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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: Hi 5i team,

You kindly answered a recent question of mine re: minimizing risk of U.S. estate taxes (I am high net worth investor). I posed the question of emerging markets exposure, and asked you to compare VWO (U.S. situs) versus ZEM (Canadian situs); and you recommended ZEM for avoiding U.S. situs investment. My follow-up question has to do with making a comparison between VEE (the Vanguard Canada emerging markets fund) and ZEM. My understanding is that all ETFs registered to Vanguard Canada (such as VEE) are considered "Canadian situs" investments, even though they hold investments outside of Canada. So here are my two questions:
1. In a comparison between ZEM and VEE, would you recommend one over the other (the goal is Canadian situs investment within my RSP for long-term emerging markets exposure, at least 5 to 10 years).
2. In general, how can one most easily determine whether a security-- whether ETF or individual stock--is Canadian or U.S. situs investment (for estate planning purposes)?

Ted
Read Answer Asked by Ted on July 10, 2020
Q: i listened to Peter on money show .lot of ground in 30 mins.
i like to buy one or two
say methanex wonder why itcame down sofast
MTY had some accounting issue .was it resolved reasonably.
i ownedPho before it nt up like a Rocket and crashed.
now it is going up ahainlike a rocket.doesit have staying power.or would say xbc is better
The previous presEnter had 3 top pickes one of them was PIF.
i only want to buy one if it pays Div its a plus
Read Answer Asked by thambirajah on July 10, 2020
Q: Hi, As a retired income plus some growth investor which order would u add to or delete the above under 1% positions to tidy up my portfolio.
Read Answer Asked by Peter on July 10, 2020
Q: Will comercial real estate and in particular mall real estate keep Brookfield in the penalty box for the forseeable future.This name does not respond when the markets are buoyant ...but has. No problem falling with the general mkt.Are there better sectors to be deployed in until we get some Covid clarity?
Read Answer Asked by Kim on July 10, 2020
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