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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: Ryan,
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
Read Answer Asked by dan on January 03, 2017
Q: Hello Team,
For US mid cap exposure, do you prefer IJH or XMC. The Canadian ETF appears to be have a market cap of only 38 Million. Is that a liquidity concern? Any other thoughts you have would be appreciated.
Thank You,
Barry
Read Answer Asked by Barry on December 27, 2016
Q: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques


Read Answer Asked by Jacques on December 27, 2016
Q: I'm 56 years old with no fixed income and have been quite comfortable with this choice up until now. I recently have decided to have 5% in fixed income but have no knowledge on bonds. I have a balanced portfolio of stocks and try and hold 5% in cash to take advantage of good stocks in a down market. I was thinking of VAB and a 5 year GIC for fixed income. What are your thoughts and recommendations. Have a wonderful holiday to all at 5i and your families. Merry Christmas!
Read Answer Asked by Cheryl on December 27, 2016
Q: I wish all 5i staff and they families Season's Greetings' I hope 2017 sees our portfolios grow ever healthier.

I want to gradually add some preferred shares to my portfolio, partly in lieu of some fixed income. In looking at potential candidates, I am attracted to the above three ETFs, particularly ZPR with its laddered feature. Do you have any thoughts? Are all distributions of such ETFs taxed as dividends? Thanks, Bill
Read Answer Asked by Bill on December 23, 2016
Q: With 17% of my portfolio invested in these US ETFs, I'm thinking about adding another 5-10%. However, I'm wary of the Trump implications. All of the above are near 52-week highs. As a long term investor, should I not worry about timing the market, or is it advisable to wait a bit before investing in the US? Is XUS worth buying or am I fine sticking with VUN, if I go ahead and invest in the US?
Read Answer Asked by Ryan on December 23, 2016
Q: I do not have much experience in investing in US stocks. I would like to add some US exposure as it does seem that Trump's pro business approach might turn into a reality. Is there an ETF you could suggest that would track the US market?

Thank you, Peter
Read Answer Asked by Peter on December 23, 2016
Q: Hi Peter and Team,

I find that we need to buy some more in the Utilities sector, to keep to a 10% weighting. We presently have about a three-quarter position in each of AQN, BEP.UN, and FTS. Do you think that INE would be a good addition to this mix or is it too similar to AQN and BEP.UN? We can buy and sell XUT commission-free, but I notice that ZUT (not commission-free) has a better chart. Should I increase our positions in each of the three we already have, buy a new one, or top up with XUT/ZUT? Or is there a US ETF in this sector that looks compelling? Or perhaps in the present "climate", could the utilities sector weighting be reduced below 10%? What sector should take up the slack?

Thanks for all your great advice which has been and continues to be very valuable. A Merry Christmas and Happy New Year to all of you at 5i and the members as well.
Read Answer Asked by Jerry on December 21, 2016
Q: I am thinking of selling GWO and PWF and replacing them with a 50/50 split of ZUB and ZBK. I would appreciate you thoughts.
Thanks.
Read Answer Asked by Elliott on December 21, 2016
Q: Could I have your opinion on XHY, XTR and CBO - should I sell or hold
Thanks - Hanna
Read Answer Asked by Hanna on December 21, 2016
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