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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: Seems to me that we are a turning point in our world today. What with the problems the pandemic faces us with and those connected to climate change I think we are in need of some truly innovative companies that are dedicated to solving these kinds of serious problems. My question is, do you know of any ETFs that are focussed on companies with innovative ideas that will help to solve problems? I guess I'm looking for an "Innovation" ETF . If this is not possible, could you suggest a number of companies dedicated to innovative ways to help solve these kinds of problems.
Read Answer Asked by Les on October 29, 2020
Q: Having problems locating your ETF model portfolios. It looks like this in sent out via email and that my particular subscription includes it. Can you point me in the right direction?
Read Answer Asked by Gregory on October 28, 2020
Q: Ishares US REAL ESTATE ETF (not in your data base)
can you comment on this ETF for a diversified real estate play. Do you view this as a decent entry point.
What's your view of starting a portfolio of these 5 ETFS with a 20% weighting in each, then rebalancing every year back to the original 20% weighting. Im hoping maintaining the 20% cash position will help smooth out the portfolio in these uncertain times, maybe it will outperform the more popular 60/40 portfolio.
thanks Gordie
Read Answer Asked by Gordon on October 28, 2020
Q: 5iteam:I continue to hold Domtar bouncing around 20% down and of course with no dividend.considering I do not have any foreign positions I am contemplating taking the loss on Domtar and initiate and diversify by acquiring Cyh for income and future growth.at 16.50 CYH is off about 25% from 52week high. Do you think Domtar has more growth potential in a market recovery? Your comments greatly appreciated. tks.Larry
Read Answer Asked by Larry on October 27, 2020
Q: What is your opinion of investing in bonds vs GIC's or stocks with high dividends for Fixed Income? I'm looking for security, and given the current bond yields and little room for interest rates to drop, bonds don't look too promising. What do you think of a combination of bonds, GIC's and blue chip dividends?
If so, which bond ETFs would you recommend, for both Canada and the US? I have some USD cash, but mostly Canadian.
Read Answer Asked by Camille on October 27, 2020
Q: good morning, I would like to know if there are a couple of heath care ETFs that pay a dividend as well, that you think will be good buys. thank you.
Read Answer Asked by jim on October 27, 2020
Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan
Read Answer Asked by Daniel on October 27, 2020
Q: Hello 5i, I am a new DIY dividend investor (switched from mutual funds from various industry advisors). My spouse and I have TFSAs and RRSPs which we have invested in companies traded on the TSX (banks, utilities, etc many of them reference in the portfolios). My question is how do I get USA and international exposure and still stay within the Canadian market; we are not ready for US$ accounts or other international exchanges. I assume the answer is ETFs but I am overwhelmed with the number of choices. Investment timeline is 20+ years and want to focus on dividend growth. Thank you.
Read Answer Asked by Patrice on October 27, 2020
Q: Good day and happy Friday 5i team. Please give your opinion on TGED. It seems more weighted to large cap technology which interests me. Concern is small assets under admin. In a registered account, primarily for income and safety, a good call or are there better out there?
Read Answer Asked by Harry on October 27, 2020
Q: I/we have held XEI for some years across 2 TFSA accounts and 2 RRIF accounts (a holdover from a past full service investment service at a major bank). Based on original costs we are down 16.65%. This fund has performed badly this year despite some market recovery. I am considering selling a good part of these positions to purchase individual Canadian dividend paying stocks, growth stocks or other ETFs even though we can't realize any tax losses here. Is taking this loss a good idea? Should we hang on? Ideas and comments please. The good news is that, at the same time, we established positions in XSP and IVV which have done well. We are mid stage retirees with good cash flow and aiming to leave a nice legacy for family.
Read Answer Asked by Maureen on October 27, 2020
Q: What are your thoughts on this balance fund? Do you feel the returns will be any better than a normal 60/40 balance fund.
Read Answer Asked by Eric on October 26, 2020
Q: Hi,
are the dividends paid by CDZ all eligible for the dividend tax credit or is there a portion that is return of capital? Sorry, I couldn't find it on Blackrock's web site.
Also, what would explain the negative performance of this ETF's in the past year as compared to say the XIC or XIU?
Thanks,
Dan
Read Answer Asked by Daniel on October 26, 2020
Q: I have a taxable corp account, 94% equities,(28% US, 6% cash. Just read an article that bonds even at 0% expected return would help off set losses in this and upcoming volatile market, even though interest would be fully taxed.
Would you suggest;
1. sell some winners or tax loss some losers and buy a bond fund, ?CLF. ?CBO-or another one you might recommend. What weight percentage would you suggest?
2. use the cash to buy the same bond fund or a combo of the above two or your alternative
3. buy a preferred corporate share or shares? suggestions or preferred ETF ?HPR or another suggestion
4. Would you suggest a US Bond fund, ?suggestion
5. do nothing
Thanks and deduct what you see fit
Read Answer Asked by JEFF on October 22, 2020
Q: Looking to increase my exposure in International Equities. Currently have 20% of entire portfolio in XEC/XEF at a 75/25% split. Are these fine ETF to continue to purchase or do you recommend better international ETF.
Read Answer Asked by William on October 22, 2020
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