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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: Hello 5i team,
I'm looking for a one stop global balanced dividend etf at this time, for the next 4 year time frame.
Maybe VGRO, Vbal etc. but not prefered, I'd like about 3% Canadian content in it.
Too much in Canada already.
Any ideas other than balancing MAW120 or XAW with a GIC ladder ?
Read Answer Asked by Bernie on October 28, 2019
Q: Hi. Given the current market and economic situation, what is your opinion of ZWC as part of an income portfolio for the next 12 months. I had thought of using both ZWC and XDV to generate some income. Thanks
Read Answer Asked by John on October 21, 2019
Q: I have about 150k in an RESP account for my 2 kids ( grade 9 and 12) so next year kid 1 will start withdrawing funds and kid 2 in 4 years. I've maxed out the match up grants so no new contributions. I hold mostly global growth mutual funds and am thinking I should shift to a more conservative dividend aristocrat type of holding. This would maintain equity and start generating some income vs more global growth focus I have used to get to this point. Do you have a suggestion for 1-3 low cost mutual funds or ETFs to generate some income and be good holdings for the drawdown period over the next 8 years.
Read Answer Asked by Tom on September 25, 2019
Q: I have the following ETF's in the noted ratios and dividend yields %: HDV (3x) 3.32%, ZDV (2x) 5.37%, XTR (1.8x)5.88%, ZWU (1.7x) 6.60%, and CDZ (1x) 4.66%. I'm a dividend investor and good for 3-5 years. If we hit some hard times which of these would be hit the hardest? Any duplication? Should I drop one or more and add to others?
Read Answer Asked by Graham on September 03, 2019
Q: I have money parked in a GIC that will expire very soon. Needless to say that the current rate isn't good enough and I'm looking for a higher return without too much risk. As a replacement of my GIC, can you suggest 4 or 5 mutual funds (bond oriented or others - I am open !) that I can rely on for an "adequate" yield ? I am not looking for an homerun with bases loaded. I would be satisfied with a yield of 4-5 % approx. per year. I am not a fan of mutual funds showing yields that vary a lot year after year.

I really appreciate your excellent services !
Read Answer Asked by Stéphane on August 15, 2019
Q: Hello 5i Research...I have a very elderly family member who needs to re-structure her TFSA . Investment horizon may be under 3 years. GIC's are used in other accounts. We are looking for an ETF solution that will provide a decent level of capital safety and some monthly income (above GIC levels).
We were thinking a combo of XTR , CVD, CPD . XCB and CBO. Is there a one fund solution solution that you might endorse? What percentage split of funds might be appropriate in the current environment?

thanks/art
Read Answer Asked by Arthur on August 14, 2019
Q: whats are your top 5 income etfs hedged Canadian Thanks Barry
Read Answer Asked by BARRY on August 14, 2019
Q: How can I make XTR, CDZ, IGRO, CLF & VAB tax efficient? Which should be held in registered accounts and which in non registered accounts and why?
Thanks
F
Read Answer Asked by Frank on July 16, 2019
Q: Hi, I am currently retired and my income comprise of 60% from a non-indexed DB pension and 40% of dividend income. I hold about 20% (12% in RRSP, 5% in Non RRSP and 3% in TFSA) of BNS stocks in my portfolio and would like to reduce that percentage to around 10% for diversification. Are there any ETFs which can provide similar dividend yields as BNS that you would recommend or should I leave it as is at this time? Thanks again for your great help.

Read Answer Asked by Keith on July 08, 2019
Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron
Read Answer Asked by Sharron on June 18, 2019
Q: Hello, I am looking to add to my international holdings and was hoping you can recommend an etf similar to xtr. I already have enough exposure to North America so I am trying to find a diversified etf (50/50 equities and fixed inc.) with a decent yield that does not include the U.S. or Canada. Thank you.
Read Answer Asked by Adam on June 12, 2019
Q: Greetings Team,

I am headed into retirement and own both these funds in both my registered and non-registered accounts. Don't really have a need for capital appreciation - just steady income. What max % would you recommend on each of the funds. Overall which would you say has the highest risk profile of the two - MFT has the higher fixed income assets but given they use leverage to increase the return. just want to make sure i completely understand the risks in owning each.
Read Answer Asked by kelly on June 04, 2019
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