Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw
Miroslaw
Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike
Mike
Q: Saw a recent Q/A regarding water ETFs and you did not mention CWW. Owned this for around 8 years and up 88% not including small dividend and satisfied. Put it on chart with PHO and FIW and see it underperforms. Any need to switch?
Thank you
Steve
Thank you
Steve
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Meta Platforms Inc. (META $661.95)
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Microsoft Corporation (MSFT $401.59)
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ARK Innovation ETF (ARKK $70.47)
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ARK Genomic Revolution ETF (ARKG $28.85)
Q: Hey guys,
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Q: Good morning,
Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.
ZSP and SMAX....Is there a lot of overlap or can one own both?
Thanks
Jimmy
Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.
ZSP and SMAX....Is there a lot of overlap or can one own both?
Thanks
Jimmy
Q: Can you explain the difference in yield from different sources. eg USCL.TO pays .23 per momth which yields a forward looking annual yield of 13.4% based on todays price of 20.60. The 5I portfolio tracker comes up with the same value. Yet RBC Direct investing shows 7.8% and Yahoo Finance 6.5%. I suspect the former is forward looking and the later two historical. This seems to be a trend with ETFs especially new ones.
Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?
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Xylem Inc. New (XYL $142.22)
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American Water Works Company Inc. (AWK $124.29)
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Invesco Water Resources ETF (PHO $74.28)
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Invesco S&P Global Water Index ETF (CGW $66.98)
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First Trust Water ETF (FIW $115.52)
Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.
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Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.39)
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Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $20.31)
Q: I own a considerable amount of HYLD, but question the use of 25% leverage. I am considering switching to SMAX, but am wondering if they are so similar, that it is not worth switching.
Could you offer me your opinion on which one you would prefer for an income orientated senior investor.
Could you offer me your opinion on which one you would prefer for an income orientated senior investor.
Q: Somewhat confused as to dividend. You state the dividend as approx. 13 % whereas TD Waterhouse says approx. 8 %.
What am I missing?
Thanks
What am I missing?
Thanks
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $59.70)
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iShares Russell 2000 Growth ETF (IWO $339.93)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $118.01)
Q: I am interested in the Canadian MoneySaver Model ETF portfolio. I can replace the SPY & VGT ETFs with CDN ETF’s that hold those two US indexs. Is there a CDN ETF that holds the iShares Russell 2000 Growth (IWO) & a CDN ETF that holds the Consumer Discretionary Select Sector SPDR (XLY)? Thanks. … Cal
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $349.02)
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VanEck Vectors Semiconductor ETF (SMH $402.74)
Q: I just noticed that SMH dramatically outperformed SOXX (1 year, 2 years) and i hold the latter. Perhaps b/c the former holds 19% in NVIDIA stock and ASML shows up as a holding. Why is that ? Do they have a different investment strategy?
Now i fear if i switch the trend may reverse. OR the switch is the right strategy here?
OR sell half SOXX and buy SMH looks like a right move.
So i guess this is more of a commentary: investor needs to pay attention to ETFs as well.
Now i fear if i switch the trend may reverse. OR the switch is the right strategy here?
OR sell half SOXX and buy SMH looks like a right move.
So i guess this is more of a commentary: investor needs to pay attention to ETFs as well.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
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iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $44.38)
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Vanguard S&P 500 Index ETF (VFV $168.16)
Q: Hi All At 5i!
I would like to substitute XIC or XIN with VFV in hopes of more growth. Which would you suggest??
Cheers,
Tamara
I would like to substitute XIC or XIN with VFV in hopes of more growth. Which would you suggest??
Cheers,
Tamara
Q: I'm new here so I'm hoping these two questions will be phrased properly and not too general. Please let me know if this is the case. Thank you in advance.
1) The performance of the US markets seems to be much better than TSX in the longer term. Should an average investor consider focusing mostly on US holdings instead of Canadian stocks?
2) I would like to get your opinion on HBGD in terms of potential returns, how risky is this ETF and what role could it play in an average investor's portfolio within a 7-8-year timeframe before when decumulation begins.
Note this is for an RRSP account.
Thank you in advance for any insight. Cheers.
1) The performance of the US markets seems to be much better than TSX in the longer term. Should an average investor consider focusing mostly on US holdings instead of Canadian stocks?
2) I would like to get your opinion on HBGD in terms of potential returns, how risky is this ETF and what role could it play in an average investor's portfolio within a 7-8-year timeframe before when decumulation begins.
Note this is for an RRSP account.
Thank you in advance for any insight. Cheers.
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $64.82)
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Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $20.31)
Q: I am considering purchasing one of the ETF's for income as well as total return potential over the next 3-5 years. Which one you do you believe has more value?
Q: I don't really understand what happened to the $5 special distribution. I know it was consolidated into the existing share count, but I do not see any benefit. Can you please explain. Thanks
Q: Hi, can you provide your current thoughts on Long term US treasuries. TLT is down 2.5% so far today. Thanks
Mike
Mike
Q: The ETF, HXS pays no dividend. So if HXS was held in a RESP account, can one avoid the US 15% withholding on dividends, because HXS pays no dividend, whereas ZSP held in a RESP account would be subject to the 15% withholding tax, because it does pay a dividend. Thanks … Cal
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Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $51.56)
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Vanguard Global Minimum Volatility ETF (VVO $41.18)
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iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV $67.64)
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TD Q Canadian Low Volatility ETF (TCLV $26.44)
Q: Is there an ETF similar to SPHD (larger companies with low volatility), however is focused outside of the US (and Canada) that you would recommend? Preferably with a yield over 3.5-4%. I hold VIU for general exposure however moving to retirement and am looking for a bit more income focus.