Investment Q&A

Q: Dear 5i.

I like the idea of investing in the Data theme but would like to take the single co risk out by looking for an ETF that has several of the ones you like imbedded? Can you help me identify one (or more) please.
If none available, which 3-4 of the names you like would create a suitable basket?

Thanks for your help.

Q: I have held XSB in my fixed income portion of my RRSP for a year now down 7% plus dividend. In your opinion with rates maybe peaking this year would a move to XLB or CBO make sense or just hold XSB. Will not be touching for 4 years.

Thanks

Q: UVXY Please educate me on this ETF. When would it be suitable for part of a portfolio. I do not understand why it is not higher considering the volatility in the market. If one holds it currently, would you keep holding? Thank you.

Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?

Q: For a ultra conservative retired income based investor can you please give us your 10 best portfolio building blocks starting a new portfolio?...many thanks...

Q: Could you offer an opinion of XOP vs IEO (not in your database). The ishares IEO has outperformed in the last year, though with a slightly higher MER.

https://www.ishares.com/us/products/239517/ishares-us-oil-gas-exploration-production-etf

Q: I guys is this stock worth buying and holding for awhile thanks LARRY

Q: Hi There, what do you think about a position in China within a diversified portfolio right about now…and this particular ETF?

Thank you!

Q: Good Day to 5iteam: Would you consider this fund a good candidate to crystallize a loss or a better to hold if other options are available? Down about 9 to 10%. May consider buy back in 30 days but in no hurry for the income I bought it for in retirement. Tks. Larry

Q: Hello 5i
I hold the above covdered call ETF's as well as at least two individual companies from each (from before I bought these). also have over 10 ETF's that are not cover call. I have 51 positions with 49 stocks. These have performed well during this period of unrest. No they do not hit the high notes but not even close to bottom notes either but steadil;y increase in value aside from the dividends. My question is: with these new covered call ETF's at 12% of my investing portfolio (not including GIC's) might this be considered too much? Each is between 1.5% and 2% of the portfolio as are most of my holdings. The dividends are great and have kept up for the last three months. These also hold great companies that I would hold if I had room (and funds to buy them!) as a value investor. Please take as many credits as required.
Thank you
Stanley

Q: Hi there.

Just a follow up to an earlier question.

1/ Do any of the HHL ETF distributions qualify for the dividend tax credit?

2/ Are any of the HHL ETF distributions subject to a withholding tax?

Thanks very much.

Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks

Q: I am always confused on days like this when Canadian oils go one way and American oils the other. I would have thought the sectors would both move mostly in tandem guided by oil and gas prices. But, not for the first time, XEG is down today while XLE is up. Why would that be? Yes, it is a bad market day, but ALL my US oils are up strongly while many of the Canadians (TOU in particular) are down. BTW, what % of a diversified portfolio would you devote to oils and gas today? Should pipelines be included in that consideration?

Q: UDIV Manulife Smart U.S. Dividend ETF Hedged TSX,CA

Would this be a good addition to a portfolio at this time.

Would you wait or buy now?

Or would you recommend something better?

Thank you.

Q: Seeking clarity on corporate class etfs. Does this structure exist using US dollars and does it exist in the US? Is there any other provider other than Horizons? Does the structure result in dividends being reinvested in the etf thus becoming taxable as a capital gain when the etf is sold and therefore not taxable as dividend income while the etf is held? So does this structure assist an investor who wishes to reduce income for tax purposes during the period the etf is held? THANKS

Q: Good Morning,

I am considering buying HHL for income in my cash account.

There are three investment options: HHL.U is denominated in U.S. dollars; HHL is hedged back into Canadian dollars and priced in loonies; HHL.B is also priced in Canadian dollars but is unhedged.

What are you overall thoughts on this ETF and which one would be best for me to buy in my cash account?

Thanks very much.

Q: Hello 5i, Could you explain what these 4 companies are about and rank them in order from best first. I just retired and am looking for one or two companies where I can sleep at night and earn some income. Thanks

Q: What is the Return of Cap. on this etf and where do I find this in future? thx

Q: Hi 5i, Is it a good time to invest in a biotech ETF such as XBI? 5 to 10 year hold. Would you wait for the markets to stabilize?

Thanks

Q: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx