Investment Q&A

Q: Hello,
I'm thinking of adding HHL.b but concerned with the very low trading volume. If you compare volume of HHL to HHL.b, there is marked difference or improvement with HHL and higher volume. Question - is there actual market trading of HHL.b or perhaps might this be an internal currency conversion within Harvest ETF's. Hope this is clear, any feedback or explanation on why there is such a delta between the two ETF's trading volume would be appreciated.
THx Steve

Upvote 0

Read Answer Asked by Stephen on July 31, 2023

• Vanguard Balanced ETF Portfolio (VBAL)
  • View VBAL Profile
  • View Questions on VBAL

Q: I am going to retire in 2 years what company's would you suggest to put in a TFSA for a good stable passive income.

Upvote 0

Read Answer Asked by Mike on July 31, 2023

• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
  • View HXQ Profile
  • View Questions on HXQ

Q: Thoughts on the valuation of QQQ right now? It's had a nice run YTD. Is HXQ a good Canadian listed choice?

Upvote 0

Read Answer Asked by Joe on July 31, 2023

• BMO Equal Weight Utilities Index ETF (ZUT)
  • View ZUT Profile
  • View Questions on ZUT

Q: What are your thoughts on owning ZUT or owning in individual stocks. If your preference is individual stocks could you recommend 10 stocks and a good entry point.

Thanks Brian

Upvote 0

Read Answer Asked by Brian on July 30, 2023

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
  • View QYLD Profile
  • View Questions on QYLD

Q: The covered call strategies I have seen discussed to date are exclusively equity-oriented (e.g. QYLD, XYLD, RYLD, etc.) What do you think of the potential of TLTW assuming the relative volatility of the bond market stays high-ish?
Do you have alternatives to TLTW with a longer track record?

Upvote 0

Read Answer Asked by David on July 30, 2023

• Global X Copper Miners ETF (COPX)
  • View COPX Profile
  • View Questions on COPX
• Global X Copper Producers Index ETF (COPP)
  • View COPP Profile
  • View Questions on COPP

Q: What is the best etf to play copper?

Carl

Upvote 0

Read Answer Asked by Carl on July 30, 2023

• iShares S&P/TSX Global Gold Index ETF (XGD)
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Global Base Metals Index ETF (XBM)
  • View XBM Profile
  • View Questions on XBM

Q: If you're looing for exposure to metals & the potential electrication boom wouldnt a more diversified way be to own XBM? Especially given that their can be so much more company specific risks in metal business's. Similar to XGD on the gold side.

Upvote 0

Read Answer Asked by Michael on July 30, 2023

• CI Energy Giants Covered Call ETF (NXF.B)
  • View NXF.B Profile
  • View Questions on NXF.B
• RBC Global Energy Fund Series F (RBF613)
  • View RBF613 Profile
  • View Questions on RBF613

Q: Please compare total return for last 3 years and

outlook for next 3 years.

thanks ralph

Upvote 0

Read Answer Asked by ralph on July 30, 2023

• S&P/TSX Composite Index (TSX)
  • View TSX Profile
  • View Questions on TSX
• iShares MSCI China ETF (MCHI)
  • View MCHI Profile
  • View Questions on MCHI

Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?

Upvote 0

Read Answer Asked by adam on July 28, 2023

• BMO Equal Weight US Banks Index ETF (ZBK)
  • View ZBK Profile
  • View Questions on ZBK

Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you

Upvote 0

Read Answer Asked by Richard on July 28, 2023

• Pacer US Cash Cows 100 ETF (COWZ)
  • View COWZ Profile
  • View Questions on COWZ

Q: How do you guys think about an ETF like this that uses FCF as its screener ? Is this just another fad to avoid ?

Upvote 0

Read Answer Asked by Robbie on July 28, 2023

• BMO Covered Call Utilities ETF (ZWU)
  • View ZWU Profile
  • View Questions on ZWU

Q: Hi,

Do you think now is a good entry point for a long term hold on ZBU - or in your opinion it would be better to wait until rates start to decline?

Thanks as always for your advice.

Upvote 0

Read Answer Asked by Brad on July 27, 2023

Q: Any problems putting a commodity etf like PALL inside an RRSP or a TFSA

Upvote 0

Read Answer Asked by lynn on July 27, 2023

• Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
  • View OMFL Profile
  • View Questions on OMFL

Q: Hello,

What is your take on this fund ? Thanks.

Upvote 0

Read Answer Asked by Robbie on July 27, 2023

• BMO S&P 500 Index ETF (ZSP)
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard S&P 500 Index ETF (VFV)
  • View VFV Profile
  • View Questions on VFV

Q: Hi,

I'm looking to buy an S&P 500 ETF in Canadian dollars traded on the TSX.

What's your suggested ETF and which account should I hold it in?

I bank at BMOInvestorline if that makes any difference.

Thanks,
Robert

Upvote 1

Read Answer Asked by Robert on July 26, 2023

• Global X High Interest Savings ETF (CASH)
  • View CASH Profile
  • View Questions on CASH

Q: Wondering what your favourite/safest High Interest savings ETF would be to park cash for a few months or maybe a little longer.
Are there any risks associated with these ETFs?
I note for CASH, todays price is 2% greater then the 200 day moving average. Can these drop in value?
CASH management fee is .11%-is this high?
Why are the distributions variable on a monthly basis?

Thanks
Jeff

Upvote 0

Read Answer Asked by JEFF on July 26, 2023

• JPMorgan Equity Premium Income ETF (JEPI)
  • View JEPI Profile
  • View Questions on JEPI
• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
  • View HYLD Profile
  • View Questions on HYLD

Q: Can you please provide some comments about the following very high yield ETFs: HYLD.TO, JEPI and JEPQ? The yields seem extremely high and I wonder about the risks associated with these ETFs. Thanks!

Upvote 0

Read Answer Asked by Grant on July 26, 2023

• Purpose High Interest Savings Fund (PSA)
  • View PSA Profile
  • View Questions on PSA
• CI High Interest Savings ETF (CSAV)
  • View CSAV Profile
  • View Questions on CSAV
• Global X Cash Maximizer Corporate Class ETF (HSAV)
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH)
  • View CASH Profile
  • View Questions on CASH
• Premium Cash Management Fund (MCAD)
  • View MCAD Profile
  • View Questions on MCAD

Q: For the High interest savings etf's listed, which has the best net yield (or if another has a better yield that is not listed please let me know)?
With the HSAV product not paying a distribution, how do you find its yield? (In an answer to a previous question recently, it had the highest gross yield at that time of 5.25%)

And lastly, for funds held within a corporation, what would be the best tax advantaged way to go (pay tax on the dividend or the capital gain on HSAV)?

Thanks very much,

Upvote 0

Read Answer Asked by Dustin on July 26, 2023

Q: Hey guys
Did you ever get the ETF focused newsletter off the ground?
I’m finding I am getting more interested in them!
Cheers
Peter

Upvote 0

Read Answer Asked by Peter on July 26, 2023

• SPDR S&P 500 ETF Trust (SPY)
  • View SPY Profile
  • View Questions on SPY
• ProShares S&P 500 Ex-Technology ETF (SPXT)
  • View SPXT Profile
  • View Questions on SPXT

Q: Hello Peter,
Is there an ETF that one can buy such as SPY less the technology stocks? In other words, get exposure to the index but subtract out the tech names. Much appreciated.

Upvote 0

Read Answer Asked by umedali on July 25, 2023