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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: I have limited exposure to Europe / Emerging Markets. Do you think it is a good time to invest in either of them and if so how would you do it? What are the best ETFs? Would you use a CAD hedged ETF/am I correct in understanding that buying a CAD hedged ETF would protect against the CAD appreciating?
Thank you as always.
Read Answer Asked by Arthur on March 14, 2016
Q: I would like a clearer understanding of what the VIX is and when an investor would buy or sell it. THANKYOU!
Read Answer Asked by John on March 14, 2016
Q: I am thinking this might be a good time to increase my exposure to Europe. I currently own Eur ( 3 % in an Rrsp portfolio that will be used to generate income) and I wonder if I should just add to that or take out an additional position in XEH.
Thank you.
Maggie
Read Answer Asked by Maggie on March 14, 2016
Q: Hi - I would like to top up my Gold/Silver Assets in my portfolio. I have a 10-12yr time horizon. - I own about 2% gold and silver bullion (in my safety deposit box) and would like to buy about $15k of precious Metals stocks but want them to be dividend producing stocks. - Can you give me a few of your favorite Precious Metals Stocks (or ETF's) that have a (relatively secure) dividend. I would like to buy about $5k of 3 different names if possible - also what do you think of Mandalay Resources (MND). - thanks again for this very valuable service!
Read Answer Asked by Ron on March 14, 2016
Q: I have $ 5500 in cash in my TFSA. I currently hold AW-UN plus GIC's in my TFSA. What would you suggest for the $ 5500 in cash, I may need the money in 6 years.

Shirley
Read Answer Asked by Shirley on March 14, 2016
Q: Could you please indicate your preferred ETF in the REIT space.

Thanks
Read Answer Asked by Gail on March 14, 2016
Q: Good morning 5I
Might this be a good time to buy a Canadian oil etf and if so any recommendations.
Thanks Stan
Read Answer Asked by stan on March 11, 2016
Q: I currently hold both ZGI and BPI.UN in my RRSP.I am thinking of selling ZGI and buying more BIP.UN because of the higher yield.I realize there is more diversification from ZGI but i am concerned
with income.The share price of BPI.Un has outperformed ZGI over the last 5 years. Any thoughts are appreciated. Joe
Read Answer Asked by Joseph on March 11, 2016
Q: A couple of questions ...
It seems as if the CAC40 and the DAX made significant late moves today in just a few minutes ... I'm not sure what caused that, but in terms of trends Europe definitely (?) seems to be heading positive .
Firstly do you feel Europe is a good place to put some money to work (now) . Secondly , do you have any fave ETFs , or ADRs that we should be looking at .

Thankyou
Read Answer Asked by Thomas on March 11, 2016
Q: I have a well diversified portfolio but have a 15% weighting in $ZUH {Healthcare US ETF}, as we are going into the US elections and the Democrats talking about drug prices being to high, would you suggest lowering my exposure to the Healthcare field.

Thanks Valter
Read Answer Asked by Valter on March 11, 2016
Q: can u please give me the symbols for US energy etf's both large&
medium & small coys & any thoughts on them
Read Answer Asked by brian on March 11, 2016
Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you
Read Answer Asked by Richard on March 11, 2016
Q: Hello, I have this left over from the days of having a broker/advisor. This fund has a management fee of 1.6% and an MER of 1.84%. It appears to be a "fund of funds" and and the information presents that it is to emphasize income wiht some potential for capital appreciation. The returns have been (starting in 2011) 4.8%, 4.3%, 2.9%, 6.9% and .1%. Seems the return/performance has been lacklustre at best and would it not be better for me to put some of the monies in a bond etf and the rest in either a stock etf or individual equities? Recommendations for the bond etf? You thoughts would be appreciated. Thank you. Bill
Read Answer Asked by Bill on March 10, 2016
Q: HI The only past question I found on ZWA was in 2014 and at that time you did not recommend due to higher MER and limited gain potential because of the call options. given the Canadian dollar is much lower now do you feel any better with the hedged position of the dollar over then next 3 - 5 years?
Read Answer Asked by Bryce on March 09, 2016
Q: I have recently joined my local share club and am learning how to feel more comfortable acting as my own financial advisor.
I have transferred my existing mutual funds over to a TD Waterhouse Account and would like your advise on what to do next with these funds. I am 56 and would like this to grow over the next 10 years and then produce income for me as I have no pension. Thank You.
These are approximate
TDB889C - 29%
AIM1595C - 19%
AIM1571C - 13%
AIM1561 - 9%
AIM1581C - 7%
AIM1559C - 5%
Cash - 17.5%

Thank you


Read Answer Asked by Jan on March 08, 2016
Q: I am looking for a position in silver at this time. Thoughts on SVR.C.TO or others?
Read Answer Asked by Brad on March 08, 2016
Q: hello 5i:
I note there are no questions yet on this ETF. Your take please?
Read Answer Asked by Paul on March 07, 2016
Q: XHY looks like a timely buy for a nice yield and maybe even a little price appreciation over the near term in an income account?
Read Answer Asked by Charles on March 07, 2016
Q: I own some XHY but am looking for something unhedged that would follow the $US if it goes up. It there an ETF that would fit the bill - and would you recommend this strategy?
Thanks
Paul
Read Answer Asked by Paul on March 04, 2016
Q: Can you advise what is the difference between the ishare etf cew and cew.a ? Is there any advantage in purchasing one over the other?

Tnx for the great work.
Read Answer Asked by Jacques on March 03, 2016
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