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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: I am down significantly on these ETF's, down 17% with distribution included on ZPR with it representing 3.6% of my portfolio and down 7% on ZLI or 0.8% with distribution with ZLI representing 3.1% of the portfolio. These were added prior to the rising interest rate environment with the desire for income. Given the unit price have declined so significantly on ZPR (24%), would it be a good move to average down on this ETF in this interest rate sensitive environment? At least the ZPR is mainly held outside registered accounts so the significant capital loss could be used to offset other gains if I was to sell? What would you do with these funds at this point? Hold, Sell, Average down or...?
Read Answer Asked by Andrew on July 15, 2023
Q: could your recommend a low volatility ETF for the Canadian, US and International market? would you prefer a Canadian or International ETF over the US given that the US has had such a large run?
thanks
Read Answer Asked by Mary on December 10, 2021
Q: Currently my only international exposure is with VEE and ZWE. Can you please recommend 2 international equity ETF's that would compliment these?
Preferably one low cost index and one high yield.

Thanks
Read Answer Asked by EVAN on January 22, 2020
Q: Hi 5i team,
Please provide your top picks for ETFs that cover International (ex N American) stocks with dividend appreciation tilt. Please also provide your ETF picks for International small/mid cap value stocks.
Thanks.


Read Answer Asked by Willie on January 08, 2020
Q: For a ten year investment, what would you recommend as your top three ETFs for international equities (i.e. non-US and non-Cdn equities) from a risk-reward standpoint? Does your recommendation change if the ETFs are to go in a registered or non-registered account? Dividends are not necessarily an objective. The ETFs can be from a Canadian or a US firm (i.e. Vanguard, iShares, BMO, etc.).

Thank you for this great service!
Read Answer Asked by Dale on July 05, 2019
Q: I'm looking for international exposure with more weighting on consumer staples rather than financials, since we have a lot here in Canada already. The best I can find is "ZLI" from BMO. When I look at the holdings, I recognize very little, and am concerned about the quality of those companies. Sure, an ETF is transparent, but if I have no way to "measure" the quality of the holdings, is this transparency useful? Can you help me out with this? Thank you.
Read Answer Asked by Matt on June 08, 2017
Q: Hi, I have been comparing low-volatility developed ETF options traded in Canada with the options (to my knowledge) being ZLI and XMI. My analysis has sided with ZLI and I want to layout the logic here to hear your thoughts. Positives for ZLI: Smaller market cap while not too small offers better opportunity for alpha, Fewer holdings so more opportunity for alpha, Not based on major index (MSCI) so less opportunity to be front-run, BMO has a good track record for other similar funds (e.g. ZLU). Positives XMI: Longer operating history , Slightly lower MER, more resources for investment research(?). Thanks as always.
Read Answer Asked by JONAS on August 02, 2016
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