Investment Q&A

Q: I am interested in your opinion of the eft's listed. With all the market turmoil I am looking for a basket of etf's with a high dividend and solid underlying holdings. I am also wondering if I am missing something in on your site where you evaluate ets's or do need to ask for that as an added service. Thanks for your help. Bob

Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.

Q: What one equity investment would you recommend everyone be acquiring today, and why? Thanks

Q: What is your opinion on this new and other female ETF's

The Hypatia Women CEO ETF (WCEO) is the first ETF to focus strictly on women-run companies?

WOMN & SHE

Would you be interested in buying one of them?

Thank you.

Q: Took a modest position in this fund at 18 dollars. What are your thoughts for a 20 year hold for retirement income. Being a bit greedy while others are fearful !!!!!!!!!!!!

Q: Small position held. Should this be sold? What will happen to this ETF if some banks go out of business? Could this ever recover? Thank you!

Q: Dear 5i team.

Is there an ETF that has LNR/MG etc in it? Is this a good time to start a position, or should we wait for the outlook to improve?

Thanks for your help.

Q: Which ETF product would be suitable for a one year holding period in an RESP?

Q: I currently hold ZAG in a RRSP account and wonder if you feel ok with averaging down on this ETF. It is a 4% holding at the moment.

Thanks

Q: What would be your top 3 bond ETF picks for both Canadian and US bonds? Is now a good time to put money into these?

Q: AS A RETIRED AND CONSERVATIVE INCOME INVESTOR I AM CONSIDERING THE PURCHASE OF ZWB IN A TFSA AND WOULD APPRECIATE YOUR OPINION DETAILING THE PROS AND CONS OF SUCH AN INVESTMENT AT THIS TIME.
1.I NOTE IT IS DOWN ABOUT 20% THIS PAST YEAR WITH A PRESENT YIELD OF ABOUT 7/12 PERCENT, IS THIS YIELD NET OF TRADING AND MANAGEMENT FEES?
2.DOES THE ETF WRITE COVERED CALLS ON THE ENTIRE PORTFOLIO?
3.GIVEN THE RECENT DECLINE IN THE BANK SHARES AND THE MARKET IN GENERAL AND WITH A 5YEAR TIME HORIZON, WOULD YOU AGREE THERE IS MINIMAL DOWNSIDE RISK, OTHER THAN GENERAL MARKET RISK,AND
4.WHAT TYPE OF MARKET AND ECONOMIC CONDITIONS LEADS TO AN INCREASE OR DECREASE IN THE PERFORMANCE OF THE ETF.

THANKS BRIAN

Q: hello 5i:
recently, I asked a question about LIFE; thanks for the quick response. In hindsight, what I should have asked might have been: which covered call ETF, in the health care space, provides the best dividend rate, with the lowest return of capital. As we're dealing in registered accounts, return of capital is not of interest to me.
thanks
Paul L

Q: I am looking for a dividend paying ETF. Between HHL and NUSI which one do you prefer and why. Do you have other recommendations of ETFs or stocks paying more than 8% dividend?

Q: Your opinion, please on GLCC-T.

Q: With bank failures in the forefront these days would you still consider HISA ETF's safe in this environment? Will the issues in the banking sector affect the NAV prices of these ETF's?

Q: If one is looking to own a banking and utility ETF (not covered calls) which would you suggest?

Q: I’m thinking of buying ZBK while the ETF is under pressure right now. How do you feel about this purchase or do you see anything better for exposure to big US banks?
Thanks

Q: Thoughts on IDV? It currently yields over 7%.

Q: I recently read on article on the importance of decarbonization many years into the future.

Can you provide some companies you would currently recommend in order to profit from this secular growth theme.

Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.

Thanks very much

Q: Hello 5i Team

Further the many questions on HISA ETF (i.e. CASH, HSAVE, PSA etc.)

The Globe and Mail on February 09, 2023 a summary of the brokers services including availability to purchase HISA ETF; HISA Mutual Funds; and GIC.

Link (may be behind a pay wall) - https://www.theglobeandmail.com/investing/article-canadas-top-digital-broker-is-td-direct-investing-with-an-assist-from/

Essentially the three brokerages which do NOT allow HISA ETF are:

BMO Investor Line
RBC Direct Investing
TD Direct Investing

Regardless most brokers allow access to HISA mutual funds, however you may be restricted to the particular brokerages affiliated products (i.e. Royal Bank at RBC Direct Investing TD Bank at TD Direct Investing).

Thanks