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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: JEPQ uses ELNs(up to 20%) in order to generate covered calls instead of writing covered calls on its assets that would limit upside potential.This means that JEPQ has a capital appreciation potential,and at the same time offers significant monthly income.I suppose though that QYLD will be less volatile than JEPQ.If I wish to take avantage of a future NASDAQ recovery and also obtain a revenue,JEPQ seems to me more interesting than QYLD .To summarize my question : is my impression OK ,and are there any avantages to hold QYLD instead of JEPQ ,(except of the higher yield ?
Read Answer Asked by Jean-Yves on February 06, 2023
Q: I need to increase my international exposure by 20% according to your analysis. Because we are retired and depend on our investments to supplement income what companies or ETF would you recommend? Thanks for your input.
Read Answer Asked by diane joan on February 02, 2023
Q: Sprott has just launched four 'energy transition' ETFs.

My question is about the Sprott Junior Uranium Miners ETF (Nasdaq: URNJ).

The Sprott website says the ETF will follow the Nasdaq Sprott Junior Uranium Miners™ Index (NSURNJ™).

For an ETF following an index, I find the .80% management fee a bit rich. Any idea why it is so high?

As an aside, the fact the fund is following the index is the only way I can explain the inclusion of a company like Mega (MGA), whose share price has been mostly moribund over the past decade and even now with the rising interest in uranium still barely shows a pulse.

Would welcome your thoughts, especially given your (Peter) earlier history with Sprott.

Many thanks as always,

Marc.
Read Answer Asked by Marc on February 02, 2023
Q: Could I have your thoughts on the merits and/or drawbacks of single bonds ETFs - UTEN ; UTWO ; TBIL.
Thanks
Read Answer Asked by William on February 02, 2023
Q: Retired, dividend-income investor. Happy owner of CDZ. I just saw the new asset allocation effective Jan 31/23. I believe they reconstitute the ETF annually. Pretty big change in the finance %. It jumped from 24% to 30%.

Am I correct that this has to do with some of their constituent holdings not meeting the required criteria of increasing their dividend over the past year? I have gone through their website and am trying to figure out what criteria they use to select their individual holdings and how they design their sector allocations. Can you help me understand this a little better?

Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on February 02, 2023
Q: Hi Peter and Staff

A while back you recommended this as an ETF with a very low mer . I believe the MER was .1 of 1%?. I have two questions

1. Is this an actively managed ETF or just an index replica based on market cap of the stocks owned?
2. For RESP's just starting out, is this a good way to gain the health care allocation as opposed to picking "the winning horse" due to trading fees ?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 02, 2023
Q: I notice that utility ETF are in the low range of 52 weeks.Considering interest rates and economic context ,is it a good time now to invest in utility ETF (or even in utility covered call ETF in order to limit the present volatility ) ? any ETF suggestion ?
Read Answer Asked by Jean-Yves on February 01, 2023
Q: Hello
.Assuming an investor had a equally weighted NA Portfolio (25% each Index from 1993 to present : (TSX DJI Nasdaq S&P) . the annualized return combined and each respective decade was > 10.5% !!

Who needs to be a stock picker !

Would this have been possible back in 1993 ... IE where there Index Funds or ETFs with suitable MERs ? #investingiseasy
Read Answer Asked by Brant on January 31, 2023
Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?

Please recommend your favourite ETF for each on the TSX unless it's only available in USD.

Would the beaten down USA sector (eg. XUU) be part of your thinking?

Read Answer Asked by Kevin on January 31, 2023
Q: Hi 5i
For income and some growth, I continue to hold Fidelity Asset Allocation Private Pool Series F8 (374), in a corporate account. It is the only investment in the account. I have two questions.

1) In your opinion is this still a good choice?
2) Could you suggest an alternative to replace part or all of FID374?

Thank you, Bill
Read Answer Asked by William on January 31, 2023
Q: Are there any Chinese ETF,s that U would recommend at this time? Or is India better, although I dont much trust either country. I would look at India recommendations as well.Thanks, James
Read Answer Asked by JAMES on January 31, 2023
Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).

Are there any others that don't have much overlap with the above that you would recommend?
Read Answer Asked by Alexander on January 31, 2023
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