Q: Hi Peter and 5iResearch Team,
Can you please provide your outlook on the Ishares S&P Global Industrials, XGI. Thank you.
LInda
Can you please provide your outlook on the Ishares S&P Global Industrials, XGI. Thank you.
LInda
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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 Peter and Team
I am a timid do-it-yourselfer Senior and do appreciate the service that you and your team provide.
My question is about the treatment of an ETF, by the CRA, that is sold on both the TSX and NY, under different symbols. My example is the Vanguard ETF VIG and VGG, and there are others. They are both the same fund since VGG holds VIG as its sole holding. However VGG is sold on the TSX in Cdn dollars while VIG is sold on the NY exchange in US $. VGG is not hedged. Is VGG treated as a Canadian ETF and if so what implications does that hold for tax purposes since it has US holdings. They each pay a dividend in US$ and I would assume there would be a 15% withholding tax on each of them. Perhaps you might also comment on the requirement by the CRA to state whether or not one has $100 000 in foreign assets on one's tax return and what implications if any there are with purchasing either of these type of twin ETF's into one's portfolio. I would appreciate any clarification that you might provide.
Many thanks
Bill
I am a timid do-it-yourselfer Senior and do appreciate the service that you and your team provide.
My question is about the treatment of an ETF, by the CRA, that is sold on both the TSX and NY, under different symbols. My example is the Vanguard ETF VIG and VGG, and there are others. They are both the same fund since VGG holds VIG as its sole holding. However VGG is sold on the TSX in Cdn dollars while VIG is sold on the NY exchange in US $. VGG is not hedged. Is VGG treated as a Canadian ETF and if so what implications does that hold for tax purposes since it has US holdings. They each pay a dividend in US$ and I would assume there would be a 15% withholding tax on each of them. Perhaps you might also comment on the requirement by the CRA to state whether or not one has $100 000 in foreign assets on one's tax return and what implications if any there are with purchasing either of these type of twin ETF's into one's portfolio. I would appreciate any clarification that you might provide.
Many thanks
Bill
Q: Dividend Aristocrats
should i buy Dividend Aristocrats ETF SDY or NOBL, they seem to track the same type of portfolio
could you give me a brief analysis of their differences (i.e. management fee / div reinvestment v payout /)
essentially if i invested $1 in each where would i make a better return and why
thanks
should i buy Dividend Aristocrats ETF SDY or NOBL, they seem to track the same type of portfolio
could you give me a brief analysis of their differences (i.e. management fee / div reinvestment v payout /)
essentially if i invested $1 in each where would i make a better return and why
thanks
Q: Hello i5,
Can you recommend any unhedged ETFs that focus on large cap and mid cap US equities, but in Canadian dollars? Thanks very much. Great site.
Can you recommend any unhedged ETFs that focus on large cap and mid cap US equities, but in Canadian dollars? Thanks very much. Great site.
Q: I'm looking for some resources stocks or ETFs with a dividend for a longer term hold- 2-4 years. Can u recommend a couple Canadian and US choices?
Q: I am looking for a european and a u.s. etf. (one of each).your help is much appreciated. thanks, vic.
Q: On WXM, the Momentum ETF, the NAV when assessed in May was $8 mm. Now it is $36 mm. Do you consider this still too small and if so at what point would it be deemed to have adequate liquidity? I see the portfolio of 30 names has many components of the 5i model portfolio and I like the concentration of stocks. Thanks, J.
Q: Comment on FND;NYSE ARCA, FIRST TRUST DOW JONES INTERNET INDEX FUND. Mentioned by D. Burrows on Market Call recently.
It seems to have merit for exposure to high priced US stocks such as Amazon and Google Thank you Alan W.
It seems to have merit for exposure to high priced US stocks such as Amazon and Google Thank you Alan W.
Q: could u please suggest companies in the rare earth metals,used in a range of high-tech products that might be worth will investing in.
Q: What do you think of the long term prospects of the Chinese Tech ETF, QQQ-C, versus the US versions like QQQ?
Q: Hi team:
I have some XTR in my RRSP as part of the income portfolio
I came across CBD, ishares Balanced Inc core portfolio;
it has some exposure to US and Cdn equity and about 40% in fixed income, morning star gave it a 4 star rating
What do you think of putting 1/3 of my RRSP in CBD and 2/3 in XTR ?
Thanks!
I have some XTR in my RRSP as part of the income portfolio
I came across CBD, ishares Balanced Inc core portfolio;
it has some exposure to US and Cdn equity and about 40% in fixed income, morning star gave it a 4 star rating
What do you think of putting 1/3 of my RRSP in CBD and 2/3 in XTR ?
Thanks!
Q: A recent article in the Globe and Mail commented on CBD an etf which appears to own the world in both stocks and fixed income. Too much diversification? What is your opinion?
Thank
Thank
Q: PPLT Platinum ETF What do you think of platinum at this point? With your theme of liking car parts makers and as I am (mostly) out of gold I am looking over this ETF. Or is the another platinum ETF you prefer more?
Q: This is an answer to Michael's question about NAV. The NAV for FXM is $13.46 and WXM is $12.56 (both Oct. 15).
TD Waterhouse provides a pretty good evaluation site and here is the link
https://research.tdwaterhouse.ca/research/public/Stocks/Overview
Hope this helps
TD Waterhouse provides a pretty good evaluation site and here is the link
https://research.tdwaterhouse.ca/research/public/Stocks/Overview
Hope this helps
Q: Good morning 5I, you commented on SSF.UN in Sept. 2012, do these comments still apply and would 5% be too much in a RRIF? Thank you
Q: I am looking to diversify into US and International markets using Vanguard ETFs. Would you recommend purchasing Canadian Hedged or Non Hedged ETF?
Thanks
Thanks
Q: Thanks for the great advice over the past year or so. I've done very well with BAD, CSU, MG, ESL, STN and VRX. Now I want to lock in some of that "paper" profit. Two questions: how do the safety of bonds compare to bond ETF's (or do you recommend another option)? Second, what bond ETF would you recommend,if capital preservation is the main priority? Thanks!
Q: A few questions about FXM and WXM, which are Morningstar's ETFs that follow a momentum and value style respectively. These have spectacular >20 year 'theoretical' ie. backtested records. Is this something that will likely beat the TSX in the future or are there usually problems with backtested mechanical strategies going forwards? Do they trade at a premium to NAV and where do I find their NAV figure? Thanks.
Q: I am looking at exposure to China. Is there an etf for China that you could recommend?
Q: On 20 Sep, you had recommended XRE as an ETF to get some real estate exposure as opposed to some specific stocks about which I had inquired. Approx a week ago a guest on BNN recommended ZRE over XRE so I was wondering why he did. Do you have any idea why he would do so? Thanks and I hope you had a great time in Germany. I did when I was 21 and spent 3 months there gratis of our gov't.
Gary
Gary