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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: I recently sold CDZ, XEI and ZDV for a tax loss and would like to re-purchased equivalent ETF's. Can you recommend appropriate replacements?
Read Answer Asked by Paul W on April 15, 2020
Q: I would appreciate your views about the Global Dow Index (GDOW). Would you recommend this index for individuals seeking global and sectoral diversification, but with more conservative, stable companies? Or, do you recommend other indexes?

Can you please also recommend both a Canadian-based and a US-based ETF which tracks the GDOW (or other international index if you so recommend).

Thanks again for this wonderful service!
Read Answer Asked by Dale on April 15, 2020
Q: A question about corporate bonds from Gary posted April 14, was answered with "We would prefer to comment on individual issues that your broker might have rather than list several that might not be available." I see that your income portfolio includes CVD. This ETF seems to be not very large and not very liquid; is that correct? If so, I would otherwise be leery of taking a position; but here it is in the portfolio. Is it indeed something that is recommended? If not, is there another ETF that would be better? Or is an ETF not the way to go because of the potential failure of some bonds in any basket? Thanks,
Read Answer Asked by Leonard on April 15, 2020
Q: I sold some VBAL:CA at a loss to realize some tax losses and would like to repurchase this ETF at a lower entry point. Can I purchase a comparable ETF from another company like XBAL prior to 30 days, or would that be considered a superficial loss for tax purposes? Similarly, would purchasing a different asset mix product from the same company e.g. VGRO:CA or VCNS:CA be considered a superficial loss?
Read Answer Asked by Alan on April 14, 2020
Q: Hi,
If one believes the Canadian dollar will depreciate vs USD, what products/strategies available to hedge ? For example could you suggest unhedged ETF with less volatility tracking some US/International markets ? Thanks a lot
Read Answer Asked by Dineth on April 14, 2020
Q: High yield funds have had a nice run up. Would you consider it too late or too risky to buy either of these funds at today’s prices? Wait for a drop?

Is there another etf that you could suggest in this area?

Thanks.

Read Answer Asked by Donald on April 13, 2020
Q: Good day team, with current environment for context, and looking at tech/big data companies: Are there etfs (Canadian but with CDN/US/Global exposure) that cater to broad based tech. I feel once we are out of this, technology will play an even greater role in our lives and in industry, healthcare, security etc etc
Read Answer Asked by Harry on April 13, 2020
Q: I managed to miss the recent recovery as I was expecting the market to go lower. I'm now considering gold given the high amounts of government spending and possible inflationary pressures. May I have your thoughts on gold as an investment right now? In particular, the GLD etf? Thanks,

Jason
Read Answer Asked by Jason on April 13, 2020
Q: Hi 5i Team. Question(s) for you on the ETF HPR as it relates to taxation. This summary was taken from my recently received T3. On the T3 summary in the first column it indicates, on a monthly basis a total distribution of $352.14. The $352.24 is broken down as follows: 2nd column on the T3, indicates a return of capital or foreign tax paid of $18.81. The 3rd column on the T3 then states the actual non-elig.div or actual elig.div or foreign tax paid of $344.63. Should I assume that the $344.63 is actual elig. div for the Canadian Dividend Tax credit? Please deduct number credits as required. Thx Steve.
Read Answer Asked by Stephen on April 13, 2020
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