Investment Q&A

• Vanguard Total International Stock (VXUS)
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Q: Thanks for your prompt answer to my question on TPE vs. TD Int Index-e. Love your great service as always! If neither is particular interesting (3 stars), what would you recommend instead for index exposure to international equity ex. North America?

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Read Answer Asked by M on May 10, 2018

• BMO Covered Call Utilities ETF (ZWU)
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Q: Hi 5i,

Could I get your thoughts on ZWU.
Would it be a good time to pick some up?

Thanks

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Read Answer Asked by Stephen on May 10, 2018

• iShares S&P/TSX Capped Energy Index ETF (XEG)
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• Vanguard Energy ETF (VDE)
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Q: Do you think the present time is a good time to step into energy stocks, and if so what would be your preference between VDE or XEG? With thanks, Bill

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Read Answer Asked by William J on May 10, 2018

• Tricon Residential Inc. (TCN)
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• SPDR Homebuilders ETF (XHB)
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Q: Is it worth holding this stock?
How about replacing it with TRICON (TCN) even if one is US and one CAN.
Thanking you for advise-Ebrahim

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Read Answer Asked by ebrahim on May 10, 2018

• Constellation Brands Inc. (STZ)
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• Sysco Corporation (SYY)
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• Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
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Q: HI Peter, Would you recommend adding to RHS as its price is lower now. Or you would prefer 4-5 companies solid blue chip dividend paying companies to buy and hold ( avoid MER and capture more dividend). In that case also, can you please rank them in order of your preference. UL, PEP, HRL, K, or any other of your favorites.
Much Thanks.

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Read Answer Asked by RUPINDER on May 10, 2018

• BMO Global Communications Index ETF (COMM)
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Q: Hi 5I research.
What do you think of the new BMO Global Comm. Index ETF, COMM? All I can find is its MER aroung 0.35 and it includes Apple, Netflix, Facebook, Google, Disney and Time Warner, but no Amazon. It opened at $20 and went to 20.42. This is just what I have been looking for to put into my RIF for a long time. Should I go ahead and buy a 3% position or should I wait? If so for how long?
I appreciate your thoughts on this or if you have other suggestions.

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Read Answer Asked by Richard on May 09, 2018

Q: What is your opinion of the Wisdom Tree International Quality Dividend Growth Variably Hedged Index ETF, DQI, and the Wisdom Tree Global Equity ETF, ONEQ, as international/global investment ETFs.
Thanks.

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Read Answer Asked by Gerry on May 09, 2018

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard Dividend Appreciation FTF (VIG)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Total Stock Market ETF (VTI)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: In our RRSP we hold the above etfs for US exposure. Does 5i see any sector not covered with these ETFs?
Or would you recommend selling any of these ETFs due to too much overlap? We are approaching retirement, but I don’t think that would be a factor in this question. Thank you

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Read Answer Asked by Kim on May 09, 2018

• BMO Aggregate Bond Index ETF (ZAG)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Q: As between the two Canadian Fixed Income ETFs - XBB, VAB and ZAG - which ones) would be your choice? Or would it make sense to have exposure to all?

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Read Answer Asked by M on May 09, 2018

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Vanguard FTSE Canada Index ETF (VCE)
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Q: As between the two Canadian Equity ETFs - XIC and VCE - which one would be your choice?

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Read Answer Asked by M on May 09, 2018

• TD International Equity Index ETF (TPE)
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Q: I own TD International Index-e, which has been a solid low-MER performer; however, I noticed that TD now has a new ETF called TD International Equity Index ETF (TPE) which has even lower MER. Does it make sense to switch from the fund to the ETF (in registered accounts, where no capital gain would be triggered)?

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Read Answer Asked by M on May 09, 2018

• iShares Short Treasury Bond ETF (SHV)
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Q: Hello,
I am looking for a place to park U.S. dollars. Would this be a good choice?
Thanks

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Read Answer Asked by Deborah on May 09, 2018

• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: RBC Monthly Income Bond Fund - Sr. A (RBF495)

Can I have your thoughts on the suitability of this fund for an investor in her mid-80's looking for income, with an emphasis on preservation of capital.

Thank you.

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Read Answer Asked by Brian on May 08, 2018

• BMO Equal Weight Banks Index ETF (ZEB)
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• iShares Equal Weight Banc & Lifeco ETF (CEW)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: HI Ryan,, What can I do to reduce or consolidate these shares. Too Many ? Thanks in advance Cliff zeb cew cdz xic xtr zev xtr

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Read Answer Asked by cliff on May 08, 2018

• BMO Canadian Dividend ETF (ZDV)
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• iShares Canadian Select Dividend Index ETF (XDV)
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Q: As between the two Canadian Dividend Equity ETFs - XDV and ZDV - which one would be your choice? Or would it make sense to have exposure to both?

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Read Answer Asked by M on May 08, 2018

• iShares Biotechnology ETF (IBB)
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• abrdn Healthcare Investors Shares of Beneficial Interest (HQH)
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Q: Hello 5i:
can you advise on the ETF HQH? I'd like more US exposure, in US dollars and would see this as a very small part of the portfolio. I'm attracted by the yield, and by the fact that Biotech in general has been pretty beaten up; meaning little downside with good upside. I'm thinking of holding in a TFSA, if an investment is made.
thanks
Paul L

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Read Answer Asked by Paul on May 08, 2018

• Invesco China Technology ETF (CQQQ)
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Q: What is your opinion on CQQQ hold or buy.Thank you

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Read Answer Asked by Robert on May 08, 2018

• iShares Floating Rate Bond ETF (FLOT)
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• iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
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Q: If you were to pick a bond ETF today which one would you pick and why.
Thanks for the info. Brian

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Read Answer Asked by Brian on May 08, 2018

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Q: Can you recommend a Canadian ETF that tracks the US Nasdaq? One that isn't hedged (XQQ/ZQQ)as I believe the Can. dollar is going down! Thank you!

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Read Answer Asked by Pat on May 08, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: I have owned CDZ since Early 2014 and together with the dividends I have earned 3.87%. during this time. Should I keep this ETF or looking for something with a better return? please advise. Ernie

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Read Answer Asked by Ernie on May 08, 2018