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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: Dear 5i,
I would like to add a European ETF to my portfolio to take advantage of growth coming out of the region's recession. I am considering either FEZ or VGK. Which one would you recommend, or is there another?
Thanks in advance,
Helen
Read Answer Asked by Helen on January 20, 2014
Q: Hi - your views on XMW and minimum volatility equity strategies in general. Also, your views on CRQ and fundamental indexing strategies as well. cheers.
Read Answer Asked by Al on January 20, 2014
Q: Hi Peter and team, Happy New year. Which ETF would you recommend int the commodity sector and is this a good time to purchase it.
Read Answer Asked by Robert on January 19, 2014
Q: How would you compare cdz.a and xtr as income etf funds ?
Read Answer Asked by terrance on January 19, 2014
Q: What is your view on HAC -Seasonal Rotation ETF?
Read Answer Asked by Kirk on January 17, 2014
Q: Another member recently asked a question about a list of issues that included ZWB

I would appreciate your take on covered call ETFs ZWB, ZWU, ZWA
Read Answer Asked by Behrouz on January 17, 2014
Q: Hello 5i
What is your opinion of First Trust Senior Loan ETF "FSL" for fixed income? Do you also have any recommendations for fixed income type investments?
Read Answer Asked by Richard on January 17, 2014
Q: Hi team:
I already have SPY and VIG in my investment account
I am planning to add IWO as well which is a good choice from advices from the e-mails
If I put it in a investment account vs TFSA vs RRSP
I am aware of the tax withholding of some of the US funds,
could you let us know re: the differences in tax holding in the above accounts ?
Read Answer Asked by Michael on January 16, 2014
Q: The Russell 2000 Index gained 68% last year. What is a good etf to use to play this & has it run too far to expect gains this year? Thanks in advance.
Dave
Read Answer Asked by Dave on January 16, 2014
Q: I have the majority of my US holdings in VIG and IWO plus a few large caps (JNJ, MSFT, ABBV, NSC, GE, T). I am still underweight in this area so I would like to buy more over the next few months. However, with the falling loonie I am feeling reluctant to add to these positions in my CDN $ registered account. I already feel like I screwed by the discount broker on foreign exchange to begin with, and the weak loonie just makes me feel worse. Any comments would be appreciated.
Read Answer Asked by Stephen on January 16, 2014
Q: Hello Peter, keeping in mind the long term and maintaining a balanced 20 stock portfolio closely mirroring the 5i Model portfolio is it advisable to add some US exposure of 10 to 15 % to the portfolio presently?
In the question answer section of 5i the following ETF’s SPY, IWO, and VIG seen to be the choice. For the long term would you suggest 3 equal parts of the above ETF’s or go mostly for the growth potential of small caps and recommended only IWO? Thank you for providing such great insight, Ronald


Read Answer Asked by Ronald on January 14, 2014
Q: What's the best way to short the U.S dollar in Canadian dollars? Thanks!
Read Answer Asked by holly on January 14, 2014
Q: re......deflation. I feel it is a possibility we may see real deflation where I live subject to the US dollar question of course. I am not worried about it from a local point of view but from a Canadian Macro economic point of view if it got going it could be worrisome. I believe we would have lots of notice with time to have some form of plan ready to go so to not have one is just plain crazy. But I can only find blank faces when I ask for opinions. Since I am convinced I must stay invested, I is moving to consumer staples a reasonable move? What moves might the bank of Canada do? Who is a deflation guru with an answer?
Is there a place to hide?
Thanks very much
Read Answer Asked by Glen on January 13, 2014
Q: Hi Peter,
I know you are not a big advocate of funds at this point in your career becasue of fees etc..However, what would your favourite funds be for US large Cap & US small cap? or perhaps you could recommend US large cap & US Small cap ETF?
Thanks
Read Answer Asked by Chris on January 13, 2014
Q: Hello Peter and team, I'm trying to find a US bank ETF that is hedged to CAD. Can you give me any suggestions or companies that may sell something like that? best regards, Keith
Read Answer Asked by Keith on January 13, 2014
Q: Do you think IBB, I shares Nasdaq biotech ETF is a good way to play the biotech sector as opposed to just picking an individual biotech stock?
Read Answer Asked by Morgan on January 13, 2014
Q: My son, a 3rd year PHD student, has approximately $5,000 to open up a TFSA. He is planning to invest the money in 1 or 2 ETFs. Is it a good strategy? Alternatively, please recommend 1 or 2 stocks for his portfolio. Thank you.
Read Answer Asked by Rita on January 13, 2014
Q: I thought I had seen a list of ETF'S on the 5i website that 5i was recommending and now I cannot see it. Was I seeing things? If there is an ETF list on the site,where is it?
Thanks
Read Answer Asked by Randy on January 12, 2014
Q: I'm thinking of investing in a couple of ETFs. I'm trying to understand the fee structure. On Fees and expenses it gives an Actual Management Fee percentage and an Actual Mgmt Expense Ratio(MER). How do these 2 Fees relate to my costs of buying and holding on to an ETF
Read Answer Asked by david on January 11, 2014
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