Q: Could you please tell me what you think of HEDJ.US for exposure to European stocks? I am ok with the US dollar exposure but do not want the risk of the EURO declining versus the US dollar.
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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, a few weeks back, there was talk of a liquidity issue with bond ETFs, Vanguard bond funds, etc.
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!
Q: Hello,
I am working on increasing my fixed income allocation by trimming some stocks. I have a number of American stocks in my RRSP with a good profit and I have been thinking about trimming here and buying fixed income. I had thought of selling an buying an American fund equivalent to xsb. Do you think this a reasonable stragegy? I can also buy a large dual listed stock such as RBC in U.S. funds and sell it immediatly with the proceeds ih Canadian, thus avoiding the exchange from us to cdn,in order to buy something like XSB. Buying the fund in US dollars would save a couple of extra transactions, but it would not be in my home currency. If you think buying a US bond index is a reasonable idea, do you have a suggestion as to which?
thanks as always, Claire
I am working on increasing my fixed income allocation by trimming some stocks. I have a number of American stocks in my RRSP with a good profit and I have been thinking about trimming here and buying fixed income. I had thought of selling an buying an American fund equivalent to xsb. Do you think this a reasonable stragegy? I can also buy a large dual listed stock such as RBC in U.S. funds and sell it immediatly with the proceeds ih Canadian, thus avoiding the exchange from us to cdn,in order to buy something like XSB. Buying the fund in US dollars would save a couple of extra transactions, but it would not be in my home currency. If you think buying a US bond index is a reasonable idea, do you have a suggestion as to which?
thanks as always, Claire
Q: Hello, Can you give some suggestions and information on buying bonds as part of a diversified and a slightly aggressive overall portfolio. Since there are so many types of bonds I would welcome some guidance. Any suggestions on bond etfs are also welcome. Thanks. Shyam
Q: I recently read an article about this fund just arriving in Canada, May 6 I believe. What interested was: It is an international fund and it is managed by Joel Tillinghast (SP?) who was mentioned in the article as an excellent manager of this fund. What are your thoughts?
Q: Please give your comments on ZST as an ETF to compliment XBB & CBO which I already own. Is this a good ETF to hold while waiting for a BOC increase? Also, can you explain why CBO & ZST share prices slowly erode over time while XBB has slow gains?
Thanks,
Tom
Thanks,
Tom
Q: I am well diversified in the Canadian market, but own no US stocks and would like to buy some ETF's. I am looking at ZDJ, ZUE, VUN, AND ZSP, what is your opinion of these? or can you suggest others that will cover the US market and would you recommend that I also have a World ETF? Thank you for the great service and information you provide.
Q: What other indexes would you recommend worth considering for a balanced investor. I currently have
Canada- 1) TSX, 2 ) TSX Small cap
USA- 1) Russel 1000, 2000 & 3000. 2) S & p 500
Europe - FTSE Europe
Asia- Ftse- Emerging Markets
Other - 1) MSCI small cap except north America 2) FTSE all world except USA.
Thank you
Paul
Canada- 1) TSX, 2 ) TSX Small cap
USA- 1) Russel 1000, 2000 & 3000. 2) S & p 500
Europe - FTSE Europe
Asia- Ftse- Emerging Markets
Other - 1) MSCI small cap except north America 2) FTSE all world except USA.
Thank you
Paul
Q: The recent bond sell off is suggesting the much anticipated interest rate increase is around the corner. I have read that bond like stocks such as reits, pipelines, utilities and consumer staples will experience increased volatility in the coming months. I own a 20% weighting in the low volatility BMO etf ZLB. ZLB is loaded with the at risk sectors mentioned and could quickly become a high volatility etf. Would you please suggest several Canadian equity etf's as an alternative to ZLB that have low weightings in the interest sensitive sectors. Thank you.
Q: Hello Peter and team,
My 20 year old nephew just opened a Scotia itrade account this week, how much can he contribute into his TSFA?
Scotia itrade has free ETF trading. For dollar coast averaging, which 4 or 5 ETF's would you recommend for a beginning investor?
http://www.scotiabank.com/itrade/en/0,,4200,00.html
Thank you,
Brent
My 20 year old nephew just opened a Scotia itrade account this week, how much can he contribute into his TSFA?
Scotia itrade has free ETF trading. For dollar coast averaging, which 4 or 5 ETF's would you recommend for a beginning investor?
http://www.scotiabank.com/itrade/en/0,,4200,00.html
Thank you,
Brent
Q: You frequently recommend CDZ for dividend growth. CDZ certainly contains quality dividend growth stocks but it has a very irregular dividend growth history, unlike it's holdings. The following are the annual dividend growth rates for CDZ vs the Canadian Dividend All Stars (average of 65 stocks):
Year CDZ CDAS65
2008 21.2% 35.1%
2009 6.2% 10.8%
2010 6.0% 24.2%
2011 -25.1% 19.2%
2012 1.7% 14.4%
2013 8.2% 14.4%
2014 -9.1% 13.6%
Year CDZ CDAS65
2008 21.2% 35.1%
2009 6.2% 10.8%
2010 6.0% 24.2%
2011 -25.1% 19.2%
2012 1.7% 14.4%
2013 8.2% 14.4%
2014 -9.1% 13.6%
Q: Would you please give me your thoughts about this US ETF. (It makes up about 3% of my portfolio, and about 20% of my financial services sector.)
Thanks for your great service!!
Thanks for your great service!!
Q: With the Globe and Mail reporting that bond markets are predicting a painful road ahead for shareholders, what can I expect from XSB? I bought the shares of this ETF for bond exposure with minimumal downside. Have I missed the mark?
Thanks in advance!
DON
Thanks in advance!
DON
Q: What is the best way to invest in Europe. A ETF
Q: Hello, guys.
Do you have a Toronto listed ETF that will capture gains in a rising Canadian or US bond yield environment?
Thanks.
John
Do you have a Toronto listed ETF that will capture gains in a rising Canadian or US bond yield environment?
Thanks.
John
Q: Hi 5i Team,
Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Q: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
Q: Hi 5i,
Just following up on my question about hedge funds and hedge fund ETFs.
I have found a list of some hedge fund ETFs that have over $100M US in assets and >25K average daily trading volume (for liquidity reasons) and was wondering if any of them would be an acceptable alternative to directly investing in an actual hedge fund. Any thoughts you have would be appreciated, recognizing this is a bit off the main track of your advice.
Here they are:
QAI - IQ Hedge Multi-Strategy Tracker ETF
WDTI - Managed Futures Strategy Fund
RLY - SPDR Multi-Asset Real Return ETF
ALFA - AlphaClone Alternative Alpha ETF
MNA - IQ Merger Arbitrage ETF
Thank you very much.
Michael
Just following up on my question about hedge funds and hedge fund ETFs.
I have found a list of some hedge fund ETFs that have over $100M US in assets and >25K average daily trading volume (for liquidity reasons) and was wondering if any of them would be an acceptable alternative to directly investing in an actual hedge fund. Any thoughts you have would be appreciated, recognizing this is a bit off the main track of your advice.
Here they are:
QAI - IQ Hedge Multi-Strategy Tracker ETF
WDTI - Managed Futures Strategy Fund
RLY - SPDR Multi-Asset Real Return ETF
ALFA - AlphaClone Alternative Alpha ETF
MNA - IQ Merger Arbitrage ETF
Thank you very much.
Michael
Q: Hi Peter, what is your long term outlook for ZGI ETF. should i make it part of my retirement portfolio?
Q: aRE THEY GOOD ETF AND RELATIVELY SECURE. hanks a lot.