Q: Is it safe to add this for growth, later and the dividend thru this debacle . Thx James
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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: Hello,
I have some CAD cash to invest in an unregistered account. Time horizon of 3+ years. Good time to grab a position in TECH.to or better to buy the underlying stocks? I read your comment around cash on the sideline impacting many of these stocks. If it was you… how would you play it?
I have some CAD cash to invest in an unregistered account. Time horizon of 3+ years. Good time to grab a position in TECH.to or better to buy the underlying stocks? I read your comment around cash on the sideline impacting many of these stocks. If it was you… how would you play it?
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Global X S&P 500 Index Corporate Class ETF (HXS.U $71.46)
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INVESCO QQQ Trust (QQQ $622.97)
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Vanguard Total Stock Market ETF (VTI $342.63)
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Vanguard Information Technology ETF (VGT $762.68)
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ARK Innovation ETF (ARKK $82.70)
Q: Good morning, I have some USD in my tfsa and was wondering if you could suggest a few ETFs in the states where I won’t get charged a withholding tax. Can be growth or index oriented.
Thanks
Thanks
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BMO MSCI Emerging Markets Index ETF (ZEM $28.93)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.14)
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?
Thank you for all of your excellent advice.
Thank you for all of your excellent advice.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.86)
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BMO Laddered Preferred Share Index ETF (ZPR $12.41)
Q: what preferred shares ETFs would you recommend now and why? Would you recommend preferred shares over bonds right now?
thanks
thanks
Q: What is your opinion regarding an alternative assets in one portfolio and what weighting of such assets would be reasonable? Would you recommend an EFT or stock/s which would contain such assets ?
Thanks.
Miroslaw
Thanks.
Miroslaw
Q: Dear 5i
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
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BMO S&P/TSX Capped Composite Index ETF (ZCN $44.20)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.72)
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iShares S&P/TSX 60 Index ETF (XIU $48.66)
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Vanguard S&P 500 Index ETF (VFV $171.54)
Q: Hi, looking to invest long term in one etf for income first , growth second. Would it really matter which one I pick ? I’m thinking zcn for lower mer and higher dividend.
What etf do you like for retired investors (include any other you might consider) Thanks,
What etf do you like for retired investors (include any other you might consider) Thanks,
Q: Hi Team,
Can you please explain how the CAD/USD exchange rate effects this ETF?
Thanks,
Can you please explain how the CAD/USD exchange rate effects this ETF?
Thanks,
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.05)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.61)
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Vanguard Dividend Appreciation FTF (VIG $225.38)
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iShares International Select Dividend ETF (IDV $40.42)
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Vanguard High Dividend Yield Indx ETF (VYM $148.95)
Q: Hi, my RRSP and TFSA are maxed out with VOO and QQQ. I would like to build non-registered account with some dividend ETFs. What would you buy and what % would you apply to each ? Thank you.
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BMO Low Volatility Canadian Equity ETF (ZLB $58.60)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.05)
Q: Dear 5i
Are CDZ and ZLB different enough to own both for Cdn exposure ?
Thanks
Bill C
Are CDZ and ZLB different enough to own both for Cdn exposure ?
Thanks
Bill C
Q: The 13% yield on PID.us seems attractive. Can you discuss what risks there is with this fund in regards interest rate changes or other risks.
Thanks
Thanks
Q: Is it time to move on from this investment. Seems to want to continue down. Thx James
Q: What do you think about buying TQQQ, for a risk-tolerant, long term investor who is interested in growth? The long term charts look very good, as long as one can tolerate the drawdowns. Might be a good time to get in now though.
Q: I am having trouble accessing the distribution specifics ( cash, return of capital etc ) of this ETF for 2022 and ytd 2023.
While it has a high yield , I am interested in the yield on $ actually distributed.
Any information you can provide will be appreciated.
Derek
While it has a high yield , I am interested in the yield on $ actually distributed.
Any information you can provide will be appreciated.
Derek
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iShares Diversified Monthly Income ETF (XTR $11.90)
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CI Canadian All Cap Income Fund Series X (CIG57982 $6.33)
Q: I have this fund and would like your opinion on it. Also what etf could I replace it with? Fees seem Hi. Thanks James
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Hamilton Enhanced Canadian Bank ETF (HCAL $37.00)
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Hamilton Enhanced Canadian Financials ETF (HFIN $26.74)
Q: Hello!
Which ETF should one purchase for capital appreciation, HCAL or HFIN.
Thanks a lot!
Which ETF should one purchase for capital appreciation, HCAL or HFIN.
Thanks a lot!
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.70)
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BMO Europe High Dividend Covered Call ETF (ZWP $20.77)
Q: Hello
I thought it would be good to diversify and collect some extra income from European High Yield companies. Turns out a war in Europe is not good for stocks or currencies.
I hold both hedged and unhedged in equal amounts and see the 7% performance delta due to currency. By the Math (currency move) it is clear a trade out of currency hedged and into currency exposed would be favorable in advance of any recovery of Euro and Stirling.
I don't make Bets. The switch is a bet on Euro and Stirling recovering former glory.
Would you sit on current holdings with both exposures? Move to currency exposure? Or just get out of European companies.
Thanks
YTD August
ZWP..... - 14.99 % (currency exposed)
ZWE..... - 7.56 %
I thought it would be good to diversify and collect some extra income from European High Yield companies. Turns out a war in Europe is not good for stocks or currencies.
I hold both hedged and unhedged in equal amounts and see the 7% performance delta due to currency. By the Math (currency move) it is clear a trade out of currency hedged and into currency exposed would be favorable in advance of any recovery of Euro and Stirling.
I don't make Bets. The switch is a bet on Euro and Stirling recovering former glory.
Would you sit on current holdings with both exposures? Move to currency exposure? Or just get out of European companies.
Thanks
YTD August
ZWP..... - 14.99 % (currency exposed)
ZWE..... - 7.56 %
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Magna International Inc. (MG $78.72)
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BMO International Dividend ETF (ZDI $30.03)
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iShares Core MSCI EAFE IMI Index ETF (XEF $48.54)
Q: I'm a bit underweight in the consumer cyclical sector and a bit underweight in my international allocation (the latter being somewhat of a chronic condition). I'm trying to make a buy decision between MG, ZDI and XEF. I already own the two ETFs and MG would be a new position. I understand that a direct comparison of a single company with an ETF is not possible and that you can't personalize sector weightings, but all else being equal, which one of these would you be most interested in today? Many thanks!
Q: In question you responded to today, the information in the questions was not correct. According to NRGI website, this in the correct information
Geographic Allocation as of 08/31/2022
Sector Weight
Canada 83.04
United States 9.32
Geographic Allocation as of 08/31/2022
Sector Weight
Canada 83.04
United States 9.32