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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: I've asked quite a few questions on these new Hamilton ETF's and thank you for the explanations you have given me thus far . They have been very informative ..... I'll likely have a few more before I make my final decision on whether to purchase .... I have noticed that though 5i generally gives them a nod of approval you fail to recommend them in questions as a covered call option. For example in a question this morning from KIM looking to replace his 11% yield from EIT.UN you give ZWU as an option instead of UMAX which yields better than KIim's target yield. First question is why ? The fact that you are giving the nod to the BMO product is making me pause in my purchase of the Hamilton product .....
Second question is though UMAX has only been around since June 23 please give the both the return without dividends and the return including dividends for both UMAX and ZWU during the available time period ? Thanks for your terrific service .....
Read Answer Asked by Garth on March 21, 2024
Q: I one " strongly believes" that swiss money could be a protection against US or CDN dollars ( for various economical reasons..),would it then make sense to invest in a swiss multinational Cie to obtain benefits from a future growing exchange rate ,if yes what Cies (2-3) listed on US market would be interesting at the présent time?
Read Answer Asked by Jean-Yves on March 21, 2024
Q: Is there a US dollar version of these that would not have the 15% withholding tax?

Thanks for all your great work
Mark
Read Answer Asked by Mark on March 21, 2024
Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?
Read Answer Asked by Frank on March 20, 2024
Q: Good morning. I have held Canoe EIT Income Fund since 2016 and it has averaged 11% annually. My goal is yield so I have been quite happy. I am currently reinvesting the distributions, but plan to eventually withdraw them to help fund my retirement. My EIT.UN holdings are now approaching 7% of my portfolio value and I was hoping to find something similar but different, for diversification. I know you have mentioned in the past that the fund is decent but has some drawbacks like a high MER. Could you provide some other options please? Thank you.
Read Answer Asked by Kim on March 20, 2024
Q: BIZD Vanec BDC Income ETF

Stable, reliable income plus some growth?

Thanks.
I just submitted a question on this ETF …. BUT forgot to ask if it would also be a good complement to XLF because of the different composition of holdings. ?

Or is there a better financial ETF choice for that purpose?
Read Answer Asked by Donald on March 20, 2024
Q: I am thinking about moving some of my portfolio to ETF's, and when I looked at CDZ holdings, I was surprised to see FSZ as their top holding - a stock you have recently seen as a sell. Do you have any suggestions for a Canadian ETF that is more about great companies with a growing Dividend and not so heavy in Financials and Telcos? Thank You!
Read Answer Asked by Pat on March 19, 2024
Q: I currently own URNM, a uranium etf. I'm thinking of switching out of it to equal weights of CCO, DML and NXE. What do you think of this strategy? Are you comfortable with the three producers or is there another one you would swap in? Or do you prefer just to keep URNM? Your thoughts?
Read Answer Asked by Steven on March 19, 2024
Q: I bought CALF in early January and it's been unchanged since then, while the broader markets are up significantly YTD. Would you suggest betting on small cap recovery this year and keeping CALF or selling it and buying something like VTV, SPYV, or MOAT? If switching, which one out of these 3 you'd recommend for better long term growth? My portfolio is well diversified between the sectors, so I picked these 3 options as they will keep my portfolio in target ranges. Thanks.
Read Answer Asked by Sean on March 19, 2024
Q: I currently have equal weights in ZAG and VFV (about 6% each) and a fair chunk of "cash" for stability. Rate drops seem to be stalled, so ZAG is going nowhere fast. OTOH VFV is flying high and might have temporarily peaked. I don't want to lose out on the eventual bond bounce, but I wonder if I should dump ZAG to get the potential VFV upside. I realize this might be crystal ball territory.
Read Answer Asked by Olaf on March 19, 2024
Q: Hello Peter,

With the bitcoin halving, the operating profits decrease for the miners but the price of the product increases. As well, the asset value of their inventory increases.
Smaller miners get squeezed out? Sell the smaller miners or wait for them to be bought out at a premium ?
In what proportion would you invest in bitcoin etf and bitcoin miners?
Would you suggest holding a full position in bitcoin and the miners?
Too many questions but I look forward to you helping me sort it out.
Regards
Rajiv
Read Answer Asked by Rajiv on March 18, 2024
Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?
Read Answer Asked by Ken on March 18, 2024
Q: Is there any ETF without covered call you would recommend that holds similar stocks as SMAX. Either in USA or CDN dollars. I prefer CDN dollars.

Thanks for the great service



Read Answer Asked by Hector on March 18, 2024