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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: What are the pros and cons of these two ETFs? Looking forward, which of the 2 do you believe has the best price appreciation potential? Are there better ways to get exposure to preferreds? Please explain. Thanks so much for the guidance.
Read Answer Asked by Les on April 13, 2017
Q: I bought 3000 shares of NSU for income last November and I am now down 18.5%. It is currently near its all time low. Is there any reason to keep holding this. What do you think of using the money to buy ZPH, a new ETF recommended by Berman? Or other?
Thanks for your thoughts on this.
Read Answer Asked by Richard on April 12, 2017
Q: The value of this ETF seems to have been holding steady at between $19.50 and $20.00 over the past year. What would make this ETF move higher or lower ? There is now talk of interest rates starting to move up, plus speculation that the Fed will get rid of some of its bond holdings. Are either of those likely to have any effect on value of this ETF ?
Read Answer Asked by Don on April 12, 2017
Q: I own both of these ETFs and want to drop one to lessen my CAN exposure. I'm leaning towards dropping VDY because it is in my TFSA (ZDV is in a margin) and my portfolio would benefit from cutting some weight in financials (VDY is heavier than ZDV in this sector).
Can an argument be made for keeping VDY?

Just renewed! Thanks.
Read Answer Asked by Ryan on April 10, 2017
Q: I did last year forex trading and have $300. loss do I follow same TAX rule as stock.

If you are not aware of forex rule can you please guide me.

Are you aware of any membership site for TAXES that can give the same service as you do for stocks.

I want to join your ETF membership do I wait until my renewal so both will expire same time or I join now and will expire both at the same time.
Do you have estimated time when you will have portfolio setup for ETF and do you have to be an ETF member to have access to ETF portfolio

Thanks for your help.
Read Answer Asked by Hector on April 10, 2017
Q: I have small positions in zwb and zwc. Would you recommend consolidating into zwc as it has a position in most Canadian banks. Which would you prefer for a long term hold in an rrsp account for income and stability of yield? Thanx for your services.
Read Answer Asked by Steve on April 10, 2017
Q: Is the current yield 1.32% less the 0.65% MER or is the yield after the MER has been taken out? The yield seems low. Is there another ETF in the same Consumer Discretionary sector which has a higher yield?

Usually when companies have a low dividend they are often growth companies. Does this ETF behave in the same growth like fashion?

If I understand correctly XCD is CAD hedged. Are there any US ETF's in the same sector which are not currency hedged?

Thank-you.
Read Answer Asked by James on April 07, 2017
Q: I notice that members often have questions regarding how distributions from their ETF/mutual fund are categorized for tax purposes. I have found the following website extremely helpful:

https://services.cds.ca/applications/taxforms/taxforms.nsf/Pages/-EN-LimitedPartnershipsandIncomeTrusts?Open

Here, one can access the T3 for every ETF available, and can see even a month to month breakdown for those securities that distribute monthly. Very helpful for reconciling ACB and completing tax returns. Please post if you think this will be helpful to other members.
Read Answer Asked by Walter on April 06, 2017
Q: I own this ETF an I am wondering about its behaviour especially taxwise. I received a dividend of about $500.00 at the beginning of this year. Then the dividend was subtracted as a drip but I didn't receive any shares for the drip. I think I read that it was simply reinvested in the pool. I question this as the price went down, not up. Also, this company sent me a T3 tax receipt stating that I had received capital gains of $531.00. It seems to me this ETF is acing very much like a mutual fund. I'd like your opinion please.
Read Answer Asked by christianne on April 06, 2017
Q: Hi guys,

In response to Sam's question,how would you rank these for a long term investment. Right now I am holding VIG.

Thanks,

Jjm
Read Answer Asked by jim on April 06, 2017
Q: Hi 5i team,
Your choice between XEI or CDZ as core in a RRIF with minimum yearly withdrawal and why. What % do you recommend as core holding? 15%, 20%, 25%
What about owing both and if so, what would be the % split? Thanks
Read Answer Asked by Karl on April 06, 2017
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