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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: Another question regarding Martin Pelletier's Financial Post article about using oil to hedge against possible serious geopolitical events:

Would HUC work in this scenario? Please suggest at least three other Canadian-listed oil ETFs that could also work.

Thanks.
Read Answer Asked by Jerry on January 11, 2024
Q: Would you have a recommendation to replace ZUH, which would have more growth, with the understanding that it would also be higher risk either a stock or an ETF?

Thanks for your service!
Read Answer Asked by Ozzie on January 11, 2024
Q: I took a position in ZRE, I also try to avoid office REITS and a to high proportion of retail REITS in the present market..I noticed that ZRE fact sheet shows 68% retail REITS,and no residential REIT in its sector allocation ! Among the 23 holdings, at least 9 appear to be residential REITS.Could you please indicate the "real percentage" of retail REITS and of residential REITS in this ETF.Are sector allocation % calculated from the number of REITS or by the cumulative NAV in each category?
Read Answer Asked by Jean-Yves on January 10, 2024
Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!
Read Answer Asked by Grant on January 09, 2024
Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: If a full position in a stock portfolio is typically around 5%, the portfolio would contain approx 20 individual holdings. What is the similar tactic for an etf portfolio?
Read Answer Asked by Steven on January 09, 2024
Q: Hello, Would you please provide your comments on EQL as a safety play (reduce MAG7 weight) to VFV? I hold a very oversized position between VFV & VOO and am looking for your recommendation for an equal weight in CA$. Could you also provide a US$ version that you would recommend?
Thank you.
Read Answer Asked by Randy on January 09, 2024
Q: can you tell me if holding VEE, ZEM, or XEC has any advantage over the other in terms of tax efficiency? Also, can you rank order in terms of which account emerging market etf should be held for tax efficiency (please rank best to worse).
thanks
Read Answer Asked by Mary on January 09, 2024
Q: These two have me scratching my head. I invested a few months back, believing that lower interest rates were likely ahead in 2024 and longer bonds would do well. After a decent start, they are drifting downwards which doesn't make much sense when no one seems to see higher rates headed our way. Is it de-risking going on, and other investments look better? Am I missing something here or is it just a case of having patience with the plan? Also, Happy New Year to all of you at 5i. al
Read Answer Asked by alex on January 08, 2024
Q: I am considering making an investment in this ETF. I understand that it basically follows the returns of the S & P 500 and is equally weighted. Any information you may have on this ETF would be appreciated. Do you consider it a good investment. I look forward to your timely comments. Thank You.
Read Answer Asked by Brian on January 08, 2024
Q: 3 years ago I divided my pension 50/50 between MFS Global Equity and Schroder Emerging Markets in an effort to increase my international exposure. I had been 100% in the MFS Global Equity Fund and would have been much better off had I stayed there. I have a couple of options as I see it:

1) Move back to 100% MFS Global Equity Fund (portfolio drops to 20-25% international)
2) Stay the course (portfolio stays at 30% international)
3) #1 plus allocate some non-registered funds to an international ETF to get portfolio back to 30% international (suggestions?)
Read Answer Asked by Dale on January 08, 2024
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