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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: What do you think of the long term prospects of the Chinese Tech ETF, QQQ-C, versus the US versions like QQQ?

Read Answer Asked by Graeme on October 16, 2013
Q: Hi team:
I have some XTR in my RRSP as part of the income portfolio
I came across CBD, ishares Balanced Inc core portfolio;
it has some exposure to US and Cdn equity and about 40% in fixed income, morning star gave it a 4 star rating
What do you think of putting 1/3 of my RRSP in CBD and 2/3 in XTR ?
Thanks!
Read Answer Asked by Michael on October 16, 2013
Q: A recent article in the Globe and Mail commented on CBD an etf which appears to own the world in both stocks and fixed income. Too much diversification? What is your opinion?

Thank
Read Answer Asked by John on October 16, 2013
Q: PPLT Platinum ETF What do you think of platinum at this point? With your theme of liking car parts makers and as I am (mostly) out of gold I am looking over this ETF. Or is the another platinum ETF you prefer more?
Read Answer Asked by Gerald on October 15, 2013
Q: This is an answer to Michael's question about NAV. The NAV for FXM is $13.46 and WXM is $12.56 (both Oct. 15).
TD Waterhouse provides a pretty good evaluation site and here is the link
https://research.tdwaterhouse.ca/research/public/Stocks/Overview

Hope this helps
Read Answer Asked by Kyle on October 15, 2013
Q: Good morning 5I, you commented on SSF.UN in Sept. 2012, do these comments still apply and would 5% be too much in a RRIF? Thank you
Read Answer Asked by Alayne on October 14, 2013
Q: I am looking to diversify into US and International markets using Vanguard ETFs. Would you recommend purchasing Canadian Hedged or Non Hedged ETF?

Thanks
Read Answer Asked by Sylvain on October 14, 2013
Q: Thanks for the great advice over the past year or so. I've done very well with BAD, CSU, MG, ESL, STN and VRX. Now I want to lock in some of that "paper" profit. Two questions: how do the safety of bonds compare to bond ETF's (or do you recommend another option)? Second, what bond ETF would you recommend,if capital preservation is the main priority? Thanks!
Read Answer Asked by Alan on October 13, 2013
Q: A few questions about FXM and WXM, which are Morningstar's ETFs that follow a momentum and value style respectively. These have spectacular >20 year 'theoretical' ie. backtested records. Is this something that will likely beat the TSX in the future or are there usually problems with backtested mechanical strategies going forwards? Do they trade at a premium to NAV and where do I find their NAV figure? Thanks.
Read Answer Asked by Michael on October 13, 2013
Q: I am looking at exposure to China. Is there an etf for China that you could recommend?
Read Answer Asked by Colin on October 11, 2013
Q: On 20 Sep, you had recommended XRE as an ETF to get some real estate exposure as opposed to some specific stocks about which I had inquired. Approx a week ago a guest on BNN recommended ZRE over XRE so I was wondering why he did. Do you have any idea why he would do so? Thanks and I hope you had a great time in Germany. I did when I was 21 and spent 3 months there gratis of our gov't.
Gary
Read Answer Asked by Gary on October 11, 2013
Q: I hope this is not as dumb as it may appear....There are many very good companies and ETF's that are illiquid, some trade by appointment only. Is the biggest factor in this the fact that the shareholders are unwiiling to part with stocks due to their perceived quality of the company/ETF?
Read Answer Asked by John on October 10, 2013
Q: Not sure if this is within your purview but I am looking to diversify into Intn'l and Emerging markets. I need an ETF or two with a dividend yield of 3% plus. Currently have UXM for my US exposure and am thinking of VEE for Emerging but not sure about one for Intn'l. Another option would be CYH to cover all 3 areas. Any ideas
Read Answer Asked by Bruce on October 09, 2013
Q: What would be the best way to capture Japan industrial and companies? I am considering EWJ but this comprising only big caps. Could you suggests something? Thanks.
Read Answer Asked by Jean on October 08, 2013
Q: Hi 5i,
I've heard that U.S. regional banks (NOT the big boys who gave us 2008) have good potential for growth vis a vis other North American financials. 1. Do you agree? 2. If yes, do you have any individual names that come to mind? 3. Are there any ETFs that are heavily weighted toward U.S. regional banks?
Thank you for your comments and hope the trip is going well.
Davis
Read Answer Asked by Davis on October 08, 2013
Q: Can i get your opinion on ZDJ. Would like to buy a DOW index if there is a major dip but not sure ZDJ is liquid enough. Maybe there is an alternate ETF. Thanks
Read Answer Asked by David on October 07, 2013
Q: 5i Team,

In a previous question, you advised that good portfolio diversification should include 65% Cdn equities, 25% US equities, and 10% global equities. Right now I am severally underweight in global equities, with a 3.5% holding in Emerging Markets PIE-N, and that’s it. I’m looking at topping up to your recommended 10% level with other ETFs, but don’t know what to buy? I’m relatively young and willing to move up the risk curve to get higher returns, what would you suggest? I’m thinking one ETF that tracks Mexico @ 3.5% weighting, and one for Japan @ 3.5% weighting, perhaps? Or should I be looking at Europe? Or just go at a full 10% with PIE-N or some other Global ETF??? Oh the choices….
Read Answer Asked by Ray on October 07, 2013
Q: Could I get your opinion on this ETF, Global X Social Media Index - SOCL:NASDAQ.
Thanks and hope you are haven a good trip!
Read Answer Asked by Roy on October 06, 2013
Q: What is your opinion od BMO Equal Weight Oil & Gas ETF? I am not particularly interested in having SU and CNQ overweighted in an ETF.
Read Answer Asked by John on October 06, 2013
Q: What would you suggest for the materials part of my portfolio? Is there a good CDN ETF ?
Read Answer Asked by Maria on October 06, 2013
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