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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: Perhaps this is a silly question but I will ask anyway.
I see in a previous answer to a IPAY question that the 5i team considers this ETF to be liquid.
A recent market call guest has now made this ETF a top pick twice and it does intrigue me.
However , the volumes are very low. Many days are fewer than 1000 shares per day and almost always under 5000 shares per day traded. I do not consider these volumes to be liquid.
My question is. Is liquidity on a ETF somehow different than on a individual stock ?
Do you still consider this ETF liquid ?
Read Answer Asked by BOYD on April 11, 2019
Q: CIF 823 is the last remnant from the portfolio of my former financial advisor. How would you assess this mutual fund? Would an ETF (or several) be a preferred replacement?
Your input is always appreciated!
Read Answer Asked by Sigrid on April 10, 2019
Q: My international allocation currently resides with VI and VIU. What are the downsides of switching these two for VIDY for more yield?
Thx.
Read Answer Asked by Brad on April 10, 2019
Q: Hello. My question is about the market value of ETF's. How does the market value relate to the NAV? Does the M.V. get adjusted to the total NAV of the underlying stocks? And if yes, how often does the revaluation happen. Basically, when I purchase an ETF, am I paying an amount (MV) that that might be higher than the underlying NAV of the ETF?

Thank you.
Read Answer Asked by Alex on April 10, 2019
Q: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?
Read Answer Asked by Stephen on April 10, 2019
Q: Hello,

Portfolio analytics is suggestion that I go 75/25 equity to income and from the 75% equity to allocate 35% into US, 35% in International and 30% into CND. Suggested ETFs for US and International are VUN, VIU and VEE. How would you view instead of holding three funds I go with one, either VXC or XAW? Or do you feel that is too much into just one ETF Also, which one is better suited for an RRSP account.

Thank you.
Read Answer Asked by Rino on April 09, 2019
Q: Hello 5i
I've not been impressed with CDZ's performance of late. I see that you keep recommending it even though their fees are higher due to better diversification. I believe they've been hurt recently by one large holding that went south, AGF I think. I'm puzzled by all this so what advice do you have? Is there alternative in this segment for a long term hold?

Thanks for the service
Read Answer Asked by Gregory on April 09, 2019
Q: Just a quick comment. I read your answer at Manoj on edg100.
you seem a little biais on Vt. you mention the advantage on C$ 0n 10y performance.
At the end of mars 2009, the C$ was at 1,2576, now around 1,33 (5-6% difference total), that's not just explain more than 2% overperformance net of fee.

Thanks
Read Answer Asked by BENOIT on April 09, 2019
Q: Could you explain the differences between these two ETFs, if you can call CGOC an ETF. Specifically as to what they invest in, are they actively managed, and their level of risk compared to each other? Your preference of the two, for someone who has a high risk tolerance, who wishes to have some exposure to the industry?
Read Answer Asked by Edgar on April 09, 2019
Q: I noticed you recommended VT instead of EDG100. On morningstar I see VT has a 10 year annualized return of 11.93% and EDG100 has a 10 year annualized return of 15.09% net of fees. I understand VT has lower fees, but why make this substitution when EDG100 is outperforming so dramatically net net of fees? Am I missing something? Also, it seems like EDG100 does much better on the downside.
Read Answer Asked by Manoj on April 09, 2019
Q: I hold aa good amount of your income portfolio and about 50% of the balanced portfolio. But my u.s. exposure is only 12%. Would it be a good idea to use xei for Canadian dividend exposure as I require about 4.5% to live on in my outside accounts and sell down some of the balanced fund and invest in vun to bring my exposure higher. Also, what percentage of my total portfolio would you suggest in u.s.exposure...Thanks for the great service...Gene


Read Answer Asked by gene on April 08, 2019
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