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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: I am nervous about the markets between now and the end of the year because of the shorts from hedge funds and tax loss selling. Not to mention the possibility of a drastic change in our Federal Government. I am also shying away from bonds because of the threat of rising rates. I am largely in cash but am wondering if HPR would be considered a diversification from equities? Jeff
Read Answer Asked by Jeff on September 30, 2015
Q: Hi- I hold a bit of XHY but it has been crashing and I hear a lot of negative comments on it- liking it to holding the mortgage backed securities of 2008- what do you think?
Read Answer Asked by Pat on September 29, 2015
Q: With the volatility happening in Healthcare stocks, can you recommend a Canadian ETF that covers the US Healthcare Sector? I think ZUH is one, what is your opinion on this ETF, are there better ones out there?

Thanks,
Paul

Paul
Read Answer Asked by Paul on September 29, 2015
Q: I am thinking of investing in the REIT space ( individual company or ETF) for income in a registered account. In looking at XRE I note that CSH.un is not now listed in the holdings. Would you have any comment on a reason for it being dropped?

Do you have any preference between XRE or ZRE?

As always -thank you for your guidance.
Read Answer Asked by Len on September 29, 2015
Q: What are your thought on this ETF? Is there a similar ETF but not hedge?
Dolores
Read Answer Asked on September 28, 2015
Q: Could I please have your thoughts on the new Questrade Etf's QMV and QTI. Qmv seems to hold basically the IWS index whereas the QRI holds over a hundred individual companies. Given that these are relatively new ETF's, I'm somewhat unsure given the market caps/costs.

Thank you as always for the great service

David
Read Answer Asked by david on September 28, 2015
Q: I have a small lump sum to invest, 3-4% of portfolio value (well balanced). Ignoring any other considerations, which of these ETF's in order of preference would you recommend for growth with medium+ risk? Canadian large cap, Canadian small/medium cap, U.S. Large cap, U.S. medium cap, World ex. U.S.

Thanks Guys (enjoy the weekend)
Read Answer Asked by Warren on September 28, 2015
Q: I have 5 different ETF that are hedged to the Canadian dollar. As I understand you prefer not to hedge especially when the Canadian dollar is falling. Would it be better to sell these ETF and invest in ETF's that are not hedge?
Thanks
Read Answer Asked on September 28, 2015
Q: Please give your thoughts on this options ETF and general comment on options etfs.
Thank you.
Read Answer Asked by Howard on September 25, 2015
Q: i am looking for a short term instrument to park money in till market settles down. FHY doesn't appear very liquid. Any thing you might suggest like this

Thanks for great service
Read Answer Asked by Dale on September 24, 2015
Q: Hi 5i Team.
I currently have a family RESP started 5yrs ago for my 2 1/2 and 5 year old. I am maximizing annual contributions and expect the government top up also, so will add $6,000 per year. The funds will not be needed for 12- 15 years and I am willing to weather some volatility. Currently I have the following stocks in the portfolio BNS,BCE,CU,DHX.B,EMA,ENB,XTC,FTS,GEI,L,PPL,BIN,RY,TCK.B,T,TD. They are anywhere from 3-10% weighting. What stocks would you suggest adding to this portfolio?
Thanks
Read Answer Asked by Paul on September 24, 2015
Q: Hi guys, Any opinion on this name ? Also, if you could please recommend a U.S. consumer etf. Thanks
Read Answer Asked by Bilal on September 24, 2015
Q: Hi,

I've owned ZUH for the past two years and it has done well. As you know it is hedged to the U.S. Dollar. Two questions,
1) what do you see happening in the next few years re our dollar vs theirs?
2) do you think I'm better off with another healthcare company?
Read Answer Asked by Graeme on September 24, 2015
Q: Can you comment on the real return of this fund ? I note that Google Finance indicates a yield of 3.9%, but the iShares website shows a Total Return for 1 year of 2.76%. Also, some commentators think you have to look at total return to maturity, since the price of some of the bonds in the fund may be higher than face value, so when the bonds mature, you have a built-in capital loss which reduces your net returns. What accounts for the decline in price of this ETF over the past year (from 19.75 to 19.25) and do you think declines are likely to continue ?
Read Answer Asked by Don on September 23, 2015
Q: could you recommend an etf that makes money if the Canadian dollar goes down and an etf that goes up if the tsx goes down
Read Answer Asked by brian on September 22, 2015
Q: The security is WisdTr Europe Hedged Equity Fd

Your thoughts on this security please.
Read Answer Asked by Burt on September 21, 2015
Q: Hi
What ETF’s would you suggest for an 18 year old starting out with a new TFSA, and non-registered account?
Income is desired and would be “tax free” since the TFSA and Personal Exemption Credit would shield it from tax.
I’m thinking:

35% XIU
20% XSP
15% Mawer International
30% XSB or some QUEBEC 4.5% Dec2019 I own

I’m tempted to sprinkle some beaten up sectors like XEG, XRE or XFN, but I’m leaning towards the main indexes to avoid beating myself up for picking the wrong stuff.
How does the allocation look? And the strategy?
Any suggestions?
Thanks
Read Answer Asked by Carlo on September 21, 2015
Q: Thanks very much for your Canadian ETF suggestions below. You mentioned I did not specify Canadian, or otherwise, so you have suggested Canadian ETF's. I would be interested in international ETF's, or a mix to make a strong portfolio. If you have some international suggestions, that would be very helpful, although, in my RBC DI account I have the option to invest in US or Canada, I wouldn't know how to invest in other markets.
Read Answer Asked by Kim on September 18, 2015
Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.
Read Answer Asked by Kim on September 18, 2015
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