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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 Team, came across this ETF on MorningStar's site. A concentrated portfolio of 25 names. When charting against all the major Canadian etfs and MAW106, it outperforms all of them for the exception of WXM. Would this be a good candidate for my daughter's TFSAs and/or RRSPs. I thank-you in advance. Sam
Read Answer Asked by sam on February 21, 2020
Q: Hi,
Can you explain the difference in performance over 10 years between those two ETFs? I am showing a difference of almost double between the two over eight years. The portfolio seems to share similar stocks. Could it be the currency hedging? Please explain
Thank you for the great service
Read Answer Asked by Jean on February 20, 2020
Q: I have my registered accounts with a broker RRSP and TFSA. They have suggested Manulife Global Balanced Fund, managed by Mawer. Please give me your opinion on this fund. I am not sure that is what I want, but would like your opinion. Could you suggest something better for both a RRSP and TFSA.
Thank you so much, Shirley
Read Answer Asked by Shirley on February 20, 2020
Q: Do I save any with holding tax on dividends by keeping this in an RSP vs TFSA? Or is there any reason not to have this etf in a TFSA?

Thanks
Read Answer Asked by Dennis on February 20, 2020
Q: Goodmorning 5i,
You recently recommended shv for a reader seeking to place short term money. I have owned tlt and have found it a bit volatile for my safe money. Although, if this is not too contradictory, i plan to buy it back after the virus scare finishes. But, i was wondering whether in the US, whether you might suggest something between these two, that is, something with a higher return than shv but not as volatile as tlt?
Thanks
Read Answer Asked by joseph on February 20, 2020
Q: 25 per cent of my portfolio includes the above ETF’s. Are there other ETF’s that I should consider to replace any of these. The returns have not been exactly stellar compared to many of the individual stocks that you have recommended. Thanks
Dennis
Read Answer Asked by Dennis on February 20, 2020
Q: We currently hold ZQQ at 8%, ZUH at 3.5% and VGG at 19% of equities. For diversification, we need to increase investment in technology and healthcare. We are considering the unhedged ZNU (unhedged technology) and ZHU (unhedged US healthcare). Please give us your opinion on these or possible alternatives.
Thanks.
Cyril
Read Answer Asked by Pat & Cyril on February 20, 2020
Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.
Read Answer Asked by GRAHAM on February 20, 2020
Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.
Read Answer Asked by Brant on February 20, 2020
Q: I am looking for an international equity ETF that has a portion (+/-25%) of its holdings in technology but a good balance of other areas? thanks, Jean
Read Answer Asked by Jean on February 19, 2020
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