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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: My son (3 yrs old) has about 6K in his resp. I have been trying to create some kind of balanced portfolio, but clearly with the limited funds, it is a challenge. I currently have some aya, pki, bin, and bns. Given his age, I am willing to take on moderate risk. I have looked at cpd, but am not overly impressed. I was considering part zeb for stronger bank exposure and finding a good US consumer disc. Etf. Can you recommend a good approach to invest for my son's future education.

Thanks and a very Happy holiday to all at 5i!!

Eric
Read Answer Asked by Erichsen on December 17, 2015
Q: Hi!
What would be the best non hedged ETF to follow the US market that is traded in Can$. Would that be VUN-T?
Read Answer Asked by David on December 17, 2015
Q: Hi Peter and team,

I'm looking to add a balanced core of ETF's in my portfolio for everything outside of Canada, what ETF's would you suggest? Some income would be preferable.
Read Answer Asked by Robert on December 17, 2015
Q: Hi,
Why does this one drop a lot today comparing to FXI:us?
Thanks
Jim
Read Answer Asked by Jim on December 16, 2015
Q: Hello Peter and Team,

I bought this ETF a few months ago hoping to participate in Europeam equity rebound. So far not much has happened. Your thoughts on this ETF and please recommend any if you feel will participate in rising European stock prices. Thanks, Rossana.
Read Answer Asked by Rossana on December 16, 2015
Q: Having read so many questions recently from your customers citing down 20%, 50% and worse; and feeling the pain myself ... would it make sense as part of a "flight to safety" plan (tip the risk reward in my favor/minimise downside risk) to buy a real return bond fund - or something similar? Looks like the dividend is only 1.9% but short term that beats a lot of other choices.

Thanks. Merry Christmas and the Best of Years in 2016.
Read Answer Asked by Donald on December 15, 2015
Q: Team, wonderful service.

I see you suggested GXC or FXI when asked about China ETFs. What are your thoughts regarding CQQQ or YAO as alternatives ? Thank you very much. Have a great holiday season. Nancy
Read Answer Asked by Nancy on December 15, 2015
Q: Good Afternoon: My question is really currency related rather than Visa specifically. I own a few US stocks including Visa which fortunately for me I purchased when there was not as much difference between the US and Canadian dollar. As a result of stock performance and the difference in currency valuation I have done well. I would like to make a few more US purchases but cant make myself do so with the almost 40% hit. In my opinion some time in the future our dollar will get stronger. Do you have any suggestions or can you recommend Canadian companies or ETF's that I can buy without being so concerned about the currency. Thank You.
Read Answer Asked by Brian on December 15, 2015
Q: here is more info about that etf
thanks
margit
Read Answer Asked by margit on December 15, 2015
Q: Your thoughts on the high yield market. Is it a buying opportunity or ?
thanks,
Read Answer Asked by Denis on December 15, 2015
Q: The last question on PHE was in April 2014.Could you give an update.Thanks Paul
Read Answer Asked by Paul on December 15, 2015
Q: Any latest thoughts on ZRE vs holding CSH.UN/HR.UN/CAR.UN and IIP.UN? Thanks.Paul
Read Answer Asked by Paul on December 15, 2015
Q: This sector is incredibly exciting. What's your take on medical devices please. Thanks.
Read Answer Asked by Norman on December 14, 2015
Q: In the past you have suggested a 30% weighting outside of Canada. If using vxc or xaw for said international esposure and the remainder 'canadian' stocks from the balanced and growth portfolios(atd,csu,cxr,bns,cxi,phm,mg,mda,enb,it,bos,sj,wsp) is 30% still appropriate today? Assuming this is a young investor that would work toward 20 names from the 5i portfolios as funds become available. Thanks
Read Answer Asked by Josh on December 14, 2015
Q: I am looking for equity diversification outside of the Canadian market. Small portfolio.
What would you suggest given the current value of the Canadian dollar? How would your response differ if our dollar was higher relative to the U.S.?
Read Answer Asked by James on December 14, 2015
Q: Your current view on CGR (ETF- ishares global real estate index).
Your top choice in this sector (ETF), for the next 5 years.
Many Thanks .
P.
Read Answer Asked by pascal on December 14, 2015
Q: I am down 12% YTD on this investment. would you recommend that I hold or sell?

Thanks
Read Answer Asked by kim on December 13, 2015
Q: Hi Team! Looking at the XEI high-dividend ETF. The energy weighting is 27%. I believe that at some point next year, all energy companies will cut their dividends to below 2%. If that happens, wouldn't the ETF manager sell energy companies? It's called "high-dividend", so the rule must require a stock has a yield > 4% to remain included? If they didn't, it'd be a nice way to go long energy (diversification + 0.2% MER). Better go with ZEO or XEG and bite the 0.6% MER. What do you think?
Read Answer Asked by Matt on December 13, 2015
Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!
Read Answer Asked by Linda on December 10, 2015
Q: Is there a bank etf that covers the big banks that you would recommend for kids that may not have enough yet to invest in a single bank stock, or would you recommend a specific bank stock instead just to eliminate fees? Thanks again. John
Read Answer Asked by john on December 09, 2015
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