skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: looking to add Asian exposure in developed countries to my portfolio via an indexed fund . Suggestions please .
Read Answer Asked by darcy on June 24, 2019
Q: I am converting an all stock portfolio to the sample ETF Growth portfolio. Which ETFs would you put in the TFSA? Thanks.
Bill
Read Answer Asked by Bill on June 24, 2019
Q: i currently hold rsp and voo in my rif account. Is this too much of an overlap and should I consolidate or just keep them as they are? If I keep them as they are and am planning to add more money which one should it be? I know that you have often mentionned that you like a market weighted approach. Thanks for a wonderful service
Read Answer Asked by joseph on June 24, 2019
Q: I am bit lost with bond market performance. XLB NAV has gone up by 10% YTD. TLT also up by 10%. As bond yields go up with interest rate peaking the price will come down. Will the total return still be significant if the NAV comes down by 10% or more in next several years. My experience with some of the other bond funds I held previously generated negative total returns after holding them for many years.

Thanks
Ninad
Read Answer Asked by Ninad on June 20, 2019
Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.
Read Answer Asked by James on June 20, 2019
Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron
Read Answer Asked by Sharron on June 18, 2019
Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.
Read Answer Asked by James Robertson on June 18, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!