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: Can you tell me if my thinking is correct here. The MER on the 2X leveraged short ETF is 1.52 whereas the MER on the non-leveraged ETF is 1.42. However if I want to go short (or long on the short ETF technically) for 10K CAD, on the leveraged I would buy 5K. Paying the MER on the 5K would be almost half as expensive as paying it on the 10K for the non-leveraged ETF. Is this essentially correct, or am I missing something?
Read Answer Asked by Alex on March 26, 2019
Q: Given the recent volatility in the US I am wondering about portfolio insurance in the short term. While holding cash is one way to mitigate a drop, I don't really want to hold much more than I currently do so I'm wondering if HIU would be a good way or if there is some other strategy you might suggest. I hear many comments about more significant declines, with the trade issues that are currently occupying a lot of political talk, raising rates, and, if the Dow gets back up to the 26,000 level that could be a double top, all of which make me nervous.

So, since I am a long term investor, rather that take profits and raise more cash, what would you do for some short term downside portfolio insurance? Thanks
Read Answer Asked by ralph on March 07, 2018
Q: I understand there is an ETF that could provide some protection in case of a down market,I believe these are called inverse ETF. I looked in the ETF section and only found one mention of inverse ETF and not sure I understood how it worked.
Any info would help as I am looking to buy "insurance" protection.
Thanks
Jean
Read Answer Asked by Sherrill on November 28, 2016
Q: Good day 5i Team, I have a diversified registered stock portfolio loosely mirroring 5i's balanced leaning toward growth stocks (with Europe & US dividend etf exposure). I am long term with this but am looking for hedge against any broad market declines. Can you briefly explain and recommend inverse etf's as a suitable hedge against this.
Thank you for your valued advice
Read Answer Asked by Harry on August 02, 2016