Investment Q&A

• Canadian National Railway Company (CNR $133.62)
  • $133.62 P/E (TTM): 18.26X Cap: $82.13B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $105.49)
  • $105.49 P/E (TTM): 23.05X Cap: $94.64B
  • View CP Profile
  • View Questions on CP
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.82)
  • $29.82 P/E (TTM): 25.76X Cap: $2.16B
  • View XEI Profile
  • View Questions on XEI

Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.

Upvote 4

Read Answer Asked by STEVE on November 23, 2023

• iShares U.S. Aerospace & Defense ETF (ITA $199.98)
  • $199.98 P/E (TTM): 102.62X Cap: $9.05B
  • View ITA Profile
  • View Questions on ITA
• SPDR S&P Aerospace & Defense ETF (XAR $220.36)
  • $220.36 P/E (TTM): 92.97X Cap: $3.95B
  • View XAR Profile
  • View Questions on XAR
• iShares U.S. Aerospace & Defense Index ETF (XAD $89.40)
  • $89.40 P/E (TTM): 97.88X Cap: $64M
  • View XAD Profile
  • View Questions on XAD

Q: Hi. I'm looking at enhancing the defense portion of my portfolio and I'd like your thoughts on XAD. Or would I be better going with XAR or ITA?

Thank you.

Upvote 2

Read Answer Asked by Marc on November 23, 2023

• Brompton Enhanced Multi-Asset Income ETF (BMAX $14.17)
  • $14.17 P/E (TTM): 61.89X Cap: $107M
  • View BMAX Profile
  • View Questions on BMAX
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.97)
  • $14.97 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.00)
  • $13.00 Cap: $189M
  • View HBND Profile
  • View Questions on HBND
• Harvest Premium Yield Treasury ETF (HPYT $8.89)
  • $8.89 Cap: $501M
  • View HPYT Profile
  • View Questions on HPYT

Q: RE these 3 investment companies, which do you think is the best to invest in for high yield and modest growth: Harvest funds, Hamilton funds, Brompton funds. Thanks

Upvote 8

Read Answer Asked by george on November 23, 2023

• Invesco CurrencyShares Japanese Yen Trust (FXY $62.43)
  • $62.43 P/E (TTM): 8.43X Cap: $564M
  • View FXY Profile
  • View Questions on FXY

Q: If I believe Japanese yen will bottom out in near future, could you suggest some financial instruments for investors to take advantage of this scenario?

Upvote 2

Read Answer Asked by David on November 23, 2023

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.35)
  • $58.35 P/E (TTM): 98.54X Cap: $3.81B
  • View XQQ Profile
  • View Questions on XQQ
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.40)
  • $76.40 P/E (TTM): 1.29X Cap: $641M
  • View XIT Profile
  • View Questions on XIT
• Invesco NASDAQ 100 Index ETF (QQC $38.70)
  • $38.70 P/E (TTM): 97.45X Cap: $1.04B
  • View QQC Profile
  • View Questions on QQC
• Purpose High Interest Savings Fund (PSA $50.10)
  • $50.10 Cap: $3.15B
  • View PSA Profile
  • View Questions on PSA
• Vanguard S&P 500 Index ETF (VFV $158.86)
  • $158.86 P/E (TTM): 82.03X Cap: $24.73B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO $593.06)
  • $593.06 P/E (TTM): 81.12X Cap: $679.84B
  • View VOO Profile
  • View Questions on VOO
• INVESCO QQQ Trust (QQQ $572.61)
  • $572.61 P/E (TTM): 59.46X Cap: $369.41B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT $696.03)
  • $696.03 P/E (TTM): 90.62X Cap: $93.88B
  • View VGT Profile
  • View Questions on VGT
• TD Global Technology Leaders Index ETF (TEC $49.64)
  • $49.64 P/E (TTM): 59.06X Cap: $3.21B
  • View TEC Profile
  • View Questions on TEC
• Global X Cash Maximizer Corporate Class ETF (HSAV $116.26)
  • $116.26 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV

Q: Could you please suggest a mirror ETFs from the listing below in Canadian dollar?

