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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: I have 2% of my portfolio in this bond fund in my US margin account. It has a mix of bonds from AAA to BBB. Do you know if there is a ETF bond fund which holds most of its bonds in 30 year AAA rated US treasures?

Thanks.
Read Answer Asked by Ronald on February 10, 2021
Q: I need some fixed income suggestions for my RRSP. Anything you particularly like at this time? I know its fixed income but I do have some risk tolerance and a 17 year investment horizon so open to something that pays more than .0000012% interest. Appreciate your thoughts :)

As always.. amazing job team!
Read Answer Asked by Don on February 10, 2021
Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!
Read Answer Asked by Michael on February 10, 2021
Q: For a conservative investor, how much overlap is there in a portfolio comprised of xtr, zmi, pinc, and vrif? Thanks.
Read Answer Asked by Paul W on February 09, 2021
Q: Would you please recommend a couple of inverse etf's or bear funds to hedge the current market enthusiasm. Both Cdn and US pls. Thanks.
Read Answer Asked by John on February 09, 2021
Q: What is your opinion of Invesco International Fund Series F or other Invesco International Fund Series?
Read Answer Asked by Donald on February 09, 2021
Q: hi, What yours thoughts for those Fund for 2/3% portfolio?
is it to expensive?
thanks jean guy.
Read Answer Asked by Jean Guy on February 09, 2021
Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David
Read Answer Asked by David on February 09, 2021
Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.
Read Answer Asked by Steve on February 09, 2021
Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!
Read Answer Asked by George on February 09, 2021
Q: As I approach retirement I am looking at transitioning more to ETF's (Cdn, US, Europe). Traditionally my comfort level is best when I own good quality divd paying stocks (hard asset to me).
Question: with etf's such as zwh, cdz, zwp (all owned), am I actually owning a basket of stock within those funds? Or do these funds utilize levers such as forward contracts, derivatives, indexes etc (which I have very little knowledge of) to generate their returns.
If not, are their cdn/us/Europe etfs with actual holdings that you can recommend
Read Answer Asked by Harry on February 09, 2021
Q: I have never purchased an IPO of an ETF. When Ark Invest unveils its SPACE ETF in March, what strategy do you recommend ? Thanks.
Read Answer Asked by Norman on February 09, 2021
Q: Hi Peter, Ryan and 5i,
Which cyber security ETF would you prefer, the hedged version or the unhedged, or is there another that you prefer.
Thanks as always for your professional service.
Ivan
Read Answer Asked by Ivan on February 09, 2021
Q: In answer to Bruce on Jan 7 you said:
In an RRSP, we would prefer to hold US-listed ETFs due to withholding taxes on US dividends being exempt (not the case with CDN-listed ETFs).

This would mean that ZWK/CALL is not as efficient as it could be. Is there an equivalent US listed ETF that you would recommend? I am looking for an ETF that would let me drip the dividends. From your other answers I believe this type of ETF would be good in 2021: flat or slowly rising market.

Read Answer Asked by JR on February 09, 2021
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