Q: Peter, please advise how you would allocate $13,500 in an RESP for an 8 year old. Currently $10,500 is in the CIBC Managed Growth Portfolio; what do you think of it ? Thank you.
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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: What etf holds visa as a significant holding ? James
Q: Hello to all at 5i:
Is there some proxy you can suggest to gain an alternative exposure to the telecom sector other than the traditional companies in the space? I own Telus common shares and Bell preferreds and don’t want to increase those positions but am still underweight the sector. I’m really not interested in owning “more of the same” in Canada (RCI.B) and really don’t want Vodofone, AT&T, Verizon or a U.S. telecom ETF (which I think will be largely the latter two companies?). All I really see are slowing revenues and slowing dividends and lackluster share performance. I’m having trouble identifying opportunities that fit my usual investment thesis in this sector. Is there another way to play it that I’m not seeing?
Thanks for your thoughts,
Is there some proxy you can suggest to gain an alternative exposure to the telecom sector other than the traditional companies in the space? I own Telus common shares and Bell preferreds and don’t want to increase those positions but am still underweight the sector. I’m really not interested in owning “more of the same” in Canada (RCI.B) and really don’t want Vodofone, AT&T, Verizon or a U.S. telecom ETF (which I think will be largely the latter two companies?). All I really see are slowing revenues and slowing dividends and lackluster share performance. I’m having trouble identifying opportunities that fit my usual investment thesis in this sector. Is there another way to play it that I’m not seeing?
Thanks for your thoughts,
Q: Do you recommend buying individual bonds through a discount brokerage account or simply an etf for fixed income ? Would it generate about the same return ? Would you know about the fee through discount brokerage account (it seems to be hidden in the YTM)? I d also be interested in members tips or comments if any. Thank you !
Q: Hello 5i,
I currently have $25,000 invested in several dripped TD E funds for my two grandchildren ages 6 and 9. Progress seems slow. Should I just leave things alone or should I replace this with VDY and CDZ? Any suggestions would be appreciated.
Stanley
I currently have $25,000 invested in several dripped TD E funds for my two grandchildren ages 6 and 9. Progress seems slow. Should I just leave things alone or should I replace this with VDY and CDZ? Any suggestions would be appreciated.
Stanley
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- BMO MSCI India ESG Leaders Index ETF (ZID)
- iShares India Index ETF (XID)
Q: 1). What do you think of India as an investment in the next two years?
2) Which of the two efts, ZID or XID, would you choose and why?
3) Is there an alternative Foreign ETF you would prefer?
2) Which of the two efts, ZID or XID, would you choose and why?
3) Is there an alternative Foreign ETF you would prefer?
Q: Gentlemen Good Morning,
Please can you comments on BCI.
I don't have commodities on my PF, I wish to add 2%.
Any alternative to BCI ?
Thanks
Best Regards
Please can you comments on BCI.
I don't have commodities on my PF, I wish to add 2%.
Any alternative to BCI ?
Thanks
Best Regards
- iShares MSCI World Index ETF (XWD)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Only have room for one of these in my TFSA. Could you rank them?
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Q: Due you think LIT is a good long term hold in light of the recent Morgan Stanley report ? I currently have a half position. Thanks for your input, This is a great service.
Q: Hi, I've had some good experience experimenting with $US stocks in that I've experienced gains, but have also noticed the withholding tax on dividends in my cash account. I'm now restructuring a bit by selling off AT&T which has gained and has as well a 5%+ dividend (I'll repurchase in RRSP) and am looking at various ETFs tracking the S&P or specific sectors like banks. My question is whether any of them distribute $US cash dividends which I seek to use for travel in the US. I'm looking at ETFs like ZDY.U, HUBL.U or any others that may have come across your radar. Thank you for your excellent services, they have helped me enormously. Cheers.
Q: What are the basic differences between Pimco's PMO005 and PMIF, and what are the Mer's.
Thank you
Thank you
Q: Which of the two Tech etfs, ZQQ or TXF would you recommender for a long term hold and why? TXF has a huge dividend.
Is there another CDN deck ETF I should consider?
Is there another CDN deck ETF I should consider?
Q: Which companies are most likely to benefit from block chain technology? How would you suggest investing in this technology, hopefully some Canadian companies included. Thank you
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: Hello. In a letter dated Feb 26, you stated that HXQ had a better growth potential than ZQQ. Why would that be as both etf’s follow the Nasdaq 100? In addition all funds that follow the same index should perform equally ( ignoring expenses) should they not?
Q: What do you think of SEED (Evolve Marijuana ETF?
Q: In a previous answer you said -
5i Research Answer:
We have nothing against ZDY, it is a large liquid ETF with OK fees of 0.34%. Performance (3 years annualized 22.6%) has been solid.
But my watchlist shows ZDY with a 3 yr return of 9.8%. What is the difference? Which one is correct?
Wayne
5i Research Answer:
We have nothing against ZDY, it is a large liquid ETF with OK fees of 0.34%. Performance (3 years annualized 22.6%) has been solid.
But my watchlist shows ZDY with a 3 yr return of 9.8%. What is the difference? Which one is correct?
Wayne
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
Q: I have 1583 shares of CBO @ $19.48 now at $18.43 (3% of portfolio). for a loss of $1664. Dividends are now $552 / yr. I also have 3881 shares of CLF @ $18.57, now $17.84 (6% of portfolio) for a loss of $2838. Dividends here are $1560 / yr. It seems that I am just reading water and I am getting worried of drowning as the ETF's keep dropping down a bottomless pit. I am 71 with 50/50 equity / fixed, the fixed including a GIC ladder and otherETF's. Should I stick with CLF and CBO or is there a more advantageous alternative.
thank you
Stanley
thank you
Stanley
Q: Gentlemen,
What is the risk on MFI ETF ?
I made some research on S&P/LSTA Leveraged Loan Index in ETF US market, there are some but no one has a close numbers to MFI on 6% distribution and on 8% one year return.
I am missing something ?
Thanks
Best regards
What is the risk on MFI ETF ?
I made some research on S&P/LSTA Leveraged Loan Index in ETF US market, there are some but no one has a close numbers to MFI on 6% distribution and on 8% one year return.
I am missing something ?
Thanks
Best regards
Q: Could you please give me your thoughts on investing in the etf MFT. Looking for some stability and downside protection while grabbing some yield.
Cheers everyone (:
Cheers everyone (:
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!