Q: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill
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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, wonder what you suggest for global diversification, currently my portfolio is about half Canadian (XIU, FCCM) and a third international (EWY,ILF,VEU, VA.TO, VIU.TO)
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $93.35)
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Constellation Software Inc. (CSU $2,571.61)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $68.71)
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Topicus.com Inc. (TOI $93.54)
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Lumine Group Inc. (LMN $20.23)
Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.
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iShares S&P/TSX Global Gold Index ETF (XGD $57.42)
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BMO Low Volatility Canadian Equity ETF (ZLB $59.07)
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iShares S&P/TSX Capped Energy Index ETF (XEG $26.24)
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iShares S&P/TSX Global Base Metals Index ETF (XBM $36.95)
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Vanguard Balanced ETF Portfolio (VBAL $38.80)
Q: My granddaughter has an individual stock portfolio which I need to change to an ETF portfolio as she does not personally follow or trades stocks and I am no longer able to manage the account.
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed
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BMO Equal Weight Banks Index ETF (ZEB $66.48)
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Hamilton Canadian Bank Equal-Weight Index ETF (HEB $30.96)
Q: Is there any reason not to prefer HEB over ZEB? The two ETFs appear to be very similar while HEB seems to have a 0% MER and ZEB 0.25%. My online brokerage website also says HEB's yield is 3.06% while ZEB's is just 2.02%, though the reason why the yields are different is not apparent.
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.93)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.69)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD $15.65)
Q: Dear Team:
After reading many of your Q&As. I understand the drawbacks of Covered Call ETFs!
IF I want to hold Canadian Covered call ETFs in my Non-Regd accounts, which two or three would your favourite (in a tax advantageous manner withdrawal).
Also, if you can direct me to the issue that addresses Covered Call ETFs in your ETF &MF Newsletter, I would appreciate it! May I request you once again to add search function in ETF&MF Newsletter! At least a yearly index for the articles. That way, I don't need to bug you often!
Many thanks.
After reading many of your Q&As. I understand the drawbacks of Covered Call ETFs!
IF I want to hold Canadian Covered call ETFs in my Non-Regd accounts, which two or three would your favourite (in a tax advantageous manner withdrawal).
Also, if you can direct me to the issue that addresses Covered Call ETFs in your ETF &MF Newsletter, I would appreciate it! May I request you once again to add search function in ETF&MF Newsletter! At least a yearly index for the articles. That way, I don't need to bug you often!
Many thanks.
Q: Follow up to John’s question regarding this etf: given the strength of south Korea’s economy would today’s drop which I think you agree is an over reaction be a time to add to this etf. I have held it for a few months and the performance has been great as you pointed out. So is the a “buy the dip” time?
Q: Can ZSP be bought in a US account using US dollars and what would be the symbol?
Thks
Marcel
Thks
Marcel
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Caterpillar Inc. (CAT $897.45)
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Chevron Corporation (CVX $181.62)
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Union Pacific Corporation (UNP $264.65)
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Exxon Mobil Corporation (XOM $144.57)
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Canadian National Railway Company (CNR $152.71)
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Enbridge Inc. (ENB $73.33)
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Fortis Inc. (FTS $76.74)
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iShares S&P/TSX Global Gold Index ETF (XGD $57.42)
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BMO Equal Weight Banks Index ETF (ZEB $66.48)
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BMO Equal Weight Industrials Index ETF (ZIN $57.83)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $70.05)
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iShares S&P/TSX Capped Energy Index ETF (XEG $26.24)
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Hydro One Limited (H $58.76)
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Nutrien Ltd. (NTR $93.49)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.37)
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Global X Artificial Intelligence Infrastructure Index ETF (MTRX $36.00)
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iShares Global Energy ETF (IXC $53.06)
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
Q: Does it make sense to you for an 18B ETF like EWY, which represents a country's index, to be down almost 13% in one day on a war that does not impact it at all?
Q: My children's entire RESP is 100% in equities. As they get closer to going to post secondary school, would owning some money market funds, like ZMMK, be a good safe strategy to hold 1-2 years tuition in case of a market downturn. And open to suggestions.
Q: What do you think about holding this ETF in an RSP for a retired person looking for capital preservation and income. Is there something else you would recommend.
Q: Hello,
Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you
Dave
Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you
Dave
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Intuitive Surgical Inc. (ISRG $450.06)
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AbbVie Inc. (ABBV $201.55)
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Eli Lilly and Company (LLY $948.45)
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Merck & Company Inc. (MRK $111.38)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.95)
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iShares U.S. Healthcare ETF (IYH $60.42)
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Q: Hello,
Can I please get your view on Hamilton U S Bond Yield Maximizer ETF Class E (HBND). Thank you!
Dave
Can I please get your view on Hamilton U S Bond Yield Maximizer ETF Class E (HBND). Thank you!
Dave
Q: What is your opinion on this ETF for Data Centre Infrastructure companies ?
Are there any other better options ?
Thank You
Are there any other better options ?
Thank You
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Royal Bank of Canada (RY $248.79)
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Toronto-Dominion Bank (The) (TD $146.95)
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Bank of Nova Scotia (The) (BNS $106.09)
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Bank of Montreal (BMO $209.27)
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Canadian Imperial Bank Of Commerce (CM $150.57)
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National Bank of Canada (NA $207.84)
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Hamilton Enhanced Canadian Bank ETF (HCAL $42.45)
Q: Hi, I am wondering about the Cdn bank ETF offering a bit of leverage through loans called HCAL. It sounds like a reasonable way to execute a bit of leverage, but I have to wonder if it is better than owning some of, or all six of the Cdn banks. Would you recommend the ETF, or just owning some combination of the banks directly. If owning the banks directly could you offer an opinion on which ones you prefer and how many? Would you overweight one over others, or stick with an equal weight ownership? As always, your insight is very much appreciated - thanks!
D
D
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.47)
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Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $60.16)
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Vanguard S&P 500 Index ETF (VFV $179.42)
Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia
Can you suggest ETF for Asia
Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?