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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 a question related to inverse index ETFs and payments of dividends.

I hold 100 shares of the New York-traded ETF "PROSHARES SHORT QQQ", ticker PSQ, which behaves in an inverse way to the NASDAQ index. Last week I received a dividend of US$4.01. Although this is a modest amount, I am very surprised that I would receive any dividend at all ! How can this be with an inverse ETF? (If anything, I would expect to have deducted the dividends of the underlying shares, as is the case with a "short" of an individual stock.)

Thanks for any clarification you can provide!
Read Answer Asked by Gregory on April 03, 2018
Q: Hello 5i:
We currently hold about 4% of our portfolio in CSU.DB; bought first about 3 years ago with subsequent additions. It's been a very good and stable performer (thanks for the tip as in addition to the excellent dividend, we also have capital gains). Can you provide another name, possibly A ranked company that would have a similar fixed income contribution? Or, should we merely increase our weighting in CSU.DB?
btw, we also hold CSU (the regular equity) at about 3% of our portfolio.

thanks
Paul L
Read Answer Asked by Paul on April 03, 2018
Q: Hi 5i,

Can you recommend a Dividend Appreciation/Growers ETF for each of the following regions: CAD, US, Europe, Asia? I would prefer to have all CAD Hedged.

Thx
Read Answer Asked by Christopher on April 02, 2018
Q: Which ETF best mirrors the Tangerine Equity Growth Portfolio, Fund Code: INI240? I'm happy with the performance but thought I may be able to reduce the MER with the same product in an ETF.
Thanks
Read Answer Asked by Curtis on April 02, 2018
Q: Hi, I purchased this and ZHY in a few registered accounts for the yield and thinking they might be a little more immune to decline in a rising interest rate scenario. Now I'm not too sure. Should I sell or are the prices reflecting recent interest rate bumps?
Many thanks you guys do a great job!
Bob
Read Answer Asked by Robert on April 02, 2018
Q: Hi 5i,

I have 10k in my TFSA that I'd like to allocate to ETF's. I'm still in school so I won't have as much money coming in to diversify through stocks.

I was wondering what would be the best way to allocate (how many, what percentage)? I was thinking along the lines of XIC, SPY, and VIG.

Also, what do you think about investing purely in ETF's?

Thanks in advance,

Jon
Read Answer Asked by Jonathan on April 02, 2018
Q: Hello -

Even though these two ETF's trade on the TSX, there are foreign companies within their respective portfolios, For this reason, would ownership of these ETF's in open accounts count towards the $100,000 of foreign property that one needs to disclose?

Thanks.
Jim
Read Answer Asked by James on April 02, 2018
Q: My question is about ETF weighting. For a stock I don't like to exceed 5% but is it okay to go higher for an ETF ? I am considering increasing my weight in QYLD from 4% to 6 % and ZWE from 3% to 6% . What would 5I consider a maximum weighting for these two ETF's or ETF's in general ?
Read Answer Asked by Garth on March 29, 2018
Q: for growth intl, could you rate these three. Thanks.
Read Answer Asked by Helen on March 28, 2018
Q: I've read/heard various things about "Commodities" being poised to do well. When commodities are being referred to, how does this refer to specific stocks or ETFs that can be purchased on the stock market? Are we talking the commodities market, certain ETF's, gold and silver stocks, etc.?

What is your best suggestion on stocks, etf's that would benefit from this positive "commodity" outlook?
Read Answer Asked by Kel on March 26, 2018
Q: I have approximately 2% of my portfolio invested in MMM in a RSP and with decreased share price and current outlook of industrials would it be a better choice to sell and add to either SPY or VIG for the long term ? I would appreciate your opinion.Elizabeth
Read Answer Asked by Elizabeth on March 26, 2018
Q: HXS is a swap based ETF and VFV has a traditional ETF structure.
If these are held in a non-registered account I understand that the VFV
adjusted cost base likely changes every Year due to distributions and
creates "tax tracking" paperwork. Am I correct in assuming the adjusted
cost base base of HXS will not change every Year because there are
no distributions and hence "no tax tracking" paperwork?
I essentially want to buy HXS and hold for the long term and
not have to concern myself with annual changes to ACB
usually associated with ETF's.

thanks in advance
Read Answer Asked by Ian on March 26, 2018
Q: Please advise your opinion regarding the best growth etf's in Canada
Read Answer Asked by daniel on March 23, 2018
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