Q: I have no stocks or ETF in the healthcare sector. Would you have any recommendations for a TSFA account? 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: Hello Team, Can I get your thoughts on this ETF. Seems to be a fund of funds. Looks pretty stable, not volatile and pays a decent dividend. I am looking for something in my income portfolio that is somewhat low risk and yet still pays a decent dividend. Others I have considered are cbo and vsc. If you have any others that you would consider.
thanks
thanks
Q: I have been working on my sector allocations in my portfolio.
I at present have no US exposure and no US dollars to purchase stocks. I recognize that you recommend approximately 30 percent exposure in the portfolio to the US. Should I use Canadian dollars at this time to purchase US stocks or US etf's. My concern is the effect on my portfolio if the canadian dollar starts to rise.
In my research I have come across the suggestion to purchase 3 canadian stocks that take advantage of the drop in the canadian dollar and drop in the price of oil. (EXCO, WINPAK, and SJ) Should I purchase these stocks now and wait til the rise of the canadian dollar value to purchase my US portfolio?
Your guidance is greatly appreciated.
I know that you can not time the market and that is not my intention. I'm just trying to implement diversification.
I at present have no US exposure and no US dollars to purchase stocks. I recognize that you recommend approximately 30 percent exposure in the portfolio to the US. Should I use Canadian dollars at this time to purchase US stocks or US etf's. My concern is the effect on my portfolio if the canadian dollar starts to rise.
In my research I have come across the suggestion to purchase 3 canadian stocks that take advantage of the drop in the canadian dollar and drop in the price of oil. (EXCO, WINPAK, and SJ) Should I purchase these stocks now and wait til the rise of the canadian dollar value to purchase my US portfolio?
Your guidance is greatly appreciated.
I know that you can not time the market and that is not my intention. I'm just trying to implement diversification.
Q: I'm a bit of a gambler. Witch one and Y. Thanks J
Q: Hi Peter,
Saturday's Seminar was very educational. I've learnt a lot.
How would you advise a young person to invest in his TFSA with only $10000? How should one diversify?
Thank you as always.
Connie
Saturday's Seminar was very educational. I've learnt a lot.
How would you advise a young person to invest in his TFSA with only $10000? How should one diversify?
Thank you as always.
Connie
Q: Hi Peter and Team,
For a U.S. ETF in an otherwise balanced portfolio containing many of your Canadian picks, which of the above ETFs would you choose, and why? This investment could be for a RRIF and/or a margin account. (Both of these ETFs are offered commission-free at Scotia iTrade.) Thanks as always for your valuable advice.
For a U.S. ETF in an otherwise balanced portfolio containing many of your Canadian picks, which of the above ETFs would you choose, and why? This investment could be for a RRIF and/or a margin account. (Both of these ETFs are offered commission-free at Scotia iTrade.) Thanks as always for your valuable advice.
Q: Would you buy this ETF at todays price or wait awhile to see if the price of oil continues to go down? Realize this is a tough call but I value your opinions. Tks, Bill
Q: Hi Peter. The conference on Saturday at Four Points was most informative and fun. Thanks for putting it on. My question relates to playing the Japan market. Would you recommend a Canadian ETF that would give adequate exposure, or alternately and US ETF. Thanks
Q: Good Day
I have been following these assorted leveraged eft's and have considered buying on a dip and holding as a long term strategy.
Would that make sense or should you perhaps buy and sell using the 40 day MA.
Thank you
Randy
I have been following these assorted leveraged eft's and have considered buying on a dip and holding as a long term strategy.
Would that make sense or should you perhaps buy and sell using the 40 day MA.
Thank you
Randy
Q: I've owned this stock in a LIRA account for a few years and it's done reasonably well but seems to have leveled out over the past year or so. Any thoughts on further growth or should I dump it into something like VUG, Vanguard Growth, or?
