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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: Can you comment on the real return of this fund ? I note that Google Finance indicates a yield of 3.9%, but the iShares website shows a Total Return for 1 year of 2.76%. Also, some commentators think you have to look at total return to maturity, since the price of some of the bonds in the fund may be higher than face value, so when the bonds mature, you have a built-in capital loss which reduces your net returns. What accounts for the decline in price of this ETF over the past year (from 19.75 to 19.25) and do you think declines are likely to continue ?
Read Answer Asked by Don on September 23, 2015
Q: could you recommend an etf that makes money if the Canadian dollar goes down and an etf that goes up if the tsx goes down
Read Answer Asked by brian on September 22, 2015
Q: The security is WisdTr Europe Hedged Equity Fd

Your thoughts on this security please.
Read Answer Asked by Burt on September 21, 2015
Q: Hi
What ETF’s would you suggest for an 18 year old starting out with a new TFSA, and non-registered account?
Income is desired and would be “tax free” since the TFSA and Personal Exemption Credit would shield it from tax.
I’m thinking:

35% XIU
20% XSP
15% Mawer International
30% XSB or some QUEBEC 4.5% Dec2019 I own

I’m tempted to sprinkle some beaten up sectors like XEG, XRE or XFN, but I’m leaning towards the main indexes to avoid beating myself up for picking the wrong stuff.
How does the allocation look? And the strategy?
Any suggestions?
Thanks
Read Answer Asked by Carlo on September 21, 2015
Q: Thanks very much for your Canadian ETF suggestions below. You mentioned I did not specify Canadian, or otherwise, so you have suggested Canadian ETF's. I would be interested in international ETF's, or a mix to make a strong portfolio. If you have some international suggestions, that would be very helpful, although, in my RBC DI account I have the option to invest in US or Canada, I wouldn't know how to invest in other markets.
Read Answer Asked by Kim on September 18, 2015
Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.
Read Answer Asked by Kim on September 18, 2015
Q: Hi Peter

What biotech stocks do you prefer? Many seem to be breaking out based on point and figure charts. What biotechs would you recommend in terms of individual names and also what ETF do you prefer?

Thanks so much!

Read Answer Asked by Mary on September 18, 2015
Q: I own both ZIN down 14% and it is only 1% of my portfolio and ZIN down 3% and it is 2% of my portfolio, would you consider these 2 ETF good for the long term investor?
Read Answer Asked on September 18, 2015
Q: Any thoughts on this new ETF? I have seen numerous efts for covered calls but don't think any for puts.

Thanks,
Tamara
Read Answer Asked by TK on September 16, 2015
Q: I had this for some time in an unregistered account, it represents about 1% of a well diversified portfolio but it is down about 40%. Is it worth hanging on or better to take the losse and invest in something more productive?
Thank you.
Read Answer Asked by Carlos on September 15, 2015
Q: Sorry guys, I meant to ask about XEU (not XUS)as a C$ alternative to some combination of FEZ and EWU. What do you see as the pros/cons?
Read Answer Asked by Ken on September 15, 2015
Q: I have a position in FEZ but it doesn't include Great Britain which appears to be the strongest economy in Europe. Would you add an equal position in EWU? Alternatively, if one doesn't wish to buy US$ at this time, what about a position in XUS which appears to cover Great Britain and the developed countries of Europe and is available in C$? Is there a US$ equivalent to XUS? Thanks for your advice.
Read Answer Asked by Ken on September 14, 2015
Q: Doing a bit of portfolio clean up, what would be your recommendation (keep, replace with) regarding the following mutual funds in a well diversified portfolio. They represent about 8% of the portfolio.
DYN435 up 40%, DYN9405 up 18%, TML1013 down 6.5%, TML 1018 up 12%, AIM1651 up 9%
Please deduct credits as necessary.Thank you.
Carlos
Read Answer Asked by Carlos on September 14, 2015
Q: Hi I hold one full position in Qqq and have done well with this, this is probably my only significant position in the US markets the rest are well diversified but mostly canadian stocks. I would like this to be a long term hold, however if you think the US tech stocks have had their run up in the near term, I was considering selling a half position to diversify in Us markets..can you suggest an ETF if you feel that is the right course of action. Thanks.Shyam
Read Answer Asked by Shyam on September 14, 2015
Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R
Read Answer Asked by Guy R. on September 14, 2015
Q: Please provide your opinion on whether ZRE and ZWB would see further downside if the U.S. Fed moves on a rate increase this year; or, does the current unit price on theses etfs "allowing" for a Fed hike?
Read Answer Asked by Michael on September 09, 2015
Q: i own all three of these and am trying to figure out which one or two i could get rid of. i do like, but not need, dividends (xei has the highest); already own too many financials (vdy owns the most); also own too much energy (vcn looks highest there). or should i just dump all three and add more to zlb which has dollarama, atd.b,ffh, etc. of which i have none otherwise?
please help. thanks again
Read Answer Asked by Astrid on September 09, 2015
Q: Hi team,

Can you please recommend few ETFs and/or stocks for a temporary hold of a quarter? The funds will be needed afterwards to purchase properties so capital preservation is a priority. Thanks, Jerry
Read Answer Asked by Yi on September 08, 2015
Q: Can you please recommed a ETF for international exposure bought in Canadian dollars?

Thanks Colette
Read Answer Asked by Colette on September 08, 2015
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