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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: Peter, with 100% of my portfolio in North America, I believe I should have some International exposure. China, Russia and even Europe scare me. Chile, on the other hand has a low debt/GDP and a stock market which demands companies to pay a dividend.
Is this fund a wise place to start my foray into International? Any other ETF which you like to diversify geographically?
Read Answer Asked by Barry on February 26, 2016
Q: What do you think is the potential downside risk with cpd....where is the bottom.please give some hard numbers.
And is the potential upside higher then the downside?
Read Answer Asked by Josh on February 26, 2016
Q: I am looking to purchase both these corporate bond etfs for income.Would you rank these products as fixed income or equity? More importantly, what causes the volatility in these etfs, for example, both of these items are down today?

Thank you.
Read Answer Asked by Michael on February 25, 2016
Q: Would you prefer the Xhy bond etf over the us Bond etf because of hedging currency? Or because the yield is higher for income investors? Would pimcos bond etc be more stable?
Read Answer Asked by Kim on February 24, 2016
Q: Hi, I'm looking for low-fee ETFs similar to CBO in makeup and yield but priced in USD. Any suggestions? Specifically, I'm looking for somewhere to keep bi-monthly USD cash contributions to a USD TFSA before making equity purchase decisions (I don't like seeing cash sit in an account without getting any yield). My account has relatively low commission fees (none to purchase ETFs) so transaction costs aren't a huge concern. Maybe I'm thinking about this incorrectly, however, and any other suggestions on how to best hold monthly contributions would be appreciated. Much appreciated!
Read Answer Asked by Jordan on February 23, 2016
Q: Could you please update your previous comments on this etf in regards to the current market climate and your forecast for U.S. interest rates for the balance of 2016.
Read Answer Asked by Michael on February 23, 2016
Q: Your opinion on this etf please. Is DIA a good way to track the djia and collect a decent div?
Read Answer Asked by Larry on February 21, 2016
Q: Hi 5i: Along with many others I have significant paper losses on CPD. I would hold for the good divided if I could be reasonably sure I wouldn't suffer another large hit if the BoC were to lower rates again, or go negative on us. Some time ago I sold about a half and reinvested the proceeds. I'm considering dumping the rest to limit the remaining potential damage. What do you think?
Read Answer Asked by Roland on February 21, 2016
Q: Hello Peter and Team,

Doing a portfolio review for my 30 year old son. He has a Defined-Benefit pension so doesn't need any fixed income. With only growth in mind and a 20 plus year timeframe, roughly what allocation would you do for:

Canada/USA/Europe/Emerging Markets/Any Other?

Thanks for all your hard work,

Wes
Read Answer Asked by Wes on February 19, 2016
Q: What are your thoughts on the new Purpose Premium Yield ETF (PYF). It is advertising a 7% distribution by holding quality Canadian and US companies and selling puts and covered calls.
Read Answer Asked by ROB on February 19, 2016
Q: Hello! Having some VSB and CBO already (short-term bonds), I would also like to consider some modest exposure to high quality/longer term government bonds, 5-10yrs, and fairly liquid. Would like your recommendation in that space.
Appreciate your service always, member's input as well.
Thank you!

Read Answer Asked by Genevieve on February 19, 2016
Q: I am making an initial RRSP purchase and would like to start with a small number of ETFs. Could you recommend a starter portfolio of three to five ETFs (20-year timeframe)?
Read Answer Asked by Brian on February 18, 2016
Q: What are your thoughts on this ETF for diversification in a tax free savings acct that has no foreign exposure for a conservative investor or a suggestion you might feel to be better THKS marcel
Read Answer Asked by Marcel on February 18, 2016
Q: What is your opinion on this new ETF for an investor that expects oil prices to increase in the long term. Also, why the significant increase in price today despite being advertised as a non-leveraged ETF?
Read Answer Asked by Guy on February 18, 2016
Q: Good afternoon, 5i, do you still think this ETF is fine for diversified exposure to tech? Is there an unhedged version?
Thank you
Read Answer Asked by Alayne on February 17, 2016
Q: Could you please explain what Horizon has done in reorganizing this etf? Last Friday it closed at $4.80 per unit and now the price is $23.25.
Read Answer Asked by Michael on February 16, 2016
Q: Seems like a good time to buy Europe. can you recommend any ETFs?

Thanks Kindly!
Read Answer Asked by Austin on February 16, 2016
Q: A follow up from the previous question. I notice that SPFF has fallen dramatically over the last year - markedly more than apparently similar CEF's such as FFC-N and PDT-N. I suppose this may reflect a riskier portfolio, but the current yields are essentially the same. Any thoughts? Thanks
Read Answer Asked by David on February 16, 2016
Q: I currently own Fortis, Emara and Canadian Utiliites. I am considering ZUT but am looking for a dividend grower. I see their 5 year dividend growth rate is negative ( G & M watchlist ). when I look at the dividend growth of some of the stocks in the ETF this does not make sense. Many have positive dividend growth over this period.
Is there any reason I would not expect the dividend growth to be weighted average of the underlying holdings less the MER of .62%?

Can you think of any other reason not to buy ZUT for utility exposure ( as opposed to the individual stocks )

Many thanks as always.

Paul
Read Answer Asked by paul on February 16, 2016
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