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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: My fixed income exposure is 100% through my RRSP, of which 90% are individual bonds, 5% XBB and 5% XLB. I have a bond worth 5% of my RRSP due next week. Should I diversify further my bond exposure with ETFs like XEB or VGB, especially if I believe rates will start climbing within the next 12 months? Thanks, Martin
Read Answer Asked by Martin on November 26, 2019
Q: Hello 5iResearch,

I have a couple requests:

1. Would you please send me your recommendations for two or three ETFs I could use for hedging against a recession/market correction but still get an annualized distribution yield of about 3%?

2. Could you please also let me know what your recommendation would be for a gold ETF?

Thank you,
Natasha



Read Answer Asked by Natasha on November 26, 2019
Q: The PMIF currently shows a YTD return of about 5.85% on their website. Sounds really good for a monthly income fund. This seems to include a change in unit price value from January 1, 2019 plus monthly distributions to date (Nov 2019). However is not the real return only the annual sum of the monthly distributions (around 2.5%)? The fund drops in unit value on the monthly ex-dividend date. Seems to me just the unit distribution (yield) should be the real return value. YTD is misleading when there is such a large unit drop in December to account for year end distributions.
Read Answer Asked by Blain on November 26, 2019
Q: I have $9500 to invest in Technology or Communications ETF.
I have been following IYW & RYT in Tech & VOX in communications as per your PA list, but all are presently at their high so is it okay to buy now or wait till there is a correction and which sector &/or ETF would be best to consider for a RRIF?
Look forward to your response. Thanks!
Read Answer Asked by Terry on November 26, 2019
Q: Hello,
I came across an article which discussed an etf, ticker QTUM:US. I went to their website and read their documentation but would like your opinion of this etf.
Some of the holdings are companies you often have good things to say. I know it is small but is that enough of a reason not to buy this etf? Apart from that, any red flags? This would be for my TFSA (one stop shop for tech).
Thanks,
Dan
Read Answer Asked by Daniel on November 25, 2019
Q: who are the 70 canadian companies that pay their dividends in u.s. dollars?
Read Answer Asked by don on November 22, 2019
Q: I am thinking about adding IHI to my RRSP but understand that there may be a withholding tax given that it is a US based fund. What is a withholding tax, how much is it, and what are the implications when I go to file my canadian income tax? (I am relatively new to the investment world and don’t want things to get too complicated when having to report losses/ gains)
Thank you for your guidance.
Read Answer Asked by Heather on November 22, 2019
Q: More and more analyst seems to believe we’ll have a not so bad start of 2020 finally. Industrial signals have been weak, but it appears to have a good chance for a come back. What do you think of a 5% position in vaw, because material (chemicals among others) have been underperforming as a way to play a recovery of the general industrial sector. Rest of the portfolio is well balanced.
Read Answer Asked by Olivier on November 22, 2019
Q: Why would you advise holding these five ETF's in a TFSA, given that the foreign withholding tax is unrecoverable?
Read Answer Asked by Terry on November 21, 2019
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