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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:
In our various portfolios, we own DIVO, SCHD and MTUM. MOAT is not owned. I've done a fairly deep dive trying to compare the 4 etf's as I'd like to consolidate some of our single companies eg. MRK, LMT etc etc into ETFs to simplify things, and in the case of the RRIFs, to enhance yield. By my metrics, DIVO seems to come out on top on a risk/reward basis and a good balance of yield with growth. I've included MOAT as I'm interested in the concept (but not sold on the ETF). Can you confirm my findings? Would you agree, or what could you add to my findings? Is there a source (Morningstar does a good job, but not great) that would allow me to better compare risk/return of the listed etf's?
I realize there are a few questions here: take as many credits as necessary to answer as I have a lot banked.
Paul L

Read Answer Asked by Paul on May 29, 2023

Q: Commercial real estate is in big trouble. Do you have any recommendations how to take advantage of the declining fortunes of this sector, in Canada or the US? Is there an inverse commercial real estate etf? Have the stock prices of the sector already been priced in?

Read Answer Asked by mitchell on May 29, 2023

Q: I have both of the above ETF's. Thinking of selling all of ZWB and adding to ZEB . While I like the high yield of the covered calls I think there is better opportunity for capital appreciation. with ZEB. as the values of all the banks are down. This would be aa long term hold. Your thoughts .

Read Answer Asked by David on May 29, 2023

Q: Good morning,
May I have 5is opinion (pros and cons) regarding the following please.
I have just rolled my RSP into a RIF and am thinking of selling AQN and SPB and consolidating into ZWU. My thinking is that this will in a simpler more stable way of provide equal to better performance (income with some growth) over time. Do my thoughts have merit? I also hold BEP.UN as well as FTS.

Thank you for your thoughts and opinion.

Read Answer Asked by Brian on May 24, 2023

Q: I wanted to gain some clarity on your answer to Terry indicating that the high dividend returns with these etf's are almost entirely return of capital. So if an investor holds these their yields would not be taxed as dividend income in a cash account but the cost base would diminish accordingly so that when sold the capital gain would be greater. But if a long term hold and if the yield continues to be return of capital then does the investor collect these yields effectively free of tax? Any other similar etf's with high yields that are largely return of capital? Am I missing something? Thank you for providing certainty on this.

Read Answer Asked by Ken on May 23, 2023

Q: Is VNQ a good investment in a stagflation environment, or does its current issue of office and retail REIT exposure going to counteract that situation ?

Are rising interest rates the only other reason for its underperformance recently?

Is it possible to come up with a metric that compares how expensive / inexpensive it is today as an investment relative to it's past ?


Read Answer Asked by James on May 23, 2023

Q: Please give your assessment of this ETF - AIQ. It appears to hold stocks that have been driving the S&P500 higher this year so do you see any more upside? How much growth do you see for AI in the short and long term? For a growth theme would you put new money into this for 2-5 years? Thanks in advance and please deduct credits as you see fit.

Read Answer Asked by K on May 23, 2023