Q: I was thinking of using this etf to give some downside protection to my portfolio. What are your thoughts on this? If you think this is okay, what % of my portfolio should I allocate to this?
Thanks
Thanks
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.
Thank you!
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.
Thank you!
Q: Hi 5I Team,
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?
Thank you.
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?
Thank you.
Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.
Thank You
Paul
Thank You
Paul
Q: Hi,
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry
Q: I currently own COW at 1% weight and AFN at 2.5% weight. Would you suggest to top up the 2 stocks or would be okay to buy AGU to make the total sector weight up to 5%.The other thought was to sell COW and buy AGU.
Thanks
Thanks
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.01)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $66.30)
Q: I'm looking for dividend growth ETFs for diversification (e.g. VGG, VGH) .. can you suggest how to do that but without having companies like MONSANTO, MACDONALDS, PEPSI AND COKE in the mix? thanks
Q: Greetings,
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Q: If trump is to spent 1 trillion to rebuild U.S. infrastructure; what two US and Canadian stocks/etfs would benefit the most? Are the buys at today's price?
Q: In a reply to Elizabeth about suggested well diversified ETFs in a non-taxable account question, (posted morning of Jan 20th), you mention that HXT avoids a dividend tax liability by increasing its NAV rather than distributing dividends to shareholders. Wouldn't the Dividend Tax Credit look after the issue - or is there something about ETFs that doesn't make dividends eligible for the credit ?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.34)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.41)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $22.80)
Q: I am interested in beefing up the fixed income portion of my portfolio. My adviser recommends PMO005. I see a MER of 1.39%. What do you think of this mutual fund? Are there similar ETF's at a lower MER. I know you don't usually like Mutual funds but your commentary in the questions and answers seems good on Pimco. Should I diversify fixed income into several bond funds? If so could recommend a few of your favourites please. Thank you for your great service.
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BMO Low Volatility Canadian Equity ETF (ZLB $53.40)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT $70.97)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.11)
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iShares S&P/TSX 60 Index ETF (XIU $40.65)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.92)
Q: What etf (or more than one) do you like to cover the broad Canadian market? There are so many, and they are so overweight in financials and resources. I would be most interested in one that has a lot of holdings, but welcome your opinion/advice if you think a smaller holding is more appropriate. This is for a non-registered account, so tax-deductible investment ideas are welcome.
Q: Your thoughts about EWG (etf), for 2017 ?
Thank you.
P.
Thank you.
P.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.11)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.92)
Q: I asked this question several hours ago but did not get a response.I don't know if you respond the same day...so I am asking again. I have a non-registered account and would like to buy an eTF that is Canadian in content, to reap possible tax benefits. Can you recommend one that holds many stocks. There are so many - it is really hard to pick the one that holds the most stocks representative of all sectors. Or do you feel an S&P/TSX EFT holding just 60 is the way to go? Thank you.
Q: Good morning. Can you recommend a US ETF where I could 'park' some US cash for a month or or two? And safely make some interest or dividends? Thank you!
Q: Good morning,
I see a new issue Brookfield minimum rate reset preferred Series 7. Acceptable? or just stay with CPD? Thanks for your service.
Ted
I see a new issue Brookfield minimum rate reset preferred Series 7. Acceptable? or just stay with CPD? Thanks for your service.
Ted
Q: what do you think of this etf?
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BMO Canadian Dividend ETF (ZDV $23.98)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.28)
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BMO US High Dividend Covered Call ETF (ZWH $23.84)
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iShares S&P/TSX Capped Materials Index ETF (XMA $27.47)
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Mawer Global Small Cap Fund Series A (MAW150 $16.99)
Q: WANTED TO BUY THESE ETF'S NOW. DO YOU THINK THEY ARE GOOD TO BUY
NOw? WOULD YOU RECOMMEND JUST GOOD COMPANIES INSTEAD.
THANKYOU.
PAULINE
NOw? WOULD YOU RECOMMEND JUST GOOD COMPANIES INSTEAD.
THANKYOU.
PAULINE
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Verizon Communications Inc. (VZ $41.62)
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TELUS Corporation (T $22.56)
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Vodafone Group Plc (VOD $10.84)
Q: How do Canadian telecoms compare to US or European telecoms? If attempting to build a globally-diversified portfolio, which region would you suggest an investor go to for telecom exposure? Which companies would you recommend? Thanks in advance!
Q: If you were to design a 'couch potato' type portfolio for a 35 year old risk averse person, what would your selection of ETF's be and what percentages and why? Any chance of you ever adding some couch potato type portfolios into the ones you do?