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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 morning 5i Team.
I'm starting to be concerned about the potential for a significant correction in the markets. I'm interested in your opinion on using a bear ETF on the TSX or S&P as a cost effective way to at least partially protect investments from significant correction? I've read that these tend to decay over time and should only be used for short periods. Is that correct? Does it apply only to the leveraged bear/bull etfs or all?
If the etf idea is not advisable, what would you suggest?
I've got a few questions in there so please take as many credits as necessary.
Thanks
Peter
Read Answer Asked by Peter on January 15, 2018
Q: I am considering one of these two ETF’s to invest in. Which one would you recommend as being the one to offer a better rate of return and what is your assessment of both. I like these two because their 10 top holdings. I also really like a large number of their holdings but specifically want exposure to following: Apple, Amazon, Microsoft, Alphabet, Facebook, Netflix to name a few. Are there any other ETF’s that you would recommend that may be better?
Read Answer Asked by Laureen on January 15, 2018
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%

Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek



Thanks

Read Answer Asked by Derek on January 15, 2018
Q: I have a position in my US dollar rrsp account in HACK and read of the management issues currently in litigation. What would you suggest regarding this holding - is it a buy sell or hold and what are your views concerning this issue. Is this likely to adversely affect this ETF longer term. I appreciate your thoughts on whether I ought to hang in or otherwise. Thanks so much.
Read Answer Asked by Ken on January 15, 2018
Q: As an additional comparison to my question of jan.11 re: xtr and zmi do you feel plv would be a better long term hold with more upside potential considering the payout is much more in line with a sustainable payout with maybe not having to rely on roc to meet the higher payout s of the xtr and zmi ? Also would consider any of these to be overvalued and or should an investor wait out a market correction? Thank you kindly Larry
Read Answer Asked by Larry on January 15, 2018
Q: Are these 4 etf's the best way to invest in Europe and Emerging Markets or do you have better recommendations such as FEZ which you recommended some time ago, or VE or another I haven't listed. I would like to purchase what is in your opinion 4 etf's which best achieve the desired result.
Read Answer Asked by Harold on January 15, 2018
Q: I hold the above mentioned securities in my total portfolio. Some positively,some negatively affected by rising interest rates. Group one (5%)-cpx,Enb& AD. Group two (3.4%)-Reits cuf & kmp . Group three (7.4%)- zpr & Ecn.pr.a
My plan reduce positio in group one esp. Enb and use proceeds to buy cpd.a my concern with cpd.a is fees totaling 2%. Also when purchasing this security there appears to be a trailer fee attached as indicted when I attempted to make a trade. Your opinion please.
Read Answer Asked by Roy on January 12, 2018
Q: Hi: I am listening to all the doom and gloom about bonds - heard the term yesterday "taper tantrum". I have about 40% of my Fixed Income Exposure in CBO, 40% in HPR and 10% in HAB. HPR has slowly recovered from its downturn of a few years ago and I like the yield. HAB is doing better than CBO. Question - should I sell CBO at a loss and invest in a more active fund like HAB? My time horizon is at least 5 years.
thank you
Read Answer Asked by Julia on January 12, 2018
Q: For a retired investor with 2/3 of his portfolio in an diversified dividend equity portfolio and with 500 k to invest in safer income producing investments and just purchased 73k of CPD, 60k of ZPR, 40k of XHY, leaving 327k still to invest, would you add to these positions or could you suggest other places to invest for income. Would you wait till after NAFTA is decided and then invest. Thanks for your opinion.

w
Read Answer Asked by justin on January 12, 2018
Q: After reading your article about Dividend Growth Stocks, the first question that came to mind was "Is there a Canadian ETF that covers dividend growth stock for Canadian stocks and one for US stocks and would you recommend them based on past experience? With thanks, Bill






Read Answer Asked by William J on January 12, 2018
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