Q: Peter, at the beginning of January I will be adding 150% to my portfolio comprised mostly of 5i stocks and a couple of US ETF's. I am in line waiting for a review of my portfolio and in the meantime where would you suggest I park the cash? A selection of ETF's probably makes the most sense. Thanks.
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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 team, Regarding Don's question on NOC....Something to consider is PPA (Aerospace and defense ETF). From Yahoo finance:
Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11
Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11
Q: Hello Peter,
I am interested in buying the VGG, but you have been recommending the VIG.
What would be the advantage of getting the VIG. VGG seems to track the same index, is in cdn dollars and is not hedged.
Thank you
I am interested in buying the VGG, but you have been recommending the VIG.
What would be the advantage of getting the VIG. VGG seems to track the same index, is in cdn dollars and is not hedged.
Thank you
Q: Hello Peter
I cannot seem to find an etf in the Pharma/healthcare industry that is in cdn dollars and not hedged. Do you know of one or do I need to buy one in US$? Do you think being hedged to cdn$ would affect performance other than the currency risk should the cdn$ continue sliding?
Thank you
I cannot seem to find an etf in the Pharma/healthcare industry that is in cdn dollars and not hedged. Do you know of one or do I need to buy one in US$? Do you think being hedged to cdn$ would affect performance other than the currency risk should the cdn$ continue sliding?
Thank you
Q: Hi I am a new member. Wow what a gold mine of information! Here is my first question. I am managing my wife’s LIF and I think it would be prudent to diversify some funds in the US market to capture expected growth and take advantage of the strong US dollar. I am looking at dividend ETF’s (it is a little overwhelming) and wonder which of the following would be my best option;
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?
Q: dont know why everyboby goes to FEZ instead of FEU which has top country's has England,Germany and Switzerland with a much higher yield. Versus France replacing England in FEZ.your opinion on FEU please. The best for the coming year to the team. Great stuff.
Q: I own SLF and plan to hold it through the pending interest rate increases. I also hold VNR, ZUT and ZWB each at a small profit. Would you continue to hold these latter 3 much longer and risk a price slide? Thanks.
Q: Could you give me your opionion on this etf?
I'm looking for disney, netflixs, etc.
I'm looking for disney, netflixs, etc.
Q: Could you please compare these three health care ETFs(FXH, VHT and FXH). Alternatively could you recommend two or three health care low risk stocks in the U.S. market.
Thanks
Thanks
Q: Your insight on this investment please.
Thanks, Jim
Thanks, Jim
Q: I would like to sell these 3 ETF's to offset some capital gain. What ETF or stocks would you recommend for income to replace these 3 ETF's. Should I just buy these 3 ETF's after 30 days.I don't need income but I am a senior.
Q: Peter and team
I want to increase the tech sector portion of my kids resp which is currently nil. Would you suggest a tech etf ZQQ/QQQ (hedged or unhedged)or a couple of individual Canadian tech stocks? Total about 6k in a 50k rrsp. Minimum 3 yr. timeline.
Thanks and seasons greetings
Phil
I want to increase the tech sector portion of my kids resp which is currently nil. Would you suggest a tech etf ZQQ/QQQ (hedged or unhedged)or a couple of individual Canadian tech stocks? Total about 6k in a 50k rrsp. Minimum 3 yr. timeline.
Thanks and seasons greetings
Phil
Q: Do you follow Martin Armstrong? What is the best way to short emerging market bonds? Thanks, Andre
Q: I have held SPY in my US$ account for a few years and am thinking of trimming it now and use some capital losses to offset the gains. It is not overweight in my portfolio so I don't really have to do anything. A couple of questions.
First, I would be looking at buying SDY with the proceeds. Does this give me further diversification, SDY a better ETF or is it a sideways move?
Second, I have been reluctant to sell ETF's because I am concerned how to calculate the ACB because of dividends. I am right to be concerned about this?
Thanks and a happy holiday to all at 5i.
regards,
Paul F.
First, I would be looking at buying SDY with the proceeds. Does this give me further diversification, SDY a better ETF or is it a sideways move?
Second, I have been reluctant to sell ETF's because I am concerned how to calculate the ACB because of dividends. I am right to be concerned about this?
Thanks and a happy holiday to all at 5i.
regards,
Paul F.
Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?
Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?
Thank you,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?
Thank you,
Q: Hi,
Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?
Thank you.
Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?
Thank you.
Q: I'd like to initiate a long position in the oil and gas sector, but am hesitant to do so by picking individual stocks. Are you able to recommend two ETFs with a focus on oil and gas? I'm looking for one with exposure to NA Junior producers, and one with exposure to a mix of oil related companies (producers, explorers, services, etc).
Barring that, perhaps you can think of a mix of 5 stocks I could buy to make my own mini ETF with the above considerations.
Thanks,
Cam.
Barring that, perhaps you can think of a mix of 5 stocks I could buy to make my own mini ETF with the above considerations.
Thanks,
Cam.
Q: Merry Xmas to all. Could you comment on S? Todays action, Also cdz, Thanks and Good wishes in 15. Thanks, Cliff