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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: Hello. I currently hold zdi in my cash account and am thinking of increasing my exposure to this part of the world (now about 1.5% of that portfolio). I'm wondering about the pros and cons of doing this by adding zea. I realize it doubles my exposure to the UK, but it also adds more of Japan. Alternately, I could just buy more of zdi. Your recommendation, please.
Read Answer Asked by Donald on July 05, 2017
Q: With interest rates likely increasing this month in Canada and also the USA, would you put any extra cash into bond funds (like CBO,XHY) or preferred shares right now; or wait to see if the prices decline with the new higher interest rates?

Thank you.
Read Answer Asked by Donald on July 05, 2017
Q: Good morning,
I am considering an investment in the US bank and insurance sector.

What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?

Thank you
Read Answer Asked by Francesco on July 04, 2017
Q: Hi 5i
I am heavily in financials 32% am working to diversify in my portfolio. I have listed a number of my invested companies. Investments are in Can. Cash, TFSA & RRSP heaviest in (RRSP)
I would like to re-invest in divided stocks and 2 ETFs. can you advise which would be best replaced and list a few that are in your top considerations.
Thanks,
Scott


Thanks, Scott
Read Answer Asked by Paulette on July 04, 2017
Q: I have owned Aecon and Telus for some time now and they haven't moved much, what are your thoughts on selling those and putting the money in VSP

Thank you,
Jared
Read Answer Asked by Jared on July 04, 2017
Q: Currently in the ETF Model Portfolio (Money Saver) you have the following US ETF's" XLY VGT IWO VIG SPY. Can you give me a Hedged substitute that I can buy on the TSX. As an example I would use XSP for SPY. XSU for IWO. Make sense? If this is OK in your opinion what would I do with XLY VGT VIG.

Thanks for the discount on the Monthly Fund and ETF report. I spent Canada Day reading it and found it very information. I know you are thinking I must have a very boring life!!!

Regards
Read Answer Asked by roland on July 04, 2017
Q: Hi Team I am looking for both ETF and stock exposure to Europe. The above two ETF's seem like good choices? Would you recommend them or do you have some other ETF preferences? Also are there a couple of European stocks you would recommend? I currently own LXFT, Luxoft and am looking at EEFT. Euronet. Thanks Team Chris

Read Answer Asked by Chris on July 04, 2017
Q: My RRSP portfolio is comprised mostly of individual stocks and I am considering moving to an ETF portfolio. I would like some US exposure and I am looking at the BMO suite of ETF options for this. Are there selections that should be avoided for withholding tax reasons? I understand that a withholding tax may apply even inside an RRSP for US holdings that pay dividends.
Read Answer Asked by Bradley on July 04, 2017
Q: Hallo 5I, Can you suggest similar ETFs in place of the above mutual funds. Also, the actual cost of a Mut.Fnd in view of the MER and Magt. Exp.Do
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on June 30, 2017
Q: I currently hold ZBK-BMO Equal Wt US Banks Unhedged and I am considering with the strength in CDN$ adding ZUB-BMO Equal Wt US Banks Hedged to my portfolio. I prefer to hold Cdn$ ETFs that invest in US companies rather than buying those companies directly in US$. Would appreciate your comments on holding both these ETFs as a method of having more US Bank exposure and balancing the currency movements?
Read Answer Asked by Gordon on June 30, 2017
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