Q: I am not comfortable purchasing individual stocks in a small account, with my go to name being ZEB, can you recommend any others that provide the diversification? I'm thinking the US indices hedged back to CAD, is that a good idea and which ETFs would you recommend in that case?
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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 have about 110,000 dollar that I will be investing in your balanced portfolio and the etf ViG. About 45,000 dollars will be in a non registered account and 65,000 in TFSA. I am avoiding RRSP because I have a good pension. My tax person said that I would save tax by putting the non dividend equities to the non=registered account. I plan to leave the investments in for 7-8 year As well will vig be taxed at a higher rate because it is non-Canadian if it is in the non-registered?
Q: Hi, I have a small position on Coty ( previusly held P&G). But this transfer has not fared so well down 20%. Wondering if I should hold onto to this or move to a small cap etf like IWO or IJR. Thanks. Shyam
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
Q: I have a note from you wrt to CPD so am aware of its rate reset properties - which should be positive in the anticipated rising rate environment. However, I have not followed prefs before and wondered how they might perform should we get a significantly negative equity market, and - additionally - whether the managed version might do significantly better in those circumstances. Appreciate your opinion. Thanks.
Q: Hi I would like your thoughts on this ETF. I have some cash I would like to park for 1 to 2 years. Do you this as a reasonable option. Thanks
Q: I have no gold in any of my 3 portfolios. I feel that I should have gold exposure. Could you recommend a stock that I could hold for the rest of this year. I would like to see some dividends with a gold stock.
- BMO Low Volatility US Equity ETF (ZLU)
- BMO US High Dividend Covered Call ETF (ZWH)
- BMO US Put Write ETF (ZPW)
Q: Hello 5i team. I'm new here.
With volatility perhaps increasing soon, but not wanting to be entirely out of the market for next 100 days, which U.S etf, would you recommend, ZPW(put write), ZWH(covered call), ZLU(low volatility)or other ?
With volatility perhaps increasing soon, but not wanting to be entirely out of the market for next 100 days, which U.S etf, would you recommend, ZPW(put write), ZWH(covered call), ZLU(low volatility)or other ?
Q: Hi Team,
I have the following Allocation:
08% Growth Portfolio
17% Balanced (Model Portfolio)
45% Income Portfolio
This makes a current 70% in Canadian Companies and 30% in cash. The Stocks are held in RRSP portfolio, and I would like to put the remaining 30% into Non_Canadian Dividend/Growth Income area. Can you recommend which ETF's might be able to round out the remaining 30% for me?
I have the following Allocation:
08% Growth Portfolio
17% Balanced (Model Portfolio)
45% Income Portfolio
This makes a current 70% in Canadian Companies and 30% in cash. The Stocks are held in RRSP portfolio, and I would like to put the remaining 30% into Non_Canadian Dividend/Growth Income area. Can you recommend which ETF's might be able to round out the remaining 30% for me?
Q: We have an RESP with $24000 set up for our grandchildren and would like to have 2 or 3 investments. We thought about CBO & HPR. Would these be appropriate or can you give us some better investments. Thanks. We appreciate your expertise.
Q: I was thinking of using this etf to give some downside protection to my portfolio. What are your thoughts on this? If you think this is okay, what % of my portfolio should I allocate to this?
Thanks
Thanks
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.
Thank you!
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.
Thank you!
Q: Hi 5I Team,
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?
Thank you.
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?
Thank you.
Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.
Thank You
Paul
Thank You
Paul
Q: Hi,
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry
Q: I currently own COW at 1% weight and AFN at 2.5% weight. Would you suggest to top up the 2 stocks or would be okay to buy AGU to make the total sector weight up to 5%.The other thought was to sell COW and buy AGU.
Thanks
Thanks
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: I'm looking for dividend growth ETFs for diversification (e.g. VGG, VGH) .. can you suggest how to do that but without having companies like MONSANTO, MACDONALDS, PEPSI AND COKE in the mix? thanks
Q: Greetings,
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Q: If trump is to spent 1 trillion to rebuild U.S. infrastructure; what two US and Canadian stocks/etfs would benefit the most? Are the buys at today's price?
Q: In a reply to Elizabeth about suggested well diversified ETFs in a non-taxable account question, (posted morning of Jan 20th), you mention that HXT avoids a dividend tax liability by increasing its NAV rather than distributing dividends to shareholders. Wouldn't the Dividend Tax Credit look after the issue - or is there something about ETFs that doesn't make dividends eligible for the credit ?
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: I am interested in beefing up the fixed income portion of my portfolio. My adviser recommends PMO005. I see a MER of 1.39%. What do you think of this mutual fund? Are there similar ETF's at a lower MER. I know you don't usually like Mutual funds but your commentary in the questions and answers seems good on Pimco. Should I diversify fixed income into several bond funds? If so could recommend a few of your favourites please. Thank you for your great service.