Investment Q&A

• Vanguard Health Care ETF (VHT $254.31)
  • $254.31 P/E (TTM): 82.92X Cap: $15.11B
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Q: I own VHT (etf) in my $US account. Performance over the last 5 years has been approx. 6% compounded annually. Poor compared to tech or the S&P500 index or the DJIA. Given little opportunity to invest in health care sector in Canada, what investment alternatives would you suggest for health care? Or would I be better off exiting VHT and putting the money into other low-cost ETFs in the US like SPY, VOO, VUG ?

Thank you. IslandJohn

Upvote 2

Read Answer Asked by John on June 11, 2025

• iShares Diversified Monthly Income ETF (XTR $11.49)
  • $11.49 P/E (TTM): 9.82X Cap: $360M
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• Fidelity Tactical High Income Fund Series F (FID2456 $16.65)
  • $16.65 P/E (TTM): 21.6X
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Q: Hi, would appreciate your thoughts and any inormation you have on this mutual fund.
Is there a similiar ETF out there?
Thanks for your insights.

Upvote 3

Read Answer Asked by Lorraine on June 10, 2025

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.87)
  • $38.87 P/E (TTM): 5.55X Cap: $1B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $33.00)
  • $33.00 P/E (TTM): 3.19X Cap: $2.65B
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• TD Q Canadian Dividend ETF (TQCD $22.50)
  • $22.50 P/E (TTM): 3.37X Cap: $980M
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Q: Good morning all. Could we please have your viewpoint on the above ETFs. TQCD seems to have the best total return over 5 years (according to Koyfin). Do you think this position can be maintained over the coming years?

Upvote 1

Read Answer Asked by Roger on June 10, 2025

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.87)
  • $38.87 P/E (TTM): 5.55X Cap: $1B
  • View CDZ Profile
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $33.00)
  • $33.00 P/E (TTM): 3.19X Cap: $2.65B
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  • View Questions on XDIV

Q: 1. For a Canadian dividend ETF, do you prefer CDZ or XDIV. CDZ has a much higher MER.
2. What would be 5 Canadian dividend stocks that you would purchase today if I choose not to proceed with one of the above ETFs ?

Upvote 2

Read Answer Asked by Thomas on June 10, 2025

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.03)
  • $19.03 P/E (TTM): 36.38X Cap: $796M
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• NEOS Nasdaq 100 High Income ETF (QQQI $52.86)
  • $52.86 P/E (TTM): 96.32X Cap: $4.22B
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• NEOS S&P 500 High Income ETF (SPYI $51.42)
  • $51.42 P/E (TTM): 79.63X Cap: $4.93B
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Q: What covered call ETFs would you recommend? Looking to increase the yield of my portfolio a bit

Upvote 1

Read Answer Asked by Danielle on June 10, 2025

• NexGen Energy Ltd. (NXE $10.11)
  • $10.11 Cap: $5.63B
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• Cameco Corporation (CCO $105.83)
  • $105.83 P/E (TTM): 84.24X Cap: $45.24B
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• Denison Mines Corp. (DML $3.05)
  • $3.05 Cap: $2.58B
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• BWX Technologies Inc. (BWXT $166.52)
  • $166.52 P/E (TTM): 51.94X Cap: $15.11B
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• Sprott Physical Uranium Trust (U.UN $24.23)
  • $24.23 P/E (TTM): 2.53X Cap: $5.59B
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• Constellation Energy Corporation (CEG $316.58)
  • $316.58 P/E (TTM): 32.68X Cap: $97.05B
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• Global X Uranium ETF (URA $40.45)
  • $40.45 P/E (TTM): 115.14X Cap: $4.12B
  • View URA Profile
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• NuScale Power Corporation Class A (SMR $36.02)
  • $36.02 Cap: $10.22B
  • View SMR Profile
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• Sprott Uranium Miners ETF (URNM $50.56)
  • $50.56 P/E (TTM): 20.28X Cap: $1.57B
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• Oklo Inc. Class A (OKLO $74.31)
  • $74.31 Cap: $10.50B
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Q: Nuclear/ Uranium

There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.

