skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What s&p etf would you currently recommend for a long term hold
Read Answer Asked by mike on October 30, 2013
Q: Hi,

What do you think of XLA? Or is there another emerging markets ETF that you'd recommend, preferably with a dividend?
Read Answer Asked by Graeme on October 29, 2013
Q: Hi,

I'm a longer term investor with a medium risk appetite and I was interested in Healthcare stocks but wonder if I have missed the boat?

Can you recommend any CDN healthcare stock or etf with 2-5% dividend or US ETF?

Can you give me your thoughts on OHI? I'm interested in it because it had a a major pullback recently, unlike the others Healthcare ETFs, and it sports a hefty dividend.
Read Answer Asked by Graeme on October 29, 2013
Q: HI enjoyed watching your show on BNN. I am having trouble spending the time to pick and analyze individual stocks and I am looking to slowly switch to ETF based investments. So I took a small 1000 share position in ZMI and I am thinking of just gradually adding to it over time as money becomes available inside my RRSP. I am looking to retire in about 5-6 years. I noticed you haven't commented on ZMI, thoughts? Thanks
Read Answer Asked by Ray on October 29, 2013
Q: CLF - I shares 1-5 year laddered gov't bond

I would like to hold at least 25% of my portfolio in bonds. What is your take on this I share bond? Would you prefer another bond type of investment over this one? Thanks
Read Answer Asked by Ric on October 27, 2013
Q: I am holding shares of fie for the high dividend .Are they able to maintain the dividend or are they just returning my investment?
Read Answer Asked by rick on October 27, 2013
Q: I am looking reallocate my group RRSP of approx. $40k - I was thinking to split it between a US large cap fund and something like Templeton Global. Your thoughts on where to position these funds for the next year or 2? Thanks.
Read Answer Asked by Brian on October 27, 2013
Q: Hello.

What is your opinion on seasonal investing.
Read Answer Asked by Greg on October 25, 2013
Q: Good morning,
I have a few questions on bond etf's:
Could you please offer your feedback on bond etf's and specifcially XSB, both as a long term holding in the current environment as well as a place to park cash that may be needed over the next 6 to 12 months.

Also, any feedback on XCB and XGB would also be greatly appreciated.

Many thanks,
Brad





Read Answer Asked by Brad on October 25, 2013
Q: Hi team:
I am looking for an ETF for the S&P 500, the question is whether or not it should be hedged due to the Canadian dollar fluctuation,
which ETF if good for this purpose ?
could you also suggest an ETF for the US tech and US health care?
All are for long term holds,
Is IWO also a decent hold to generate some dividends (from US)
thanks!
Read Answer Asked by Michael on October 24, 2013
Q: I was wondering if you could give the ticker symbol for the i-shares Global Industrail that was mentioned in a question yesterday. I'm unable to find it. Thank you.
Read Answer Asked by Mary Jean on October 22, 2013
Q: Thanks for your excellent site.
I would like to invest 20% of my RIF into a Balanced (or other low risk alternative)ETF or MF to replace my Bond investment and improve the return of my portfolio.
I do not depend on my RIF for a living and my risk tolerance is average.
Your view and advise please
Read Answer Asked by Raoul on October 22, 2013
Q: Hi Peter and 5iResearch Team,
Can you please provide your outlook on the Ishares S&P Global Industrials, XGI. Thank you.
LInda
Read Answer Asked by Linda on October 22, 2013
Q: Hi Peter and Team

I am a timid do-it-yourselfer Senior and do appreciate the service that you and your team provide.

My question is about the treatment of an ETF, by the CRA, that is sold on both the TSX and NY, under different symbols. My example is the Vanguard ETF VIG and VGG, and there are others. They are both the same fund since VGG holds VIG as its sole holding. However VGG is sold on the TSX in Cdn dollars while VIG is sold on the NY exchange in US $. VGG is not hedged. Is VGG treated as a Canadian ETF and if so what implications does that hold for tax purposes since it has US holdings. They each pay a dividend in US$ and I would assume there would be a 15% withholding tax on each of them. Perhaps you might also comment on the requirement by the CRA to state whether or not one has $100 000 in foreign assets on one's tax return and what implications if any there are with purchasing either of these type of twin ETF's into one's portfolio. I would appreciate any clarification that you might provide.

Many thanks

Bill
Read Answer Asked by William on October 21, 2013
Q: Dividend Aristocrats

should i buy Dividend Aristocrats ETF SDY or NOBL, they seem to track the same type of portfolio

could you give me a brief analysis of their differences (i.e. management fee / div reinvestment v payout /)

essentially if i invested $1 in each where would i make a better return and why

thanks
Read Answer Asked by Kuldar on October 21, 2013
Q: Hello i5,
Can you recommend any unhedged ETFs that focus on large cap and mid cap US equities, but in Canadian dollars? Thanks very much. Great site.
Read Answer Asked by Kathy on October 21, 2013
Q: I'm looking for some resources stocks or ETFs with a dividend for a longer term hold- 2-4 years. Can u recommend a couple Canadian and US choices?
Read Answer Asked by Graeme on October 20, 2013
Q: I am looking for a european and a u.s. etf. (one of each).your help is much appreciated. thanks, vic.
Read Answer Asked by Linda & Vic on October 19, 2013
Q: On WXM, the Momentum ETF, the NAV when assessed in May was $8 mm. Now it is $36 mm. Do you consider this still too small and if so at what point would it be deemed to have adequate liquidity? I see the portfolio of 30 names has many components of the 5i model portfolio and I like the concentration of stocks. Thanks, J.
Read Answer Asked by Jeff on October 18, 2013