Q: I've decided to buy VIG and SCHD to increase my US portion of my portfolio. What is a fair entry point for them? I tend to wait until stocks go "on sale" but have watched these go up and up over the last few months. VIG's top holdings are Apple and Microsoft, so if the Tech sell-off continues it could go down. SCHD has not hit it's all time high but is getting close. What are your thoughts? Thanks so much!
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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.
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Amazon.com Inc. (AMZN)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Coinbase Global Inc (COIN)
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?
Thank you- Jim
Thank you- Jim
Q: Grayscale Ethereum Trust is this a good investment.
Q: Is this a good ETF for consumer discretionary if someone does not want to own stocks in this sector? Would a 5% weight be ok or would it be considered too low for a ETF ?
Thanks
Thanks
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM)
Q: The tax gross-up effect of my Canadian dividend paying stocks is creating an OAS clawback concern in my non-registered account. Looking for tax-efficient US and International ETF’s. I don’t want ex-Canada ones because I want to have the flexibility to adjust weightings between these two.
Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?
Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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iShares S&P/TSX SmallCap Index ETF (XCS)
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Technology Select Sector SPDR ETF (XLK)
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Consumer Discretionary Select Sector SPDR (XLY)
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iShares Core S&P Mid-Cap ETF (IJH)
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Industrial Select Sector SPDR (XLI)
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iShares Russell 1000 Growth ETF (IWF)
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Vanguard Growth ETF (VUG)
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iShares Core S&P Small-Cap ETF (IJR)
Q: Hi team,
Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?
Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?
Gratefully,
Jacques IDS
Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?
Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?
Gratefully,
Jacques IDS
Q: CRTC NYSE Arca/US Xtrackers US National Critical Technologies ETF.
What's your opinion on this one buy or not?
Holdings seem similar to other ETF's I hold.
Thank you.
What's your opinion on this one buy or not?
Holdings seem similar to other ETF's I hold.
Thank you.
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iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH)
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iShares S&P/TSX SmallCap Index ETF (XCS)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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iShares Core S&P Mid-Cap ETF (IJH)
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BMO S&P US Small Cap Index ETF (ZSML)
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Pacer US Small Cap Cash Cows 100 ETF (CALF)
Q: I currently hold CALF and want to buy similar ETF in CDN dollars. Is there any ETF in CDN. If none which one would you recommend.
I am also interested in buying MID CAP ETF. Please give us your recommendations in US and CDN market ETF.
Thanks for the great advice
I am also interested in buying MID CAP ETF. Please give us your recommendations in US and CDN market ETF.
Thanks for the great advice
Q: SHLD NYSE Arca/US Global X Defense Tech ETF
What's your opinion on this one, buy or not?
Has some unusual holdings.
Thank you.
What's your opinion on this one, buy or not?
Has some unusual holdings.
Thank you.
Q: I own SPY but since it is largely influenced by big tech, I am wondering if there is a more equal weight USD ETF that you might suggest that would also represent the stocks in the S&P 500 or similar.
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BMO S&P 500 Hedged to CAD Index ETF (ZUE)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Invesco S&P 500 Equal Weight Index ETF (EQL.F)
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ProShares S&P 500 Ex-Technology ETF (SPXT)
Q: Can you please recommend 3 hedged CDN ETFs that follow the S&P 500, but with less % ownership of the 7 high tech companies such as owned by: ZUE, XSP, and VSP? I'm looking for 10% profit over one year including both dividends and capital appreciation.
Q: I am still down on this ETF. Do you see USA Banks recovering in the short term or should I move on.? It has a good Dividend but I can get that anywhere.
Q: Is there an ex-Canada ETF "acceptable to 5i Research" similar to VXC, but perhaps a bit less U.S. exposure. I already have IQLT, so I don't need an ETF that is necessarily ex-North America.
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Mackenzie Maximum Diversification Canada Index ETF (MKC)
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CI MSCI Canada Quality Index Class ETF (FQC)
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First Trust Canadian Capital Strength ETF (FST)
Q: I see CI MSCI Canada Quality Index Class ETF (FQC.TO) is no longer available. This was an ETF that seemed to following 5i's investments strategy. It's replacement CI Canada Quality Dividend Growth Index ETF (DGRC.TO) is very different, with a much different sector allocation.
Is there another Canadian ETF that you would recommend as a replacement for FQC, that is similar to the 5i strategy?
Thank you,
CR
Is there another Canadian ETF that you would recommend as a replacement for FQC, that is similar to the 5i strategy?
Thank you,
CR
Q: Would you please recommend a Canadian dollar hedged small cap etf, north american and global for my TFSA
Thanks for all you do
GUY
Thanks for all you do
GUY
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BMO US High Dividend Covered Call ETF (ZWH)
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Brompton Global Dividend Growth ETF (BDIV)
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BMO Global High Dividend Covered Call ETF (ZWG)
Q: hello 5i:
I'm looking for an ETF with attributes similar to ZWH, but with more an international flavour, so not purely a US focus. Suggestions?
thanks
Paul L
I'm looking for an ETF with attributes similar to ZWH, but with more an international flavour, so not purely a US focus. Suggestions?
thanks
Paul L
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Annaly Capital Management Inc. (NLY)
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PIMCO Dynamic Income Fund (PDI)
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BlackRock Innovation and Growth Term Trust Com Shs (BIGZ)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
Q: I recently upgraded my subscription and received the Canadian Money Saver magazine subscription, which I'm really enjoying. In the most recent issue there is a page of top US dividends within a certain criteria. I was surprised at the number of funds paying 10% plus divs. I realize that this isn't always a safe investment, but in light of rates falling, I wonder if you have a few suggestions for high dividend paying etf's (US and or Cdn) or REITs that would have capital preservation (generally maintain share price, or increase) as the rates come down, but realize income through the div.
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BMO Equal Weight Utilities Index ETF (ZUT)
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iShares S&P/TSX Capped Utilities Index ETF (XUT)
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Utilities Select Sector SPDR ETF (XLU)
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Vanguard Utilities ETF (VPU)
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iShares U.S. Utilities ETF (IDU)
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Hamilton Enhanced Utilities ETF (HUTS)
Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?
Q: Your opinion please for a US dollar ultra short BondTreasury holding in US dollar RRSP account. Retired and need some fixed income. Currently yields 5.80%. Please confirm yield if you can as well.
Thank You
Thank You