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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, guys.

Do you have a Toronto listed ETF that will capture gains in a rising Canadian or US bond yield environment?

Thanks.

John
Read Answer Asked by john on May 12, 2015
Q: Hi 5i Team,

Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Read Answer Asked by Richard on May 12, 2015
Q: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
Read Answer Asked by Peter on May 11, 2015
Q: Hi 5i,

Just following up on my question about hedge funds and hedge fund ETFs.

I have found a list of some hedge fund ETFs that have over $100M US in assets and >25K average daily trading volume (for liquidity reasons) and was wondering if any of them would be an acceptable alternative to directly investing in an actual hedge fund. Any thoughts you have would be appreciated, recognizing this is a bit off the main track of your advice.

Here they are:

QAI - IQ Hedge Multi-Strategy Tracker ETF
WDTI - Managed Futures Strategy Fund
RLY - SPDR Multi-Asset Real Return ETF
ALFA - AlphaClone Alternative Alpha ETF
MNA - IQ Merger Arbitrage ETF

Thank you very much.

Michael
Read Answer Asked by Michael on May 11, 2015
Q: Hi Peter, what is your long term outlook for ZGI ETF. should i make it part of my retirement portfolio?
Read Answer Asked by vipin on May 11, 2015
Q: aRE THEY GOOD ETF AND RELATIVELY SECURE. hanks a lot.
Read Answer Asked by Denis on May 11, 2015
Q: Can you please recommend a couple of good global dividend paying (no USD exposure) ETF's for an older person 5 years from retirement--we already have canadian and USD dividend ETF exposure and wish to balance equity exposure globally.

Thanks for your help.
Read Answer Asked by joanne on May 10, 2015
Q: I am looking for diversification in our RRSP and TFSA accounts and would appreciate your thoughts on the above ETF's. My spouse will be converting to a RIF in 2016. I have an additional 5 years before having to withdraw funds. Thank you for all the valuable information I have received through your question and answer coverage.
Read Answer Asked by diane joan on May 08, 2015
Q: Hi 5i,
What is your opinion of HHF (Horizons Morningstar Hedge Fund Index ETF)? Does it provide a means to get access to hedge fund strategy without being a client of a hedge fund? If so what percent of an overall portfolio is reasonable to be allocated to this ETF?
Thank you.
Read Answer Asked by Mehran on May 08, 2015
Q: Hi team:
M&A is gathering steam in the US market
for small investors, is there an ETF that we could
invest in to take advantage of the above trend ?
Thanks!
Read Answer Asked by Michael on May 07, 2015
Q: How do you feel about JKN for fixed income portion of a portfolio and US dollar exposure for an investor with above average risk tolerance? Thanks.
Read Answer Asked by Brian on May 07, 2015
Q: Best way to hedge a possible dip in the Canadian dollar? I am thinking VIG-N, SDOG-N or IWB-N for non sheltered account.
Read Answer Asked by Vern on May 06, 2015
Q: Good Day 5i team,
We are planning on moving our daughters' RESP out of mutual funds and into ETFs. We will not need to access any funds for at least 4 years. Would you please provide your recommendations for appropriate ETFs?
Thanks,
Richard
Read Answer Asked by Richard on May 06, 2015
Q: My wife has a locked in basic RRSP with about 20 thousand that is only allowed to hold mutual funds and I think ETFs(no stocks). Could you please recommend a few mutual funds or ETfs that are growth maybe similar to IWO since 95% of our total holdings are large cap blue chip and on the safe side. Thank You all for the great service.
Chris
Read Answer Asked by chris on May 05, 2015
Q: Hi 5i team,

I was wondering if this would be a good time to move into corporate bonds via ZMU (BMO mid-term US IGCorporate bonds)?

Thanks for your hard work.
Read Answer Asked by Francesco on May 04, 2015
Q: Hi Peter--Have been slowly moving into cash--to see how the summer market is going to play out--want to get more than money market return---don't mind a little risk---a lot has been parked in ZWB---do you have any other suggestions
Read Answer Asked by peter on May 04, 2015
Q: Hi Peter and Team
Could I get your opinion of a relatively new ETF RHP on European dividend payers. I believe it adjusts holdings quarterly and the mer. is 0.49%.
Thanks for all your help.
Gary
Read Answer Asked by Gary on April 30, 2015
Q: I'd appreciate your thoughts on this ETF. I've owned for a while now, and take comfort in the fact that many of its holdings are positively commented upon by 5i. That and the fact that it may offer downside protection in a market correction.

I thought other members may appreciate knowing this exists, and that some of its holdings include:
BCE; ATD.B; Fairfax; Constellation Software, Metro, Loblaw, Metro, CI Financial, etc, etc.

In fact it might be hard to find a holding within that 5i does not like?

Best,

Cam.
Read Answer Asked by Cameron on April 29, 2015
Q: Can you please give me advice on how to purchase us stocks in the most cost efficient manner.

I do not have very much in consumer staples and would look toward the US side to diversify.

I would consider purchasing proctor and gamble for example and 1000 shares would be > 80 000 $ US.

I have the funds in canadian dollars. I presently self manage my portfolio through BMO investor line.

how would you recommend proceeding with such a purchase in the most cost / fee efficient manner.

would you recommend an ETF in the consumer staples sector instead ?

thank you

Ernie
Read Answer Asked by Ernest on April 28, 2015
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