Investment Q&A

Q: I don't have any uranium stocks. Would Cameco fit the bill or should I look at an etf to be more diversified. thanks and Greetings, Peter

Q: Two part question:

What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?

Would it be possible to suggest equivalent covered call etf(s) for US market?

Thank you.

Q: I have a 16% position in the GRNY etf which I recognize as higher risk however it does hold 30 plus equities with a tech tilt but with a level of diversity so that my view is I hold approximately one-half of 1% of each equity. Am considering adding perhaps a 2% holding of Gene Munster's LOUP etf which doesn't show up in your system but has been around for 7 years. Could you provide your opinion of LOUP as a 3 year hold with regard to its approach to equity selection, the current holdings, its performance, its level of risk, and whether you would buy it as a worthwhile high growth potential etf. Do you like it?

Q: Can you please give me your opinion on the prospects of GARP. It seems to have performed well since inception, but not without volatility (25% drop in 2021/2022). With this in mind, would it be appropriate for a growth portion of a portfolio? Would now be a good time to initiate a position, or wait for a pullback.
Thank you.

Q: Is it a good one

Q: What do you think of these etfs for income and some growth how safe are they

Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?

Q: Q: Hi 5i team. Invested in SILJ some time ago based on your advice. Thank you. I'm wondering if there is an ETF that you like that invests in junior gold miners.

Q: I'm looking to increase international exposure inside a TFSA account focused on long term growth. Is there enough difference between these two to own both ? If only one, which one would you add?

thanks

Q: Hi gang,
I am looking into buying crcl. Is it any advantage to buy ccup? Any suggestions?
Thanks. Alnoor

Q: What is your opinion on this ETF

Q: hi, are there some low cost globally diversified eft's you are comfortable with?
thankyou.

Q: Hello Peter
I have been a member since the early lunching of 5I and I have done very well thank you. I also managed my family portfolios with success. My approach was and still is 100% Stocks with a growth tilt and no Bonds.
Now 86 years old, I am starting to transfer gradually to my heirs the proceeds of my stock portfolio. My heirs a son and a daughter both professionals have no interest in managing a stock portfolio.
I am thinking of converting gradually my stocks and their portfolios to ETFs such as ZSP 30%, XIC 30%, VMO 15%, VIU 10% and QQC 15% with the intention of rebalancing once a year.
Is this approach and suggested portfolio viable for the next 5 to 10 years, please do not hesitate to suggest appropriate changes to achieve for the long term capital preservation, a reasonable return of 8% and a certain peace of mind with minimum effort.
I always valued your wisdom and advice and above all I would like to thank you for your help to manage my moneys with success.
Raouf

Q: Please recommend vehicles for investing in the commodity natural gas.Thanks.

Q: Early September I asked a question about these two companies.
Hura has shown big increases in price while u.un
has gone nowhere
If you were to buy now would you buy Hura after this big run up ? Would you buy u.un also?
In your previous answer, you suggested buying both
Always
Thank you

Q: Hello 5i,
Retired investor requiring sustainable income.
I currently hold ZWG as a large part of my International holdings, however it is largely U.S. and I am currently overweight U.S. by 10% according to my P.A. analysis.
I require the higher income that the C.C. ETF's bring to the table and I was considering switching from ZWG to EMCC:CA (Global X MSCI Emerging Markets C.C. ETF), either in whole or in part. Currently I have no Emerging Market coverage to speak of.
I do have some other Global X products and have no issues with them, but I would like your expert opinion on my proposed switch. Are there any "red flags" that I should be aware of? Would there be other options that you could recommend that you would be far more comfortable with?
Many thanks for any clarity you can provide!!
Cheers,
Mike

Q: Good morning,

What happens in a rate cut cycle with this ETF.

Beaucoup Thanks for your unique service from a long time subscriber. Didn't think I would make so much money in the market. Time in the market not market timing as you put it.

Q: Thank you for suggesting HISU for US cash. A couple of questions: is there a fee or restriction on how long funds are held in this etf? Also, the symbol says :CA, can this be purchased and held in a US $ RIF?

Thank you!

Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF

Thanks Dave

Q: What is your opinion of this ETF? A buy, hold or sell. Thanks. Cheers