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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: Dear 5i,
Roundhill Investments in US just launched a new cannabis ETF called WEED.
Their description says that they may invest in US cannabis companies using Total Return Swaps. I don't understand why they just don't buy the stocks directly instead of using a derivative structure. Can you give me your thoughts?

thanks
Read Answer Asked by Ian on April 21, 2022
Q: I think I misunderstood your previous answers on ZPR to mean it was the better preferred ETF to be in considering it holds rate resets, which should go up as interest rates rise. However, your last answer indicated it holds significant long exposure preferreds, which would cause it to fall more heavily under the current environment?

To be clear, what is your best idea for a preferred ETF right now?
Read Answer Asked by Curtis on April 19, 2022
Q: With more concern about an economic slow down or hopefully not, recession on the horizon, I have been thinking about being more defensive than I have been in the past.
So, I was wondering how well did the Low Volatility ETF's hold up during the big meltdown of 2020, and did they actually do the job that the name implies, and not go down as much as the rest of the TSX.
Would you be more inclined to just hold some XIU, or just ZLB, or both, along with 10-15 individual highest conviction stocks, and try to enjoy the next 6-12 months some what worry free.

Thanks
Read Answer Asked by Greg on April 19, 2022
Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.
Read Answer Asked by Alex on April 19, 2022
Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.
Read Answer Asked by Gary on April 18, 2022
Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?
Read Answer Asked by Larry on April 14, 2022
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