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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: QYLD writes calls options ATM on "100% of assets" wich means on all NASDAQ index or all assets ? I seems to me impossible and much to risky to sell call options on 100% of the NAV of the fund( since they could have to sell all of the fund eventually ..) but it would be logical for me to sell call options on a certain % of all the NASDAQ index (a % on 100% of NASDAQ 100 stocks)! I read that this % was 2%,but I found nothing about this point on global X website except this "calls on 100% of assets"...Did I misunderstand the whole principle of this fund ? thanks for explanations
Read Answer Asked by Jean-Yves on December 31, 2022
Q: Happy Holidays 5i,
I am considering purchasing some corporate class ETF's because of their tax efficiencies. The only Canadian company that I am aware of that offers them is Horizon's. Are you aware of any CRA issues with the Horizon implementation? Are there any other Canadian companies that offer tax efficient ETF's for NonReg accounts?

thanks
Read Answer Asked by Ian on December 29, 2022
Q: Hi, is there a cdn etf equivalent to jepi, schd and divo?
Read Answer Asked by pietro on December 29, 2022
Q: Hello 5i,

In your recent update, you are increasing XHY to 6% of the income portfolio. We own quite a bit of ZAG in a non-registered account (about 10% of the total portfolio) that we received this year as part of an inheritance. Given your update, does it make sense to sell some ZAG and replace with XHY? The remainder of investments are in mostly diverse growth stocks and other ETFs on your advice and I'm looking to retire in about 10 years.

Thank you and happy holidays,
John
Read Answer Asked by John on December 28, 2022
Q: SDIV has gone through some type of split in the last couple of days, as well as lowering its dividend to .08.
No dividend at all was paid into my LIF account.
PDBC seems to be under the radar as far as the dividend payment is concerned. I cannot locate the amount.
Kindly advise what is going on with these and please offer your position on them.
Thank you!
Read Answer Asked by Catherine on December 23, 2022
Q: Hi Guys
I would like some Emerging Markets exposure, After listening to Jeffery Gundlach and Felix Zulauf ( both very smart guys) they agree China is now totally uninvestable.
My problem is i own ZEM for my emerging markets exposure which has about 30% China.
There is EMXC which i could buy instead which excludes China, but holds about 20% exposure to Taiwan.
What would be your strategy?
Thanks Gord
Read Answer Asked by Gordon on December 23, 2022
Q: Hi 5i Team,

I am in the process of setting up an investment account for my nephew and would like to stick to indexes for the time being until he is comfortable with individual equities.

Given the current market climate and your best guess, what % would you attribute in a portfolio (out of 100%) to the following indices: VFV, XQQ, XIC, IWO, XGRO. Please feel free to suggest any other index that was not mentioned in the list above.

Thank you!
Read Answer Asked by David on December 23, 2022
Q: I didn't have bonds this year and I wish I did even though it lost value it still did better than my portfolio tilted toward growth. If you were to initiate a bonds presence in your portfolio. Would you rather buy these 2 or one or the other. Any other suggestion is welcome.

Thx
Read Answer Asked by Yves on December 21, 2022
Q: Good morning 5i,

I have a question regarding the PSA ETF. There will be a change in January in the nature of the ETF, for me who owns a significant amount in PSA, will this change anything in regards to its safety or any other drawbacks (or benefits). I would appreciate your informed opinion.

Posted by Purpose Investments on Nov 22nd, 2022 —
Purpose Investments Announces Fund Merger of Purpose Money Market Fund into Purpose High Interest Savings ETF and Name Change of Purpose High Interest Savings ETF

Purpose Investments Inc. (“Purpose”) today announced its proposal to merge Purpose Money Market Fund (“PMT”) into Purpose High Interest Savings ETF (to be renamed Purpose High Interest Savings Fund) (“PSA”) (the “Merger”) on or about January 27, 2023 (the “Effective Date”). These funds are designed to provide investors with monthly income while preserving capital and liquidity by investing in high interest deposit accounts. The Merger is being implemented in order to more effectively and efficiently manage the fund portfolios as well as to reduce costs for the benefit of unitholders.

The Merger will be implemented on a tax-deferred basis. Following the Merger, PSA will continue to provide an opportunity for preservation of capital and liquidity and monthly distributions.

As a result of the Merger, holders of Class A units and Class F units of the Fund will become holders of Class A units and Class F units, respectively, of PSA on the Effective Date. The change of name of PSA to Purpose High Interest Savings Fund is expected to be effective on or about January 13, 2023.

Thanks














Read Answer Asked by Charles on December 20, 2022
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