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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: In order to reduce the correlation of my portfolio to the broader market, I hold a full position in JJG, an ETN that tracks a basket of grain commodity prices. My understanding is that, as an ETN (vs. ETF), its credit quality is only as good as that of Barclays Bank. Since BCS does not appear to be doingwell (esp. post-Brexit), I fear that JJG might be at undue risk.

BCS sponsors a number of different ETNs. Where do these assets rank in the "pecking order" in the event of a "bail-in"-type refinancing of the bank during a 2008-type crisis?
Read Answer Asked by Gregory on August 10, 2016
Q: My question is regarding this specific ETF, ZJG. As an Index ETF it appears to be held back by the non-performers in the Index. Which 10 (or so) equities from ZJG would you recommend for an equal weight (or other weight) DYI ETF that could provide better results, assuming my assumptions are correct?
Thanks for your reply.
Dietrich
Read Answer Asked by Dietrich on August 10, 2016
Q: Mfc1192. I purchased this at around 50 per share 10yrs ago and had been under water since. It is now near 70. What would ur opnion be to continue to hold thru the seasonal strenght a little longer and maybe sell half or all and would there be a better or less expensive alternative?
Read Answer Asked by Marcel on August 09, 2016
Q: Hello Peter, Ryan & 5i Team

I'm looking to bulk up my US exposure, specifically US$ income rather than growth names. Would you favour ETFs or a small set of individual companies for this purpose (any suggestions of either? Thank you)

As always, thank you for your insights and wisdom.
Read Answer Asked by mike on August 08, 2016
Q: Could you please provide some information on Brookfield Select Opportunities Income Fund (BSO)? How does this fund work, and for whom would it be appropriate? For instance, would it be a fair assessment to use it as part of Fixed Income portion in a well-diversified portfolio? -- and to use it as a full position (in this case being around 5%)? I'm assuming it trades just like any other equity? Thanks for all your great service.

Kudos to Peter, also, on a great show on BNN last night. A superb explanation on what's going on at Concordia ... which should quell all the questions for a while. : )
Read Answer Asked by Sylvia on August 05, 2016
Q: Hi 5i Team, at 63 I know I should be in Bonds........but can't get myself to, especially if they go Negative. Hence, I'm looking for 1 or 2 good companies that pay a good/safe dividend. CHR pays almost 7%, and their Air Canada contract is good until 2025, so low risk of the dividing slumping & using the Rule of 72, my $ should double in 10 years. Can you please comment &/or offer an alternative? Thanks!:)
Read Answer Asked by Austin on August 05, 2016
Q: I have a large portfolio of 1.3 Mil in value. They are accross all sectors. I will be adding another 200k shortly. I have no precious metals in my portfolio as I was not comfortable with the volatility. What would you suggest for percentage amount of precious metals and what companies, ETF's
would you suggest. Is holding physical gold less volatile that companies?
If so, is there an ETF that holds physical gold.
Read Answer Asked by Ric on August 03, 2016
Q: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always
Read Answer Asked by Harry on August 02, 2016
Q: Hi, I have been comparing low-volatility developed ETF options traded in Canada with the options (to my knowledge) being ZLI and XMI. My analysis has sided with ZLI and I want to layout the logic here to hear your thoughts. Positives for ZLI: Smaller market cap while not too small offers better opportunity for alpha, Fewer holdings so more opportunity for alpha, Not based on major index (MSCI) so less opportunity to be front-run, BMO has a good track record for other similar funds (e.g. ZLU). Positives XMI: Longer operating history , Slightly lower MER, more resources for investment research(?). Thanks as always.
Read Answer Asked by JONAS on August 02, 2016
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