VOO
VGT
QQQ
PSA

thanks,

Upvote 4

Read Answer Asked by Shi on November 23, 2023

• BMO MSCI Emerging Markets Index ETF (ZEM $25.10)
  • $25.10 P/E (TTM): 0.15X Cap: $1.58B
  • View ZEM Profile
  • View Questions on ZEM
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.11)
  • $43.11 P/E (TTM): 0.16X Cap: $2.79B
  • View VEE Profile
  • View Questions on VEE

Q: Can you please compare the following ETFs: ZEM vs VEE. In the past you had commented that ZEM may be more tax efficient because most stocks are held direct. Which ETF has the most exposure to China?
Thanks!

Upvote 3

Read Answer Asked by Grant on November 22, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $86.75)
  • $86.75 Cap: $47.79B
  • View TLT Profile
  • View Questions on TLT
• Vanguard Long-Term Government Bond ETF (VGLT $55.40)
  • $55.40 Cap: $9.83B
  • View VGLT Profile
  • View Questions on VGLT
• Evolve Enhanced Yield Bond Fund (BOND $17.81)
  • $17.81 Cap: $188M
  • View BOND Profile
  • View Questions on BOND

Q: Thoughts on this new high yielding bond fund? Thanx.

Upvote 4

Read Answer Asked by Steve on November 22, 2023

• Vanguard S&P 500 Index ETF (VFV $158.86)
  • $158.86 P/E (TTM): 82.03X Cap: $24.73B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Growth ETF Portfolio (VGRO $40.72)
  • $40.72 P/E (TTM): 0.01X Cap: $7.47B
  • View VGRO Profile
  • View Questions on VGRO

Q: Age 25. Recently deposited a large sum into a new TFSA. Looking to purchase VRGO and VFV. Is this a wise decision and how should they be purchased? Expand purchases over, say 1 year?

Upvote 4

Read Answer Asked by Shawn on November 22, 2023

• Mawer Balanced Fund Series A (MAW104 $39.05)
  • $39.05 P/E (TTM): 17.4X Cap: $4.84B
  • View MAW104 Profile
  • View Questions on MAW104
• Vanguard Balanced ETF Portfolio (VBAL $35.43)
  • $35.43 P/E (TTM): 15.14X Cap: $3.78B
  • View VBAL Profile
  • View Questions on VBAL

Q: Peter; Can you compare returns of the above two and which would be your preference? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on November 22, 2023

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.60)
  • $20.60 P/E (TTM): 45.23X Cap: $684M
  • View ZWE Profile
  • View Questions on ZWE
• BMO Europe High Dividend Covered Call ETF (ZWP $19.63)
  • $19.63 P/E (TTM): 45.23X Cap: $955M
  • View ZWP Profile
  • View Questions on ZWP

Q: Which would you prefer for a 2 to 3 year hold for income in a tfsa?

Upvote 5

Read Answer Asked by Steve on November 21, 2023

• KKR & Co. Inc. (KKR $140.08)
  • $140.08 P/E (TTM): 67.51X Cap: $123.58B
  • View KKR Profile
  • View Questions on KKR
• BMO International Dividend ETF (ZDI $27.26)
  • $27.26 P/E (TTM): 25.95X Cap: $678M
  • View ZDI Profile
  • View Questions on ZDI
• Berkshire Hathaway Inc. (BRK.B $492.21)
  • $492.21 P/E (TTM): 16.76X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi

Presently own ZDI in our RRSP.

I am thinking of replacing ZDI with KKR & BRK.B.

KKR and BRK.B are bigger and are like an ETF without the fees.

Also in the long run I think KKR and BRK.B it will have better growth than ZDI .

We would be giving up a good dividend with ZDI go.

Thank you.

