Investment Q&A

Q: Good Morning;

I am looking for two ETF (preferred) recommendations that as a stand along investment product would include first, holdings representing a well rounded Growth portfolio (for a TFSA) and second, holdings reflecting a well structured Balanced portfolio for an FHSA. My preference for these products is because there is not enough money in either to create that portfolio of stocks and bonds, and I do not want to be trying to pick a solitary stock "winner". The holders of these portfolios do not have the time to learn investing at present, so this approach seems "easiest".

Thanks very much

Q: Hi,

If you had to choose between the two for "total return" in the present economic environment, which of the two would you choose?
Do you have any other suggestion for covered call income that you would prefer over these two?
Regards

Q: I wonder whats happening with this? any ideas?

Q: I currently hold Life and HHL ETFs for their dividends.

How would you compare HHIS to these 2 ETFs? Hhis has a yearly of +20%, payable monthly . Does HHIS return capital as part of their monthly payment? Are those payments taxable as interest only?

If I am comfortable holding Life and HHL, should be comfortable holding HHIS?

Q: Is there a Cdn $ etf that benefits from US$ strength and the higher (vs Cdn) US short term bond rates ? Thank you.

Q: I have a question about "asset decay" assuming the underlying stocks remain stable or rise modestly in value - why would the units fall? Is the income generated not from dividends and option premiums only?

Q: Do you think the MAGS ETF is a buy right now? Do you think it will continue to do well over the long term?

Q: Hey team 5i I have taken a part position in EUAD and given its 65% rise ytd I am wondering if you see further potential. Your input greatly appreciated.

Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan

Q: Per Gervais's question on Airbus, it's the biggest holding in EUAD @22%, and supported by many of the other fund components. It's an easy way to be involved if ok with the other companies.

Q: John Hood recently had SHLD as a top pick. I’m interested in the global defense space given geopolitical tensions and recent NATO messaging around moving defense spending targets from 2% of GDP to 3.5-5%. He suggested the US ETF ( NYSEARCA). I see there’s a Canadian offering SHLD.TO which appears to be a new offering. The US ETF has had terrific performance over the past year. Could you please discuss the merits of this ETF and comment on whether the Canadian version should see similar performance, assuming the geopolitical landscape remains fraught.
As a second question, do you have another ETF recommendation in this space and would you prefer it over SHLD? Please explain your rationale. Thanks so much for your expertise.

Q: What is your analysis of Hamilton's new enhanced ETF MIX ? With 60.1% equities, 20.1% fixed income, and 19.1% gold this seems like a basket of products that will work against each other . If one sector is up the other will be down. I can see it if their is a yield but if there is one I can't find it . Is there a yield ? Thanks for your terrific service ......

Q: I have a relative (73 years) with a portfolio of $400K, paid-off home (modest) whose pensions cover regular living expenses. She is disinterested in management of her investments but seemed happy with the performance of XGRO in a spousal RIF (dripped for convenience). This is only approx. $150K of her holdings. XGRO is meant to be a one and done investment, with the exception of some cash-type investments, she wonders if her Cash account and TFSA could all hold XGRO for simplicity.
Thank you for your valued opinion.

Q: I am going to add to my gold holdings which currently consists of only the Canadian etf XGD. I would like to have exposure to physical gold as well and am trying to decide between ZGLD:CA, PHYS:CA or PHYS:US (or any other suggestions you may have). Comments please.

Q: Could I ask you to please suggest a half dozen or more equity based inflation protection ideas, perhaps mostly individual stocks and a couple of ETFs, CDN and/or US. Does CME-Q fit the bill at all?
Thanks.

Q: Good morning, why is there a big difference in the 10 year returns of these ETF's
Thanks, Peter

Q: Wondering about your thoughts on this ETF???.....might think about buying it for hedge against tRUMP tariffs......thanks....tom

Q: Hi,

I have a Lump sum and I have close to an equal 25/25/25/25% split for these etfs/company. because i am in my low 40s i want to make sure i get my growth somewhat better in my younger years. Do you think this would be acceptable or should i be leaning more towards a xeqt/vfv split?

Q: Hi,

Your views on Global X MLP & Energy Infrastructure ETF (MLPX-N), please ?

It has a good dividend but would you consider it strong growth for 5 years ?

Would you buy it now ? Which would better growth picks in the ETFs for the energy sector for 5 years ?

Gratefully,

Jacques IDS

Q: Hello, which fixed income: ETF/Bond/GIC investments would work best under current economic conditions of lower rates coming from the US FEDS and Canada.? And, do you suggest staying short or long? .. Of course the lowest possible risk.
Thanks
Carlo