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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: A guest on BNN said he hedged his equity positions by index hedges.What are they and could you give me an example. thanks James
Read Answer Asked by JAMES on March 09, 2018
Q: I would appreciate insight as to when international bonds should be considered as part of the fixed income portfolio, as presently my fixed income is largely Canadian (VAB) and US (VCSH, VGIT). I have an interest in having non-Canadian exposure to balance the risks to the Canadian economy posed by NAFTA changes and high Canadian household debts which could present the possibility of a lower CAD. The number of developed market international bond ETFs seem to be limited. Is there value as a portfolio stabilizer in being invested in a fund such as BNDX-Q to gain international government bond exposure, and are there better options to investigate?
Read Answer Asked by Jeffrey on March 09, 2018
Q: Good day team, can u suggest an etf portfolio for an Rrsp account. This account has 25 years to go before withdrawals. We do not mind taking on more risk.
Cheers
Read Answer Asked by Seamus on March 08, 2018
Q: Greetings
Being retired I am interested in income and I am unwilling to give up a lot of upside for income security. As a result I own all the BMO covered call ETFs: ZWB,C,E,H and U. It has occurred to me that, if you feel the market will rise from here, buying the put strategy of ZPW and ZPH would make more sense as since calls limit the upside puts should limit the downside. Is my logic correct?
Thanks
Don
Read Answer Asked by Don on March 08, 2018
Q: Hello,
The return of these etfs has been lower than usual in 2017, I suppose mainly because of the increase in interest rate ? What annual return should we expect over the next few years for these 2 ? Which one is your favorite and/or would you have an alternative (risk adjusted return). Thank you !
Read Answer Asked by Pierre on March 07, 2018
Q: Given the recent volatility in the US I am wondering about portfolio insurance in the short term. While holding cash is one way to mitigate a drop, I don't really want to hold much more than I currently do so I'm wondering if HIU would be a good way or if there is some other strategy you might suggest. I hear many comments about more significant declines, with the trade issues that are currently occupying a lot of political talk, raising rates, and, if the Dow gets back up to the 26,000 level that could be a double top, all of which make me nervous.

So, since I am a long term investor, rather that take profits and raise more cash, what would you do for some short term downside portfolio insurance? Thanks
Read Answer Asked by ralph on March 07, 2018
Q: Good Morning 5i team,
I have been looking into cleaning up my portfolio. On the US side i was thinking of taking Buffet's advice and just buy VOO. When I look at the top ten holdings of that fund, though, I note that I already hold three of the top ten in the portfolio in at a pretty good percentage: Goog, jnj, jpmorgan. I also own as well another large selection: 3M, mdt, pepsi, and proctor and gamble.

The question arises whether I should just buy two or three of the top ten and run a ETF myself?

Another question; the concentration of teck names in VOO/s top ten is quite low, Apple at 3.5% and Amazon a little less. It seem like these are the main stocks I am missing and the question then becomes, "Should I go for QQQ, which has apple at 11 % and Amazon at 9%? Although all the rest is technology as well, which I don<t want that much of. The problem is that I would like to have more teck but probably not as much as QQQ. Any other choices?
thanks

Read Answer Asked by joseph on March 06, 2018
Q: I have 3 big losers in my US account, MITT, IPCI and IVR. MITT and IVR pay good dividends and the stock price loss over the last few years has been mitigated by the great dividend. I would like to sell each of these stocks and buy a good US growth ETF. These are the only stocks I have in the US account. Can you suggest a good ETF? I am retired so any one with a dividend would be nice but not essential.
Thanks for your great service
Kevin
Read Answer Asked by Kevin on March 06, 2018
Q: Good morning
I have additional funds to deploy..I am covered in most of your top performers and few others..unfortunately, no real US exposure...I have around $75,000 (5% of portfolio to deploy and would request your top 2 US ETF ($CDN) for stable growth etc...also would you buy all now our dip in over a few months?

Thanks
Read Answer Asked by Matthew on March 06, 2018
Q: Hi 5i- The 4 etf mentioned are all ca. hedged. As such my concern is the cdn. dollar direction going forward. I don't see any good non hedged options. Should I stay the course or do you have a better suggestion. thanks for yur input.
peter
Read Answer Asked by Peter on March 05, 2018
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