Investment Q&A

Q: Is there an ETF listed on the TSX that replicates fairly closely Barclays Global Aggregate Bond Index? If so, what is your opinion of the fund as a core vehicle for the fixed income allocation of my portfolio, in addition to laddered GIC's? Many thanks!

Q: Hi 5I Team,
I own the above preferred shares. With interest rates on the rise is it time to sell these? If so what would you recommend.
Thanks
Bob

Q: Peter and Ryan,
I currently have equal exposure to BNS and TD in my portfolio. In light of the recent American election, would you sell the BNS holdings to buy more TD? (TD is acting much better post election). Both companies are held in my RRIF account.

Supplementary, if I wanted to add American Bank exposure, which ETF would you suggest adding to the same RRIF account?

As always, thanks for your much appreciated guidance.

Q: What is your opinion on these multiple factor ishares? They currently appear new as they do not have many shares outstanding, 1MMM to 2.5mm and have low volumes of trade. Should this be a concern a this point?

Q: Do you like the prospects of base metals, even after the recent run up?

What do you think of Xbm at these levels? It's nearly doubled in the past few months. Would you wait for a pullback before entering?

Alternatively, should I buy a basket of 4-5 stocks, and which might you recommend?

Thx

KR

Q: I own 4 Canadian financial institutions (BNS, CM, RY and TD). No exposure to life insurance companies or U.S. financials. I would like to avoid U.S. financials. I find it very hard to trust management and it seems like there is always a scandal at a major U.S. bank. I use to own Wells Fargo thinking it was best in breed and they couldn't even avoid scandal. With the advantage of the CDN dividend and BMO and TD's exposure to the U.S. I prefer to get exposure to the U.S. that way.

My question is whether I should sell CM since it is more exposed to the CDN economy than the others and purchase BMO instead for their U.S. midwest exposure? I am not opposed to getting U.S. banking exposure through an ETF like XLF perhaps. Which strategy do you favour? Each bank is currently 3-4% of my portfolio.

Thanks,
Jason

Q: I am retired, and have a portfolio with a mix of equities, ETFs and bonds. I have some money from municipal bonds to reinvest and I am considering some ETFs such as XSB, CBO, XBB and XHY as options to invest these funds, with a 5 year investment horizon. In the current environment (interest rates and the US election), how do you think these ETFs will perform in the coming years? Thanks for your great service.

Q: I hold XQQ and have a small gain. In light of the US election result would you recommend holding on to this etf? Or, would you switch to a Dow based etf? Thanks, Bill

Q: what is the closest proxy to CPG that you can think of? I want to sell for a superficial loss, however, I don't want to be out of the market for 30 days.

Q: How would you suggest I invest $100,000 in fixed income today, or would you recommend I hold the cash position into December? My only fixed income holding at present is a $200,000 5 year GIC ladder. Thanks, Barrie

Q: Please provide two ETFs on US banks / llifeco that you think would do well in the next 2 years! Thanks!

Q: american banking and healthcare are taking off due to the Trump win, would you suggest taking a position via ZUB and ZUH
any other sectors/suggestions?
Thanks Peter

Q: please advise your feelings about this etf

Q: Is it a good/bad time to buy and hold this etf for the long term?

Q: Good morning, I need to increase my healthcare to 5%. Only holding now is GUD which is 1.7%. Considering going back into PLI and another name or what do you suggest? Have spare $US if that would be better.
Thanks for the continuing helpful advice..

Ted

Q: In many of the ETFs that track US healthcare, some of the sub-sectors took a hit yesterday while others outperformed. Is it too early to tell what this portends? Given the new U.S. admin, I’d be grateful if you could share your thoughts on your favourites in this space, especially among the broadly diversified ones. Thanks very much.

Q: Peter; Do you know of a US ETF that would reflect the hoped for infrastructure spending ? Thanks. Rod

Q: Hi Peter,

Why XLU (US Utilities) is tanking? Is this an opportunity to start a 2.5% position?
Thanks

Q: I'm considering an investment in India. What do you think about a long-term (5+ years) in that country? Capital gains are my primary interest. How should I invest there - Fairfax India (FTD.UN), Excel India Growth & Income Fund, INDY or XID? Do you have other suggestions for that market?

Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks