Investment Q&A

• BetaPro S&P/TSX 60 2x Daily Bull ETF (HXU)
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Q: I have read of a strategy called "Doubling the Dow" in which something like Powershares ultra Mid cap MVV is used.

I know that there are dangers in this strategy. But, it may be better than buying on margin, because you don't loose as much, if it goes down as you would with margin.

So, the question is what you think of this strategy. and are there etf's for the TSX that could be used for the strategy in canada?
thanks

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Read Answer Asked by joseph on February 14, 2017

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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Q: The high markets seem poised for a correction, do you think moving money into CLF, CBO, or any other bond ETF is a good way to go. Maybe ride out the next few months and move back into equities after a correction has taken place? Thanks.

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Read Answer Asked by Curtis on February 14, 2017

• INVESCO QQQ Trust (QQQ)
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• Technology Select Sector SPDR ETF (XLK)
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• GLOBAL X FDS (SNSR)
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Q: Looking to spread my Technology investments into US$ shares in one of these 3 positions. All seem to be doing extremely well and appear quite similar to each other. Share prices go from $128-$52-$17 and psychologically I have an aversion to paying over $100/share (I know there is no rational to that).
Would appreciate your analysis of these 3 and recommendation or any others in this arena.

thx
Rrichterr

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Read Answer Asked by frederick on February 14, 2017

• BMO Low Volatility US Equity ETF (ZLU)
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Q: Your opinion on buying BRK.B today, as a good proxy for the U.S. market in comparison to buying the S&P 500/ZLU ETF?

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Read Answer Asked by LEN on February 13, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: What are your thoughts on gold as a hedge for inflation and rising rates? If favourable, what would be the best way to play it -- gold company stock, gold ETF or physical gold? Any suggestions on gold ETF's or stocks that look good to buy currently?

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Read Answer Asked by Tony on February 13, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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• Dynamic Active U.S. Dividend ETF (DXU)
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Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.

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Read Answer Asked by diane joan on February 13, 2017

• Miscellaneous (MISC)
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Q: Hi Peter & Team: For a growth portfolio, what % would you allocate to Cdn,US,EM and other developed mkt. ? What ETF's would you suggest for EM & other dev.mkt, hedged or not hedged to the loony? Thanks. Fooklin

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Read Answer Asked by Fooklin on February 13, 2017

• Chemtrade Logistics Income Fund (CHE.UN)
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• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)
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Q: Hello 5i team,
I hold in the materials sector Chemtrade Logistics, Methanex and Stella Jones; I'm thinking of selling CHE to buy a position in base metals
1. Is there any momentum left after the huge run up?
2. Nevsun has not participated in the run-up; wonder why
3. What 3 would you recommend, in order of preference
4. How about an ETF such as XBM or ZMT?
Thanks
Antoine

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Read Answer Asked by Antoine on February 13, 2017

• iShares S&P/TSX Capped Energy Index ETF (XEG)
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• iShares S&P/TSX Capped Materials Index ETF (XMA)
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Q: Hello 5i, For exposure to the energy and material sectors while maintaining a decent yield, I was wondering if I could sell XEG and XMA and replace them with OXF and MXF. Thanks.

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Read Answer Asked by Jean-Bernard on February 10, 2017

• Vanguard Dividend Appreciation FTF (VIG)
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• SPDR S&P 500 ETF Trust (SPY)
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Q: I have a well diversified Canadian portfolio. I would like to have coverage of the US market with one or two etf's. Can you suggest any that would give me a broad selection of US stocks.
Many thanks Dorothy

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Read Answer Asked by Dorothy on February 10, 2017

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: I currently hold ZWE, ZWU, and ZWH in my RRSP for a total weight of 4.8% .
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe

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Read Answer Asked by Joseph on February 10, 2017

• Pembina Pipeline Corporation (PPL)
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• AltaGas Ltd. (ALA)
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• Enbridge Income Fund Holdings Inc. (ENF)
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Q: Can you give me your thoughts on the following 3 companies, PPL, ALA, ENF, do you think this a good time to add 5% position for each of these 3. I currently hold KWH.UN (5%), BCE (5%), BEP.UN (5%), ZDV (25%), ZPR (35%), and ZRE (25%), I am up currently up 26% on ZPR, thinking of reducing my exposure to ZPR znd add these 3 names.

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Read Answer Asked by Nino on February 09, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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Q: VFH is a US ETF with broad coverage of US banking. The bank ETFs & stocks took a big jump after the US election. Do you think all the potential upside is already priced in? Is there a Canadian ETF providing the same exposure that you would recommend or is VFH the best approach here? Many thanks.

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Read Answer Asked by Brian on February 09, 2017

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Q: Hi gents looking to get into the tech sector as I have no holdings at present - prefer US but does but open to a Canadian company if it makes sense

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Read Answer Asked by Terence on February 09, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: What do you think of holding 5% of gold in my portfolio? If so, what 'd you recommend?specific company or ETF's? Thanks.

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Read Answer Asked by Fooklin on February 09, 2017

• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Q: Which ETF would be your preference? Vanguard VSP or VFV
With thanks, Bill

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Read Answer Asked by William J on February 09, 2017

• BetaPro S&P 500 VIX Short-Term Futures ETF (HUV)
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• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
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Q: Other than currency what is the difference between these two products. I would like some insurance on market volatility but am unsure which product is best. Is there a better way to protect against volatility other than cash. Thanks

Kenn

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Read Answer Asked by Kenneth on February 08, 2017

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
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Q: Specifically HQU. How do you feel about this ETF over the short term, six months to year
Guy R

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Read Answer Asked by Guy R. on February 08, 2017

• Invesco Aerospace & Defense ETF (PPA)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: Good day

ITA sports a 44bps MER for a 39stock portfolio . Does 5i know an alternative ETF that would provide exposure to these 39 in either USD or CAD

Ernie

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Read Answer Asked by Ernie on February 08, 2017

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Can you recommend an ETF or specific stocks to get emerging market exposure. Looking for long term growth.

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Read Answer Asked by Rob on February 08, 2017