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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

I've opened a family RESP for my kids age 5 & 13. At this time it has $5500. What is the best investment target for that account ?

Thanks
Read Answer Asked by Alon on February 27, 2014
Q: could I please have your opinion on revenue shares large cap,(RWL)on the nyse, thanks? it is an ETF.
Read Answer Asked by Pat on February 26, 2014
Q: Hi 5i team, I had some US dollars in my account so I followed your recommendation and bought IWO which I believe is same as Canadian XSU. However, I notice a big difference in trading volume. Can you explain how the zero point something expanses work? Thank you.
Read Answer Asked by victor on February 26, 2014
Q: Hi, wondering what your views and recommendations would be for a midcap 400 etf. Would you favor growth versus value? There are many choices like MDY, IJK, MDYG, IVOG, and then there's the ultras. What would you favor / company?
Read Answer Asked by Michael on February 26, 2014
Q: Hi Peter
I have been overweight stocks for some time, and while it may still a bit premature, for piece of mind I would like to increase my fixed income weighting to approx. 30%. My feeling is that over the next 2-3 years interest rates in the US will slowly trend higher, and likely even more slowly in Canada. With this in mind, my bias is to allocate towards shorter term corp bonds, REITS, and Preferred issues (recognizing that the latter two are more fixed income proxies more than true plays). For each of these sectors do you think I am best allocating exposure via ETF's (for example, VSC, ZRE and XPF), or do you think that there is a case to be made for buying best of breed individual issues in each class. Specifically in concerns with the ETF approach is that slightly higher rates over time may see a fall in the price of VSC negate all of the dividend benefit (whereas holding an individual bond to maturity will ensure I earn a return), while I understand that there may be inefficiencies within the Canadian Preferred market (pricing/liquidity) which mean that an ETF may not be the best approach here either. Your thoughts would be most welcome. Thanks.
Read Answer Asked by Shane on February 26, 2014
Q: Could you recommend a canadian ETF with US small cap exposure?

Thank
Read Answer Asked by Behrouz on February 25, 2014
Q: I would appreciate your opinion on XHD for U.S. exposure. I already hold CUD. Are there other ETF's covering the U.S. market you would recommend, especially those holding U.S. companies with global exposure. Thanks!
Read Answer Asked by Paul W on February 25, 2014
Q: What ETF would you recommend for US exposure( one that trades on the TSX)? Do I concern myself with hedged vs non-hedged? Thanks
Read Answer Asked by Michael on February 25, 2014
Q: Could you please offer any comments on the CDV ETF. In looking mainly for income it seems like a good product? Thank you.
Read Answer Asked by Len on February 25, 2014
Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks
Read Answer Asked by Derek on February 25, 2014
Q: Could you suggest a consumer staples Can. ETF and a U.S. consumer staples etf hedged to the Can.$? Thank you.
Read Answer Asked by Donald on February 24, 2014
Q: I would appreciate your opinion on the new BMO ETF, ZWH
Thanks (High div covered call)
Read Answer Asked by Behrouz on February 21, 2014
Q: Age 75 years.Looking for a strategy and investments for my RIF in this low interest rate environment.Advice would be most welcome.Thanks for your consideration.
Read Answer Asked by Maurice on February 21, 2014
Q: What is your opinion of holding a senior floating rate loan ETF like BKL (or BKLN in U.S.)as part of the fixed income portion of a portfolio? Thanks.
Read Answer Asked by Joseph on February 21, 2014
Q: Which do you prefer XIU or ZCN and why? Thanks
Read Answer Asked by Michael on February 21, 2014
Q: Would like to buy only one, either ZGI ETF or SLF for long term.
Please which would you recommend?

Thank you for your great service.
Helen
Read Answer Asked by Helen on February 20, 2014
Q: Hi 5i team. I'm 68 years old and would like to gain some exposure to international markets by buying a number of ETFs. Which are your current favorites for;
1. American exposure
2. Global exposure outside of the United States
Descent dividends that are sustainable and rising would be appreciated.
Thanks for your continued support.
Read Answer Asked by Les on February 20, 2014
Q: Where would one be best advised to invest for growth in a USD account ?
Read Answer Asked by Thomas on February 19, 2014
Q: I know you don't like the cost of holding leveraged etfs(eg.hxd).What is your opinion of hix and hiu.
Thank you
Eric
Read Answer Asked by Eric on February 19, 2014
Q: hello 5i team: i am trying to decide between active verses passive for global equity in my rrsp. this would be 15% of portfolio. comparing xwd for etf and mawer global equity also for small cap. 5% weighting of xsu or xcs to mawer global small cap. your input is greatly appreciated. thanks Larry
Read Answer Asked by Larry on February 19, 2014
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