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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: I have a question about XGD. I believe you like this fund and I've been keeping an eye on it, with a view to purchase. It keeps going up and I haven't had to guts to purchase. I have this feeling that once I purchase it, the downward trend begins! What is your view of the current price and when the party might stop?
Read Answer Asked by Brenda on July 05, 2016
Q: One more question regarding asset allocation in my RRIF-- how would you rate a 50/50 split of XBB and CBO as the bond component? Given all other factors remain the same. Thank you!
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.
Read Answer Asked by Jen on June 29, 2016
Q: Peter, I am considering buying one of these ETF's. HXS is quite small vs XSP but it has had much returns over the past 5 years. I would have thought that the returns of both would have been quite similar as they are designed to track the S&P 500.
Read Answer Asked by stephen on June 29, 2016
Q: Hi folks
Two questions.
I have held both these for some time in my wife's LIRA account. She can not access this for about 12 years, so a long term hold is very possible. Have held these for a couple years. Both are down about 10%, I have held on because I see the ETF as a long term play on our aging population, and ACHN (hopefully you have a little info with this) as a risky but likely takeout target down the road. I have trimmed this one down and made a bit of $ in another account with it, so it isn't as bad as it looks.
Looking back, which is always easy, there are better options, however I am in now and wondering if I should stay the course.
Don't mind volatility, actually kind of drawn to it. Any thoughts?
Excellent job btw, your cheap at twice the price!
Cheers ;)
Read Answer Asked by Michael on June 27, 2016
Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al

Read Answer Asked by Allan on June 27, 2016
Q: The fixed income portion of my portfolio has been suffering for the last few years, what do you think of the above and what recommendations would you have, thanks, Jean
Read Answer Asked by Jean on June 24, 2016
Q: Given yesterday’s UK referendum result, I expect there will be widespread panic and big declines on markets worldwide on Friday. I’m guessing your immediate advice will likely be “don’t panic, do nothing, wait and see how events unfold, etc”. In my specific case however, while I was expecting the “remain” side to win, I was also fearful and preparing for the worst just the same to the point that I am now 50% in cash. That is a lot of dry powder and I plan to start buying first thing Friday morning and into the coming days. What advice would you give someone who has been “doing nothing” for a while and is now looking to put sidelined cash to good use. Where do you think the best opportunities will be (both Foreign and domestic) to pick up specific names (or ETFs) that will get beaten up in the coming days worse than they likely deserve. Please provide a few names or ETFs for someone looking to be opportunistic on this occasion.
Read Answer Asked by Steven on June 24, 2016
Q: Your thoughts on the following tentative plan will be appreciated:

Looking to tweak our equities some over the next year or two to provide for a bit more US exposure and sector diversity and less in mutual funds. We looked at about 10% of our equity holdings in yesterday's review with our IA and tentatively landed on this:

1. Cdn $ - Sell Dynamic Dividend Income Fund and (some of our) RBC Cdn Equity Income Fund tentatively in favour of iShares Core S&P 500 Index ETF CAD-Hedged (XSP).

2. US $ - Sell CI American Value Corporate Class Fun and TD US Mid-Cap Growth Fund tentatively in favour of SPRD S&P 500 ETF.

PS. Our IA seemed to hesitate about us selling any of our RBC equity fund as he feels it well-managed and performing well again this year (11% ytd).

(Context: Retired. No pension. Conservative. 35% GIC, 30% preferred, 5% alternative, 30% equity, preferring blue-chip safe dividends.)

Thank you.
Read Answer Asked by Bill on June 23, 2016
Q: Good morning Peter and Team, In your answer to Rod, isn't CUD another "equivalent" to VIG:US and VGG that trades in US stocks? Its one-year chart shows better performance than the two Vanguard ETFs cited.

Thanks as always.
Read Answer Asked by Jerry on June 23, 2016
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