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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,
Just trying to clean up the portfolio a bit. I'm holding sector ETF's ZUH and ZBK, but I also hold JPM and GILD, for example. I see that JPM is 5% holding within ZBK, but GILD is not even a holding within ZUH. Is there any point holding both the sector ETF's and any/some individual stocks in that sector. Thoughts on this?

Thanks!
Read Answer Asked by Keith on December 23, 2019
Q: Hi again,
Just wondering what you would think of using a few country specific ETFs for emerging markets exposure since China, South Korea, and Taiwan make up over 50% of XEC holdings. Too much risk vs diversity? Or just stick with something like XEC or EMGF for a 10+ year hold in a risk managed growth ETF portfolio. Thanks
Read Answer Asked by Daryl on December 19, 2019
Q: I own SDY in New York: an ETF that holds companies that buy back their shares. This ETF has done very well. I found the TSX index on companies trading on the TSX that buy back shares - the symbol is TXBB and this index has substantial outperformed the TSX over the past 10 years. But TXBB only lists the 50 companies with the highest buy backs. Where can I find a complete list of all companies trading on the TSX that buy back shares? Also, is there an EFT equivalent to SDY that holds companies trading on the TSX that buy back shares?
Thanks
Michael
Read Answer Asked by Michael on December 19, 2019
Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Read Answer Asked by RANDALL on December 17, 2019
Q: When I compare MFT (that I own) and FRL.UN with ZFH and PGI.UN I don't understand why the former don't perform as well as the latter. What can explain that and what would be the best bond ETF (low volatility and reasonable yield) to own within a registered and non registered account. Also, do you know a bond ETF giving mostly capital gain for a non registered account to reduce the income in interest.
Read Answer Asked by Michel on December 16, 2019
Q: Your thoughts for long term hold, 5 years
Read Answer Asked by Nhung on December 16, 2019
Q: Can you explain the difference between panic selling in an individual stock and panic selling in say the S&P 500 ETF.
Would the fall in price between say Microsoft or Starbucks be about the same as liquid ETF like XSP or VBAL.
According to Michael Burrys article in Bloomberg he has said ETFS will fall like CDOS in the Sub Prime meltdown of 2007 because there is no true price Discovery and also the Market Maker might not be there to support the price in a Panic caused by a huge liquidity bubble he created by Blackrock and Vanguard.
Thanks Gord
Read Answer Asked by Gordon on December 16, 2019
Q: Hello,

I want to add fixed income to balance my portfolio and will hold it in a cash account. I'm targeting 15% fixed income with > 10 year hold.

1. Are the ETF's in the income portfolio appropriate? or should I have more concentration? Or a different selection?

2. If > one ETF do you have a weighting suggestion?

3. Will these be taxed as income or dividends?

Thanks!

Dave
Read Answer Asked by Dave on December 13, 2019
Q: Hi Peter & 5i Group,
A few days ago you indicated that you liked the US growth ETF "IUSG" which has a very good chart giong back some years, and to date, which I purchased shares of.
Can you recomend a simular Canadian market growth ETF. that rivals IUSG or comes close.
Thanks, your team are so valuable to a invester.
Ken
Read Answer Asked by kenneth on December 13, 2019
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