Investment Q&A

• PIMCO Monthly Income Fund (Canada) (PMIF)
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Q: As I type this question, "ask size" is about ten times greater than "bid size" on very light volume. This goes on most of the day, every day, with volume settling at end of day around 100,000.
Is there anything significant in this type of bid/ask action - are there positive/negative implications?
Thanks.

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Read Answer Asked by Irwin on December 08, 2017

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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Q: Hi Team,

I'm looking to park some cash in a no risk investment. Funds that are earmarked for use in 1-2 years. Where is my best return these days?

Thanks!

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Read Answer Asked by Jamie on December 07, 2017

• Miscellaneous (MISC)
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Q: I presently own CI signature high income mutual fund for income. I am considering a switch to pimcos etf pmif or igcf. Could you please comment on such a switch. Thank you.

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Read Answer Asked by Paul on December 07, 2017

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: please recommend an emerging market etf thanks

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Read Answer Asked by rand on December 07, 2017

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares High Quality Canadian Bond Index ETF (XQB)
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Q: Which of these two would you recommend for an investors fixed income portion of an overall balanced portfolio?
What second fixed income ETF would be good to pair with it?

Regards,

Robert

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Read Answer Asked by Robert on December 07, 2017

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: Hi,
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!

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Read Answer Asked by Yvonne on December 07, 2017

• Miscellaneous (MISC)
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Q: Hello Peter and team,
At one point I believe you were considering establishing a Mutual Fund or ETF that includes all of the holdings in your Balanced portfolio. Are you still pursuing this?
Thanks.

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Read Answer Asked by Pamela on December 06, 2017

• Miscellaneous (MISC)
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Q: I have subscribed to your ETF web site but do not see any current feed and or Q&A availability? Please explain how one can use it for investors information. Many thanks, J.A.P Burlington

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Read Answer Asked by Joseph on December 06, 2017

• Miscellaneous (MISC)
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Q: I am about to manage my grandkids resp. They have about 52000 to eventually cover the 10 and 6 year old. Monthly contributions of 300 are being made with some "top ups" as available. I would like to have them invest about 20-25% in individual stock or stocks and the balance in ETFS. How should I approach the ETF portion and do you have recommendations?
Bryan

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Read Answer Asked by Bryan on December 06, 2017

• HIVE Digital Technologies Ltd. (HIVE)
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Q: Hi Peter and Team,
I am interest on Brockchain Technology stocks, Is there a ETF for brockshain ? or list of companies developing brockchain technology. Your commend is highly appreciated.
Regards,
Tak

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Read Answer Asked by Tak on December 06, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Stella-Jones Inc. (SJ)
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Q: For a "Well Diversified" and "Forever" Portfolio in Materials Sector, what would be your top 2 choices for long-term holds and rationale.

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Read Answer Asked by sam on December 06, 2017

• GLOBAL X FDS (BOTZ)
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Q: Good day and continued thanks for your knowledge and advice.
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?

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Read Answer Asked by Paul on December 06, 2017

• Vanguard Total Stock Market ETF (VTI)
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Q: Hi 5i,

I am introducing my kid to investing and he will start with $500. I am suggesting an index fund tracking the US market or the Global market. Can you suggest a mutual fund with low MER please?

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Read Answer Asked by Lizette on December 04, 2017

• Miscellaneous (MISC)
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Q: My wife's adviser is recommending the following mutual fund for her RRSP. Could I get your opinion on the Edgepoint Global portfolio Mutual fund. Fund code- EDG100. MER around 2.13% about 6 billion under management- past returns have been strong. I am always cautious when I see such high MER's. Do you think this is a good one fund solution, if you went with ETF's instead of this mutual fund which ones would you recommend?
Thank you!

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Read Answer Asked by Kyle on December 04, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Is it a cause for concern that the monthly dividend keeps slowly being reduced? We are at 6 cents a month now.

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Read Answer Asked by Greg on December 04, 2017

• ProShares Long Online/Short Stores ETF (CLIX)
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Q: What are your thots on this ETF on retail stores. Online long/stores short. It seems like an interesting concept

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Read Answer Asked by Terry on December 04, 2017

• Purpose Core Dividend Fund (PDF)
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• Purpose International Dividend Fund (PID)
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Q:




Hi 5I , Your thoughts and recommendations on Purpose ETFs symbols PID and PDF in a managed account. Or do you have other ETFs you would prefer instead. We are seniors late 70s.
Thanks MF

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Read Answer Asked by M J on December 04, 2017

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ)
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Q: Is there a Canadian ETF that covers the Dow Jones? I am aware of BMO'S ZDJ but I would prefer one not hedged to $Cdn.

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Read Answer Asked by Raymond on December 04, 2017

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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• Vanguard Total International Stock (VXUS)
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Q: I own pretty much all the stocks in your model portfolio (other than GC, PKI, SJ, and SYZ) and about 1/2 of your growth portfolio. I also own a number of ETFs, including VXC, VCN, VAB, CDZ, SPY, XAW, and VXUS. I was doing a review of my portfolio and noticed that the ETFs above now make up 20% of my portfolio. A couple questions:
1) Are some of these ETFs redundant in my case?
2) What sector allocation would you suggest for 2018?

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Read Answer Asked by Eric on December 04, 2017

• SPDR S&P Regional Banking ETF (KRE)
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• iShares U.S. Financials ETF (IYF)
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Q: Good Morning.
Further to my question about US $ etfs in the financial sector, which one would focus on mid sized financial institutions? And do you have a preference over mid cap vs large cap?
Thanks, cathy

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Read Answer Asked by Catherine on December 04, 2017