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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: 5-I,

I own CPD plus 5 individual rate reset preferred shares with reset dates ranging from 2020 to 2022. . When I look at the gains / losses I see CPD has been hit much more than any of the individual items over the past year. My question relates to how the NAV is determined with CPD. Is it very similar to that of a mutual fund , ie if many sales orders are received the ETF needs to liquidate, thus causing a drop in NAV? Any other thoughts why such a large performance difference between CPD and individual preferred shares ?

Thank you,

Paul
Read Answer Asked by paul on September 25, 2019
Q: Back in July, David was asking about CSAV to park emergency fund money in and you seemed to like PSA more because of the liquidity of a larger fund.

It looks like CSAV now has around $300M in assets. Is that large enough to remove any concerns about liquidity? CSAV has a slightly lower MER but their monthly payout seems to fluctuate more so I'm not sure which to choose for emergency funds.

Thanks
Read Answer Asked by Dennis on September 25, 2019
Q: With the possibility of a pending recession in the next year, would you recommend selling one of the following bond funds: ZLC, XBB and ZHY?
Read Answer Asked by Danny on September 23, 2019
Q: I was reading Norm Rothery's article on the "hot potato" portfolio strategy. As you know it involves investing in one of four etf's based on the previous year's best performance. The asset classes are Canadian Bond Index, S&P/TSX Composite Index, S&P 500 and MSVI EAGE Index. I have to do a little more research on this strategy but should I decide to allocate a small investment here, what 4 specific etf's would you recommend?
Dennis
Read Answer Asked by Dennis on September 23, 2019
Q: A family member (41) has roughy $15000. to invest
Currently has $2000 in XIC and the balance of $13000. in cash in a TFGS.
I was thinking VGT, XLI but would like your suggestions please
The goal is to be able to add a similar amound every year for a while.
Thank you.
Read Answer Asked by Maureen on September 23, 2019
Q: I'm interested in purchasing a crypocurrency. They are not listed on stock exchanges. How do I purchase one?
Read Answer Asked by George on September 23, 2019
Q: Hi,

What US ETF's do you think would be a good way to play the US market for the next 2-3 years. I really for longer than that but I think there's going to be a lot volatility in the next couple years. I'm underrepresented in cyclicals, consumer discretionary, banks, energy and big Pharma, but not technology. I own QQQ.
Read Answer Asked by Graeme on September 23, 2019
Q: Would appreciate your view on this etf as a long term hold for some relative safety and income using US dollars. Secondly what would you suggest as a Canadian dollar version of this etf holding a similar array of US large caps with a similar yield and low mer - would you recommend these for purchase or another pair instead - finally would you suggest averaging in for a fairly aggressive portfolio percentage (as high as 20%) or just buy and hold given the holdings -all the best - Ken
Read Answer Asked by Ken on September 19, 2019
Q: It is my understanding that ZST.L does not pay out any interest or dividends but rather reinvests them. If that is the case, when one eventually sells their holdings would the gain in share price be treated as a capital gain instead of interest or dividends?
Looking at both PSA and ZST.L, apart from the face one pays out regularly and the other does not, does one stand out as a better place to park some cash to you?
Read Answer Asked by Joe on September 19, 2019
Q: Hi Peter & 5i,
I have these US ETF's in an RRSP, is there any duplication here, if so, could you suggest an alternative. As always
I do appreciate your input.
Thanks
Ivan
Read Answer Asked by Ivan on September 19, 2019
Q: I have owned this Canadian Small/Midcap in my RRSP since 1995, but in the last few years it was switched to this TML3892. It is way down and I am in the process of replacing my high MER mutual funds with efficient ETF's. What is your opinion of hanging on until it recovers $2 to $3 dollars versus selling it, and what would you recommend instead?
Read Answer Asked by Valerie on September 18, 2019
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