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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: My 35 year old daughter would like to start investing 150$ a month in an ETF. She would like to set up an automatic monthly transfer to an institution , any suggestions? thanks, JEan

Read Answer Asked by Jean on August 05, 2021

Q: Interesting question on PKO recently. Is there a comparable fund in Canada? Also, if I were to buy the fund, what factors might cause it to lose money? In other words, what danger signs should I watch for?

Read Answer Asked by Les on August 05, 2021

Q: Hi team,

What are your thoughts on the potential in emerging markets right now ? For new capital added to a portfolio between HXEM and XIT - Which would you view as better value right now? Both positions are core and added to over time.

Thanks

Read Answer Asked by Keith on August 05, 2021

Q: I was just reading about thematic investing in ╚TF's and wanted to get your opinion on it? I have some BAC I want to sell and find something newin US, this is in RRSP so looking for higher dividend, would you have any recommendations?

Read Answer Asked by Don on August 04, 2021

Q: Is this ETF a safe way to invest in the banking sector in a RRIF account for income and some growth and do you believe the strategy used by this ETF can outperform other ETF such as ZWB or ZEB. Can you suggest a couple of alternatives ETF that are more appropriate for a RRIF or do you feel it is better to just own the individual banks.

Read Answer Asked by Joseph on August 04, 2021

Q: Hi
The question by J Stephen piqued my interest I have been looking for ETFs that spin out dividends for an income stream. The dividend on this is very good which makes me wonder about risks. How would risks on this compare to a covered call ETF like ZWH . Thanks Keith

Read Answer Asked by Keith on July 30, 2021

Q: Currently our portfolio is 15% too high in Canadian stocks and ETFs and am
needing to add to International I would appreciate 3 stocks or an ETF that would be the highest on your ratings. Thanks!

Read Answer Asked by diane on July 30, 2021

Q: I'm retired without a pension and have done fairly well investing with the help of 5i over the past 4-1/2 years. My question is regarding diversification and has a few parts.
1. Do you think it's important to be invested in Europe, Asia and the Emerging Markets?
2. If so would ETFs be the safest way to get decent access to those markets or individual equities?
3. Please suggest 1 or 2 EFTs/equities (your preference) for each.
Thank you for your direction.

Read Answer Asked by Lyle on July 28, 2021

Q: Hi 5i:

Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?

Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?

Thanks in advance,
Greg.

Read Answer Asked by Greg on July 28, 2021

Q: I am looking for ETFs with reasonable dividends, safe (less fluctuation) and at the same time the ETF can have some potential upside if market does well. I could not think of a sector better than utilities. Any thoughts? Please let me know if you have a better sector/industry (including your recommended ETFs in that sector/industry).

What are your thoughts on these two (RNRG and XLU)?

A side question: How can I know my remaining credits for more questions?

Thanks,

Read Answer Asked by Ahmed on July 27, 2021

Q: I have had CQQQ for quite some time and it has probably been cut in half over the last year and a half and continues to underperform.

XBI has a similar pattern to CQQQ (not quite as bad).

The stocks SEDG and APPS are underperforming the market quite a bit. I have all 4. Which ones would you be getting rid of? I usually wait for an uptick to get rid of securities but with CQQQ and XBI that doesn't seem to happen. When you get rid of stocks do you wait for an uptick or just get rid of them? Your help is appreciated as usual.

Read Answer Asked by Dennis on July 27, 2021

Q: Greetings - A few questions on JEPI - first in reviewing its 100 or so holdings the first several are equity linked notes - what are they, do they help returns versus individual equities and if so how - second, is this fund "better" than the BMO series of covered call more specific ETF's since the returns since this ETF began seem better with less movement to the downside - third there seems to be significant rotation every few months of approximately 15% of the holdings so that an active management component appears at play - any comment you have on this and the reputation of the listed managers - fourth is there another similar US or Cdn ETF that is comparable without a covered call strategy that you'd recommend with as diversified a set of holdings - any further issues you wish to comment on of course are appreciated - many thanks - Ken

Read Answer Asked by Ken on July 27, 2021

Q: Could I get your suggestions for some $CDN ETFs to invest for a toddler's RESP. I was thinking maybe a split between a tech-based ETF and a general North American-based ETF, but am open to any other ideas. There is not too much in the RESP at the moment, but it does have years to go, so growth is the main goal.
Thank-you

Read Answer Asked by grant on July 26, 2021

Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.

Read Answer Asked by Dan on July 26, 2021

Q: Hi everyone and thank you for your good service.

I own both stocks. 200 of IUSG and now with the split of NVDA, I own 52 shares.

Both are up 65 % in my portfolio.

Should I sell 100 shares of IUSG to buy 48 shares of NVDA? I had a good experience with stock splitting in the pass with Tesla and I was wondering if it worth the trade.

What do you think?

Martin

Read Answer Asked by Martin on July 26, 2021