Q: Would you have a preference between HMMJ or a marijuana stock and what stock would it be. Thanks, Bill
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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.
- BMO Aggregate Bond Index ETF (ZAG)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK)
Q: Hi 5i
I purchased this etf for my mom. Can you tell me:
1) would 5i expect it to trade below its one year expected yield return from dec 31,2019 to dec 31 2020?
2) Mom’s capital position is currently underwater. What is 5is best guess for the closing price of each share dec 31, 2020?
3. I’m trying to assess the overall risk of the etf. How would this ETF do if a recession broke out in 2020?
4. Can you recommend a better replacement? Why is this better?
Thank you.
I purchased this etf for my mom. Can you tell me:
1) would 5i expect it to trade below its one year expected yield return from dec 31,2019 to dec 31 2020?
2) Mom’s capital position is currently underwater. What is 5is best guess for the closing price of each share dec 31, 2020?
3. I’m trying to assess the overall risk of the etf. How would this ETF do if a recession broke out in 2020?
4. Can you recommend a better replacement? Why is this better?
Thank you.
- H&R Real Estate Investment Trust (HR.UN)
- Dream Global Real Estate Investment Trust (DRG.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
Q: I wrote to you on Thursday, asking if you could recommend a couple of ETFs holding Chinese companies, one US and one CAD. I have not yet heard back from you. I also wonder if you could recommend one or two CAD REITs. I have none in my portfolio. Something that will continue to do well in a down economy is my preference.
Thank you.
I notice that when I wrote on Thursday, it said I had 65 questions, and now I have 64. But since my question was not answered, or at least, I was not notified that it was answered, this seems a bit odd.
Thank you.
I notice that when I wrote on Thursday, it said I had 65 questions, and now I have 64. But since my question was not answered, or at least, I was not notified that it was answered, this seems a bit odd.
Q: Could you suggest some great quality Canadian bonds that are publicly trading?
Q: Can you shed any light on the 2.75% decline in XLB over the last 30 days? Thank you
Q: What are your thoughts on VDIGX when compared to VYM and VIG.
Thanks
Thanks
Q: This is a follow up to my questions about EFT TERs.
Thank you for the information about Canadian ETFs. What about US ones? For example, IEFA fund facts shows:
Expense Ratio 0.07%
Management Fee 0.07%
Acquired Fund Fees 0.00%
Expenses Foreign Taxes 0.00%
Other Expenses 0.00%
There is no mention of transaction fees. I find it difficult to believe the transaction fees for European markets are $0. Do you know where I would find that information?
Thank you for the information about Canadian ETFs. What about US ones? For example, IEFA fund facts shows:
Expense Ratio 0.07%
Management Fee 0.07%
Acquired Fund Fees 0.00%
Expenses Foreign Taxes 0.00%
Other Expenses 0.00%
There is no mention of transaction fees. I find it difficult to believe the transaction fees for European markets are $0. Do you know where I would find that information?
Q: Hi 5i .. i hold these REITs currently: Bpy.un (1.5% of my portfolio), car.un (3%), chp.un (2%), crt.un (1.5%), iip.un (1.7%) ... to simplify things, and diversify further, would it make sense to sell these and just buy an etf like VRE or ZRE? (for a 60 yr old div investor .. which is preferable?) ... or, is the status quo the way to go? thx!
- Zoetis Inc. Class A (ZTS)
- Superior Plus Corp. (SPB)
- Central Garden & Pet Company (CENT)
- Neogen Corporation (NEOG)
- PetMed Express Inc. (PETS)
- Trupanion Inc. (TRUP)
- Chewy Inc. Class A (CHWY)
- ProShares Pet Care ETF (PAWZ)
Q: As we don't have a good Canadian choice for stocks related to pets, what do you think of these US companies (or any others in this sector) ?
Which ones do you see as having a potential for strong growth in a near future ? Where would you invest in the sector ?
Please deduct as many credits as you see fit.
With many, many thanks,
Jacques in Montreal
Which ones do you see as having a potential for strong growth in a near future ? Where would you invest in the sector ?
Please deduct as many credits as you see fit.
With many, many thanks,
Jacques in Montreal
- BMO International Dividend ETF (ZDI)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Hello,
My portfolio mentioned that I need to add more international exposure to my portfolio. Can you suggest some good international ETF(s) or individual stocks that would be good for me to help balance my portfolio?
