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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: Hello,

I want to add fixed income to balance my portfolio and will hold it in a cash account. I'm targeting 15% fixed income with > 10 year hold.

1. Are the ETF's in the income portfolio appropriate? or should I have more concentration? Or a different selection?

2. If > one ETF do you have a weighting suggestion?

3. Will these be taxed as income or dividends?

Thanks!

Dave
Read Answer Asked by David on December 13, 2019
Q: Hi Peter & 5i Group,
A few days ago you indicated that you liked the US growth ETF "IUSG" which has a very good chart giong back some years, and to date, which I purchased shares of.
Can you recomend a simular Canadian market growth ETF. that rivals IUSG or comes close.
Thanks, your team are so valuable to a invester.
Ken
Read Answer Asked by kenneth on December 13, 2019
Q: I think HXS and ZWH have similar assets.
Do you agree ? Because I carry forward capital losses, I think I should buy HXS because it pays no dividend, and I can apply future capital gains against losses accumulated. Looking at the performance of both funds, I should do better buying HXS, does this make sense. Also please comment if one or both of these funds are worth buying at this time .
Thanks
Read Answer Asked by Luc on December 13, 2019
Q: My daughter holds RBF1018 (series D units) in her RRSP. I plan to sell all of it and buy XIT to improve her overall asset allocation. Are there any issues with pending year end dividends for either securities? Should I wait until Jan 01/20 or go ahead now?
Thanks...Steve
Read Answer Asked by Stephen on December 13, 2019
Q: Greetings

I have a US dollar account with 10% in US cash at the present time. In Canada, I have MAW 104 and like its set up.

Is there a similar US fund company to MAW 104 available or would you suggest just going with a product like VBAL? If VBAL, what is the US designation name for the product?

Thanks

Peter
Read Answer Asked by Peter on December 13, 2019
Q: I manage my daughter's investments and will be selling a mutual fund (RBF1018) and plan to purchase XIT, as her asset allocation is light on technology.

86% of XIT is made up of SHOP, GIB.A, CSU, OTEX. P/B = 5.3 and P/E = 35.2. Technology has had quite a run this year...the chart looks parabolic and might possibly be forming a double top. I heard years ago that after a big run, stocks may settle back roughly 1/3 of the recent gain. This would put the "settle" price to be around $25.

I know this is the same as market timing. OR....just buy it now. Your thoughts?

Thanks...Steve
Read Answer Asked by Stephen on December 11, 2019
Q: I have no oil stocks so I would like to buy an ETF. Can you give me some choices for 3% of my rrsp portfolio that pays a decent yield of 3% or more.
Read Answer Asked by Helen on December 11, 2019
Q: one of the analysts featured on Market Call recommend this etf as a best buy!
would appreciate your comments on this selection.
ed in montreal
Read Answer Asked by ed on December 11, 2019
Q: I will probably be purchasing ZIN shortly. Regarding the quarterly dividend, does it matter when I buy ZIN? I know the Ex div date is Dec 27, so I need to buy it before that, so it settles prior to or on Dec 26. And theoretically in an efficient market, the price of ZIN will drop the amount of the dividend ($0.13) on that date. What's your experience...does the ETF share price drop actually resemble the dividend amount?

Thanks...Steve
Read Answer Asked by Stephen on December 11, 2019
Q: What is your preferred ETF for junior gold stocks? Why?
Read Answer Asked by George on December 10, 2019
Q: Would zlh be a fairly safe and effective investment for a 3 to 4 year holding? I need some more US exposure and would like to preserve my capital with some upside potential. Are their other low volatility US etf that you would prefer? Thank you.
Read Answer Asked by Steve on December 10, 2019
Q: Afternoon 5i.

I'm looking for the top 3 sectors to buy into today.
Read Answer Asked by Stephen on December 10, 2019
Q: Good day 5i.
The only US position I now hold in my RRSP is ZWH.
I like this ETF, just leave it alone and let it spit money out.
I'm looking for another US ETF that will fit nicely with ZWH and t pays monthly. The new ETF position would be half the size of ZWH if that helps.

Thanks for you help.
Read Answer Asked by Stephen on December 10, 2019
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