Q: I was reading your reply to Paul on Jan 19 regarding ZDY, a proxy to US dividend stock, is this considered to be US$ to include in the foreign content in income tax reporting? Is this good to hold in TFSA?
Thank you.
Thank you.
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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: Hi Peter, would you be able to shed some light on this Fund? Is it an ETF, a MF? Is there a MER? Would you buy this for exposure to the growth in India? Jeff
Q: Audrey might consider zqq (bmo NASDAQ 100) and zuh (bmo us healthcare) for the desired exposure. Post if you wish.
Q: Good Morning 5i,
I am looking to buy ZDY for it's dividend. Usually when I buy stocks I always buy for 5% of my portflolio. Now I want to buy an ETF's how much % of the portfolio do you recommend to buy?
Thanks
Paul
I am looking to buy ZDY for it's dividend. Usually when I buy stocks I always buy for 5% of my portflolio. Now I want to buy an ETF's how much % of the portfolio do you recommend to buy?
Thanks
Paul
Q: (1) Can you briefly explain what are, and how inverse ETF's work?
(2) Can you suggest a few of the better ones for consideration?
(2) Can you suggest a few of the better ones for consideration?
Q: Greetings! Please your opinion of rx. Also I would like your two top ETFs in Canadian dollars for both US healthcare and US technolgy. Thanks again for the help I can count on!
Audrey
Audrey
Q: Thinking of taking a small position 10,000 US in the German market Is there an ETF that reflects the Dax? Or is there a better way to the German stocks ?
Q: Hello again. Having ascertained that we are working with 10 sectors, I am proceeding with my re-balancing (an exercise I have never done before) and find that Technology is 19 % consisting of CSU,ESL,MDA,SYZ,DSG,DH,ABT,ET and Financial (including REITS) is 22.2% consisting of FSV,HR.UN,HCG,BNS,CXI,REI.UN,ZWB,CSH.UN,ZRE,SLF while Healthcare is only 2.3% CXR. We are septuagenarians, 21 years retired and have about 50 names total obviously too many. Any suggestions on names to eliminate would be welcomed and suggestions for healthcare addition (maybe CCT) also appreciated. We are waiting for portfolio review but I am trying to correct some of these imbalances now. Thanks for the service.
Ted
Ted
Q: Hi Peter and team, recently I read an article on Bloomberg BusinessWeek about how India aims to be the next manufacturing super power under the vision of new Prime Minister Narendra Modi. According to the article hourly manufacturing labour cost in China is $3.52 compared with just $0.92 in India. Also the new prime minister is making reforms to streamline the process for global manufactures to set up manufacturing facilities in India. Are you bullish on the India's growth story going forward? Is XID is a good way to get exposure to India's growth? What other ETF s available to get a good exposure to India?
Q: An interesting article in the Globe suggesting Indonesia could be rising now like China was in the 80s. Do you have an opinion on this? Can you recommend an ETF for Indonesia? Can you suggest any direct investment ideas? Thank you!
Q: Hi Peter and the 5i Team, What do you think of this ETF for the fixed-income portion of my RRIF? I realize that the yield is a bit on the low side, but so are the management fees at 0.12%. Its chart looks quite impressive. Or do you favour alternative bond ETF's? Thanks in advance.
Q: Would you explain how ETFs generally work. When I buy an ETF, am I buying someone else's or am I giving money to the provider to buy shares as allocated by the particular index it is tracking?
Likewise when I am selling-is someone buying my units or is the provider selling the composite shares? How is the price determined-NAV or what a buyer is willing to pay? Should liquidity be considered? What are the major factors when considering purchasing an ETF? Thanks
Likewise when I am selling-is someone buying my units or is the provider selling the composite shares? How is the price determined-NAV or what a buyer is willing to pay? Should liquidity be considered? What are the major factors when considering purchasing an ETF? Thanks
Q: Hello 5i
I noticed that I-shares Canadian Dividend Aristocrat ETF (CDZ) lists a 0.60% management fee and a 0.66% MER. Does this mean the effective cost to the customer is 1.26%? I don't understand the distinction between the two values.
Thanks,Richard
I noticed that I-shares Canadian Dividend Aristocrat ETF (CDZ) lists a 0.60% management fee and a 0.66% MER. Does this mean the effective cost to the customer is 1.26%? I don't understand the distinction between the two values.
Thanks,Richard
Q: Hix only has $25M in assets. Can you suggest an inverse etf without leverage to protect the value of my holdings in this down market? Thanks
Q: While I am not sure where oil prices will bottom whether that is $30,$20 or even lower, they will bottom at some point. I would like to follow a short list of 4-5 energy producers that are financially sound and have the most potential for a strong rebound when prices strengthen. An alternative is to buy an ETF like XEG or perhaps a fund like Sprott's energy fund. I would appreciate your views and a short list of companies that I could buy for potentially strong gains in the energy sector if and when that happens. Thanks.
Q: Hi Peter,
What do think of XMU and XUS for U.S. exposure? THANKS.
What do think of XMU and XUS for U.S. exposure? THANKS.
Q: Happy New Year Team 5i. I have no Canadian or US healthcare. I am well diversified with both of your PFs. I do not have any US dollars or direct US equities (only those within your PFs which have US exposure) I am interested in XLV but what would be the best way to purchase? Should I open a US account and buy enough US dollars to purchase XLV and hold within that account or should I just purchase within my TFSA (or RRIF) with my Canadian $. I'm quite naïve about US purchases as you can see. Thank you for all you are doing. It gets easier and better because of all of you!
Q: I hold this basket of stocks(AVO,BDI,CF,DH,DHX.B,EF,MNW,SJ,TCN,WCP,WSP) in an RSP account. I would like to add 2 stocks to it. I am retired and do not need the money now. The rest of the portfolio is well diversified following 5i recommendations in the model and income portfolios. Can you provide a few suggestions to balance this basket of stocks a little further. Many thanks!
Q: Hi Peter and team,
XLE is -10.23% and XEG is -20.93% in the last 12 months. If I were to add energy in my RRIF portfolio, would you recommend XEG or XLE and why? I own 8% energy (SU, COS % XEG totaling 8%)My intention is to sell EWH and replace with XLE
Thanks, Karl
XLE is -10.23% and XEG is -20.93% in the last 12 months. If I were to add energy in my RRIF portfolio, would you recommend XEG or XLE and why? I own 8% energy (SU, COS % XEG totaling 8%)My intention is to sell EWH and replace with XLE
Thanks, Karl
Q: Hello Peter
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio