during times of upheaval (up or down, worse down?).

Q: Hi 5i - I recently sold the last of my mutual funds, Capital Group Global Balanced. Can you suggest alternative investments that provide similar total returns and provide international (non-US) exposure? Thanks.

Q: Hi gang, any ETF in canadian $$ with USA & canadian technology stocks you would recommend or international stocks. Thanks. Alnoor

Q: I own both of these ETF's. Are there duplications of companies and with the US election coming in November is it a good time to hold health care stocks or should I rotate to another sector?

Thanks
Dave.

Q: Good morning 5i,
With the European green deal and Biden's plans to attack climate change, should result in solar panel and wind power installations, and with so much money being allocated to infrastructure projects, which companies could benefit from these two investments by Governments..
Thanks you for your much appreciated help.
Carlo

Q: Can you suggest etf’s for US industrials, US consumer discretionaries, and the russel 2000. Ideally in Canadian dollars. Thank you

Q: Just a suggestion to Joanne's question re. investing in Chinese internet stocks.
The Emerging Markets Internet and E-Commerce ETF - EMQQ - provides exposure to the larger , well known Chinese stocks mentioned ( it is over half China ) as well as similar stocks in the space in other emerging markets.
MER is .86% if this is a solution she might be interested in.

Q: Hi gang, is there an ETF with only canadian technology stocks? Thanks. Alnoor

Q: I am looking for a place to park wedding funds for a couple years where I can get a reasonable return and capital preservation. I understand the risks associated with a shorter window, but wonder what your top 3 options may be. Thanks

Q: Hello Peter, I just noticed that numbers comparing the TSX Composite vs the Venture Composite Indexes are striking. In the past 3 months, the Venture is up 48% compared to the broader index's 9%. And over the past 6 months, the Venture is up 30% compared to the main index's negative 7%. Do you know of an ETF or other way to invest in the Venture? More importantly, would you be inclined to make such an investment (as a smallish portion of a 60 year old's portfolio)? And if you would be more or less inclined to do so NOW, please let us know. Thanks!

Q: Can you suggest a US ETF for high tech exposure for a young person initiating a position. thanks

Q: I would appreciate your views about the benefits of specific factors. I have read a number of articles which claim that over time, dividend growing stocks do better than stocks with no dividends or stocks with overly high dividends. Similarly, there are research articles which claim that "quality" stocks outperform the indexes. Increasingly, I see articles which appear to indicate that other factors such as momentum, women-led companies, socially-responsible firms, etc. also have improved performance. The ETF industry is now offering a wide variety of funds based on these factors (with higher fees than the broad based index funds).

Which factors, if any, do you see as offering outperformance of the broader based indexes over long-term time frames? Are ETF investors better to look for low-cost broad index funds, or should they seek specific types of factor ETF funds recognizing the slight difference in fees?

Thank you for your advice and insights.

Q: At age 50 and have about $60,000 in a (diversified sector) RRSP and just starting a TFSA with $8000 in it, what ETF's or stocks would you recommend starting with?
Thanks for your reply.

Q: I am looking for an all-cap European ETF...any recommendations, preferably in CDN$

Q: I am considering setting up a 2 etf portfolio for my elderly parents, the plan includes a 60 bond/40 equity etf in a non registered account and was thinking a 50/50 in the TFSA, I realize that is a perhaps alot of eequity exposure but they have more than enough income to live off and will likely never acess these funds. Thoughts on the plan and ETF ideas please. The combined portfolios would be in the $500000 range so I have to be mindful of foreign ownership rules, any other rules I should watch for?

Q: I have held the Mackenzie Global Resources for a long time but have certainly questioned it's performance and the MER at 2.48%. Would there be select ETFs that would provide equivalent global coverage?
Thanks.

Q: I have positions in several ETFs trading on the TSE. I like to keep up to date on major holding changes and weightings within each ETF. Is there a good (one stop shop) source of updated information, other than going on to the separate ETF company websites?

Q: I'd appreciate your opinion on CWO ( Shares emerging mkt). MDM070 ( MD Growth) & MDM050( MD Equity fund). Thank you. Fooklin

Q: Dear 5i,
Do you think the CRA will have any concerns with Horizons change from a Total Return Swap structure to a Total Return Corporate Class structure implemented in Nov. 2019?
I understand that Horizons changed all their Total Return Swap ETF's to this new structure late last year. I would like to avoid any future CRA tax issues if I purchase one of these Total Return Corporate Class ETF's. Your thoughts would be appreciated. Thanks