Investment Q&A

• Ninepoint Energy Fund (NNRG)
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• Ninepoint Energy Income FUnd (NRGI)
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Q: Can I have the beta #'s for NNRG and NRGI?

I am doing an overall portfolio beta rating.

Thanks...Steve

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Read Answer Asked by Stephen on December 05, 2022

• Broadcom Inc. (AVGO $364.60)
  • $364.60 P/E (TTM): 91.8X Cap: $1.69T
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• NVIDIA Corporation (NVDA $177.26)
  • $177.26 P/E (TTM): 57.36X Cap: $4.32T
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.11)
  • $60.11 P/E (TTM): 100.32X Cap: $3.90B
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• Advanced Micro Devices Inc. (AMD $161.04)
  • $161.04 P/E (TTM): 90.61X Cap: $257.33B
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• INVESCO QQQ Trust (QQQ $590.71)
  • $590.71 P/E (TTM): 32.64X Cap: $371.15B
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• Vanguard Information Technology ETF (VGT $725.12)
  • $725.12 P/E (TTM): 32.97X Cap: $96.89B
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Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?

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Read Answer Asked by Brucey on December 02, 2022

• iShares S&P India Nifty 50 Index Fund (INDY $52.09)
  • $52.09 P/E (TTM): 2.18X Cap: $651M
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• India Fund Inc. (The) (IFN $14.96)
  • $14.96 Cap: $466M
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Q: Which are the best vehicles for positioning a portfolio for any anticipated Indian growth?

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Read Answer Asked by David on December 02, 2022

• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $39.00)
  • $39.00 Cap: $169M
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• The Energy Select Sector SPDR Fund (XLE $88.38)
  • $88.38 P/E (TTM): 16.06X Cap: $26.90B
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Q: A 3 year chart shows HXE up 107% and XLE up 52%, both based upon the same index. Does XLE not include dividends? If HXE includes re-invested dividends, when is that increase included in the share price?

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Read Answer Asked by James on December 02, 2022

• Public Storage (PSA $287.23)
  • $287.23 P/E (TTM): 31.84X Cap: $51.28B
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Q: How safe if the PSA? I ask because I know some commentators are talking about a “credit event” perhaps happening sometime in the next few years, and I remember some money market mutual funds having some kind of unexpected difficulty in the past.

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Read Answer Asked by Michael on December 02, 2022

Q: Is this iShares 25+ Year Treasury STRIP Bond ETF
buyable now or is it better to wait for interest rates to rise further?

Also I don't understand how there is a yield of 3.95% (according to yahoo finance) if the underlying bonds are zero coupon bonds.

I would appreciate your overall opinion on GOVZ. Thank you

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Read Answer Asked by Yvonne on December 01, 2022

• iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged) (XSTH $37.97)
  • $37.97 Cap: $234M
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Q: Can you tell me why there hasn’t been a dividend paid on this ETF for the last two months? Would you know when the dividend will start being paid again?
Thanks

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Read Answer Asked by David on December 01, 2022

• Apple Inc. (AAPL $235.87)
  • $235.87 P/E (TTM): 35.52X Cap: $3.47T
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• Amazon.com Inc. (AMZN $231.26)
  • $231.26 P/E (TTM): 34.78X Cap: $2.43T
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• Alphabet Inc. (GOOG $249.19)
  • $249.19 P/E (TTM): 25.73X Cap: $2.91T
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• Microsoft Corporation (MSFT $513.19)
  • $513.19 P/E (TTM): 37.38X Cap: $3.79T
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• Netflix Inc. (NFLX $1,206.43)
  • $1,206.43 P/E (TTM): 50.64X Cap: $504.99B
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• Evolve FANGMA Index ETF (TECH $20.86)
  • $20.86 P/E (TTM): 27.27X Cap: $98M
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Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

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Read Answer Asked by richard on December 01, 2022

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $77.00)
  • $77.00 Cap: $4.49B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.83)
  • $95.83 P/E (TTM): 30.04X Cap: $1.19B
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Q: Hi Team,

Can you please provide your opinion on valuations and adding to positions in these two ETF's at current levels?

Which would you view as more compelling at current prices?

Thank you

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Read Answer Asked by Keith on November 30, 2022

• Purpose Gold Bullion Fund (KILO.B $60.20)
  • $60.20 Cap: $226M
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• Purpose Gold Bullion Fund (KILO $53.29)
  • $53.29 Cap: $303M
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Q: Can you please explain the difference between KILO and KILO.B. With the gold price being set internationally, I do not understand how there can be a benefit to dollar hedging? Which of these two ETFs would you recommend?

Thank you for your excellent advice.

