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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 own two of Innovator's Defined Outcome ETF's - PAPR and POCT - each with the 15% downside buffer. They have performed as hoped for during the period I have owned them - limiting the upside to approx. half of the index return and similarly buffering the downside by approx. 50%.
On their web-site, Innovator has an interesting article questioning the future of the traditional 60 /40 portfolio. With 10 year bonds under 1% and headed lower, they question future returns from FI and perhaps its ability to act as a ballast to a portfolio in volatile times.
They suggest for the future - 50% Equity ; 30% Defined Outcome products ; and 20 % FI. Talking their book admittedly but interesting . Your thoughts , please.
Thank-you.
Read Answer Asked by William on March 06, 2020
Q: Hi 5i, Another question about your model ETF portfolio.
This one is about VE-T and VEE-T.
They trade on the Toronto exchange, Does that make them like Canadian ETFs?
I mean, are their dividends eligible for the tax credit? Or are they fully taxed, just like US
ETFs?
Many thanks. Shan
Read Answer Asked by Shanthi on March 06, 2020
Q: Hi
I am trying to build a portfolio based on ETFs. Could you provide me with a list of recommended ETFs, grouped by sector and sample weightings for each sector. I am looking for income first followed by some growth. I am retired, have a pension and would be comfortable with moderate risk as well a 70 equity - 30 fixed split. I understand that this list would just be a start. I would do more research on my own. Thanks, Len
Read Answer Asked by Leonard on March 05, 2020
Q: Hi,
I read an article on how a hedge fund made money during the coronavirus sell off. (https://www.wsj.com/articles/how-to-hedge-a-coronavirus-11583321400). Can you give a small primer on how this is done..or typical hedging strategies. Thanks. Shyam
Read Answer Asked by Shyam on March 05, 2020
Q: Hello 5i,
I usually only hold individual stocks but am wrestling with choosing a “green” company. I like the potential of companies like GRN,XBC and QST but their size gives me pause. Can you recommend and ETF that captures these smaller companies as well as larger ones to reduce overall risk?
Thanks
Dave
Read Answer Asked by Dave on March 04, 2020
Q: You are right when you say preferred shares are not bonds, they fall fast in a bad market.

Would it be wise to add a modest amount of ZPR or CPD during this period and take the dividend for a while? This would be in an RRSP
Read Answer Asked by Richard on March 04, 2020
Q: My current portfolio is somewhat similar to your BE portfolio but with a small (15%) portion of foreign holdings (more if you consider BEP which I also hold, as foreign since it has a lot of foreign investments). Foreign is far too small in my estimation. I have some cash to deploy which would bring it up to about 30%.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.
Read Answer Asked by Fred on March 03, 2020
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