Wayne

Upvote 3

Read Answer Asked by Wayne on June 10, 2025

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $16.66)
  • $16.66 P/E (TTM): 98.08X Cap: $8.14B
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• BlackRock ESG Capital Allocation Term Trust Shs Ben Int (ECAT $16.65)
  • $16.65 Cap: $1.79B
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Q: Despite the lack of fundamental data (on the sources available to me), the Pt & Figure chart and a comparison of chart activity to other ETFs (e.g. QYLD, RYLD, et al.) suggests that ECAT could be valuable for an income investor. What is your take?

Upvote 1

Read Answer Asked by David on June 10, 2025

• First Trust Long/Short Equity ETF (FTLS $67.75)
  • $67.75 P/E (TTM): 34.29X Cap: $1.96B
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• BMO Long Short US Equity ETF (ZLSU $43.47)
  • $43.47 P/E (TTM): 64.54X Cap: $89M
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Q: Your thoughts on BMO ZLSU ETF for a long term hold? Any concerns?

Upvote 1

Read Answer Asked by Brian on June 09, 2025

Q: What are your thoughts on using covered call ETFs to increase the yield of a portfolio?

Upvote 8

Read Answer Asked by Danielle on June 09, 2025

Q: Your thoughts on ZJAN BMO buffered ETF recommended by Larry Berman.

Thanks
Brian

Upvote 1

Read Answer Asked by Brian on June 09, 2025

• 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
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Q: What does this ETF hold and how does the covered call work? It is off the high of the year. Would now be a good time to purchase in TFSA for income and some growth as international exposure is low. If you prefer something else what would it be? Thank you!

Upvote 3

Read Answer Asked by Neil on June 09, 2025

• Purpose US Cash Fund (PSU.U $100.33)
  • $100.33 Cap: $783M
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• Global X USD High Interest Savings ETF (UCSH.U $50.18)
  • $50.18 Cap: $293M
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• Vanguard Ultra-Short Bond ETF (VUSB $49.91)
  • $49.91 P/E (TTM): 10.8X Cap: $5.35B
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Q: Hi, I presently have $50000 U.S. in a non reg acct. I do not plan to purchase any stocks in the near future. Would appreciate your thoughts on what my options are to generate some income with it. Thank you.

Upvote 2

Read Answer Asked by Lorraine on June 09, 2025

• BMO Canadian Dividend ETF (ZDV $24.81)
  • $24.81 P/E (TTM): 27.97X Cap: $1.22B
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Q: I'm looking at an investment horizon of at least 5 years and would like to acquire ZDV etf. Given the current economic roller coaster that we are on with the US with it's ever-changing tariffs, what would be a reasonable price to buy ZDV?

Also, would you prefer to buy it in a registered account or a non-registered account? Please explain why.

Thank you for your assistance and have a wonderful weekend.

Upvote 3

Read Answer Asked by Cathy on June 09, 2025

• BMO Aggregate Bond Index ETF (ZAG $13.70)
  • $13.70 Cap: $11.13B
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.12B
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Q: What will be the impact of the Bank of Canada's likely rate cut from 2.75% to 2% on the ZAG or XBB ETFs?
Is it better to simply buy bonds directly rather than ETFs?