Mike

Upvote 1

Read Answer Asked by Mike on November 21, 2023

• SPDR Blackstone Senior Loan ETF (SRLN $41.58)
  • $41.58 Cap: $6.98B
  • View SRLN Profile
  • View Questions on SRLN

Q: I just came across this quote within an Economist article:

“If you can earn 12%, maybe 13%, on a really good day in senior secured bank debt, what else do you want to do in life?” Steve Schwarzman, boss of Blackstone, a private-investment firm, recently asked.

Are there any bank bonds that you could suggest that would fit in this category?

Upvote 5

Read Answer Asked by Andrew on November 21, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.97)
  • $14.97 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
  • View Questions on HMAX

Q: Retired, dividend investor looking for income with this trade. HMAX is currently 1.8 of my equity position, down 15%. Would this be a good time to average down and take advantage of their 14+ dividend. How safe is the dividend? Do you have any other options

Upvote 9

Read Answer Asked by Lu on November 20, 2023

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $31.06)
  • $31.06 P/E (TTM): 33.25X Cap: $144M
  • View HBA Profile
  • View Questions on HBA

Q: Can you tell me a little about this etf please? How are the dividends handled? I'd there a withholding tax?

Thanks

Upvote 2

Read Answer Asked by Mark on November 20, 2023

• BMO Low Volatility US Equity ETF (ZLU $57.32)
  • $57.32 P/E (TTM): 56.99X Cap: $2.19B
  • View ZLU Profile
  • View Questions on ZLU
• BMO S&P 500 Index ETF (ZSP $97.98)
  • $97.98 P/E (TTM): 80.87X Cap: $19.48B
  • View ZSP Profile
  • View Questions on ZSP

Q: I have been unable to find a comparison between these 2 BMO US ETFs. Would you suggest one over the other for a senior well into retirement? Fixed income taken care of.

Upvote 3

Read Answer Asked by M.S. on November 20, 2023

Q: I'm 79 thinking of selling all individual stock's, ETF's etc. and moving to Index funds ETF's.

Maybe keep the telecom, bank stocks that I have.

1] What is your opinion on this?

2] Could you list the best ones to invest in?

Thank you.

Upvote 12

Read Answer Asked by Ross on November 20, 2023

• Invesco S&P 500 Equal Weight Index ETF (EQL $39.53)
  • $39.53 P/E (TTM): 45.24X Cap: $1.43B
  • View EQL Profile
  • View Questions on EQL

Q: Can I have your thoughts on EQL for a momentum play on the S&P (3 to 5 years)? Thanks

Upvote 6

Read Answer Asked by Roger on November 20, 2023

• Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE $98.08)
  • $98.08 P/E (TTM): 81.47X Cap: $1.20B
  • View QQQE Profile
  • View Questions on QQQE

Q: Hi 5i,

Do you know of a good Nasdaq Equal Weight ETF in Canada or do you have to invest in the US. If US, can I get your recommendation.

Thanks
John

Upvote 3

Read Answer Asked by John on November 20, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $86.75)
  • $86.75 Cap: $47.79B
  • View TLT Profile
  • View Questions on TLT

Q: Do you have a recommendation for a long term high quality US bond ETF?

Upvote 7

Read Answer Asked by Maria on November 20, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.32)
  • $45.32 P/E (TTM): 5.95X Cap: $18.34B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $158.86)
  • $158.86 P/E (TTM): 82.03X Cap: $24.73B
  • View VFV Profile
  • View Questions on VFV
• INVESCO QQQ Trust (QQQ $572.61)
  • $572.61 P/E (TTM): 59.46X Cap: $369.41B
  • View QQQ Profile
  • View Questions on QQQ

Q: My daughter is invested in just these three ETFs. With a 40-40-20 percent weighting. The reasoning was diversification, growth and safety. YTD she is up 20% but the laggard seems to be the one based on the TSX. Can you make any suggestions concerning this strategy? Thank you!

Upvote 9

Read Answer Asked by Bryan on November 20, 2023