Investment Q&A

Q: Hello 5i Team.

One of the most important reasons that I am a subscriber is not only to ask questions about my own portfolio and stocks on my watch list but also to learn from you folks PLUS fellow subscribers and their questions!

Today (20th May) Peter asked a question about Bond ETFs VS Actively managed Bond funds. Having read so many Q&A s about bond ETFs by you, I thought Bond ETFs like VAB,VSB etc would have been your top picks! I didn't realize that actively managed Bond funds beat the ETFs. A new lesson for me!

Given that is your answer, can you suggest your top picks in actively managed Bond funds, for Canada, for the US and perhaps for the international exposure. Of course lower fees would be preferable!

Thanks for your answer in advance.

Q: I am approaching break even for the year on these stocks. Do you think it would be wise to unload these soon, based on the overwhelming US financial situation or continue to ride the wave.

Q: Please provide your recent comments on these stocks. Are they buy, sell or hold in today’s market
Thank you

Q: If a bond crisis were coming in Canada ,with increased interest rates( including Moody's lowering CDA rating ),increased debt and deficits for instance , would ETFs similar to HSAV or CASH also be at risk ( as longer term bonds) and in such case,woùd you have better ETF suggestions for short term investments ?

Q: hi 5i
can I get your top pick(s) for an ETF non-leveraged for US small/mid (combined if possible) cap equities please? can you provide one (or more) that is $CDN hedged too please. cheers, Chris

Q: I'm looking to add some bitcoin exposure to my portfolio. What is the best way to do this? I know of MSTR and FBTC but I saw in a previous question that you prefer the bitcoin etf or whatnot to be in usd. Can you recommend some stocks or ETF that would give this exposure without having to purchase it directly?

Q: Can you please comment about ETFs that short the QQQ. I see that SQQQ has a market cap of $2.78B compared with $651M for PSQ; is SQQQ the best choice at 4x the size? SQQQ and PSQ apparently pay high dividends, is that really the case? Finally, with QQD's market cap of only $59M, is this ETF just too small to consider?
Thanks!

Q: Hello, when I look at the MAGS etf from Roundhill through my broker, it shows that is owns 51% in US treasuries and swaps as well as MAG 7 stocks. Can you explain how that works ? I would of thought they just own the MAG7 stocks,

Q: Do actively managed bond funds have a history of outperforming bond etfs? My bond etf doesn’t seem to move much.

Q: Trump’s pro-U.S. policies (tariffs, tax cuts, deregulation) are driving U.S. market growth. What would the best US dollar etf's be to take advantage of this growth. This will be held in a unregistered account. TY!

Derek

Q: Hi Peter and 5i Team,

Can you recommend a few ETFs that are focused on 20+ Treasury bonds, and also one that is focused on 7-10 year Treasury bonds?

Thanks for all the work that you do.

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

Q: I am looking to increase my fixed income percentage but this current market has me bamboozled. Major markets are basically even YTD despite Trump's tariffs still being on the books. There was a significant rally the other day because the US is “only” going to levy 30% tariffs and China will drop theirs to “only”20%! But while the markets go up, long term bonds continue to drop which I thought was a negative market indicator. So are things as mixed up and incoherent as I think? And with this background is now a good time to buy long bonds, short bonds or equal amounts of both?

Appreciate your insight.

Paul F.

Q: What would be your recommendations for US listed international ETFs excluding NA markets?

Q: YNVD Can you explain in (layman's terms) how the NVIDIA Yield Shares Purpose ETF works? A friend brought this name up and told me this ETF yields about 25% and also has capital growth. How does it work, it seems too good to be true.

Q: Do you consider HYLD as a reasonably safe place to store cash in my normally growth orientated TFSA while I decide on a growth stock I want to invest in long term? (The high yield is very tempting).
Thank you.
David

Q: Hi there, often times the 4% rule is used as a foundation for retirement planning. I believe the original study used US equities and US bonds as the funds to develop the 4% withdrawal rule. Obviously no one has a crystal ball, but what would be your opinion on using as international equity ETF with the 4% rule rather than a US fund such as VFV? If you were make an educated guess, do you believe using funds such as XEQT/VEXT and VAB/XBB instead of US funds would yield similar results as the 4% study over the longterm going forward?

Q: Is there a way for individual investor to buy latin american debt? corporate or gov bonds

Q: I have small holdings in HYLD (1.54), FMAX (2.24) and HUBL (1.51) for 5.29% in my overall US Financial portfolio. I would like to consolidate into only one ETF. I am leaning toward HYLD. Would you have any thoughts on this?. Your comments please. At my age, I am only investing for Dividends, Distributions and Interest. Thank You.

Q: why do you prefer the USD bitcoin ETFS over the Canadian ones?