Investment Q&A

Q: With interest rates heading higher for longer, countries/ corporations with high debt levels will suffer pains not seen in a very long time. Should investors begin to switch to fixed income products (bonds,prefs) as rates rise? Will traditional income stocks get knocked about too?

Q: It often seems difficult to find the holdings of covered call etf's and whether their returns include return of capital. Do you have a solution and your opinion of xyld for long term hold. Thanks for you expertise.

Q: Do you have a proxy for CVD? It can be stock or ETF. The reason I ask is it is thinly traded and my purchase exceeds the average daily volume. I’d rather not pick away at small lots to reach my position, or is that what I should actually do?

Thx.

Q: I buying this one in stead of the buying individual bank stocks given our uncertain environment. Any reason why this covered called ETF might not be good for a full weighting at this time?

Q: Which Canadian and US financial/ bank etfs do you recommend? Thanks

Q: Hi all,

Please provide your thoughts on HDIF and EIT in terms of income sustainability and safety. Do you see any growth potential?

Thanks

Q: Hi

Hoping to reduce the number of etfs in our RRSP accounts.

Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?

Thank you and any other suggestions are most well.

Thank you

Mike

Q: My question is regarding selling my XHC and purchasing XLV in my RSP. I have 414 shares of XHC and understand the cost of currency change .I have initiated a position in XLV by selling VIG when it moves beyond 10% of our portfolio and started wondering whether I should consolidate to XLV. Our other healthcare stock is WELL. I would appreciate your comments. Thank you.

Q: Hi 5I. I am a small time investor looking to provide income for my wife if I should pass before her. Looking for monthly income to replace Gov. pensions. Can you suggest 2 or 3 ETF's or shares with monthly income. I would appreciate your input. Love your site
Thank you

Q: I'm looking to increase the dividends in my portfolio and wonder if there is an ETF that you would recommend for dividends?

thanks as always,
Paula

Q: Dear 5i
My mother-in-law has a substantial amount of GIC money coming due and was wondering what to do with it re reinvesting . At 93 she is very conservative with her money with all investments being in GICs , Bonds and some mutual funds . She relies on her bank for investing information and investing which concerns me a bit .
She mentioned wanting to get more investment earnings from dividends as opposed to interest income because of the more favourable tax treatment . I did mention to her that she could achieve that with large cap dividend paying stocks or possibly ETFs but at a little greater risk .
I think she would be better off with an ETF rather than a mutual fund but was not sure which ETF might suite her the best . Should she invest in municipal , gov`t bonds or a Bond ETF ? With interest rates not yet peaking i`m concerned that buying bonds now may not be the best time as bond prices go down with rising interest rates as you know . GIC rates are higher now so i`m thinking that may be the way to go for her .
I realize you can`t personalize your answer but a general guideline would be much appreciated . She does not have high income needs as her CPP and OAS covers most of her monthly expenses except maybe for $300-$350 .
Thanks
Bill C

Q: Howdy 5i,

My small business has a corporate investment account with funds sitting in cash that I'd like to invest for the next 1 to 3 years. GICs are not an option as I need liquidity if/when recession arrives. Do you have recommendations for relatively stable ETFs/SPDRs with high dividends?

Regards,
Garth

Q: Which Canadian Index ETF would you suggest holding in your portfolio?

Thanks for the great service.

Q: What do you think of JPM funds like JEPI, JEPQ ? Would you consider them relatively safe, income bearing ETFs ?

I am always weary about high dividend products, but, maybe JPM gives them some street cred.

Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.

Q: Can I please have your thoughts on this fund to add exposure to the Energy sector. What is your outlook on the sector currently say 1-3 year outlook.
Thank you!

Q: 58 year old seeking yield. Want at least 5% and general "safety" but respecting nothing is 100% safe in equities. Thoughts on GLCC as a way to play gold ?

Q: Hello 5i,

With the rise in the USD and decline in Asian and European stocks and ETF's, is this a good time to purchase ETF's for those zones with the anticipation that the ETF's will increase if the usd declines in value in the next 2-3 years?

If so, can you recommend one ETF for each zone for the cdn and us exchanges?

Thank you.
Debbie and Jerry

Q: What is the FTSE index and is it a decent method for an investor to allocate some bond exposure through an applicable ETF?

Q: What is the difference between ETHE/Grayscale Etherium Trust & ETHC/Ether Capital Corp? Is ETHC the CDR of ETHE?
Thanks!