Investment Q&A

Q: THERE ARE A NUMBER HOUSING ETF (US ) AND HOUSING STOCKS.CAN I HAVE AFEW NAME THAT YOU THINK IS WORTHWHILE TO INVEST. THANK YOU,EBRAHIM

Q: Can you give your opinion on this fund, and whether it would be a good way to invest in marijuana.

Q: How do you think this type of high yield bond etf would perfom in a prolonged correction of this nature, (XHY), thanks?

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

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

Q: What do you think of Manulife's rate reset preferred MFC.PR.R:TSX it seems to have held up very well recently. Are there other rate reset preferreds you would recommend.

Q: I have over $30k of ENB in my TFSA which is 100% of my TFSA. How would you recommend I diversify my TFSA. Do you recommend any combination of stocks or ETF's?

Q: What are your thoughts on NAFTA potential impact on Canadian equities, and what is your recommendation on asset allocation at the present time? Are there securities you recommend holding or selling should NAFTA fail?

Thank you

Q: I have heard that Blockchain technology may be adopted by the financial industry for their own use so there might be an opportunity to invest in authentic blockchain companies. What do you think of this and if you agree, are there any companies you would suggest or what about the new Harvest etf?

Q: Would now be a good or bad time, to take a position in ZEF, looking for some income and growth, not worried about time frame, I have never invested outside of Canada. Thanks.

Q: Would this be a good time to invest in VSP to hold for a couple of years?

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.

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.

Q: I am retired and living entirely off dividend income. Would you recommend CDZ or ZDV for a dividend ETF.

Q: Hi 5i
I like CMS ETF portfolio choices.
One of your ETFs is SPY.
My question: Does it have to be SPY?
Or can I replace it with ZSP or XSP?
If not, can you let me know your reasons?
shanthi

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

Q: Your view to adding these items to my TFSA .
Seeking growth in the mid term.
Thanks

Q: I am interested in zwe for the European exposure and the high dividend. However I don’t understand what a covered call etf is or how it works. Can you
explain the mechanics in layman’s terms.

Thanks

Q: in Dec. I added both ZBK and Bank of America to my portfolio...
with the correction, I am thinking of selling ZBK and adding JP Morgan instead...
the concentration will hopefully provide a greater return ( at less cost )!
appreciate your comments on this strategy ( and if you prefer an alternative U.S. financial instead )
ed in montreal

Q: Just doing some more work on ZWE...confused on some beta #s. Globefund has the beta = 2.07. Fundata has a 3 year beta of 0.53. 5iR has it at 0.91. Can you please provide some insight...is it simply different timeframes? I am trying to derisk my portfolio (reduce beta), while at the same time increase dividend income...adding to ZWE seems logical, but the beta numbers are confusing. Thanks...Steve