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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: Hi, Can you explain and provide an example of how the Management fee is calculated and how it affects me as a purchaser of an ETF (how much does the management fee cost me?).
Read Answer Asked by Thomas on September 10, 2018
Q: With the variety of ETF's available, can you explain your decision making process when evaluating which ETF to Purchase?

ie. S&P 500. Is it as simple as picking one with good volume, low expense and with your preference of US or Can $, Weighted or non weighted?

Do you have preferred ETF providers?

ie. iShare or Vanguard or Horizon, etc....
Read Answer Asked by Thomas on September 10, 2018
Q: Can you explain a leveraged ETF? If it is a leveraged Dow ETF, Does it hold the 30 DOW companies? or is it doing something different. I see some that attempt to achieve 2x or 3x the Dow Jones Industrial average. From a risk perspective, is it safe to say the at the would come with 2x or 3x the risk as well?
Read Answer Asked by Thomas on September 10, 2018
Q: For the technology portion of one of my portfolios I've held 75% XLK and 25% FDN. Since XLK will be reconfigured this month, what ETFs do you think would best represent the technology sector moving forward? Also what about timing with the changes being made to XLK?

Thanks!
Read Answer Asked by Mary on September 07, 2018
Q: Hello 5i Team
A general question on ETFs.
Have you come across a table correlating the Vanguard Canada ETF and the Vanguard US ETF.
Specifically, I cannot determine if VIU (Vanguard Canada ETF trading on TSX in C$) has an equivalent Vanguard US (trading on the NYSE in US$) ETF.
Expanding this question, have you seen a table correlating all companies (IShares, Vanguard etc.) Canadian ETFs against their US counterparts.
Thanks in advance for the great service.
Read Answer Asked by Stephen on September 07, 2018
Q: A friend father age 82 recently sold his residence and is looking to invest. Wants to be in the market. Can you suggest 3 to 5 ETF's for him to invest. Thinking Canadian and Us market , as well as a Bond ETF. Has a small registered fund & TFSA.
Read Answer Asked by David on September 07, 2018
Q: My question is 2 part.
I am a long term investor, ok with risk and fluctuations and no need for the cash anytime soon.
Ive read a few of your comments regarding some hesitation towards emerging markets. Would you sell out of VEE or do you see it doing something positive soon?
What do you think about buying into one of the trillion dollar companies now? I was hoping for a dip on Amazon, but that doesnt seem likely to happen. Do you have a favorite? Would you reccomend using the proceeds from VEE to do this or keeping VEE and using new money?
Read Answer Asked by david on September 06, 2018
Q: I have seen you reference PHYS as a good way to play Gold, what are your thoughts on PSLV and Silver in general?
Read Answer Asked by Deryck on September 06, 2018
Q: Hi 5i,
I am interested in purchasing the Vanguard Global Active ETF's, VLQ, VMO, VVO and VVL but, I am concerned with the low average trading volumes. I calculated the average daily trading volumes to range between approx. 500 [VLQ] to 5,000 shares[VVL]. I would like to purchase/sell at least 100 shares at a time to justify the 9.95 commission. Will I likely be influencing the stock price because of the low volumes? Is the Vanguard Canada published Premium/Discount data for these ETF's in line with most commonly traded ETF's?

Thanks
Read Answer Asked by Ian on September 05, 2018
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