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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: Hi Peter and Team: First, thanks for the truly great service. My question: It seems the UK economy might be on the mend, so I have been looking at British ETFs. What do you think of EWU and EWUS for the next year or two? The latter had a particularly good 2013. Merry Xmas.
Read Answer Asked by Roland on December 23, 2013
Q: Greetings to all:
Could you kindly provide me with the number of shares in the float, The percentage of shorts, and the days to cover on the following funds.
I shares I boxx high yield corporate bond fund --- HYG- n
I shares us high yield bond index fund hedged---XHY
Horizons active high yield bond etf---HYI
BMO high yield corp hedged index etf---ZHY
SPDR barclays capital high yield bond etf---JNK
SPDR barclays capital short term high yield bond--SJNK
TD High yield fund
20 year treasury fund--TLT

Also, several guests on BNN insist that Retrocommid-market reit RMM.UN-T has a payout ratio of 120%. Teal Linde insists that it is only 98%. What can you find.
THANKS
BEN
Read Answer Asked by BEN on December 22, 2013
Q: Hi Peter & Team,

A commentator on BNN predicted a 90 cent loonie compared to the US dollar in the not-too-distant future. In general, and if there's a choice, would an unhedged ETF (e.g. CLU.C) be preferable to a hedged version of the same or similar ETF?

Thanks in advance and Season's Greetings to everyone at 5i and also to the members who ask such insightful questions.
Read Answer Asked by Jerry on December 20, 2013
Q: Hi Team,

No one has ever asked a question about YZM, so let me be the first. What is your opinion ofFirst Asset Mornings tar's ETF that follows the U.S. Momentum Index? Thanks!
Read Answer Asked by Paul W on December 20, 2013
Q: What are your current thoughts on HFR ? I have cash sitting in a bank savings account earning virtually nothing. I am thinking that HFR is a safe bet to put some of that cash and earn a little more interest than I am getting at the Bank and still be relatively safe.
Read Answer Asked by Ken on December 17, 2013
Q: Seasons greetings 5i!

I currently own VIG,FEZ,QQQ,IWO and BRK.B in my US portfolio each about 6%.
Going into 2014 and with the expectation of tappering and rise in interest rates. Are these ETF's ok to hold for the next year or two and is it ok to bump up my holdings to 10% in each?
I own SLW for insurance as well.

Looking forward to your reply.
Thanks.
Read Answer Asked by Irshad on December 17, 2013
Q: My wife wants to increase her US position. Is PRF better than VYM or VIG? I think VYM is better but I would like to know your opinion.

Regards
Read Answer Asked by James on December 16, 2013
Q: Good Day; We are starting up an RESP investment account for a new born and would like a suggestion on an ETF to start the first investment with. The initial cash investment will be fairly modest, probably around $2000 - $2500 for the first year.

Thanks for your insight.
Read Answer Asked by g on December 15, 2013
Q: Assumption: The U.S. equity market continues to remain healthy & positive overall for the next 12 months. The question is what, in your opinion, is the best way to buy the US equity market from a Cdn.registered acct. relative to the current surcharge(incl.fees & exchange)of nearly 7.5%.
Thanks for a great year.
Read Answer Asked by Robert on December 14, 2013
Q: Hi 5i team,Happy holidays: I need to add 5% for a total of 40% fixed income portfolio (retired). Choice between CPD & XHY. Am I wrong to believe that CPD will do badly whereas XHY will do okay in a rising interest world? The balance is CBO & GIC...ladder 1/2/3yrs
Read Answer Asked by Karl on December 12, 2013
Q: I have traded XIV several times over the last 2 years and done quite well. While it has some violent swings the trend over the last 2 years in up. What is the risk to holding this for several years?
Read Answer Asked by Mark on December 12, 2013
Q: What do you think about FSL for a Rif?
Thanks, Ron
Read Answer Asked by Ronald on December 10, 2013
Q: While asset allocation is more personal to ones situation whats your opinion on these ETF's for a portfolio revamp or are there better options that one should consider.
Bonds - XBB, U.S. - XSP, International - XIN, emerging markets - VWO, there is also a Canadian allocation and cash but I am not sure about these 4 ETF selections.
Read Answer Asked by Peter on December 09, 2013
Q: Peter; I am looking for a U.S. ETF that would replicate the insurance sector to take advantage of rising rates over the next 3-5 years. Thanks. Rod
Read Answer Asked by Rodney on December 08, 2013
Q: I am thinking of selling the Canadian portion (15%) ETF (XIC) of my portfolio and replacing it with the 5i model portfolio, any thoughts.
Read Answer Asked by Peter on December 08, 2013
Q: Hi Peter, The 12 months return for XRE is down 8% (including dividend) is it time to get in? For a 10% position in a portfolio (retired), is it best to buy 3 or 4 individual REIT or simply buy XRE? (Riocan/H&R/Callaway/maybe another one...all equal weight). Also,I would include BEP.UN within the 10% allocation
Thanks
Read Answer Asked by Karl on December 06, 2013
Q: ETFs don't seem to form part of your conventional review. Do you have suggestions for high dividend Canadian ETFs?
Read Answer Asked by Carl on December 06, 2013
Q: Hi Peter and 5iResearch Team,
What is your opinion of Horizon S&P/TSX60? Or, do you prefer another ETF for Cdn. large caps.
Thank you.
Linda
Read Answer Asked by Linda on December 05, 2013
Q: Hello, I currently have zero exposure to the energy and/or material sectors. I was considering the wisdom tree etf GNAT. Your comments would be appreciated. Thanks
Read Answer Asked by Adam on December 04, 2013
Q: Hello 5i

First thank you for your great recommendation for ACQ, it has been doing great for me and I will probably hold it for years to come.

I own a full position in BEP.UN and I am looking at switching that for the SPDR Homebuilders ETF XHB to take advantage of the home builder surge in the U.S. What do you think of this?
Cheers

Greg
Read Answer Asked by Greg on December 04, 2013