Investment Q&A

Q: Can I get your opinion please.

Q: Hi team,

In my question of January 27th on ARK ETFs, you had a nice development on half the question, that is the newest ARK ETFs, but nothing on the second part of the question.
Do you think you could elaborate ?

Gratefully,

Jacques IDS

Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.

Q: You answered my question on EWY:us on August 13, 2021. I believe your answer needs to be revised as your observations on South Korea do not reflect economic reality. I recently returned from a business trip to South Korea and found the economy vibrant and its people remarkably hardworking. I still own EWY:us and since your response to my question, EWY has only been going down. Korean industry, especially semis, medical equipment, heavy industries are all humming. Yet EWY including flagships like Samsung, Hyundai &c. are all down. I am reluctant to sell after what I saw there, but ask you : (Diversification is not a sufficient enough reason for me to hold).
Would *YOU* continue to hold? Thank you.

Q: Could 5I please give me the annualized return for QYLD dividend plus capital gain/loss for the last five years..... Looking at the chart in my TD Webroker it looks like not much more than the dividend . Which TD shows as 11.35% ...... I'd like to get two numbers if I could ..... One ignoring the current correction in the NASDAQ { 2022 } and one including it .......Thanks Garth

Q: I think this bio tech etc has recently had a tough time. I know that you recommend it. But,I was wondering whether you think this might be it's time to recuperate it's losses? Do you have something that you like more than this. If so, why? As always thanks for the great service

Q: Hello, Can I get your analysis on the best way to play the fossil fuel industry. Would it be in buying an etf such as xle or buying a big company such as chevron or total and buying a midcap such as Cheniere or Tourmaline. Do you think the oil market will stay tight for the next few years? Thanks

Q: Hi Peter, Ryan, and Team,

To raise our U.S., International, and Consumer Staples sector, please rank these three ETFs . I realize that STPL is the only one of the three that has holdings in countries other than the U.S. This investment would be for our two RRIFs.

Thanks for your insight.

Q: Hamilton ETFs recently launched a new ETF - HFIN. I currently own the ishares XFN which is similar, but much larger in size and unleveraged. For a long-term hold, do you think it would be a good switch, or would you leave it as is? (It is held in an RRSP account, so taxes are irrelevant).

Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry

Q: Can you recommend a Transportation ETF which trades on a Canadian exchange?

Q: Hello 5i,

My question relates to ETFs such as ZQQ and others put out by BMO that hold foreign stocks and Tax Form T1135. Are these considered foreign property and thus have to reported on form T1135. My broker did not really know and the CRA site did not deal with ETFs
Thank you for your answer.Cheers

Q: In a rising interest rate environment, what fixed income products perform relatively better? Would US TIPS or floating rate loans be an acceptable option?
Thanks

Q: Hi There,

Can I get your opinion on the three US ETF's listed above.

Thank You

Q: For these ETFs, in the 'Regions - Country Breakdown' they both have 'Asian Developed'. What countries does this include?

Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.