Upvote 2

Read Answer Asked by Serge on June 09, 2025

• BMO Covered Call Canadian Banks ETF (ZWB $21.95)
  • $21.95 P/E (TTM): 12.51X
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• 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 US Put Write ETF (ZPW $15.63)
  • $15.63 P/E (TTM): 79.36X Cap: $74M
  • View ZPW Profile
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• BMO Covered Call US Banks ETF (ZWK $25.55)
  • $25.55 P/E (TTM): 42.53X Cap: $357M
  • View ZWK Profile
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• Hamilton Enhanced Canadian Bank ETF (HCAL $29.74)
  • $29.74 P/E (TTM): 12.49X Cap: $648M
  • View HCAL Profile
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.03)
  • $19.03 P/E (TTM): 36.38X Cap: $796M
  • View HDIV Profile
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.05)
  • $14.05 P/E (TTM): 93.22X Cap: $852M
  • View HYLD Profile
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• Harvest Diversified Monthly Income ETF (HDIF $8.72)
  • $8.72 P/E (TTM): 60.53X Cap: $450M
  • View HDIF Profile
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• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.66)
  • $10.66 P/E (TTM): 43.08X Cap: $563M
  • View ENCC Profile
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.74)
  • $13.74 P/E (TTM): 65.72X Cap: $819M
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Q: Hi. would like to know in what account (RRSP,TFSA,NON-REGISTERED) would be best suited for these ETFs and your best to less favored in order for each account type please. ZWB, HCAL, ZWK, ZWE, ZPW, UMAX, HYLD, HDIV, HDIF, ENCC. Thank you

Upvote 3

Read Answer Asked by Stan on June 09, 2025

• Vanguard Conservative ETF Portfolio (VCNS $30.65)
  • $30.65 P/E (TTM): 0.01X Cap: $588M
  • View VCNS Profile
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• Vanguard Balanced ETF Portfolio (VBAL $35.43)
  • $35.43 P/E (TTM): 15.14X Cap: $3.78B
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• BMO Balanced ETF (ZBAL $14.26)
  • $14.26 P/E (TTM): 7.79X Cap: $124M
  • View ZBAL Profile
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Q: if a conservative investor wanted to invest in one ETF or stock in their TFSA today was would you suggest? Although the question was one, I would like a ranking of the top 3, Canadian only. please.

Upvote 6

Read Answer Asked by Brenda on June 09, 2025

• Sprott Physical Gold Trust (PHYS $36.01)
  • $36.01 P/E (TTM): 24.9X Cap: $14.44B
  • View PHYS Profile
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Q: My question is about the Norbert Gambit.

If an ETF trades in both Canada and the US, does that automatically mean that you can transfer the ETF between your Canadian and US accounts (eg. PHYS)? Is there a way to tell which ETFs trade on both a US and Cdn exchange, and which ones can be transferred from a US to Cdn account, or vice versa?

Thank you for this excellent service.

Upvote 5

Read Answer Asked by Dale on June 09, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.63)
  • $40.63 P/E (TTM): 0.79X Cap: $6.56B
  • View VIU Profile
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Q: Hi! Thoughts on best international stock ETFs for TFSA using Canadian dollars. They are at all-time highs. Do they still represent value or should one wait for a dip? Thank you!

Upvote 3

Read Answer Asked by Neil on June 09, 2025

• Sprott Physical Platinum and Palladium Trust (SPPP $16.50)
  • $16.50 Cap: $158M
  • View SPPP Profile
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Q: What is your view on platinum and palladium (bullion not equities) over the next 2-5 years.

Thank you for your excellent advice.

Upvote 1

Read Answer Asked by Dale on June 09, 2025

• Coinbase Global Inc (COIN $308.48)
  • $308.48 P/E (TTM): 30.94X Cap: $79.26B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $108.80)
  • $108.80 P/E (TTM): 55.78X Cap: $96.01B
  • View HOOD Profile
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• ISHARES BITCOIN TR (IBIT $63.10)
  • $63.10 Cap: $82.64B
  • View IBIT Profile
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• ISHARES ETHEREUM T (ETHA $34.82)
  • $34.82 Cap: $15.65B
  • View ETHA Profile
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Q: seeing that you own some crypto I'm thinking I may get my toes wet, so to speak. At current prices, which one ETF would you favor of the above?
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!

Upvote 8

Read Answer Asked by Brenda on June 06, 2025