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Read Answer Asked by Dale on November 30, 2022

• Harvest Canadian Equity Income Leaders ETF (HLIF $10.43)
  • $10.43 P/E (TTM): 27.42X Cap: $120M
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Q: Hello 5i
I recently asked a question about covered call etf’s and you mentioned ZWU as a good choice. I have recently read about Harvest covered calls being a good choice because they have a more concentrated portfolio. I would appreciate your opinion on the comparison of the two
Thanks

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Read Answer Asked by joseph on November 30, 2022

• iShares Biotechnology ETF (IBB $140.57)
  • $140.57 P/E (TTM): 18.86X Cap: $5.63B
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• VANECK ETF TR (BBH $165.04)
  • $165.04 P/E (TTM): 21.36X Cap: $349M
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Q: Hi there. Can you please comment on Biotech as a sector. Particularly the U.S. Would you say that it has been crashed equally or greater that Software. How do you like it’s potential over the next 12-24 months

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Read Answer Asked by Chris on November 30, 2022

• iShares S&P/TSX Capped Materials Index ETF (XMA $34.30)
  • $34.30 P/E (TTM): 2.15X Cap: $301M
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• Vanguard Materials ETF (VAW $207.51)
  • $207.51 P/E (TTM): 24.74X Cap: $2.66B
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• Materials Select Sector SPDR (XLB $91.09)
  • $91.09 P/E (TTM): 25.43X Cap: $5.56B
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Q: Hi Peter,
Further to my question posted previously on investing in basic materials in ETFs, do you have any Canadian ETFs similar to XLB you would recommend?

Many Thanks,
Roger

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Read Answer Asked by Roger on November 30, 2022

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.12)
  • $27.12 Cap: $3.05B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.53)
  • $23.53 Cap: $1.09B
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Q: What short term bond etf would you recommend?

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Read Answer Asked by Susan on November 30, 2022

Q: Just reading the ETF/mutual fund newsletter, and the changes to the growth portfolio. I am wondering where I can find longer term returns for the 3 ETF portfolios? Only the 3 month and YTD returns are displayed in the charts, whereas most investors would need longer term info before taking the plunge.
Thanks. Peter

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Read Answer Asked by Peter on November 30, 2022

• Purpose Bitcoin Yield ETF (BTCY $9.30)
  • $9.30 Cap: $125M
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Q: How does the current collapse in the valuation of bitcoin affect covered call products like BTCY? Is there a thoughtful argument to be made for a recovery trade in bitcoin, and if so, is there any safety added by doing so via a derivative product?

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Read Answer Asked by John on November 30, 2022

• INVESCO QQQ Trust (QQQ $590.71)
  • $590.71 P/E (TTM): 32.64X Cap: $371.15B
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Q: nasdq 100 idx etf Not doing well. Should I continue to hold or sell?

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Read Answer Asked by ron on November 29, 2022

• BMO Covered Call Utilities ETF (ZWU $11.28)
  • $11.28 P/E (TTM): 53.76X Cap: $1.87B
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• BMO Laddered Preferred Share Index ETF (ZPR $11.93)
  • $11.93 P/E (TTM): 4.71X Cap: $1.43B
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• iShares Canadian Financial Monthly Income ETF (FIE $9.22)
  • $9.22 P/E (TTM): 17.77X Cap: $1.19B
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• Vanguard High Dividend Yield Indx ETF (VYM $141.24)
  • $141.24 P/E (TTM): 18.83X Cap: $61.87B
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• BMO Covered Call US Banks ETF (ZWK $25.62)
  • $25.62 P/E (TTM): 42.53X Cap: $364M
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• Global X S&P 500 Covered Call ETF (XYLD $39.35)
  • $39.35 P/E (TTM): 25.09X Cap: $3.11B
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• JPMorgan Equity Premium Income ETF (JEPI $56.87)
  • $56.87 P/E (TTM): 24.54X Cap: $41.11B
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Q: Hello, I'm recently retired. I am seeking income generating vehicles for my various, registered plans (RRSP, LIRA, TFSA) to invest in. I'm considering an investment in ZWU. I'm wondering if there might be a similar, utilities based, covered call, ETF available for the American market?

Lastly, if any of these ETFs might also be available without the covered call overlay and if you believe that those versions of the ETFs might provide better, mid-term probability of a greater Total Return; I'd be interested in your opinion, as well.

Thank you!

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Read Answer Asked by Richard on November 29, 2022

Q: Further to recent discussions on momentum ETF's, can you please provide your opinion on Vanguard US momentum:VFMO. I'm reading the key to success depends on being nimble, recognizing changing market/economic conditions and reacting sooner than later. VFMO apparently reviews 1/12 of its investments each month vs others reviewing quarterly or biannualy.
Thanks Peter.

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Read Answer Asked by Peter on November 29, 2022

Q: After reading the chapter on the semiconductor industry in”Capital Returns” edited by Edward Chancellor of Marathon, I am wondering if there are any investable ETFs you are aware of that have a focus on the analogue sub sector of the semiconductor space?

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Read Answer Asked by William Ross on November 29, 2022