Q: Hello I am interested in how I could get some exposure to Samsung; perhaps through an ETF here or one in the US. A top ten holding would be preferred, but not necessary. Is the Mawer 102 or 150 likely places to start? Thanks in advance.
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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: IOWN THIS IN A RRSP AND WAS THINKING OF SELLING AND MOVING THE MONEY TO THE OTHER ETF ZUB WHICH IS HEDGED OR DOES THE US DOLLAR STILL KEEP GOING UP. ANOTHER POSSABILITY WOULD BE TRICON (TCN). THANKS
Q: I'm underwater on a position in XBZ. Wondering what your thoughts are on the Brazilian economy?
Q: HAPPY NEW YEAR
PROS AND CONS FOR THESE 2 BONDS FUND AS A PART OF BOND PORTION OF PORTFOLIO.THANK YOU.EBRAHIM
PROS AND CONS FOR THESE 2 BONDS FUND AS A PART OF BOND PORTION OF PORTFOLIO.THANK YOU.EBRAHIM
Q: I am interested in purchasing some bonds for fairly high yield with an approx. 3 year term. Your recommendations would be appreciated. and possibly some advise on the do's and dont's of holding them
Q: Hi 5i, I have been ex Canada for about 4 months. I am wondering if this is the time to get back in and what ETF you would recommend for the next 12 months Jeff
Q: My wife and I both have TFSAs. We are in our eighties and the proceeds from TFSAs will go to our children on the second death. Would you consider MFC as a suitable investment for both of our accounts in 2016? Do you have better suggestions?
Q: My experience with these funds in the last few years is that at maturity I have received about
3% less than what I paid. I assume that the interest paid makes up for the 3% and then some, but the damage such as it was was done and I didn't bother to reconcile it.
I was trying to keep a 3 year ladder for withdrawals from a RRIF. I have since moved on to HFR and CBO. This year I may put a year's worth of withdrawals in an ISA
3% less than what I paid. I assume that the interest paid makes up for the 3% and then some, but the damage such as it was was done and I didn't bother to reconcile it.
I was trying to keep a 3 year ladder for withdrawals from a RRIF. I have since moved on to HFR and CBO. This year I may put a year's worth of withdrawals in an ISA
Q: Can one construct a portfolio based on beta. In other words can you structure it in such a way that if the overall market declines say 1% you portfolio would go down .3% therefore a beta of .3. Just wondering if this makes sense. Thank You
Q: My strategy for TFSA's differs from most because of age and income needs. Would you consider CYH to be a good choice for a monthly income or would you have a better choice. Thanks for guiding us through the most difficult of years (2015) and good investing to all 5i members and staff in 2016.
Q: I have some money to invest that I may need in 3-5 years as income but would like some up side other than the amount the bank pays. I have been thinking of putting it into a bond fund but with rising interest rates do you think that the potential capital loss will be offset by an overall gain in this time period. My overall holdings is mostly in equities and I would like to start to increase my bond holdings. Also do you think PH&N bond fund is a well run fund. What do you think a neutral interest rate for today is. Thanks
Q: I am considering zwu for income with utility exposure - an area rather beat-up last year. Could you comment on the asset mix in the fund and if you consider the dividend sustainable? I can't find any payout ratio listed, and would appreciate this number if you can find/calculate it.
Thank-you
Thank-you
Q: I've been a member for over a year and have been super pleased with your service. Just wanted to thank you for your exceptional service.
I've noted that when answering members' questions about investments you quite often will finish the answer about an equity or etf by writing "it's one of our favorites". So, as we move into 2016, without any sector restrictions, what are your favorite equity/etf ideas for the new year? (hopefully ones that would be safer investments yet have good growth potential).
I've noted that when answering members' questions about investments you quite often will finish the answer about an equity or etf by writing "it's one of our favorites". So, as we move into 2016, without any sector restrictions, what are your favorite equity/etf ideas for the new year? (hopefully ones that would be safer investments yet have good growth potential).
Q: I am considering playing the US market both ways in 2016.
Could you please suggest two inverse US$ ETFs for the S&P
and Nasdaq respectively. Also for playing the US market in
Canadian$s, 2 ETFs each for the S&P & Nasdaq, one set hedged
and one unhedged.
Thank You
Tony
Could you please suggest two inverse US$ ETFs for the S&P
and Nasdaq respectively. Also for playing the US market in
Canadian$s, 2 ETFs each for the S&P & Nasdaq, one set hedged
and one unhedged.
Thank You
Tony
Q: I am down 18% on this fund, should I continue to hold or is there a better fund or ETF for income? If I hold Hex and continue to collect the dividend do you think the price will recover when oil and the economy eventually recovers?
Q: XEU-T is about 3% of my portfolio, other Europe equities about 2%. I am looking to add 1 or 2% to the sector.
RWE.B seems to screen well. Would you take a position in RWE.B or simply add to XEU?
I'm okay with unhedged currency for now.
Thank You, and all the Best for 2016.
Tim
RWE.B seems to screen well. Would you take a position in RWE.B or simply add to XEU?
I'm okay with unhedged currency for now.
Thank You, and all the Best for 2016.
Tim
Q: Peter and Team,
This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?
If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?
If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
Q: According to Globe Investor the C$ hedged ZUB outperformed the unhedged ZBK over the last 5 days. Over 30 days and YTD ZBK has out performed by a wide margin. I was surprised after reading some analysts are predicting a 68 cent C$. For initiating a new position with new money today would you go with ZBK or ZUB. The last 30 days ZBK is up 2.44% while ZUB is down 1.23%. Thank you and I would like to wish you a Happy New Year.
Q: Could you recommend a conservative US Equity or US ETF that pays a monthly dividend.
Thank You
Craig
Thank You
Craig
Q: Peter and Team,
How does an ETF like RQE work in terms of the expiry. For example, I believe RQE has a maturity or expiry of November 2017. Does this mean that, on that day, the fund "disappears" and you get the NAV returned to your account and you will have collected interest along the way?
I am trying to find this info in the RBC materials but I don't know if I am having a dumb day or what but I can't seem to pull up the prospectus for this series of funds (RQD, RQE, etc.)
Some insight on this and your thoughts on changing a position in HFR into half RQD and RQE would be appreciated.
How does an ETF like RQE work in terms of the expiry. For example, I believe RQE has a maturity or expiry of November 2017. Does this mean that, on that day, the fund "disappears" and you get the NAV returned to your account and you will have collected interest along the way?
I am trying to find this info in the RBC materials but I don't know if I am having a dumb day or what but I can't seem to pull up the prospectus for this series of funds (RQD, RQE, etc.)
Some insight on this and your thoughts on changing a position in HFR into half RQD and RQE would be appreciated.