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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: Peter,

My question in regarding how ETFs are run. If a ETF provider, wisdomtree, schwab, BMO etc., should go bankrupt/insolvent, what happens to my money in their ETFs? Are these funds held segregated from the firms assets? if so, would it be better to hold companies directly to avoid this?
Read Answer Asked by william on June 19, 2013
Q: Hi:
In my TFS account, I have some cash
My aim is not to risk any capital and generates returns of 4 to
5%
Would XTR be consider to be a safe vehicle for a long term hold
of 3-5 years?
I already have XDV and a dividend fund in my TFS
thanks!
Read Answer Asked by Michael on June 19, 2013
Q: Hello:
I have some cash in my portfolio
I am thinking of putting some money into the BMP ETF ZPR
which is the laddered preferred share index EFT
With the threat of looming increase of interest rate which
will decrease the value of bonds, what would happen to
the value of prefer shares ?
I am thinking of putting the money for long term to generate
a steady source of income
Thanks!
Michael
Read Answer Asked by Michael on June 19, 2013
Q: Peter,

I read your most recent article "Independant Investor" and I was interested by the ETF with ticker VIG that you discussed. I currently have all of my funds denominated in either Canadian Dollars or gold/silver bullion. I like the idea of the VIG but am a little concerned of buying a US-Dollar asset in a world where the US Dollar is being printed from thin-air. Any thoughts on risks here or if one might be better off buying some sort of CAD hedged version of that ETF?

Thanks and once again, great service. I look forward to seeing you on Market Call Tonight on Friday (already set my PVR!)
Read Answer Asked by Marc on June 19, 2013
Q: Hi Peter:

What are your opinions on closed ednd funds that short long bonds to minimize loses due to rising intrest rates. Examples would be MIG.UN or MBB.UN. These type of CEFs pay god monthly income.
Read Answer Asked by Ronald on June 17, 2013
Q: The price of XRB has increased as rates have trended lower and has recently decreased with the threat of higher rates. This seems counter intuitive for a floating rate instrument which should in part act as an inflation hedge. Am I missing something and is XRB now at an attractive level?
Read Answer Asked by Gary on June 14, 2013
Q: Peter; With talk about a switch by industries in the US to coal from gas/oil do you think a ETF , like KOL, trading near its 5 year low, would be a timely buy? Thanks. Enjoy your weekend . Rod
Read Answer Asked by Rodney on June 14, 2013
Q: PETER AND TEAM I would like to have your thoughts on etf==== PKW thank you mel
Read Answer Asked by Mel on June 13, 2013
Q: I have been invested in XRB [real return bonds]for the past three years and have done very well, however the last month it has been in a strong down trend. With interest rates likely to rise in the not to distant future.Is it time to sell ?
Read Answer Asked by John on June 11, 2013
Q: Hi,
Could you please comment on whether it is better to hold XIT - S&P/TSX Capped Information Technology Index Fund
or just try to cherry pick among the 7 holdings(GIB.A,BB,OTC,MDA,CSU,CLS,WIN) there seems to be a good representation of 5i selections while the others seem to be
doing well or at least on the cusp. Thanks in advance
Read Answer Asked by Leonard on June 11, 2013
Q: ZDM ETF -international other than NA-made up of EU, Asia & MSCI EAFE Index- is this a good holding for international exposure. It has been going up even though the economies are in recession??
Read Answer Asked by James on June 10, 2013
Q: Peter, I have owned the ETF XRE (RRSP) for over 4 years and incl. reinvested dividends I have a gain of approx. 130%. REITS have been hit recently due to concerns about our real estate market (negative press as always) and > interest rates, I guess? Would you sell or keep-Reits should do well in a little higher int. rates as this would indicate a bit of inflation which should be good for fixed asset valuations-I would think?
Read Answer Asked by James on June 10, 2013
Q: I'm looking at US$ ETFs. Any thoughts about the suitability of DGRW for an RRSP investment? Would you prefer VIG?
Your service is valued! Thanks!
Read Answer Asked by Jim on June 09, 2013
Q: Hi Peter:
Another question regarding the the rotation out of bonds. I have huge capital gains in XRB and was wondering if it would be a good idea to sell and put the proceeds into a 5 year GIC ladder to lessen the damage that could be caused by rising intrest rates.

Thanks
Ron
Read Answer Asked by Ronald on June 07, 2013
Q: Could you please comment on the suitability of the covered call option ETF'S offered by the Bank of Montreal; in particular the Utility, Banks and Dow Jones Funds, ZWU, ZWB and ZWA respectively - thank you in advance for your feedback.
Read Answer Asked by Bruce on June 07, 2013
Q: I can see in my portfolio the rotation happening that you have been addressing, as I have a lot of dividend payers (my pipelines, utilities, telecom, reit's are going down). Can you recommend specifics stocks / etf's to rotate into as I would like to participate. It looks like its just the beginning. Thanks - John.
Read Answer Asked by john on June 06, 2013
Q: Hi 5i, I am new to the service and am pleased with what I see.
I was wondering if you have any ideas about hedging your portfolio
with a etf like HVU or HSD or VXX. Your thoughts would be appreciated. Thank you.
Read Answer Asked by Greg on June 06, 2013
Q: Thank you for your service and your willingness to comment on questions beyond the stocks you're following. I hope your answer to our situation will be useful to your other clients.
You have suggested the Canadian Preferred Shares ETF CPD for other clients' bond and fixed income holdings and we took advantage of that advice with some GIC and moneymarket holdings. We've held TD Canadian Bond Fund TDB162 for many years (before 5iResearch and the wonderful Model Portfolio!)and are thinking of replacing the TD fund with CPD. Do you agree with this action?
Read Answer Asked by Sharman on June 04, 2013
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