Investment Q&A

Q: A question about this savings product came up the other day. When I search, it shows as trading on "CHI"; what is that exchange? Is the fund itself CDIC insured and if not, are its holdings? Will the yield fluctuate every month? Any other info you can provide will be appreciated. Thanks

Q: In terms of safety and long term income in a fairly well diversified portfolio which of the 2 qualify I am 80.
Thanks
Dan

Q: Good morning.

Notwithstanding FX risk, with the drop in the JEPI dividend over the last few months, if you had to choose one right now as a longer term hold, would you go with JEPI or HHL? And why?

Thank you.

Q: Hi there,

With so many low risk, high yielding ETFs now that are producing better rates than savings accounts, which would be the best to hold in a non registered account, and why?

Thanks!

Q: Note that the HISA symbol is not recognized in your system. I just purchased it for the 6.08 % dividend. What are \your thoughts on this for an income investor.

Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom

Q: What do you think about this ETF for the rest of this year? I like the chart , it's turning up. Thanks

Q: What are the differences between IWO and IWR?

Thanks

Q: If a person was looking at income with some growth, long term would you prefer FIE or another financial ETF or one or more banks. If banks, which are your top choices.

Q: I am reviewing my portfolio and realized that XEI has grown to be about 20% of my annual income earned from my investments. If it was an individual stock I would be concerned and divest some of it. As an ETF should I still be concerned? I am retired and have no work pension.

Q: Hi All at 5i!!
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara

Q: Am considering purchasing the above and adding to over time. Would appreciate your thoughts re this security compared to SPY or VOO or other you might prefer.

Q: I'm looking at those two broad-based commodity ETFs and would appreciate knowing what you think of them.

Thanks

Q: Hi 5i Team,

What are your thoughts on Horizons ETFs, specifically BKCL? I'm in search of high quality covered call ETFs ( US, Canada, and International) with good distribution yield.

Best,
Matt

Q: Hi There, I have some USD funds, non-registered USD account. Can you please me give a few ideas to park in a high interest, tax efficient investment for a 2-3 months?

Thanks!

Q: In an answer to John you stated that you would expect ZWU " would likely retain its' share price better than UMAX " . Though UMAX hasn't been around long enough for a comparison I think one can speculate on what return might be expected as fifty percent of their portfolio are utility stocks with no calls written on them . So I would think the capital gain would be fifty percent of the utilities index. For example if the index returned 8% annually UMAX should return 4% which would reflect the percentage of the portfolio that is stocks { half the portfolio }. I would think that might be a good educated guess ..... ZWU on the other hand has been around for a while. So my question is has ZWU historically beaten fifty percent of the annual return of the utilities index ? And what has their historical annual percentage been compared to the utilities index ? ......
What I am shooting for here is a way to calculate whether the difference between ZWU's return and the utilities index return is enough compensate for a 5.6% lag in yield between it and UMAX ...... Thanks Garth .....

Q: Are there ETF's that cover Canadian mining in cobalt, copper, graphite, nickel and uranium, possibly also lithium and magnesium?

Q: Wow, 13.7 % is almost too good to be true ; is it ?
This would seem ideal for my RRIF ; a very high yield on solid Canadian companies. Will the covered call aspect make distributions fluctuate ?
I need clarification on the last sentence of your response to John today:

“ZWU will likely retain its share price better than UMAX. “

Are you saying ZWU will not go down as much as UMAX or go up as much ( or both ) ?

Thanks . Derek.

Q: How risky is HYG?

thanks

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H