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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,

Curious if you have suggestions for investing in Japan? We have been hearing more about the theme that Japan is in the begins of a bull market. I am wondering if there are good vehicles to particapte in a positive economic environment in Japan that will give us gains in excess of currency devaluation.

Thanks!
Read Answer Asked by Marc on June 05, 2023
Q: Hello 5i
We currently hold CBO, CLF & XRB at 25/25/50% all as long term holdings in a slight loss position. I believe we are currently at (or very near) peak interest rates. Do you have any suggestions to bond replacements that might be better positioned to capture rate reductions for these holdings. (not accounting for the bonus of tax loss selling)
Again many thanks
Les
Read Answer Asked by Les on June 05, 2023
Q: I am looking to add exposure to Canadian Banks. Given current pricing it seems like a good time to add exposure. Can you rank your favourite banks at this time. Do you have a preferred Bank ETF that could also provide good Canadain Banking exposure.

Thanks
Tim
Read Answer Asked by Timothy on June 05, 2023
Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul
Read Answer Asked by paul on June 05, 2023
Q: What ETF's do you recommend for dividends and growth for:
1. Canadian coverage
2. US coverage but in $CAD.
3. Europe coverage but in $CAD
4. Asia coverage but in $CAD
Read Answer Asked by Ron on June 05, 2023
Q: If one already has a 10% weighting in ITOT would an additional position in a small cap fund be warranted? Which ETF is preferred for small cap exposure and why - IJR or IWM? It appears IJR has outperformed on all timelines. Is this due to its more concentrated approach? Is there a global small cap etf that is recommended?
Read Answer Asked by Matthew on June 02, 2023
Q: My TFSA, holds my riskier investments and is 3 % of my total registered and non-registered accounts. I am looking at adding one of these two for a weighting of 25 % within my TFSA, so total allocation of this ETF to all accounts would be less than 1 %.

What is the difference between them and which is more appropriate? Thanks. Derek.
Read Answer Asked by Derek on June 01, 2023
Q: In Saturday's Globe and Mail, Rob Carrick recommended investing in target maturity bond ETFs which, unlike traditional bond ETFs, pay the initial investment plus interest i on the maturity date. After having seen my bond ETFs go down dramatically over the past year, this seems like a good alternative. I would like your opinion . Do you see any potential negatives for these types of bond ETFs? Are if there are any such ETFs that you would recommend?
Read Answer Asked by Mary on June 01, 2023
Q: Rick Reider at Blackrock has started a new income fund listed as BINC on NYSE. Would ask you to examine this fund and provide any views, concerns, etc you can at this early stage. Am I correct that it has no yield such that it would only produce capital gain or loss once sold and therefore no tax while held from dividend income. Aside from its lack of track record at this point does the intended approach of this fund and the reputation and history of the manager lead you to a possible positive view of this as a worthy income investment for an investor preferring capital appreciation over yield. Thank you..







Read Answer Asked by Ken on June 01, 2023
Q: In a recent answer you said "We feel that the slightly overcrowded flight to safety in large-cap tech names can open up opportunities for smaller and mid-sized names".

Is there a canadian ETF that reflects an investment in small and mid cap tech in Canada that is worth investing in right now ? And if not is there an American one ? Thanks
Read Answer Asked by Roger on May 30, 2023
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