Investment Q&A

Q: Will both of these always trade around $50/share?

Q: How is a DRIP for VBAL advantageous for an investment in an RIF? Would it not be beneficial if the market value or the number of units increased rather than the cost base? I don't understand why my financial adviser would set this up. Please help me understand this investment in a registered account. Thank you for your invaluable service.

Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service

Q: what is the best etf to get in on the surge in European spending

Q: Good Morning Peter & Team,

Please advise best recommendation for holding cash during this Trump induced market turmoil.

Thanks for all you do

gm

Q: Hi All,
Would you be able to recommend a Defense stock or ETF based in Europe or the UK? Thank you.

Q: Dear 5i
If it's not too much to ask could you give me the most accurate yield that you possibly can on the above stated ETF's . It's very frustrating obtaining this information acurrately as different web sites give different numbers . If you were to rely on just one non prescription website what would that website be to obtain reasonably accurate yield information ? I'm sure you get tired of being asked this question on a fairly regular basis .
If you have other suggestion on similar like ETF's i would be all ears .
I also assume that all these ETF's are quite safe and that no more than 100K should be put into any one of them .
Thanks greatly
Bill C

Q: I hold a significant position of ZWU ( less ZUT) for stability of the sector during crisis and stable dividends .ZWU holds around 40% of US stocks .In a non registered account, considering various factors: 1) NAV of ZWU is normally dropping over time 2) dividends are higher 3) no dividend tax credit for the US proportion 4) having a US proportion offers some kind of diversification : Alltogether would you consider one of those ETF a better choice for value + dividends? if not ,any ideal proportion of the 2 ? Many thanks ,JY

Q: I know 5i doesn't like to give portfolio weighting advice so I will approach this is a different way ..... Hypothetical situation . YOU have a RRIF with no fixed income component. You have chosen HPYT to represent that sector . You would be comfortable between "X" and no more than "Y" weighting of HPYT ..... Please solve the equation and provide a value for X and Y ? .... Thanks for your terrific service .....

Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo

Q: Would VIU be a good proxy for global exposure without North America?

Q: Is there an ETF of the S&P 500 without the 35% tech component?

Q: Morning Peter and team,

Would you please recommend a number of ETFs for emerging markets.

Cheers,

Q: Hello,
I have a question about adding fixed income to a portfolio.
My registered portfolio is all equities, mostly large cap dividend payers and some growthier names thanks to 5i, reasonably well diversified, a little heavy on financials.
I am happy with the results and will be relying on it as my main source of retirement income in about 5 years.
I am thinking it is time to gradually add some fixed income, to decrease volatility somewhat and increase predictability, targeting a 70/30 equity/fixed income split over time.
Would like to keep it simple with ideally 2 ETFs, was thinking XBB or ZAG plus something else.
I see that the Canadian Money Saver portfolio uses XBB, CBO, CPD and XHY for fixed income.
What would you pair with XBB/ZAG in this scenario?
Is a US fixed income component a good idea?
What do you think of combining a passive bond universe ETF with an actively managed ETF/fund?

Thanks as always.

Q: I hold the following High dividend players: CALL, DGS, GLCC, HDIV, HMAX, HPYT, QQCC and QQQY. Can you please rate these as safest and best for growth. I am down on HMAX, HPYT and QQQY. I hold so many as I am leery to place all dollars on one player. Or are there some I should sell.

Q: Hi Peter and 5i Team,

I’m wondering why, for all periods (3 month, 6 month, 1 year, YTD, 3 years, and 5 years) MNT beats both CGL and CGL.C even though the M.E.R. Of MNT is slightly higher than the other two. Is MNT a good way to get some gold exposure in these turbulent times? Thanks as always for your insight.

Q: DYNF— iShares U.S. Equity Factor Rotation Active ETF (not in your data base). Does this ETF look promising to you going forward ? Based on information in the fund sheet , this ETF is a diversified and tactical exposure to style factors via a factor rotation model. ETF.com says “... The [ETF] model allows securities to be included in multiple equity style factors rather than being solely assigned to a single style factor”.

DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab:

Q: Is there any daylight between XAW and VXC? Any difference in hedging? I see the fees are similar and XAW has slightly higher distributions.

Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?

Q: I'm looking to invest in the healthcare sector for income and am considering HHL or LIFE. Which one would you recommend and why?