My portfolio mentioned that I need to add more international exposure to my portfolio. Can you suggest some good international ETF(s) or individual stocks that would be good for me to help balance my portfolio?
Q: What are your thoughts about the performance of this etf, 1/3 year? Thinking of selling a portion of it . What would be ( us) a teck company that has good momentum/ growth for 3 hold?
Thank you!
Thank you!
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
Q: I'm looking for a world-wide ETF to invest in long-term, without exposure to Canada. I came across XAW. It seemed like a wise choice. I like it because it's world-wide, but doesn't include Canada, and has no bond holdings.
I am currently saving for a downpayment and have about 30% of my portfolio in XBB (which will be used for the downpayment). Plus a bunch of money invested in Canada already.
1. What do you think about XAW?
2. Any other ETFs in a similar space as XAW I should consider?
Thanks!
I am currently saving for a downpayment and have about 30% of my portfolio in XBB (which will be used for the downpayment). Plus a bunch of money invested in Canada already.
1. What do you think about XAW?
2. Any other ETFs in a similar space as XAW I should consider?
Thanks!
Q: Can you recommend a 5g etf.?
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: I am looking for an ETF recommendation to increase my international exposure.
I currently own 15% in VIU and 12% in VEE. Income is not my primary objective at this time. I was thinking XEF but through there would be too much overlap with VIU and didn’t think that made the most sense. I am ok with going mid-small cap and thought an ETF like SCZ may diversify my current holdings. What are your thoughts of this fund and do you have any other suggestions?
Also, so you have any recommendations for an international small- mid cap value ETFs? Thanks for your help.
I currently own 15% in VIU and 12% in VEE. Income is not my primary objective at this time. I was thinking XEF but through there would be too much overlap with VIU and didn’t think that made the most sense. I am ok with going mid-small cap and thought an ETF like SCZ may diversify my current holdings. What are your thoughts of this fund and do you have any other suggestions?
Also, so you have any recommendations for an international small- mid cap value ETFs? Thanks for your help.
- BMO S&P 500 Index ETF (ZSP)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
Q: Thank you for answering my past questions so clearly.
All the ETF's below mirror the S&P 500.
BMO S&P 500 INDEX CAD UNT ETF Symbol ZSP (not currency-hedged)
VANGUARD S&P 500 Index ETF, Symbol VSP (currency-hedged)
iShares Core S&P 500 Index ETF, Symbol XSP (currency-hedged)
Over the last decade, as expected, XSP and VSP have appreciated as much as the S&P 500 has -- a little over 100%.
ZSP has appreciated about 180%. Likely, that is a function of the currency hedging/not hedging.
Please explain.
In your opinion, will ZSP continue to outperform?
Thank you.
All the ETF's below mirror the S&P 500.
BMO S&P 500 INDEX CAD UNT ETF Symbol ZSP (not currency-hedged)
VANGUARD S&P 500 Index ETF, Symbol VSP (currency-hedged)
iShares Core S&P 500 Index ETF, Symbol XSP (currency-hedged)
Over the last decade, as expected, XSP and VSP have appreciated as much as the S&P 500 has -- a little over 100%.
ZSP has appreciated about 180%. Likely, that is a function of the currency hedging/not hedging.
Please explain.
In your opinion, will ZSP continue to outperform?
Thank you.
Q: I read the recent CMS article about ETF TER. I found it interesting and useful to know, but I have not been able to find TER information at iShares, Morningstar, TMX, etc. Do you know where I can find information about various ETF TERs? For example, XEF, IEMG, XLB, etc
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: Good Morning,
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.
Q: Can you please suggest an ETF. Looking for Japan equity exposure, mid-large cap with a decent yield and good liquidity?
Thanks.
Thanks.
Q: What are your thoughts on Pet Pawz ETF and pet industry. Do you think it will hold better in recession.
Is there any Etf in canada
Thanks for your help
Is there any Etf in canada
Thanks for your help
Q: I am looking to invest in what could be broadly described as some 'green' companies. These could be involved in power generation, carbon recapture or post consumer recycling to name a few options.
Would you be able to direct me to any funds, etf's or specific firms that may meet (or partially meet) these requirements?
Any help would be much appreciated.
Thank you
Would you be able to direct me to any funds, etf's or specific firms that may meet (or partially meet) these requirements?
Any help would be much appreciated.
Thank you