Investment Q&A

Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.

Q: Can you suggest an ex-N.A. ETF that would be complementary to the above holdings, i.e. diversify in some meaningful way, or would I be better to just add to the above two? I appreciate any thoughts or ideas.

Q: I want to increase my exposure to Non North American ETFs. I have a lot of VXUS, VIU and VEU and would appreciate your advise on other ETFs (preferably US dollar and not Vanguard) that are ex North America.
Thanks. Peter

Q: please recommend three or four Canadian dollar ETFs that specialize in US based technology companies. Hopefully hedged & non-hedged. Thanks. …Cal

Q: I have a > 50% loss on NVO in an RSP, so I'm unable to harvest the tax loss. Do you feel I would break even faster if I, held, sold and bought a US dollar health ETF or LLY? I'm starting to think healthcare ETF, as if I pick the wrong horse, I can end up in the same situation again. What are your recommendations? Healthcare fits in best for my portfolio weightings.

Thanks

Q: Good afternoon.

Would you consider XAW a good quality core holding for a TSFA.
Please provide a couple of other ETF that would compare to this.
Thanks.

Q: I have the above 3 ETF's. in various portfolios. On review it appears all 3 have quite similar top 10 holdings. Would like to reduce to one, any suggestions as to which one should be considered a hold. Yield is not important.

Q: Could not find this one in search?

Global X U.S. Electrification ETF

What does it do?

Buy or not?

Thank you.

Q: I’m looking for ideas on the best way to park a meaningful cash position safely while still earning a competitive yield.

My priorities are:
• capital preservation / low risk
• strong liquidity or predictable maturities
• a competitive yield relative to today’s rates
• flexibility to choose either monthly income distributions or annual interest payouts

I’d appreciate your thoughts on the best options available in Canada today.

Specifically, how would you compare the pros and cons of:
• a 10-year bond ladder
• GIC's
• a money market fund
• a monthly income ETF such as ZMI
• a high-interest savings ETF or HISA
• other safe alternatives I may be overlooking

For context, this is retirement-oriented capital, so I value certainty and reliable income, but I also want to avoid having too much cash sitting at low HISA rates if there are better low-risk choices available.

Would like to understand your thoughts wrt balancing yield, liquidity, and safety in the current rate environment.—

Q: Hello, the question is for listings only on the TSX

1: For a TFSA what would be your top 5 stocks to buy in order right now.

2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

Thank you

Q: Hello,

CAGE is a new ETF gaining quite a bit of popularity online.

For a long-term investor (20+ years until retirement, LIRA), would you recommend it over XEQT? I am thinking doing a 50/50 split between the two, but would like your advice. Details on it are pretty limited thus far.

Thanks.

Q: I’m looking to increase both US and international exposure in a TFSA account, which is focused on long term growth. Knowing you can't provide specific advice, I'm curious: In today's volatile market, is it wiser to slowly add to each investment or commit to a full position all at once?

Q: Looking to add etfs that pay monthly dividends. How would you rate this with best to worst and the risk.

Q: Hi gang,
Just came across this etf. Very impressive numbers. Any thoughts. Would you be a buyer at this.
Thanks. Alnoor

Q: Do you think this etf is a good way to play a “rebound” in the software sector, when it does materialize, as it contains a lot of exposure to the big US companies?

It trades near its low on the year so if things ease up with Iran and the US, could it bounce pretty good?

Thnx 5i and Happy Easter
Dave

Q: Could you tell me the MER of this fund and how and when do you pay it,also what are the top holdings and how safe is that juicy dividend…thanks

Q: What weights do you recommend in energy and gold at this time? Thanks. Shyam

Q: Please provide a current view on PGI.UN

Thank you,
Doug

Q: hi,
a 5 year chart shows diminishing share price of ZWU, and slight increase in ZUT. can you explain this? is this because the covered call strategy is somehow eroding value/share over longer periods of time? it seems to be too much of a discrepancy to be explained by getting having to sell the underlying equities occasionally due to the call options in a rising utility equity market?? your thoughts would be most appreciated.

Q: I recently purchased the PIN Purpose Monthly Income Fund. The Purpose website shows it currently has a large weighting in high-yield corporate bonds, a fair chunk in real assets along with dividend paying equities. How would you compare this to ZMI as a small weighting for med risk retirees seeking income and inflation protection?

Portfolio Analytics is counting it as 100% equity. I also see a discrepancy for the AUM of the fund (8mm vs 40mm) on the 5i profile page. Can this be corrected?