Investment Q&A

Q: With the TSX & US markets being over valued today, can you suggest a few ETF's or stocks that would benefit from international momentum, countries of interest Japan, Mexico or Indonesia.


Thanks for all you do and provide.

Q: A stock with a high dividend payout that is 95% ROC has an actual dividend payout of only 5%.
What type of account would this type of stock be best held in for tax purposes?
It seems that a margin account would be more tax efficient than a retirement account, where ROC likely is not considered on eventual withdrawal.

Q: Please comment on how to manage position sizes of portfolio with different equity ETFs. Max / Min weight of individual ETF? Thanks in advance. Your comments are very much appreciated.

Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.

Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?

Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?

Thanks

Q: Have cash to park for now, what would be the best choice here…or maybe be a mix of both.
Thanks you and have a great day.

Q: Can you please recommend an ETF that holds the major AI data Power centre stocks? and how have they generally performed and what are the major risks involved in investing?

Q: Hello 5i,
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks

Q: Hi 5i,
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc

Q: This could help JEFF with his question on September 19.
There is a CLO ETF in US, JAAA Janus Henderson CLO ETF that has a longer history and good track record.

Q: I have a question about hedged/unhedged versions of the same ETFs. There are a number of these, and they often have very different market values, as in TD's Global Technology Leaders ETF - TEC (unhedged) and TECX (hedged). In this case, the unhedged version has a mere 8.7m assets compared to 3.5b for TEC.

I would normally think an ETF with such a small AUM unstable, but given this is a TD ETF and mirrors its vastly larger brother, would that necessarily be the case? And isn't the rise and fall of an ETF simply a reflection of the stocks it holds?

What brings this to mind is the way hedged ETFs of American stocks have outperformed their unhedged counterparts this year. There is an administration in the US determined to drive down the US dollar by hook or by crook. So it seems to me that hedged is the way to go for now.

Q: Considering recent interest rate reductions can you please advise on investing in xhy.to or ushy at this point? Are they equivalent but just in different currencies?

Thanks.

Q: Rainwater Equity ETF (NYSE): As a new ETF invested in mid/large cap companies, in sectors with reliable recurring revenues less sensitive to equity market fluctuations, this would likely be a good defensive stock to own. Is there a comparable ETF/Company based in Canada?

Q: Which growth/balance Canadian ETFs would you recommend for a 2 year hold?
Thanks

Q: There was a question some time back about global private etfs. It’s seemed fees were high on the one recommended.
I have good gains on BX and am looking to diversify from single stock risk. Pls recommend one or two if possible, yield over 4% and low mer, global

Q: good afternoon - I'm looking for US ETF's and have held VOO for some time. Can you suggest three or four different sector ETF's you feel are worthwhile. Should I diversify or just add to VOO (which is up bigly). Many thanks

Q: Hello,

Looking for the optimal ETF (or combinaison) for income and some growth with 300 k.
80 % VDY with 20% VEQT ? other suggestion ?
Thanks !

Q: Hello
looking for a US sector health care ETF
for a defensive play
for a pull back of the market, can start a 1/4 of 1/3 position
thanks
Michael

Q: Good morning,

I am concerned about US debt levels and US instability and am worried about a currency crisis which would negatively impact both the US and Canada. I am looking into investing into etfs of specific countries that I believe could whether the storm well. (I am current looking at NORW as an example) Can you please recommend 3 foreign country etfs that would be relatively insolated from a currency crisis for the US and Canada?
Thanks