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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 Guys
I'm really starting to look at fund fees in my portfolio i.e.
ZWU management fee 0.65 & mer 0.71
SPY management fee 0.05 & mer 0.09
I'm not sure if its apples to apples given the covered call strategy of ZWU do you add the fees together for the total cost to reflect your total return.
Best Regards,
Tom
Read Answer Asked by Thomas on April 04, 2019
Q: ZHY: high yield bond fund. Sitting on a fair bit of cash in RIF & RRSP from accumulated dividends. Don't want to deploy into buying more shares (dividend growers) as I think there may be a buying opportunity in the near future: uncertain economy and interest rate policy. Mild recession - rates the same or may go down, and if no recession rates may go up again at some point. Each scenario will have an opposite effect of the price of this ETF. Best case please.
Read Answer Asked by James on April 03, 2019
Q: Good Day 5i,
Which Canadian Dividend ETF's do you recommend, The main choices I have been looking at are CDZ, XDV, XEI, VDY, ZDV. I Currently hold CDZ and XDV.

Thanks,
Dan
Read Answer Asked by Dan on April 03, 2019
Q: I am interested in two ETFs from Dynamic iShares. Both are actively managed and both have limited history but the history they have is impressive. DXU is US oriented and DXG is global (the global fund has extensive US holding so may not be appropriate for diversification). I was wondering if you at 5i had any comments.
Read Answer Asked by Fred on April 03, 2019
Q: Hi, In order to increase my international exposure, I am considering VIU. But I was wondering if there are any equivalent of IWO for international exposure (i.e. a more aggressive small/midcap international exposure), a low cost mutual fund may be an option as well. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on April 02, 2019
Q: Hello 5i team,
I have noticed from looking in the past 3 years that most of my losses have been from small cap stocks (BOS,MCB,RRX,RHT,etc...) and almost all of my gains have been from mid to large caps. I would still like to have a certain percent exposure to small caps without buying individual stocks.

-I was wondering if there are ETFs that track small caps in Canada or the US (or and ETF that tracks both) for the very long term?

-Are there some that would have a decent dividend?

-What is an ideal percent allocation for small caps in a diversified portfolio?

Thank You,
Andrew
Read Answer Asked by Andrew on April 02, 2019
Q: In February of each year, iShares attributes a significant amount of Non-Cash Re-Investment of Capital Gains for the previous year for holders of CEW. For tax year 2018, it was about $0.533 per unit (roughly 4.3% of unit value). This increases my average cost, so when I sell it in my cash account, my capital gain is reduced (or loss is increased) an equivalent amount. I don't mind this too much in a taxable account.
1. However, If CEW is held in a registered account or a TFSA, am I correct in believing this non-cash reinvestment offers no advantage whatsoever?
2. Why don't these ETFs simply issue a cash distribution? That would benefit owners irrespective of which type of account the units are held in.
Read Answer Asked by EDWARD on April 02, 2019
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