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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 5i
When i look at the yield for both VE and ZDM in both Morningstar and in the ETF Newsletter i`m getting significantly different values . The ETF newsletter says Yield while in Morningstar it always gives the 12 month yield . Shouldn't`t the figures be the same ? Isen`t any stated yield generally refer to a 12 month time period ?
Thanks
Bill C.
Read Answer Asked by Bill on May 16, 2017
Q: Hi 5i;
!`m wanting to diversify my Portfolio and have ETF investments that include Europe and Asia . !`m considering ZDM which has a 35% Asia component but of that 35% its mostly Japan . So if one is expecting Japans economy to do well then this could be good but other wise the Asia component is in itself not very diversified throughout the rest of Asia .
That being said is Japan a good place to invest in over the next couple years or am i best to go with VE or ZWE for Europe exposure and VEE for Asia exposure separately ?
Thanks
Bill C
Read Answer Asked by Bill on May 16, 2017
Q: Hi 5I- I would like to deploy most of my 30% cash in your income fund, but feel better if it was more global in nature. This would form the major part of my fixed income. Could you suggest some global or international div. etf's to compliment your 5I income model. The big US bully bothers me. We are early 70's retirees needing more than bond exposure. Thanks kindly.
Read Answer Asked by Peter on May 15, 2017
Q: I am considering this ETF. What would be the principal drivers of performance for this ZCM? My understanding was that the return of corporate bonds more closely parallel equities compared to government bonds, but I see that in 2015, ZCM still managed to eke out a positive return despite the overall decline in Canadian equities. I also note that it has produced a positive return every year since inception. How closely correlated to stock returns do you expect ZCM to be? What is the likelihood of this product generating a negative return in any one calendar year, and what kind of scenario might have to play out in order for that to happen?
Read Answer Asked by Walter on May 15, 2017
Q: Peter; In the Globe this weekend there was an article about low volatility foreign etf's . One was the ishares Edge MSCI Min. Volatility Gloal ETF. It looked interesting so I did some research and found the symbol XMY. But if I read the info correct it looks like you couldn't really buy or sell any reasonable size. Can you comment on this etf and why experts recommend such untradeable units. Thanks. Rod
Read Answer Asked by Rodney on May 15, 2017
Q: Hello I5, I would appreciate your help selecting or suggesting a couple Indian based equities, your assessment of the above ETFs. Also your opinion of the funds above,the difference between the ser.F and Ser.D, which one would you pick?
Many thanks, P.S. I have submitted a request w.r.t the above and was ignored in your resent reply. J.A.P. Burlington
Read Answer Asked by Joseph on May 11, 2017
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