Investment Q&A

• Mackenzie Floating Rate Income ETF (MFT)
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Q: safe to hang on to this for 3 yrs. or dump it. down. 5% now in rsp. thanks j

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Read Answer Asked by JAMES on March 06, 2020

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hi 5i, Another question about your model ETF portfolio.
This one is about VE-T and VEE-T.
They trade on the Toronto exchange, Does that make them like Canadian ETFs?
I mean, are their dividends eligible for the tax credit? Or are they fully taxed, just like US
ETFs?
Many thanks. Shan

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Read Answer Asked by Shanthi on March 06, 2020

• Purpose High Interest Savings Fund (PSA)
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Q: Hi team,

Could you please recommend a few different investment options for a place to park cash within my trading account? Obviously I'm looking for something highly stable and that would ideally offer some yield.

Thanks!

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Read Answer Asked by Tristan on March 06, 2020

• SPDR Gold Shares ETF (GLD)
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• Sprott Physical Gold Trust Unit (PHYS)
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Q: Hello,

Is there a physical gold ETF (or any other Gold Etf) you ld suggest to hedge against any virus short term surprises?

TIA

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Read Answer Asked by Gerald on March 06, 2020

• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH)
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Q: Hi this ETF good place to Park funds during these volatile times.
tks
Sherrill

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Read Answer Asked by Sherrill on March 05, 2020

• Vanguard High Dividend Yield Indx ETF (VYM)
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• VanEck High Yield Muni ETF (HYD)
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Q: I would like to buy an ETF for my non registered US account with the primary purpose is to provide income in US currency. What ETF's would you recommend?

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Read Answer Asked by James on March 05, 2020

• Global X Active Preferred Share ETF (HPR)
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Q: Preferreds in general have been getting kicked for quite some time.
With current bond yields at around 1% and hpr, zpr, cpd at 5%......I don't get it
Thank you

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Read Answer Asked by JACK on March 05, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: Hi, bonds in USA, what time frame would you pick. I have SHY now.

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Read Answer Asked by Deborah on March 05, 2020

Q: Hi
I am trying to build a portfolio based on ETFs. Could you provide me with a list of recommended ETFs, grouped by sector and sample weightings for each sector. I am looking for income first followed by some growth. I am retired, have a pension and would be comfortable with moderate risk as well a 70 equity - 30 fixed split. I understand that this list would just be a start. I would do more research on my own. Thanks, Len

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Read Answer Asked by Leonard on March 05, 2020

• BMO Equal Weight Oil & Gas Index ETF (ZEO)
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Q: Is there an oil and gas etf which is not cap weighted that is tsx listed? Thanks Bill

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Read Answer Asked by Bill on March 05, 2020

• CI Morningstar Canada Momentum Index ETF (WXM)
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Q: Considering holding this ETF as a portion of my Cdn equity weighting. Is it considered an income generating portfolio or more growth?
Is WXM considered large cap or mid cap holdings ?

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Read Answer Asked by darcy on March 05, 2020

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
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• ProShares Short S&P500 -1x Shares (SH)
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Q: Hi,
I read an article on how a hedge fund made money during the coronavirus sell off. (https://www.wsj.com/articles/how-to-hedge-a-coronavirus-11583321400). Can you give a small primer on how this is done..or typical hedging strategies. Thanks. Shyam

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Read Answer Asked by Shyam on March 05, 2020

• iShares Convertible Bond Index ETF (CVD)
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Q: What do you think of convertible debentures as a part of an overall fixed income allocation ? Could you give 4-5 debentures that you like with low to medium risk ? Thanks you!

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Read Answer Asked by anthony on March 04, 2020

• iShares Jantzi Social Index ETF (XEN)
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• Invesco Solar ETF (TAN)
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Q: Hello 5i,
I usually only hold individual stocks but am wrestling with choosing a “green” company. I like the potential of companies like GRN,XBC and QST but their size gives me pause. Can you recommend and ETF that captures these smaller companies as well as larger ones to reduce overall risk?
Thanks
Dave

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Read Answer Asked by Dave on March 04, 2020

• Valero Energy Corporation (VLO)
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Q: I know you don't follow US companies that closely but what are your thoughts on this one ? I'm an RBC client and they have an outperform rating on it and a target of $102.00 USD. I recently purchased it around $80.00 USD only to see it drop to $64.00. Thoughts on a recovery ?

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Read Answer Asked by Randy on March 04, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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Q: You are right when you say preferred shares are not bonds, they fall fast in a bad market.

Would it be wise to add a modest amount of ZPR or CPD during this period and take the dividend for a while? This would be in an RRSP

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Read Answer Asked by Richard on March 04, 2020

• BMO International Dividend ETF (ZDI)
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• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
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• BMO MSCI EAFE Index ETF (ZEA)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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Q: My current portfolio is somewhat similar to your BE portfolio but with a small (15%) portion of foreign holdings (more if you consider BEP which I also hold, as foreign since it has a lot of foreign investments). Foreign is far too small in my estimation. I have some cash to deploy which would bring it up to about 30%.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.

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Read Answer Asked by Fred on March 03, 2020

• iShares MSCI Europe IMI Index ETF (XEU)
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH)
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Q: I am buying European exposure via one of 2 ETF's, either XEH or XEU. As a CDN resident, how might the Cdn Hedged ETF ( XEH) help or hinder my future ROR ?

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Read Answer Asked by darcy on March 03, 2020

• BMO Premium Yield ETF (ZPAY)
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Q: Can I please get your opinion of this new ETF. Larry Berman was talking about it yeterday on BNN. He seems to like it a lot in this current environment, paying a 6% dividend yield.

Thanks

Dave

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Read Answer Asked by David on March 03, 2020

• Invesco S&P 500 Equal Weight ETF (RSP)
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Q: You don't hear often about this one, but it was a solid performer over the years. Equal weigh and reballancing appeal to me .
Any comment'd be appreciated.

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Read Answer Asked by jery on March 02, 2020