Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $166.15)
  • $166.15 P/E (TTM): 27.07X Cap: $26.65B
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Q: Is there an equivalent to XLG in Canadian dollars?

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Read Answer Asked by Carlos on December 06, 2022

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.85)
  • $48.85 Cap: $19.81B
  • View XIC Profile
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• Vanguard S&P 500 Index ETF (VFV $166.15)
  • $166.15 P/E (TTM): 27.07X Cap: $26.65B
  • View VFV Profile
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Q: My son is in a position now where he can start to make regular annual contributions to his RRSP. I want to help him set up a basic ETF portfolio that he can just add to every year for the foreseeable future.
He already owns small amounts of XIC and VFV. Would these be appropriate for this purpose? Would you add any others?

Thank you for your invaluable advice, as always!

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Read Answer Asked by FJ on December 05, 2022

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $169.96)
  • $169.96 P/E (TTM): 35.03X Cap: $2.76B
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Q: Would you buy ZQQ:CA into year end..Think tax loss selling will put a damper on Santa's rally

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Read Answer Asked by Gilles on December 05, 2022

• Vanguard S&P 500 ETF (VOO $610.92)
  • $610.92 P/E (TTM): 27.51X Cap: $692.26B
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• INVESCO QQQ Trust (QQQ $601.69)
  • $601.69 P/E (TTM): 36.04X Cap: $384.12B
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• Invesco S&P 500 Equal Weight ETF (RSP $188.88)
  • $188.88 P/E (TTM): 21.65X Cap: $73.04B
  • View RSP Profile
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• Evolve FANGMA Index ETF (TECH $20.59)
  • $20.59 P/E (TTM): 31.56X Cap: $97M
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Q: Earlier today you mentioned tech as a pretty good etf for holding mainly fang stocks. It got me thinking about my own situation. I own both voo and rsp partly to balance out my technology holdings. I am wondering whether I might be better with something like tech and rsp and selling voo? I like the idea of being a bit overweight in technology stocks and this might be a good way to achieve this. What are your thoughts on this ? Also, i note tech is a Canadian etf. What would be a good US denominated possibility?
Thanks for your expertise

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Read Answer Asked by joseph on December 05, 2022

• iShares Russell 2000 Growth ETF (IWO $334.44)
  • $334.44 P/E (TTM): 21.85X Cap: $13.31B
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• Vanguard Dividend Appreciation FTF (VIG $216.96)
  • $216.96 P/E (TTM): 24.54X Cap: $93.87B
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• SPDR S&P 500 ETF Trust (SPY $664.54)
  • $664.54 P/E (TTM): 28.22X Cap: $670.69B
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• INVESCO QQQ Trust (QQQ $601.69)
  • $601.69 P/E (TTM): 36.04X Cap: $384.12B
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• SPDR Dow Jones Industrial Average ETF (DIA $462.60)
  • $462.60 P/E (TTM): 21.61X Cap: $40.53B
  • View DIA Profile
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Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c

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Read Answer Asked by Claus on December 05, 2022

• BMO Equal Weight Banks Index ETF (ZEB $53.11)
  • $53.11 P/E (TTM): 11.77X Cap: $4.48B
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• Hamilton Canadian Bank Mean Reversion Index ETF (HCA $30.77)
  • $30.77 P/E (TTM): 12.09X Cap: $75M
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• Hamilton Enhanced Canadian Bank ETF (HCAL $32.48)
  • $32.48 P/E (TTM): 11.55X Cap: $699M
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Q: Do you think these ETF's are worthwhile investments in the Cdn. Bank area?
They both have high yields - are they sustainable
What is difference between the two? Which one is the preferred investment?
If neither are preferred - can you suggest an alternative?
Thanks

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Read Answer Asked by Reg on December 05, 2022

Q: I'm pondering dipping my toe into ETFs. The reason for this is that I got the feeling from another 5iR response that given the current stock market turbulence, it is better to buy diversification via an ETF rather than buy new US or Canadian stocks positions or top up existing equity positions. What say you, 5iR? Like did I "read" that response right???......Tom

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Read Answer Asked by Tom on December 05, 2022

• Amplify Cybersecurity ETF (HACK $86.36)
  • $86.36 P/E (TTM): 34.6X Cap: $2.31B
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• Palo Alto Networks Inc. (PANW $206.17)
  • $206.17 P/E (TTM): 132.88X Cap: $138.83B
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• CrowdStrike Holdings Inc. (CRWD $487.34)
  • $487.34 Cap: $122.70B
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Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

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Read Answer Asked by Peter on December 05, 2022

• 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 $351.09)
  • $351.09 P/E (TTM): 82.81X Cap: $1.62T
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• NVIDIA Corporation (NVDA $179.75)
  • $179.75 P/E (TTM): 53.65X Cap: $4.37T
  • View NVDA Profile
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.22)
  • $61.22 P/E (TTM): 35.55X Cap: $4.08B
  • View XQQ Profile
  • View Questions on XQQ
• Advanced Micro Devices Inc. (AMD $238.15)
  • $238.15 P/E (TTM): 124.95X Cap: $353.92B
  • View AMD Profile
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• INVESCO QQQ Trust (QQQ $601.69)
  • $601.69 P/E (TTM): 36.04X Cap: $384.12B
  • View QQQ Profile
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• Vanguard Information Technology ETF (VGT $751.70)
  • $751.70 P/E (TTM): 37.24X Cap: $95.34B
  • View VGT Profile
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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 $52.50)
  • $52.50 P/E (TTM): 16.25X Cap: $668M
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• India Fund Inc. (The) (IFN $14.98)
  • $14.98 Cap: $454M
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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 $38.85)
  • $38.85 Cap: $125M
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• The Energy Select Sector SPDR Fund (XLE $86.29)
  • $86.29 P/E (TTM): 15.97X Cap: $25.78B
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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 $300.21)
  • $300.21 P/E (TTM): 32.64X Cap: $53.01B
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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 $37.80)
  • $37.80 Cap: $485M
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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 $249.37)
  • $249.37 P/E (TTM): 37.58X Cap: $3.67T
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• Amazon.com Inc. (AMZN $215.16)
  • $215.16 P/E (TTM): 33.55X Cap: $2.30T
  • View AMZN Profile
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• Alphabet Inc. (GOOG $250.73)
  • $250.73 P/E (TTM): 26.08X Cap: $2.95T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $512.63)
  • $512.63 P/E (TTM): 37.69X Cap: $3.81T
  • View MSFT Profile
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• Netflix Inc. (NFLX $1,206.81)
  • $1,206.81 P/E (TTM): 51.94X Cap: $516.43B
  • View NFLX Profile
  • View Questions on NFLX
• Evolve FANGMA Index ETF (TECH $20.59)
  • $20.59 P/E (TTM): 31.56X Cap: $97M
  • View TECH Profile
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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 $79.84)
  • $79.84 Cap: $4.60B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $99.63)
  • $99.63 P/E (TTM): 33.18X Cap: $1.28B
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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 $70.26)
  • $70.26 Cap: $279M
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• Purpose Gold Bullion Fund (KILO $60.97)
  • $60.97 Cap: $402M
  • View KILO Profile
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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 $10.67)
  • $10.67 P/E (TTM): 12.23X Cap: $125M
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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 $153.45)
  • $153.45 P/E (TTM): 18.89X Cap: $6.31B
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• VANECK ETF TR (BBH $174.50)
  • $174.50 P/E (TTM): 21.97X Cap: $363M
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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