Investment Q&A

Q: China has rapidly transformed from a technology follower into a global innovation leader over the last decade, especially in areas like e-com, fintech, EVs/AVs, telecommunications, and now AI. With strong government backing and investments, I believe China is poised to be a leader in AI and related technologies in the coming years, making this a compelling long-term growth opportunity.

In my research, I have considered several ETFs. The Global X China Robotics and AI ETF (ticker 2807) strongly aligns with this theme by focusing on companies leading in AI and robotics innovation. However, this ETF does not appear to be available via our brokerages and I am exploring the KraneShares Hang Seng TECH Index ETF (KTEC) as a practical alternative. KTEC offers diversified exposure to Chinese technology leaders involved in AI, cloud computing, hardware innovation, and digital services.

I also looked into the iShares China Large-Cap ETF (FXI), but it appears too broad and does not adequately capture the key, government-backed tech and AI sectors shaping China’s future growth. I have also considered KWEB and appears less interesting.

Could you please share your thoughts on KTEC as an investment. Additionally, if you know of any North American-listed ETFs with a similar focus to 2807 or other suggestions, I would appreciate your recommendations.

Lastly, any commentary you may have re investing in Chinese based companies is equally appreciated. Thanks.

Q: Can you help suggest a low MER, technology sector ETF available in either US or Canadian exchanges that includes GOOGLE as a holding. I found IETC that has a low MER but the classics like VGT, IYW and XLK do not include GOOGLE. Many thanks.

Q: I noticed this yesterday nov 13th: ZUT -2,9% , XUT - 1,5% ,the equal weight ETF being the underperformer by far ( double) on that day . I know that the " equal weight" version is probably a better choice for longer term..What utilities ETF would you suggest on CDN market and ranking your best choices !

Q: What is your view on the return potential of ECHI etf …a multi stock covered call enhanced offering?

Q: For single stock etf's like this (and nvidia, Microsoft, etc), why not just trade around the ex dividend dates to lower risks and take advantage of the juicy (25% for plte!!) distribution? What am I missing with this approach

Q: ARTY NYSE Arca/US iShares Future AI & Tech ETF

Worth buying or not?

Thank you.

Q: Hello 5i
I have no direct exposure to Europe by design.
I believe it is time to change that.
Do you believe the European markets could continue to perform well?
What is your favorite ETF for this exposure?
Thank you
Dave

Q: Looking to add a health care etf. Which one might you suggest? Would the major difference in performance between the XHC and the other 2 be the currency hedging?

Q: Could I have your opinion on RING, as a means of holding some telcos but with a diversified approach. My main objective is dividend income in what I hope would be a somewhat stable industry (overall at least) in the event of a correction. Does RING use any leverage/options? If you prefer an individual CDN company, which would it be and why.
Thank-you

Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Q: Hello fantastic Team,
Do you have a preference ZRE or DIR?
Many thanks!

Q: Good morning,

Would you invest in the Ag space( DBA-US) at this time - please provide your reasons pro or con.

With thanks.

Q: How do you feel about this laddered preferred etf as a stable income provider mixed in with some growth stocks such as (CSU, TOU, EQB, Shop and TRP) for a retiree, in this falling interest rate environment?

Q: Is there withholding tax in a TFSA

Thank you

Q: Hi team,

Could you come up with a list of « sleep at night » ETFs, with a 5-10 years horizon, ranking them from best to lowest potential growth and from highest to lowest risk ?

Please deduct as many credits as you see fit.
Gratefully,

Jacques IDS

Q: Can you suggest an ETF that will safeguard against a market correction and still provide growth if the market does not correct?

Q: Hello 5i,
ZQQ or XQQ, and why?
Many thanks!!
Cheers,
Mike

Q: Hi Peter and Team,

MIX is a recent offering from Hamilton ETFs.

Their idea is to provide an “all-in-one” core growth holding that blends growth (60% equities) with defensive/alternative ballast (20% bonds, 20% gold), and add a modest leverage boost, thereby seeking higher returns but with diversified risk.

Hamilton argues that by mixing asset classes with low correlation (equities + bonds + gold) the resulting portfolio can achieve lower volatility and smaller drawdowns than equities alone — even after applying the 1.25× multiple. For example, they cite historical standard deviation of ~10.9% for the 60/20/20 mix (before leverage) vs ~19% for the S&P 500.

They position MIX as “a strong core holding … designed for resilience through economic cycles.”

I realize that this is a very new ETF with a quite small AUM, but I’m wondering what your opinion is on the strategy of MIX, and whether or not I should add it my watchlist. Any investment in MIX would be supplemented by an otherwise balanced portfolio across all of our accounts.

As always, your insight is highly valued and appreciated.

Q: I am retired and looking for a covered call ETF for each sector. There are so many ETF can you please give me which ETF would you recommend are best to own for covered call CDN ETF for each sector.

Is there one covered call ETF that covers all the sectors.

Please deduct credit as necessary.

Thank you for your excellent service.

Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.