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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: Good evening 5i.

I just want to say I have enjoyed this forum lots over the past year and it has helped me stay in the game.

My question is.

I need ideas for a few dividend etfs for my non-registered portfolio. To date I'm holding some large cap Canadian dividend stocks and fixed income. I find it easier to manage with less stocks and a few etf.
I now have 10% CDZ in my RRSP, would it make sense to put CDZ in my non-registered also?
Is CDZ dividend taxed the same as a Canadian stock dividend when held in a non-registered account?


Thanks Steve

Read Answer Asked by Stephen on February 08, 2018
Q: Hello: I currently own ZQQ yield of .52% and ZUE yield of 1.5%. I find that HBF has a much higher yield of 7.1% and will basically mimic the first two etfs, would you agree? Is HBF a reliable etf, if yes should I invest new money into it or use it as a replacement for either one or both of the other two. I’m retired and I am after some growth but mainly income.
Thanks
Read Answer Asked by Valdis on February 08, 2018
Q: Hi 5i, I do know you guys are focusing on Canadian Equity. However, I would like to get your opinions on short-vol ETFs like XIV and SVXY since this topic is so popular right now. We all know after today's trade, these products lost most of their values due to the spike of volatility. But in the past 2 year, short-vol has been a money-printing trade that is crazily profitable. I think since the market fundamentals did not change and the volatility will go low eventually, these products are insanely cheap now and looks like they will go up like before? One thing I am worrying is that Credit Suisse announce to liquidate their XIV soon. Will you say this will happen to similar products like SVXY or HVI.TO? Will you recommend to but this "super dip" now? Sorry this question is long, but I bet a lot of people are looking forward to hear your thoughts about this issue right now.
Read Answer Asked by Tao on February 08, 2018
Q: I am needing to increase the fixed income portion of my asset allocation after a good run by equities, which I thank you for. For fixed income I am using a mixture of GICs and the PHN Total Return Bond Fund (RBF1340) because it has a low MER. Would it be imprudent to add to a bond fund at this time of rising interest rates and is there a better one I should consider.
Read Answer Asked by jane on February 08, 2018
Q: You commented last week to Patrick about TBT.
I think that recent negative returns were related to the latter stage of the long bond bull market. This has been reversed quite impressively since january. Bill Gross was probably right from hindsight in his call for a new bear bond market.
So, as a growth investor, the idea of increasing returns on an otherwise meagre income from the fixed income part of my portfolio is quite appealing, and does not come out of worry on the market, but from seing an opportunity, and using it with reason.
Then, if I want to benefit going forward, like the next 6 months, of the general bearish trend on bonds that I believe fundamentally justified based on trade, currency and other issues, would TBF be a better bet for one holding that view?
Thank you
Read Answer Asked by Daniel on February 07, 2018
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