Investment Q&A

Q: Hey 5i team
Is vig eft traded on the tsx is the same as vgg eft traded on the nyse
Tks Sam

Q: Hi, for a 30 year old person with a 50K portfolio in a RRSP. I was wondering on your thoughts of these ETFs. 30% in VCE (vanguard FTSE Canada), 20% in VSB (vanguard short term bond),
30% in VSP (S+P 500 hedged), 10% in ZRE (equal weight reits) and 10% in ZWB (covered call Canadian banks). Any substitutions or thoughts greatly appreciated and asked for! Thanks, Donn

Q: I would like to add some global exposure to my trading account portfolio. I have short listed 3 ETFs, with XFH and ZEA excluding North America and VXC containing a significant exposure to the US market. I already have exposure to US securities but I would appreciate your perspective on which option may perform best.

Also, would you recommend a hedged or unhedged vehicle at this point.

Recommendations on alternative approaches are also appreciated.

Thank you.

Rossana

Q: I have a question regarding best strategy for my son's portfolio. He is a 30 year old engineer, who has absolutely no knowledge of investments and no interest in learning about them. I finally convinced him that GIC is a bad place to park his money, so here is the question. How would you structure portfolio for a young person who wants to sleep at night, check his investments once every 3 months, and doesn't have much tolerance to loss? He has 120K to invest (incl. 40K in TFSA). I assume ETFs is a route to go here...? What combination of ETFs you'd suggest?

Q: What are your thoughts on this etf in addition to vxc and vxus for international exposure @ 5% each in my overall portfolio?

Q: Can I have your outlook on CBO for the next year or two.

Thanks

Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve

Q: I'm interested in the security of income and capital. In XTR there seems to be a lot of diversification among quality companies. What would be the maximum percentage of the portfolio you would be comfortable with? Thanks for the ongoing advice.

Q: Looking for a good ETF that would cover the Japanese market over the coming year. Also interested in emerging market ETF and what your thoughts are for the next 2 years. Thanks and a pleasure to talk to you at the Money Show.

Q: i would like to increase my US holdings by adding an etf that is concentrated in the technology and consumer discretionary/staples sectors. I currently hold VUN which is my only exposure to the US market. I realize that these sectors are covered in VUN, but have very small weightings. Does this seem like a reasonable strategy? Would you please suggest such an etf, preferably on the tsx.

Thank you

Q: Hello,
I have 40k in a US cash account. I would like to invest the money to generate cash to use for my vacation property in the Florida. At this time, what you recommend for an income investment in the US.
Thanks
Rick

Q: For income purposes, is this a good etf to own? What is the downside risk to the unit price - Fed rate hike? Please advise the pros and cons.

Thanks

Q: I have been rebalancing my portfolio which has been heavily skewed towards Cdn Dividend payers as I am retired and use the income to supplement my Pension. My Cdn holdings are now fairly well diversified using your Income and BE portfolios as guides.
I have targeted 15% of my total portfolio for Cdn ETFs which hold US equities. The following are my current holdings and the % weighting: ZDY 9%; ZBK 2%; ZUH 2%. I am looking at adding 2% Tech exposure and am considering either ZQQ or XQQ.
Your recommendations for the Tech exposure and my overall plan for my US exposure would be appreciated.

Q: Imagine an investor setting up an RRSP with $15k, a 30 year time horizon, a desire to keep it simple (CAD ETFs), an ability to sleep at night when markets are down and a desire for a somewhat aggressive strategy. What CAD ETFs would you suggest as a portfolio? Thanks as always.

Q: Hi Peter and gang.
Nice seeing you all at the Money show. I'm looking to get exposure to the US market and I've yet to dip my toe into the ETF field. However the CLU seems to consistently be reported in Money saver in the top ten. Would you recommend this as a way to get diversification in the US and which of the three do you think would be most appropriate. All of my money is invested in Canadian stocks at this time.
GUY

Q: Do you have a preference at this time? (Unhedged vs. Hedged). Thank you

Q: I am looking to take advantage of the expected year end rally. I would appreciate your recommendation for any stock or ETF's with the best expected momentum and your view on this strategy.
Thank you as always for your wise advise.
Raouf

Q: Hi Peter
I want to get into the technology stocks. ZQQ and IGM (US) have similar holdings but a huge difference in cost to get in. Do you think these ETF's have similar potential? Many thanks for finding IGM.
Cam

Q: Hi Team
I have my full allocation of 30% bonds in the etf CBO, is this a good strategy, although I get dividends the share price is down 2.86%.
I was wondering if I should hold more than 1 bond etf.

Q: Hi, I am considering BXF (combined with CBO, VSC, XHY and VSB) for my fixed income exposure. They will be roughly equal percentages totalling 30% of my portfolio. Can I have your advice about this? Would the take over of First asset by CI affect the underlying etfs? Are there any fixed income vehicles for taxable accounts (I was considering CPD)?