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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: Good morning...In the world of a Trump President and his dislike of the NAFTA and potential dismantling of that agreement..What names /sectors would suffer the most...Would you see a major readjustment to your portfolio in preparation of any action? If so, how far in advance would you adjust?

Thanks
Read Answer Asked by Matthew on July 27, 2016
Q: Now that the Brexit vote uncertainty has diminished a bit, would it be a good time to add to European market exposure? Presently hold ZWE for income. Would you add to ZWE or open a position in another etf? If so, which etfs would you recommend for income? Which for growth? Possible ZDI ?Looking at 2-3 year time frame. Many thanks for the terrific service.
Read Answer Asked by Don on July 25, 2016
Q: BMO US Put Write(ZPW)
BMO Europe High Dividend Covered Call Hedged to CAD(ZWE)
PowerShares Preferred Portfolio(PGX:US)
BMO Laddered Preferred Share Index(ZPR)
BMO US High Dividend Covered Call(ZWH)
BMO Equal Weight REITs Index(ZRE)
iShares S&P/TSX Canadian Preferred Share Index(CPD)
iShares S&P/TSX Capped REIT Index(XRE)
BMO Covered Call Dow Jones Industrial Average Hedged CAD(ZWA)
iShares Convertible Bond Index(CVD)
BMO Canadian Dividend(ZDV)
Above are ranked as to yield - high to low. Can you rank as to risk - high to low?
Thank you for considering my question
G. Reynolds
Read Answer Asked by Gail on July 18, 2016
Q: Hello Peter, I am looking for safe investment with dividends, I have ZEF in my portfolio, I would appreciate your help to rate the above, perhaps suggesting a couple better ones. Also, how would future interest rate increases effect their prises.
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on July 11, 2016
Q: Bond ETF: Of all the questions about bond ETFs, XCB is hardly ever mentioned. XCB is one of my core holdings in the fixed income portion of my portfolio. I now have additional cash for corporate bonds, would you buy XCB as a long term (10 years +) holding? I do not need the income, this is simply a portfolio stabilizer. Would you choose a different bond ETF?
Read Answer Asked by Ronald on July 11, 2016
Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!
Read Answer Asked by Michael on July 08, 2016
Q: I have been wanted to diversify my portfolio and I was wondering if this is a good list or a bit of overkill. I have recently bought some XBB. I want these for fairly long positions, my concern is that I might be over paying for these as everyone is fearful and flocking to bonds as a safety net. Would it be wise to let things settle or buy partial positions in these etfs. Also would it worthwhile also owning some us long term treasuries. I am looking to try to cover all possibilities so I am not chasing in the future when market conditions change. I would like diverse group to cover inflation, rising market, recession. I know that I cant take all risk off but I would like have some safety net and not hold all equities.
Read Answer Asked by Geoff on July 07, 2016
Q: One more question regarding asset allocation in my RRIF-- how would you rate a 50/50 split of XBB and CBO as the bond component? Given all other factors remain the same. Thank you!
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.
Read Answer Asked by Jen on June 29, 2016
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