Investment Q&A

Q: Hi, further to my previous question, would there be any U.S. tax reporting on this ETF if I held it in either a TFSA, RRSP or a Margin account? Thanks.

Q: is there an equal weight tsx 60 index etf?

Q: Hi, I am becoming aware of the investment potential in ETFs and that BMO has a number of highly rated ones. When I go onto their site, there is a bewildering array of ETFs and I would just like to ask if there is some sort of preference that you have identified for income generation. Secondly, in respect to the BMO ETFs that are in $US, do they all generate withholding tax? None of them? Some of them and one has to investigate each one to determine if they do or not? Thank you for any suggestions you can make that would point me in a direction for further research.

Q: Can you help me clarify my thinking about CDZ? I own it as part of a global portfolio of four ETFs in a growth-oriented long-term horizon RRSP. It's the Canadian piece. But looking back at the 5 and 10 year total returns is a bit depressing given that we are/were in a bull run.

Would you recommend a switch to something else to serve this purpose? Whether or not you recommend a switch, could you provide your next best suggestion for a growth-focused long-term RRSP. I have heard that there is some evidence that companies that raise dividends have tended to outperform, but I'm nonetheless suspicious. Perhaps this ETF's strategy is not effectively set up to capture those gains.

Thanks as always.

Q: Dear 5i,
During the past week I had been deploying extra cash to rebalance my lower weighted holdings. I hold most of your BE Porfolio, some growth and a handful of US stocks. I have limited dry powder left to deploy and have significant losses in RRX and AEM (only energy / gold holdings except for ENB). I know you don't recommend buying the tsx index b/c it is weighted in resources and financials. I also have a little USD $ left. I am thinking of selling the loosers above for the capital loss and just buy the TSX index and the S&P 500 index with my remaining USD$. What do you think of this plan? Which index funds do you recommend?
Thanks,
Kerri

Q: I am rebalancing 5% of USD portfolio with objective of reducing overall Beta to face an increasing volatility patch.
My Question is on IGHG, that has performed well in the current environment. In a well balanced growth tilted portfolio , would you see any objection in increasing this position from 5% to 10%? I realize that trading volumes are sub-optimal. But I like the protection given to rate increase with zero duration in an otherwise benign credit risk environment, especially with ongoing strong growth in US and no sign of yield curve inversion on horizon. It also seem to give me an even safer hedging strategy to rising rates than with TBF, for which your comments were really appreciated.

Q: What is going on with Gold stocks? The Gold price is closer to its 52 week high while the XGD is trading at a 52 week low. One of them has got to give?

Q: The new Vanguard offering looks good but the market capitalization is tiny. At what level would you advise investing? Thanks.

Q: THERE ARE A NUMBER HOUSING ETF (US ) AND HOUSING STOCKS.CAN I HAVE AFEW NAME THAT YOU THINK IS WORTHWHILE TO INVEST. THANK YOU,EBRAHIM

Q: Can you give your opinion on this fund, and whether it would be a good way to invest in marijuana.

Q: How do you think this type of high yield bond etf would perfom in a prolonged correction of this nature, (XHY), thanks?

Q: Good evening 5i.

I just want to say I have enjoyed this forum lots over the past year and it has helped me stay in the game.

My question is.

I need ideas for a few dividend etfs for my non-registered portfolio. To date I'm holding some large cap Canadian dividend stocks and fixed income. I find it easier to manage with less stocks and a few etf.
I now have 10% CDZ in my RRSP, would it make sense to put CDZ in my non-registered also?
Is CDZ dividend taxed the same as a Canadian stock dividend when held in a non-registered account?


Thanks Steve

Q: Hello: I currently own ZQQ yield of .52% and ZUE yield of 1.5%. I find that HBF has a much higher yield of 7.1% and will basically mimic the first two etfs, would you agree? Is HBF a reliable etf, if yes should I invest new money into it or use it as a replacement for either one or both of the other two. I’m retired and I am after some growth but mainly income.
Thanks

Q: What do you think of Manulife's rate reset preferred MFC.PR.R:TSX it seems to have held up very well recently. Are there other rate reset preferreds you would recommend.

Q: I have over $30k of ENB in my TFSA which is 100% of my TFSA. How would you recommend I diversify my TFSA. Do you recommend any combination of stocks or ETF's?

Q: What are your thoughts on NAFTA potential impact on Canadian equities, and what is your recommendation on asset allocation at the present time? Are there securities you recommend holding or selling should NAFTA fail?

Thank you

Q: I have heard that Blockchain technology may be adopted by the financial industry for their own use so there might be an opportunity to invest in authentic blockchain companies. What do you think of this and if you agree, are there any companies you would suggest or what about the new Harvest etf?

Q: Would now be a good or bad time, to take a position in ZEF, looking for some income and growth, not worried about time frame, I have never invested outside of Canada. Thanks.

Q: Would this be a good time to invest in VSP to hold for a couple of years?

Q: Hi 5i, I do know you guys are focusing on Canadian Equity. However, I would like to get your opinions on short-vol ETFs like XIV and SVXY since this topic is so popular right now. We all know after today's trade, these products lost most of their values due to the spike of volatility. But in the past 2 year, short-vol has been a money-printing trade that is crazily profitable. I think since the market fundamentals did not change and the volatility will go low eventually, these products are insanely cheap now and looks like they will go up like before? One thing I am worrying is that Credit Suisse announce to liquidate their XIV soon. Will you say this will happen to similar products like SVXY or HVI.TO? Will you recommend to but this "super dip" now? Sorry this question is long, but I bet a lot of people are looking forward to hear your thoughts about this issue right now.