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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: I am bit lost with bond market performance. XLB NAV has gone up by 10% YTD. TLT also up by 10%. As bond yields go up with interest rate peaking the price will come down. Will the total return still be significant if the NAV comes down by 10% or more in next several years. My experience with some of the other bond funds I held previously generated negative total returns after holding them for many years.

Thanks
Ninad
Read Answer Asked by Ninad on June 20, 2019
Q: Morning..best oil ETF in CDN and US to benefit from increased oil prices...

Thanks
Read Answer Asked by Matthew on June 20, 2019
Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.
Read Answer Asked by James on June 20, 2019
Q: Hi All at 5i! I have the above listed mutual funds for a five year hold going forward. What are your thoughts about these funds and are there any ETFs which could take their place? Thank you! Tamara
Read Answer Asked by Tamara on June 19, 2019
Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron
Read Answer Asked by Sharron on June 18, 2019
Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.
Read Answer Asked by James Robertson on June 18, 2019
Q: Hi team,
My question is about fintechs. What is the difference between ipay-n, finx-q and arkf-n ? Which one has most potential and which one do you recommend for growth in the short term ?
Thank you for your wonderful work,
Jacques
Read Answer Asked by Jacques on June 17, 2019
Q: My daughter is 20 and has maximized her TFSA allotment in an annual lump sum for past three years, and is likely to maximize every year going forward. I'm trying to simplify her investing so what ETF's would you recommend if she doesn't need the money for three years? Would you recommend different ETF's if she doesn't need for 10 years? What about 20+ years?
Read Answer Asked by Valerie on June 14, 2019
Q: Hi team,

Could you suggest companies or ETFs which would marry environment concerns and good returns ?

What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.

Thank you in advance for your comments and suggestions.

Jacques
Read Answer Asked by Jacques on June 14, 2019
Q: Good morning
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.
Read Answer Asked by francois on June 14, 2019
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