skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have the above (ZBK, CJP, VEE, XFH) ETF's making up part of my portfolio in order to gain exposure to international markets and US bank growth as a result of tax cuts, rising interest rates and deregulation. I'm wondering whether i should be making any switches to other ETF's that would be giving me a better overall return (given currency, growht profile, MER, concentration etc.)...or would you switch nothing?
Read Answer Asked by Jeff on April 05, 2018
Q: Hi,
I am wanting exposure to US financials and I am wondering if there is an ETF in Canada that tracks XLF. Of the three listed names could you give me your opinion on how they rank. XLF is one that has Berkshire stock, which I would like some exposure to.
Thanks,
Gwen
Read Answer Asked by Gwen on March 16, 2018
Q: Should I just rut all my money in these Bank ETFs and hibernate for the rest of the year. 3 more rate hikes by the FED should be good for US banks and also Canadian Banks as spreads widen ? Any others you like ? RAK
Read Answer Asked by bob on January 31, 2018
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%

Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek



Thanks

Read Answer Asked by Derek on January 15, 2018
Q: On July 12-th you answered Austin's question on ZUB/ZBK. The difference in returns between the two funds can be significant depending on the timeframe compared. Would ZUB still be your pick today? What information would you use to switch between the two? Would you be adding at this point to the US banks exposure for long therm investment (10 years)?
Read Answer Asked by JR on December 27, 2017
Q: Hi,
I would like to acquire a good cover in US financials. I am looking in particular at iai (iShares U.S. Broker-Dealers & Securities Exchanges ETF), zub (BMO Equal Weight US Banks Hedged to CAD Index ETF), zbk (BMO Equal Weight US Banks Index ETF). Can you explain the difference between zbu and zbk and what would you suggest for a good coverage of US financials with a solid growth prospect ?
Thanks in advance for your valuable assistance,
Jacques
Read Answer Asked by Jacques on December 14, 2017
Q: Hi Peter,

ZEB & ZBK were recommendatons in August to cover Banks.
1. Is this strategy valid today for an RRSP (1/2-full position) or would you opt for direct investment in TD/BNS instead of ZEB (based on concerns with BMO and Royal).
2. Is another option for US banks recommended?

Thank you
Jerry & Debbie
Read Answer Asked by Jerry on September 05, 2017
Q: I am thinking of purchasing these ETF's and wondering if you might give me your thoughts?
Thank you!
Read Answer Asked by Colleen on August 15, 2017
Q: i currently have almost $20000 in U.S. cash in my porfolio.
am looking to invest in the U.S. Banks.
would i be better off in investing in a U.S. bank etf or would i benefit more by transferring my U.S. funds to Canadian dollars and using either ZBK or ZUB??
or would you suggest a U.S. Regional bank etf?
these funds are not in a RRIF or other registered retirement account.
ed in Montreal
Read Answer Asked by ed on August 10, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!