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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: Gentlemen,
Can you please suggest 1 or 2 ETF with well Sectors balanced or equal sectors for each market Can, US, int'l, & emerging (in Ca$ and/or US$) ?
Thank You
Best regards.
Read Answer Asked by Djamel on October 24, 2017
Q: My TFSA is worth about 26000. I do not need the money and have a long time horizon - say twenty years. I intend to maximize the annual contribution limit. Currently I have roughly equal positions in ZLU, VMO, VVL, and VGG. Plus a smaller position in CBL, which has tanked, but pays a dividend.
What do you recommend for a TFSA makeover, if any, in this case?
Read Answer Asked by Alfred on October 24, 2017
Q: I would like to buy some etfs but am concerned about liquidity. I would prefer to buy US Europe and emerging markets in US currency. Can you recommend the best etfs in canada US europe and EM thar have a large nuber of shares traded daily?
Read Answer Asked by hal on October 24, 2017
Q: I have a 40% US weighting in all my portfolios combined, with the above four holdings comprising 75% of the 40%.
VGT 4.6%, VUN 7.7%, CIB590 10.1%, CIB595 7.1%- equalling 30% of total equity portfolio.

Could I have your comments wrt the overlap in these four holdings. Is there enough diversity to continue to hold all four or would you collapse and combine?
Thanks
Read Answer Asked by JEFF on October 23, 2017
Q: Hi 5i team. There maybe a few questions here so please deduct as required. Knowing that bonds need to be part of a well diversified portfolio, more on the income side, what are your thoughts about establishing a position now with the current yield curve. I'm covered with a diversified mixed of stocks and pref's and individual bonds but would like to move or grow into a mix of bond ETF's for 20 - 30% of my total portfolio. Thinking more of corporates, both Canada and US with the following on my watch list; ZCS, ZHY, HYI, PFH, XHY. What other ETF's might I be missing or should I consider.

Many thanks, steve
Read Answer Asked by Stephen on October 23, 2017
Q: Hello team, thank you in advance for your perspective. If the US and Canadian dollar fall relative to the Euro, can one predict whether it would be more helpful to own a European ETF in CAD or US dollars? Is it more advantageous to own both a hedged and unhedged version of Europe to help cancel out currency effects? Would you consider a combination of the above two funds as one way to cover off potential currency changes? Please deduct as many points as appropriate to help enhance my understanding of this puzzle.
Read Answer Asked by Joanne on October 23, 2017
Q: I would appreciate your thoughts on how one should diversify his investments geographically, (Canada, United States, and Internationally). What do you think would be the percentages I should allocate to each area? I realize allocation is a personal decision but I'm looking for some kind of general guideline. I consider myself to be an average investor and therefore willing to accept some risk.
Being a member of 5i, and following your guidance, I think I have the my Canadian investments under control but I would appreciate some help for the U.S. and international allocations.
I would also appreciate it if you would suggest your favourite ETF to invest in the United States and internationally.
Read Answer Asked by Les on October 19, 2017
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