Q: Looking for exposure to emerging
& frontier Markets in Cad & US$
Like the thought
that cheaper energy & commodities will help
the world to grow
& frontier Markets in Cad & US$
Like the thought
that cheaper energy & commodities will help
the world to grow
Q: I currently have no exposure to the US and am considering purchasing ETF's. What etf's would you recommend to do this and what percentage of a portfolio? Also, is it better to hold in an RRSP or a TFSA account. Thank you. Clare
Q: Regarding the question of yesterday regarding owning a portfolio of 20 stocks vs at ETF that holds 500, thanks for the great response. I am curious, would your answer differ if the primary purpose of the portfolio was to generate income? i.e more holdings = less risk to the income stream? Thanks
Q: Hello Team Hope you can help me understand how to read the performance charts on the ishares website. If I take XIC for example and look at the performance chart it shows the following
YTD (%) 1y (%) 3y (%) 5y (%) 10y (%) Incept (%)
0.55 10.16 8.63 8.58 7.78 6.63 . Hopefully the chart lined up. So under the 5yr return it shows 8.58%. Is that an avg return per yr of 8.58 x 5=42.5% total return or is does it mean a total return of 8.58 for the last 5 yrs. And does that include the mgmnt fee?
Thank you for your hard work
YTD (%) 1y (%) 3y (%) 5y (%) 10y (%) Incept (%)
0.55 10.16 8.63 8.58 7.78 6.63 . Hopefully the chart lined up. So under the 5yr return it shows 8.58%. Is that an avg return per yr of 8.58 x 5=42.5% total return or is does it mean a total return of 8.58 for the last 5 yrs. And does that include the mgmnt fee?
Thank you for your hard work
Q: Are there any Canadian ETFs that are like CDZ (dividend aristocrats) or high dividend payers for the developing markets and emerging markets. And if not, in US$.
I believe CYH is for developed markets high dividend payers.
I believe CYH is for developed markets high dividend payers.
Q: Hi 5i Team,
I am a bit confused. I own each of these fixed income instruments. All but the CPD have moved upwards in the past six months. Why does CPD not move with the bonds? If I were to add to this group, should I avoid CPD or average down on it? Long term horizon. Should I add to the others?
I am a bit confused. I own each of these fixed income instruments. All but the CPD have moved upwards in the past six months. Why does CPD not move with the bonds? If I were to add to this group, should I avoid CPD or average down on it? Long term horizon. Should I add to the others?
Q: Your thought please on IShares IDV and IXP ETFs for international dividend income? They appear reasonably well diversified.
Q: Hi - with the ETF - CDZ at 20% energy content, how do you view the risks to this ETF regarding these companies not being able to grow dividends in a prolonged and depressed energy environment. Does this change your outlook on CDZ as conservative, diversified dividend-grower ETF in Canada? Or, does this just mean CDZ cleans out the non-growers and looks elsewhere rebalancing to it's "aristocrat" rules as it moves on? Outlook and views on CDZ appreciated. cheers and thanks...
Q: Hi 5i,
We hold the following ETF's with their portfolio weightings and MER's. All are held within RRSP's. My question is: Since these 5 ETF's all have MER's in excess of the 0.50% mentioned in a response to a previous post, should I switch to a lower-cost alternative and, if so, what would you recommend? All are Canadian Hedged and all are iShares offerings. The goal was to achieve geographic diversification across both bonds and equities.
CUD U.S. Dividend Growers Index ETF MER 0.65% Port. weighting 4.76%
CWO Emerging Markets fundamental Index Common MER 0.70% 4.78%
CYH Global Monthly Dividend Index MER 0.66% 4.91%
XEB JP Morgan USD Emerging Markets Bond Index MER 0.73% 4.79%
XHY U.S. High Yield Bond Index MER 0.62% 4.89%
Thanks!!
Cheers,
Mike
We hold the following ETF's with their portfolio weightings and MER's. All are held within RRSP's. My question is: Since these 5 ETF's all have MER's in excess of the 0.50% mentioned in a response to a previous post, should I switch to a lower-cost alternative and, if so, what would you recommend? All are Canadian Hedged and all are iShares offerings. The goal was to achieve geographic diversification across both bonds and equities.
CUD U.S. Dividend Growers Index ETF MER 0.65% Port. weighting 4.76%
CWO Emerging Markets fundamental Index Common MER 0.70% 4.78%
CYH Global Monthly Dividend Index MER 0.66% 4.91%
XEB JP Morgan USD Emerging Markets Bond Index MER 0.73% 4.79%
XHY U.S. High Yield Bond Index MER 0.62% 4.89%
Thanks!!
Cheers,
Mike
Q: I own some stocks and ETF's in U.S. dollars. Are there any reasonable methods the retail investor can use to insure himself from a possible decline in the value of the U.S. dollar. This may involve options, hedging or possibly an ETF that tracks the U.S. dollar or other suggestions ?
Many Thanks
Paul
Many Thanks
Paul