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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: Are there any Canadian based ETF’s that monitor the US based IWM, IWN, or IWO ETF’s. Thanks … Cal
Read Answer Asked by cal on November 23, 2022
Q: Bond ETFs like ZAG and XBB look to be off 20% or more from highs 2 years ago. Do you see a path back to those highs? And over what period of time? The possibility of capital appreciation while collecting 3% interest has some appeal. Would interest rates actually have to decline, or could merely levelling off cause a bond ETF to rise? If you thought the stars might align say in the next 2 years, what ETF might you choose to play a capital appreciation theme (and maybe state a couple of the assumptions you are making)? Thanks,
Read Answer Asked by Stephen R. on November 23, 2022
Q: Other options for Francisco

TD has investment savings account products (TD mutual funds) including

TDB 8150 (TD Bank)

If more CDIC insurance is needed TDB8155 (TD Mortgage Corp) and TDB8159 (Canada Trust Corp) are also available.


Currently at 3.25% annually, paid monthly
Minimum initial purchase is $1000.00 per fund

US$ products are also available

All available through WebBroker
Read Answer Asked on November 23, 2022
Q: Which US ETFs do you feel best represent the S&P small cap and mid-cap index? Are there any Canadian equivalents?
Read Answer Asked by Bryan on November 23, 2022
Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?
Read Answer Asked by Henry on November 23, 2022
Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.
Read Answer Asked by David on November 23, 2022
Q: In the current bond market environment with raising interest rates how money markets funds will behave? Will they also increase to some degree? What is your opinion? I switched my bonds assets to money market funds when the bonds were tanking and this move stabilized the fixed asset part of my portfolio.
Thank you
Miroslaw
Read Answer Asked by Miroslaw on November 22, 2022
Q: Hi Team,
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards
Read Answer Asked by Djamel on November 21, 2022
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Read Answer Asked by Colleen on November 18, 2022
Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.
Read Answer Asked by Arthur on November 18, 2022
Q: Can you please tell me a bit more about ZDV, especially about the rule-based methodology including minimum 3-year dividend growth, pay out ratios and yield (read this in the G&M)? ZDV has more financials - is this a good time to hold more Bank stocks? Would ZDV be a good compliment to CDZ that I already hold?
Thanks!
Read Answer Asked by Grant on November 17, 2022
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