Investment Q&A

Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?

Q: Morning, 5iTeam,

I am thinking taking a position in XLB and XSB. Would this move make a good pair trade in your opinion?
Cheers,

Q: Last year, I purchased ZDH in my mother's retirement account. She is close to 80. It has been a very poor performer, significantly underperforming the international indexes. Performance seemed to be reasonable prior to the market drop in the last few months. Morningstar now rates both ZDI (unhedged) and ZDH (hedged) as two stars, and it now falls to the 4th quartile for most time periods.

I would appreciate your views about ZDH. Would you continue to hold this ETF expecting that it will start to outperform the market, or would you sell it? Do you feel that it has dropped a lot since January due to its sector composition, and will bounce back? If you would sell it, what would you recommend? Dividends are not a priority, but looking for low to medium risk.

Thanks for your excellent advice.

Q: If one was to buy some of the out of favour trends as mentioned in this article, what are some of the US and CAD ETFs that you recommend?

Many thanks!
https://www.albertbridgecapital.com/post/bubblicious

Q: Hi, US long terms bonds performed very well during the recent market decline. Did the Canadian bond etfs perform well during this down turn? Which ones did well? I would add to such bond etfs. Thanks.

Regards,

Shyam

Q: Good morning,

Roku has dropped from approx $140 back to $106. Would you be adding to your position (If light) at current levels or are there any changes in your long term thesis?

Yesterday you mentioned XWD as a good ETF option for international exposure but stated that it had 65 percent NA. Is there a good option for international equity with a value bent without NA companies?

Thanks for being a calming voice during volatility.

Q: Hi Peter & 5i,
Which of these 2 ETF's would you prefer and why, or if you have any other that is better, would be much appreciated. Thanks for your wonderful service. Stay safe. Ivan

Q: What is your opinion of this ETF for exposure to US pharma companies? Do you have other suggestions that would be comparable/better traded in CAD.

Q: Hi,
I found myself keep under-performing comparing to the market. I'm thinking about replacing my stocks with index ETFs.
Do you think it's a good idea to have a profolio consisting of all leveraged index ETFs? for example, leveraged TSX index + leveraged SP500 index + leveraged index from other countries?
My understanding is that the market tends to go up, so if it says leverage then I get more return in the long run?
Also, could you recommend some of those leveraged ETFs? From googling I found some names such as HSU, SSO, etc. Are they good?
Thank you!

Q: I hold VEE CDN ETF in Non Registered account. I got T3 Slip with foreign income. When doing Taxes I have to choose country do I put as USA or which country.

Thanks for the great service.

Q: Would you consider investing in VVL:CA EFT at this time to acquire access to a internationally diversified value stocks be a good idea ?

Q: Just curious how on a day where the Dow closes up 529 pts (May 26th)...ZWH falls 4 cents. Thanks.

Q: The MacKenzie Floating Rate Income Fund's monthly distributions over the last year range from $0.065 to $0.156 per unit. The average over that period is about $0.11.

Why the fluctuations? Is there anything that could cause the distribution to be driven to the low end for an extended period of time?

Q: Which EFT, preferably traded in Canada TSX would fit/ represent the Basic Materials Sector ?

Q: Good Morning,
Can you recommend any Asian ETFs which exclude China? I have enough Chinese investment but no direct SE Asian exposure.
Do you think this would be a good investment at this time?
Thanks for your help....
Dennis

Q: I currently own XWD in my RRSP, is this a good ETF or is there a better ETF that is similar to XWD that would be better?
Thanks

Q: With the impending delisting of Chinese companies in the US mkt., what is your opinion on CQQQ, Chinese tech ETF.? Thank you, Fooklin

Q: HI 5i, I would like to replace these 3 ETFs with a more robust/aggressive ETFs or individual stocks.
Thanks
f

Q: I am about to become a Canadian non-resident for tax purposes. (once borders reopen). I understand I can keep my TFSA in Canada with no tax issues, but cannot contribute anything more to the TFSA. Does that make sense to you? If so, would ZGQ be a good all purpose ETF to leave in my TFSA. Any issues with this etf being in a TFSA? Any other ideas? Thanks.

Q: Dear 5i,

Many MSCI Index ETF's rebalance and reconstitute semi-annually at the end of May and November. In your opinion, would this move the prices for the following MSCI ETF's; ZUQ, ZEQ and ZGQ? These three ETF's have relatively low assets under management with BMO.

thanks

Ian