Investment Q&A

Q: In the past, your team has recommended Dividend Appreciation ETFs as safer approach to invest in the current market conditions, is this still the preferred approach than buying the whole market? If yes, what are your recommendations for dividend appreciation ETF for International developed nations(outside of N Am) and for Emerging markets? (for both ETFs trading on US market and on Cdn market)
Also, is there a US$ equivalent for IGM?
Thanks.

Q: Return on bonds tends to suffer when interest rate rises. However, if I hold the bonds to maturity, then I get paid the full maturity value plus interest. How could I mimic this approach with bond EFT?
Your suggestions re Cdn Bond ETFs suitable for the current global economy/interest rate environment is much appreciated.

Q: hi,
XRE VERSUS ZRE. what do you prefer for a long term investment? or neither?
thx chris

Q: I have made a double on this ETF which follows the S&P 500. It is a full position in my portfolio.

Would now be a good time to sell and switch into the Russell 2000?

If so would XSU be better than IWO due to the CAD being lower than average for the last few years.

Or would it be good to a half position into XSU, and buy Alphabet?

Cheers.

Q: Hi Peter and Gang,
My US holdings account for approximately 30% of my portfolio and my gains on US/CDN exchange are approximately 30%. If I were to sell all of my US holdings and convert the proceeds to CDN$ to realize that 30% gains on exchange. Then what can I do with the CDN fund after conversion if I still want to retain a 30% exposure to US markets.
Regards,
HS

Q: with an interest rate hike in the US seeming more likely in December, is it time to make a move to US financials? I currently have ZUB but would ZBK be the better choice? with an interest rate hike, would this strengthen the US$ and by buying ZBK would it profit from both the move to US financials and a strengthening US$?

What do you think of adding ZBK and keeping ZUB. I'm fairly diversified and this move would increase my weighting in financials overall.

Thanks

Q: Other than the dividend of CEW.A being higher than CEW, what is the difference between these two etf's?
Thanks

Q: I'm looking to park some cash for 3-6 months. I'm familiar with CLF CBO and XSB and I expect products from other companies will be similar but what are Floating Rate instruments such as notes? What are they and how do they compare is safety to the 1-5 year laddered ETF's? Thanks again Henry

Q: I have heard a number of analysts recommend Europe as a place to invest. Can you recommend some European ETFs and do you think the European market looks interesting?

Q: What are your thoughts of this as an investment? and would you put this in a RRSP or a TFSA?

Thks
Marcel

Q: Hey 5i team
Is vig eft traded on the tsx is the same as vgg eft traded on the nyse
Tks Sam

Q: Hi, for a 30 year old person with a 50K portfolio in a RRSP. I was wondering on your thoughts of these ETFs. 30% in VCE (vanguard FTSE Canada), 20% in VSB (vanguard short term bond),
30% in VSP (S+P 500 hedged), 10% in ZRE (equal weight reits) and 10% in ZWB (covered call Canadian banks). Any substitutions or thoughts greatly appreciated and asked for! Thanks, Donn

Q: I would like to add some global exposure to my trading account portfolio. I have short listed 3 ETFs, with XFH and ZEA excluding North America and VXC containing a significant exposure to the US market. I already have exposure to US securities but I would appreciate your perspective on which option may perform best.

Also, would you recommend a hedged or unhedged vehicle at this point.

Recommendations on alternative approaches are also appreciated.

Thank you.

Rossana

Q: I have a question regarding best strategy for my son's portfolio. He is a 30 year old engineer, who has absolutely no knowledge of investments and no interest in learning about them. I finally convinced him that GIC is a bad place to park his money, so here is the question. How would you structure portfolio for a young person who wants to sleep at night, check his investments once every 3 months, and doesn't have much tolerance to loss? He has 120K to invest (incl. 40K in TFSA). I assume ETFs is a route to go here...? What combination of ETFs you'd suggest?

Q: What are your thoughts on this etf in addition to vxc and vxus for international exposure @ 5% each in my overall portfolio?

Q: Can I have your outlook on CBO for the next year or two.

Thanks

Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve

Q: I'm interested in the security of income and capital. In XTR there seems to be a lot of diversification among quality companies. What would be the maximum percentage of the portfolio you would be comfortable with? Thanks for the ongoing advice.

Q: Looking for a good ETF that would cover the Japanese market over the coming year. Also interested in emerging market ETF and what your thoughts are for the next 2 years. Thanks and a pleasure to talk to you at the Money Show.

Q: i would like to increase my US holdings by adding an etf that is concentrated in the technology and consumer discretionary/staples sectors. I currently hold VUN which is my only exposure to the US market. I realize that these sectors are covered in VUN, but have very small weightings. Does this seem like a reasonable strategy? Would you please suggest such an etf, preferably on the tsx.

Thank you