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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 am holding XEG in my RRSP, it's down 28% for me since I bought it. Paying just over 0.6% mer for a losing position. It is currently 4% of my holdings. Wanted to know if I should sell and buy 2-3 positions that pays a dividend and has some growth potential. I also hold ZDV(20% holding) and VIG(3.5% holding) so not sure if I should sell and add to ZDV, VIG, or add individual names. My only other energy name is HWO (small position 1.5%). I'm also open to USA securities and ETF's, your thoughts and recommendations will be appreciated.
Read Answer Asked by Nino on May 01, 2017
Q: My average annual return based on 5i guidance is 13.3% over 8 years. Can't argue with that. Thank you.

Question: XWD, for example, is a global ETF which invests in 5000 companies around the planet, which has returned a very steady (almost a straight line) 13.09% since inception.

So why not sell my 40 stocks and simply buy a combination of:
- XWD (growth)
- CBO (fixed income + security)
- XGD (security)
and call it a day? This would have returned say 11% - 12%.
Pretty close...

Maybe this should be addressed on your ETF site, but I thought it was worth asking here.

As usual, thank you for your sound advice.
Read Answer Asked by J Carl on May 01, 2017
Q: With the amount of interest in ETF'S both in this service and your dedicated ETF service could you issue an analysis as to the hype of a market meltdown driven by ETF'S. This view is getting increased support. I am sure their would be significant member interest.
Read Answer Asked by Warren on April 28, 2017
Q: Can you confirm that ZUB is the better from a performance analysis standpoint. My take is that as both are priced (?) in CAN $, ZBK will reflect changes in the US/CAN $ relationship which are separate from the underlying bank performances while ZUB because it is hedged will be a more accurate measure of the underlying assets behaviour. Is this correct?
Read Answer Asked by Mike on April 27, 2017
Q: Could you recommend an ETF that trades in Canada with Canadian funds that.
A. Invests in US savings accounts and pays some interest
B. Is unhedged
Would this be an effective way to play a possible drop in the Canadian dollar. Is there another way that this could be achieved without the cost of converting dollars?
Read Answer Asked by William on April 26, 2017
Q: $IDV: iShares International Select Dividend ETF. I'm wondering your thoughts on this ETF - would you recommend holding this as a way to diversify dividend income outside of North American equity, as we don't follow much for international equities. Morningstar mentioned that it outpaced the category average by 80 basis points annualized, but with greater volatility, so its risk-adjusted performance was slightly below average. Are there any alternatives you would recommend instead?
Read Answer Asked by Robert on April 25, 2017
Q: A follow up on your recent response regarding XHY and BSJK.
What is the difference in risk factors comparing these two funds if interest rates rise as expected over the next 2-3 years.
I would expect BSJK to act like a single bond held to maturity ( 4% annual return with 100% of the principal returned in 2020 ). XHY yields 5.3% but rising rates could substantively reduce its value, resulting in a net loss if redeemed in 2020. Am I understanding this correctly?
Read Answer Asked by Lloyd on April 24, 2017
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