Investment Q&A

• BMO Real Return Bond Index ETF (ZRR)
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• iShares Canadian Real Return Bond Index ETF (XRB)
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Q: Hi 5i,
If one was concerned about inflation, it has been suggested that real return bonds could be something to consider investing in.
What is your opinion of these as an inflation protection? Do you currently have a view on where inflation is headed?
I have listed a couple of ETF's I might consider. Can I get your view and the pros and cons of each please?
Thanks in advance for your help.
Dan

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Read Answer Asked by Daniel on August 24, 2018

• Photon Control Inc. (PHO)
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• Constellation Software Inc. (CSU)
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

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Read Answer Asked by Gordon on August 24, 2018

• iShares Diversified Monthly Income ETF (XTR)
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• Vanguard Balanced ETF Portfolio (VBAL)
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Q: Hi 5i team,

My dad is almost retired with a +/- 5 year timeline of when he will need a majority of his savings. I feel he should move it out of a bank account that earns him 0.07% and into an ETF or into some blue chips stocks. Can you recommend some ETF's or blue chip stocks for his timeline?

Thanks.

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Read Answer Asked by Andrew on August 24, 2018

• Evolve Cyber Security Index Fund (CYBR)
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Q: One of your customers asked bout this company and you gave a fairly good response

The charts also look good

Would you recommend it as a buy at this time

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Read Answer Asked by Ernest on August 23, 2018

• Global X Seasonal Rotation ETF (HAC)
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Q: hello 5i:
I'm a long time holder of HAC, about 7 years now, and have been very happy, both with the performance and the lack of volatility in the stock. For the most part, its just been a steady eddy. I've reduced the weighting, but its still crept up to be close to 10% of our portfolio. Any comment on what you perceive to be a proper weighting for an ETF such as this? Do you have any comments to add as to your ideas about HAC?
thanks
Paul L

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Read Answer Asked by Paul on August 23, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Gentleman,
I am looking after my mothers investment account which is currently valued at 400K. She is 75 and does not currently require the funds. I have 40K invested in each of the following ETF's - VFV, XSP, VVL, VGRO, XWD, VEE, XIN and 100K in VBAL and 20K in cash. Would you make any changes to my current ETF allocation? Will also be adding 100-200K to portfolio what would you recommend?
Always appreciate your advice,
Steve

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Read Answer Asked by Steve on August 23, 2018

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
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Q: Hello 5i ! great work, nice upgrade to the web site ..
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?

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Read Answer Asked by Martin on August 22, 2018

• Invesco Variable Rate Preferred ETF (VRP)
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Q: Hi there,
i have recently taken over managing my US 401K and am trying to replicate the income portfolio. There are so many US ETFs it is very difficult to understand the subtle differences between all the options out there. Would you consider VRP a good equivalent to the CPD in canada

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Read Answer Asked by kelly on August 21, 2018

• BMO International Dividend ETF (ZDI)
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• iShares India Index ETF (XID)
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Q: Disregarding the yield, would you buy the 2 country-specific ETFs or stick with the international ETF. I understand this is an apples vs. oranges type of question. Over a longer term, would there be a growth advantage with ZCH and XID over ZDI. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Emerging markets have been quite beaten down. Is it time to invest in them and if it is, how do we do that?

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Read Answer Asked by William on August 21, 2018

• Invesco CurrencyShares Swiss Franc Trust (FXF)
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Q: Hi Team,
In the pursuit of finding assets that are not all correlated, it occurred to me that owning Swiss Francs might provide a counterbalance to Canadian and US dollar denominated assets. Swiss Francs may also serve as a hedge against large market corrections.

Do you see any value in owning an ETF such as FXF in a diversified portfolio?

Thank you.

Michael

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Read Answer Asked by Michael on August 21, 2018

• BMO Emerging Markets Bond Hedged to CAD Index ETF (ZEF)
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• iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) (XEB)
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Q: Your thoughts on buying ZEF as an income security? I currently have few bonds and low international exposure. If you have an alternative suggestion for s similar security, that would be great too. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• CI Tech Giants Covered Call ETF (TXF)
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Q: could we please have your opinion of this tech etf Thank you

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Read Answer Asked by michael on August 21, 2018

• Mackenzie Portfolio Completion ETF (MPCF)
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Q: I know mpcf is a start up but going forward long term do you feel a portfolio should have alternative holdings? And if so do you feel this etf might be a good way or could you suggest a better way and at what % to be ? Tk's Larry

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Read Answer Asked by Larry on August 21, 2018

Q: I am looking to get exposure to developed UK, European, and Asian stocks in the healthcare, consumer defensive, consumer cyclical, and industrial sectors. I would like to avoid energy, minerals, utilities, and financial services because Canada has plenty of these. I have searched Morningstar for ETFs and Mutual Funds. I generally do not invest in Mutual funds, but this may be an exception. I have only found ZEQ (an ETF), which might fit the bill.

Any other suggestions?

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Read Answer Asked by Federico on August 20, 2018

• Amplify Cybersecurity ETF (HACK)
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• Amplify Mobile Payments ETF (IPAY)
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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• GLOBAL X FDS (BOTZ)
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Q: Hi 5iResearch Team,
Would you please recommend some US$-based ETFs that are focused on each of the following areas:
- cybersecurity
- artificial intelligence
- mobile payments
Cheers

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Read Answer Asked by Harry on August 20, 2018

• iShares Diversified Monthly Income ETF (XTR)
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Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?

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Read Answer Asked by Lisa on August 20, 2018

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: I have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?

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Read Answer Asked by Danny-boy on August 20, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Amplify Cybersecurity ETF (HACK)
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• ROBO Global Robotics and Automation Index ETF (ROBO)
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• Invesco Water Resources ETF (PHO)
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• SPDR EURO Stoxx 50 ETF (FEZ)
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Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.

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Read Answer Asked by Brad on August 17, 2018

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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Q: What would you think of adding this to a portfolio today for a long term hold for growth. I keep hearing about the stage of the cycle we are at and how healthcare performs better towards the end of a bull cycle. Do you share that view?

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Read Answer Asked by Kyle on August 17, 2018