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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, I want an investment for about 4 years in an RESP-like fund where capital preservation is important. Is there a particular preference share etf you like, and as far as stocks go would you expect K-Bro to be low volatility? Thanks, Bill
Read Answer Asked by Bill on July 17, 2013
Q: I would appreciate your opinion on EPP (iShares MSCI Pacific ex-Japan Index ETF) for international exposure. EFA and VEA were mentioned in a previous response. Do you think these are preferable to EPP? Thank you.
Read Answer Asked by Stephen on July 16, 2013
Q: Hi Peter, Have you any suggestions as to how I could get some
exposure to biotech or life sciences through the TSX and an ETF.
I am aware of the XHC and ZUH. May be a growth area over the next five years.
Greg
Read Answer Asked by Greg on July 16, 2013
Q: I see XCD as a Can.Dollar hedged consumer discretionary ETF.Are you sure XCD is the symbol for the unhedged consumer staples ETF? Thanks.
Read Answer Asked by Donald on July 15, 2013
Q: Are you aware of a U.S."consumer staples" ETF and a U.S."consumer discretionary" ETF that is hedged to the Canadian dollar?I thank you for your continuing superb performance in answering so many varied questions.
Read Answer Asked by Donald on July 12, 2013
Q: Wanting to take advantage, with the long-term in mind, of the beat-down in emerging markets, what ETFs or Mutual Funds do you recommend? Also, if I wanted to buy a single company with good dividend that has very strong EM exposure, would Unilever be on your short list?

Thanks-
Read Answer Asked by Brad on July 12, 2013
Q: Peter;Is there any difference between XLP and KXI ? Thanks. Rod
Read Answer Asked by Rodney on July 12, 2013
Q: Peter; I own KBE at $23.5 and am wondering if I should take my gain or continue to hold it. I have read a few things recently that U.S. banking sector is facing headwinds. Thanks. Rod
Read Answer Asked by Rodney on July 11, 2013
Q: Could you please give me your opinion on ZRE-T.
Thank you.

Milan
Read Answer Asked by Milan on July 11, 2013
Q: Hello All, Thanks for the great advice. In view of the Fed backing off on stimulus what do you think of short treasury ETFs? I leaning toward TBE or TBX. What are the risks?
Read Answer Asked by Gerald on July 11, 2013
Q: RWJ and XSU
RWJ US Dollar ETF
XSU Cdn Dollar ETF
I am looking for an entry into US market and would like your opinion on these two small cap ETF's.
Your comments greatly appreciated.
Nadine
Read Answer Asked by Nadine on July 10, 2013
Q: Could you give me a brief outline of forgien ETF"s & taxes in a TFSA
Read Answer Asked by Alex on July 10, 2013
Q: Hi, what are the Emerging Market plays that are on the TSX, if any. They have been beaten up as of late. I'm guessing an ETF of some kind..............tia
Read Answer Asked by Philip on July 10, 2013
Q: Which US and foreign ETFs would you recommend for holding outside RRSP accounts? Which ones have better tax advantages? Is it wise to purchase them at this time especially with current exchange rate? Thank you.
Read Answer Asked by Lucas on July 08, 2013
Q: Peter - what are your thoughts on FIE - Claymore Financial Monthly Income Fund. I like the 7.3% Yield. I am looking at a 10% weighting in my portfolio. Is the low daily volume trade in this fund a concern? What are the risks? Thank You.
Read Answer Asked by Luigi on July 07, 2013
Q: Hi 5i team
Any thoughts on Horizon's SilverYLD - HZY - Last at $5.05 with a 9% yield paid monthly. With the potential rebound in silver over the next couple of years, would you recommend a position?
GUY
Read Answer Asked by Guy R. on July 06, 2013
Q: Good morning 5i,

Looking to diversified about 5% to 6.5% of my portfolio in the VEF, a Vanguard ETF. Is this a good ETF for international and emerging markets exposure?

Thanks
Read Answer Asked by Paul on July 05, 2013
Q: Hello Peter and Team,
I am struggling a little finding an equity growth or dividend ETF to hold in a RRSP account. One to cover US equities and one to cover CDN financials. I am looking at something like VIG,VYM or VTI but is listed on the TSE. Was looking at VCE to cover the CDN financials. Any comments or alternate suggestions in these categories would be appreciated.
Thanks again,
Paul
Read Answer Asked by Paul on July 03, 2013
Q: I have app. 10% of my portfolio in ZRE. It has taken quite a hit recently. What do you see ahead for this sector? I am thinking of selling some of it and putting it into the US index fund VFV. Right now my asset allocation is 30% CA dividend stocks, 10% REITS, 10% EAFE, 10% High Yield Bonds (CHB) and 30% US (VUS and VFV), 10% CASH.
Read Answer Asked by Andrew on July 02, 2013
Q: In your answer to the question from Denis regarding how many stocks are required to own a diversified income portfolio of $125K and what weighting you would give for each stock, your answer was 20-25 stocks with an equal weighting of 5% to 4%. I have three questions:

In general, is this number of stocks also the optimum for a portfolio of $300K assuming the weighting is similar?

At what value would a portfolio be considered too small to hold individual stocks and should hold ETFs instead?

Finally, how should one calculate the optimum weighting of ETFs if they are already in a portfolio that also holds individual stocks?

Thanks so much for your excellent service and I hope that you all had a great Canada Day weekend.


Read Answer Asked by Jerry on June 29, 2013
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