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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: 5i
Being retired with~40 % in bond ETF`s as my fixed income and thus part of my relatively safe part of the portfolio , i was quite surprised when equities dropped so much today , that the bond ETF`s dropped considerably as well ie CBO , ZAG and XBB . They all dropped ~4% .
Can you help me to understand why bonds would drop so much under this scenario ? If investors are fleeing to safe havens such as treasuries and bonds and out of equities why do bond prices drop particularly as much as it did today ?
Thanks
Bill C.
Read Answer Asked by Bill on March 13, 2020
Q: I am looking to pair ETFs or stocks for growth and safety. What do you think about this idea and XMU [or ZLU] and ZUQ, for example. What portfolio percentage would you allocate to this strategy?
Read Answer Asked by sam on March 12, 2020
Q: I am looking to invest in very safe very short term fixed income. I currently own PSA and CSAV in a non-registered account.
I am thinking of buying HSAV for an RRSP account and perhaps for a non-registered account. Your opinion please on HSAV - is it safe, has it been around long enough for liquidity purposes? Any comments on whether there is any preference or difference in owning this etf in either a registered versus a non-registered account? Thanks.
Read Answer Asked by David on March 12, 2020
Q: I found this ETF when looking at some of the top ETF providers by AUM in Canada and noticed CI First asset was #5... this looks like a blend of ZUQ and VGG, what do you think compared to some of the other US dividend ETFs trading in Canada? Would you recommend it, and what would be your opinion on CAD Hedge vs Unhedged given where our dollar is trading currently and future outlook
Thank you for the great service
Read Answer Asked by Kyle on March 12, 2020
Q: Hi 5i team,
Looking at the broad US market index (apart from NASDAQ), which will be your top two index ETFs that will most likely provide the strongest gain and the quickest bounce when the market turns around? And why? Prefer Canadian listed ETFs if available.
Thanks.
Read Answer Asked by Willie on March 12, 2020
Q: In February, I was adding to my fixed income and believing that interest rates would not go any lower, purchased ZFH. It, like so many other holdings, has been hammered. It now looks to me that rates probably are not going up, for an extended time. If that is correct, is there any chance that ZFH will recover when the market calms down and equity prices begin to improve? Thanks for your excellent service.
Read Answer Asked by Leonard on March 12, 2020
Q: I've read the answers to previous ZWB questions and the risk seems minimal now with this decline in price to below $15, given these are Canadian banks. Are the two main risks, reduced bank dividends, and reduced or no income, causing further share price decline? What other risks may affect this ETF, and your thoughts on possible things that could cause a further price decline from here. Thank you.
Read Answer Asked by Will on March 12, 2020
Q: Hi,

I don't know much about bonds, but am considering the fact that perhaps I should have some in my portfolio. It's hard enough for me to keep with with the few stocks I own and watch and I'm hoping you can provide a few simple 'set it and forget it' type ETFs that provide good bond exposure.

Cam.
Read Answer Asked by Cameron on March 11, 2020
Q: Peter and team
I have held ZEO outside of my balanced portfolio for several years now. As of today it has lost half of what I paid.
Even though it is compromised of the bigger players I am still worried about the solvency of some of the companies. Are there any in this ETF that cause you concern and do you feel this is safe "hold" for the next few years while awaiting recovery.
Thanks
Phil
Read Answer Asked by Phil on March 11, 2020
Q: Hello Peter and Team,

If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?

Thanks,

Wes
Read Answer Asked by Wes on March 11, 2020
Q: Please recommend 3 or 4 ETF's that one might start to gradually invest in during this downturn.

Thank you,
Patrick
Read Answer Asked by Patrick on March 11, 2020
Q: Hello, Please provide ETF's that replicates TSX, S&P, DOW & NASDAQ
are there Hedged and non-hedged versions for US stock Indices.
Thanks.
Read Answer Asked by Harpinder on March 10, 2020
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