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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: Re:your answer to Johns question of august 27th. 10 pick of best company's to best weather a correction. Would you consider a portfolio of 30% pmif and 70% these 10 picks at 5% each to be a decent portfolio no matter an iminent significant correction is at hand or not or would you tweek it in some way. Thank you kindly. Larry
Read Answer Asked by Larry on September 06, 2018
Q: I have seen you reference PHYS as a good way to play Gold, what are your thoughts on PSLV and Silver in general?
Read Answer Asked by Deryck on September 06, 2018
Q: What is the difference between these two ETFS? I own XEC but noticed that VEE has a much higher dividend. Would it be worth swapping as I do like getting income while I wait for growth.
Read Answer Asked by Carla on September 06, 2018
Q: Hi 5i,
I am interested in purchasing the Vanguard Global Active ETF's, VLQ, VMO, VVO and VVL but, I am concerned with the low average trading volumes. I calculated the average daily trading volumes to range between approx. 500 [VLQ] to 5,000 shares[VVL]. I would like to purchase/sell at least 100 shares at a time to justify the 9.95 commission. Will I likely be influencing the stock price because of the low volumes? Is the Vanguard Canada published Premium/Discount data for these ETF's in line with most commonly traded ETF's?

Thanks
Read Answer Asked by Ian on September 05, 2018
Q: What are you thoughts on swap or synthetic etfs? I have a basic understanding of how they work, and they seem like a good thing to pop in a non-registered account after RRSPs and TFSAs are maxed out. What do you guys think?
Read Answer Asked by Danielle on September 04, 2018
Q: Hello 5i team,
Which passive lowest cost ETF would you recommend to proxy the following investments: S&P/TSX, S&P500, MSCI EAFE, MSCI Emerging markets, Canadian bond market, US bond market, US High yield debt, Emerging market debt?
What weightings would recommend for the average 54 year old among the previously mentioned ETFs?
Which 3 Canadian growth companies would you recommend to add, to spice it up?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 04, 2018
Q: Folks can you recommend one or a few ETFs that trade in US dollars that would compare with the ETFs listed. I want to put some US cash into lower beta equities and strategies and am thinking that the ETF fees may be worthwhile to gain the covered call approach and enhanced income that results at the additional cost of sacrificing upside in rising markets. Also any comments on this intended approach for an equity investor who is transitioning from a balanced to an income tilt is appreciated - all the best.
Read Answer Asked by Ken on September 04, 2018
Q: On 29 Aug I asked a question, part of which was: "Do you like the idea of holding some (10%) of a portfolio in active ETFs?" I did got a sense from your answer if you favour holding some actively managed ETFs, or would you stay with low MER index ETFs? I am planning to hold as much as 50% of my portfolio in ETFs for outside Canada exposure.
Read Answer Asked by Dennis on August 31, 2018
Q: I would appreciate your opinion of this fund, and how does its volatility and performance compare with other technology funds. Thanks.
Peter
Read Answer Asked by Peter on August 30, 2018
Q: I am looking for a bond fund in the US and just trying to sort out all the options. I have been looking at this one for awhile and seems like a good option. Any comments. This is for the fixed income portion of my portfolio looking for US retirement income.

Cheers
Read Answer Asked by kelly on August 29, 2018
Q: I am aiming for 60% of my investments to be outside of Canada. I have a number of index ETFs (VFV, VA, XQQ, HXS, HXQ, VLQ, VMO) but I am wondering if I need some active ETFs. One I came across is Evolve Active Managed Core Equity ETF ( listed on TSX as CAPS) which has a solid return but higher MER at .95% plus very little information available. Are you familiar with his ETF? Do you recommend this active ETF or do you have other suggestions? Do you like the idea of holding some (10%) of a portfolio in active ETFs?
Read Answer Asked by Dennis on August 29, 2018
Q: Not sure if zlb should still be in my porfolio, since its underperforming. Would i be better off to just put the money in vanguard canadian index vcn if i have a longer term view of the market 20 years out.
Read Answer Asked by Thomas on August 29, 2018
Q: Transitioning my mutual funds to a self managed ETF portfolio of near equal weighting of ve, vee, spy,vig and iwo for all USA and international exposure. I am due for another block of buying. Which of the 5 above would be best to add now. VE and VEE are down so average out my loss? On weighting I was due to add mostly VEE and IWO. Just starting the transition so can add pretty much any of them.
Read Answer Asked by Tom on August 29, 2018
Q: Is there an ETF that shorts cannabis stocks? If not, there should be! Thanks. Peter
Read Answer Asked by Peter on August 28, 2018
Q: Hi,
Since your comments are often extremely intuitive and helpful, I am keen to hear your thoughts on the new Communication Services sector in the US. As it will reclassify a few stocks I currently own, I am wondering about the potential effects, if any, of ETF managers rebalancing sector specific funds on some of the stocks involved. It has crossed my mind there might be a significant number of changes required on multiple ETFs, but am not sure whether this may affect stock prices, or would it just see increases in volume for a period of time? Is there an opportunity here for picking a few stocks, possibly growth ones, that may gain from the reclassification?
As always, we appreciate your insight.
Dawn
Read Answer Asked by Dawn on August 28, 2018
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