Investment Q&A

Q: I asked this question twice in the past week, but haven’t received any response. Could you please compare these two ETFs. I have ZWU now and wonder whether it or ZUT is the better long term hold. Thanks!

Q: Good morning,
I currently hold ZWE in my TFSA and I have two questions as follows:

a. Given that there is a witholding tax on ZWE when held in a TFSA, I was wondering if it would not be better to simply sell ZWE and buy it back in my RSP instead. I note that in one of your responses to a similar question, you recommended that ZWE be held in a Non Registered account. Not sure that I understand the rational for this over holding ZWE in an RRSP. Your thoughts on this would be appreciated.
b. Do you think that it is wise to invest in Europe, UK in particular at this time and if so, would you recommend a change from ZWE to another ETF with a better growth opportunity and if so which one?
Thank you and Merry Christmas to the 5i team.

Q: 5I Team,
I own IHI etf, I like it's limited number of stocks (10 top stocks 70%)
Can you please suggest few ETF that have limited number of stocks (any sector, US, Can, Global) ?
Thanks
Best regards

Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?

Q: I have the CIBC managed income plus fund .
From their web site, 3% savings, 62% income, and 35% growth. MER 2.05 % . I am looking for something better in the ETF world, with similar characteristics of holdings,. Can you please suggest 2 ETF’s ?
Thank you,

Q: Hi 5i: Am considering my options for ETF's with GOOG & FB exposure. Have come across XLC, VOX and FCOM in this Communications sector space. Also saw PNQI ... Invesco NASDAQ Internet ETF , more international stocks. (which is not in your database). Could you advise on which of these your would favour for a medium term hold ? Thanks for all your great work.

Q: Is there an etf you can suggest for exposure to the Japanese market.

Q: Hi,
Just trying to clean up the portfolio a bit. I'm holding sector ETF's ZUH and ZBK, but I also hold JPM and GILD, for example. I see that JPM is 5% holding within ZBK, but GILD is not even a holding within ZUH. Is there any point holding both the sector ETF's and any/some individual stocks in that sector. Thoughts on this?

Thanks!

Q: Currently hold ZWU and but am wondering how it compares to ZUT as a long term holding. Thanks.

Q: Hi again,
Just wondering what you would think of using a few country specific ETFs for emerging markets exposure since China, South Korea, and Taiwan make up over 50% of XEC holdings. Too much risk vs diversity? Or just stick with something like XEC or EMGF for a 10+ year hold in a risk managed growth ETF portfolio. Thanks

Q: I own SDY in New York: an ETF that holds companies that buy back their shares. This ETF has done very well. I found the TSX index on companies trading on the TSX that buy back shares - the symbol is TXBB and this index has substantial outperformed the TSX over the past 10 years. But TXBB only lists the 50 companies with the highest buy backs. Where can I find a complete list of all companies trading on the TSX that buy back shares? Also, is there an EFT equivalent to SDY that holds companies trading on the TSX that buy back shares?
Thanks
Michael

Q: How does VEE compare with ZEM with respect to fees, performance, dividend and holdings? Which one would be your pick for new buying today with a 5-10 year timeframe?

Q: Need to add stock or ETF in Utility space. Is it good time to start position at Hydro? Any other suggestions are mostly appreciated. Looking for income and growth, RRSP and TFSA.

Thank you

Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!

Q: This question is about non-registered accounts and the non-Canadian ETFs and stocks that pay dividends. If the DRIP is activated, does the stock still attract witholding tax, or would it be taxed separately on both the dividend and the capital gain?

I've learned a great deal from you about investing.

Many thanks.

Q: My portfolio is showing underweight in international equities. Are there particular industries that you would look international?

Q: I currently owned these 2 ETF , VIG and VXUS at 5% weight and I can add to these 2 names or buy another US ETF for a 5% weight. If you suggest that I buy can please tell me what the next best ETF would be to own .
Thanks

Q: one of the market call analysts rated this as a best buy! what is your opinion for the small cap U.S. market for 2020 on a short and long term basis?
ed in montreal

Q: Greetings,

I am considering more financials exposure in a US banking ETF. What are your thoughts on CALL.

Cheers!

Q: When I compare MFT (that I own) and FRL.UN with ZFH and PGI.UN I don't understand why the former don't perform as well as the latter. What can explain that and what would be the best bond ETF (low volatility and reasonable yield) to own within a registered and non registered account. Also, do you know a bond ETF giving mostly capital gain for a non registered account to reduce the income in interest.