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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,

Do you have a preference between these 2 ETFs?

I'm holding HTA but I noticed that the TXF yield is quite a bit higher. Do you have any concerns regarding a swap from HTA to TXF?

Thanks,

Gord
Read Answer Asked by Gordon on October 13, 2020
Q: I have been following 5i advice for a few years now and it has served me well. Thanks! However, this is the first time I have had a question that I haven't seen an answer too in the forum; I some capital that I need to invest shorter term 1 - 1.5 years. Everything fixed pays next to nothing, so where should I be looking at this time? Bank stocks with a safe dividend? Other high dividend slow growth companies? If so, which would you recommend? Thanks, Dan
Read Answer Asked by Dan on October 13, 2020
Q: Could I have your views on the Emerge suite of etfs; EAUT, EARK, EAGB, EAFT and EAAI. Returns so far seem to be pretty good but wondering if some of those could become part of a personal portfolio. Haven't heard very many questions on these particular etfs.

Jacques
Read Answer Asked by Jacques on October 13, 2020
Q: Hello 5i Team. My question relates to the dividend on HFR. My plan is to use this ETF as a cash savings fund in hopefully a tax efficient manner. As such, can you confirm or comment on the following: from the Horizon web site (T3 Tax Distribution 2019) it lists the dividend as 93% "other income" and 7% as "foreign income". Can one assume that other income would be taxed as interest income by the CRA? If my assumption is correct, what other ETF options might one look that combines safety and tax efficiency? Many thanks. Steve
Read Answer Asked by Stephen on October 13, 2020
Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.
Read Answer Asked by Richard on October 13, 2020
Q: Hello 5i Team
I want to invest in an Emerging Markets Bond Fund or ETF. My preference is to invest in Canadian Funds. Choices I have found are:
iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) – Symbol XEB.CA
BMO Emerging Markets Bond Hedged to CAD Index ETF – Symbol ZEF.CA
RBC Emerging Markets Bond Fund Series D – Fund Code RBF1097:CA

Questions I have are:
1 – It is not clear from BlackRock’s website, but is XEB 100 % invested in BlackRock’s US ETF EMB:US ?
1 – XEB and ZEF net assets are $97M and $380M, is the lower net assets a concern?
2 - XEB and ZEF average trading volume is 1,707 and 2,664, is the lower daily average volume a concern?
3 – Although the MER for RBF1097 is 1.07% is this a better choice than XEB/ZEF whose MER is 0.54% and 0.55 % as the net assets for RBF1097 is approximately $1.7B?
4 – Any other ETF/MF that I should review?
Thanks
Read Answer Asked by Stephen on October 09, 2020
Q: Which is better for an RESP in terms of growth and returns within the next 2-3 years? Perhaps a ranking?
Read Answer Asked by Maureen on October 08, 2020
Q: Which one of these would be the best choice for a RESP. Beneficiary is an older child (grandson) who will start to draw funds from mid 2021 onwards. Looking for the best return within the 2 to 5 years remaining before total drawdown of funds would be completed.

I plan to establish a new RESP for a great granddaughter soon. She is not yet 2 years so has a long time horizon. Any suggestions?
Read Answer Asked by Maureen on October 08, 2020
Q: While Canadian dividend stocks are my preference due to their favourable tax treatment, etc. some emerging market exposure can't be all bad, especially if you can get a reliable dividend. Is BBVA an example of a suitable emerging market dividend payer to your mind? Thanks.
Read Answer Asked by David on October 07, 2020
Q: I have no exposure to China. What can you recommend as an ETF for growth over the next 5 years including some individual companies.

Thanks Peter

Read Answer Asked by Peter on October 05, 2020
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