Investment Q&A

Q: Hello Peter and team,
Can you please provide explanations of how these etfs work in terms of hedge and unhedged. XSP tracks the 500 US index but it is hedged to the canadian dollar. Does this mean that if the Canadian dollar goes up, there will be no impact currency wise. Tech.B tracks the 6 large tech companies but it is unhedged. What does that mean in relation to the tech etf which tracks same stocks but it is neither hedged or unhedged as the tech.b is doing better lately? Much appreciated, and thank you.

Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

Q: VET is my worst performing oil stock, and I’m thinking of selling as a tax loss harvest. Which stock would you buy as it’s replacement? I’m thinking of perhaps NNRG? Do you agree with this strategy? Do you have another “better” replacement?
Thanks

Q: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?

Thanks, Mike

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: Thoughts on this US Dividend ETF: DIVB:US?

If it is reasonable can you add it to database so Portfolio Analytics picks it up please?

Q: i see Ninepoint shows symbol NACO:CN as an alternative credit fund
is this a good fund for diversifying a portfolio?
Or are any of ninepoint income funds good bets?

Q: Hi, Would XTR and VGRO compliment each other in an RSP totaling about thirty percent of the portfolio, thanks?

Q: which ark ETFs would you recommend and how risky are they if willing to hold for several years?

Q: I am considering this fund to diversify my fixed income holdings. I currently own VAB, VSB a GIC ladder. The plan is gradually to replace VSB and part of the GICs with LWF021. I would appreciate any comments you may have. Thank you.

Q: I'm looking for TFSA investment suggestion.
Possibly and all in one ETV to keep it simple but not necessarily.
Ideally more aggressive as I don't plan on touching it for a long time, possibly to even leave this as inheritance in my estate (I'm 60).
Any guidance you can provide is appreciated.
Thank you

Q: We have set up a RESP for our new grand daughter, we are looking to invest in a growth ETF. Considering the unsettled markets at this time would it be advised to invest in a ETF like HXQ or would you have some alternative suggestions

Q: I struggle with the whole concept of "green".
The whole thing is driven by politics, not market forces.(making "dirty" fuels artificially expensive so that subsidized "green" energy can compete).
Here is my question: Yes, there are strong ideologies pushing this, but unless "we" adopt socialist command economy wholesale, market forces must eventually prevail?
"Green stocks/ ETFs are up, but buying them seems to me betting on a lame horse.
Would appreciate your take on this, and also if holding BAM.A could be considered a compromise. They seem to be gung- ho for "green" investments. Am also looking at PBW, but don't like the price.
My interest in this subject is limited yo next ~5 years.
Thank you
jerry

Q: CAN YOU PLEASE GIVE ME YOUR OPINION ON THIS

Q: Given recent corrections, which ETFs (both Canada and US) are worth watching/stepping into to take advantage of the sales.

Q: Hello,

In reply to Berry's question to drip or reinvest dividends back into ETF's or stocks.
You have to advice BMO investorline to reinvest dividends. It is not automatic.
PS, they only drip full shares.
Hope this helps

Q: You provided an answer to a recent question for worthwhile Global Equity MF & ETF.
The examples you provided were Canadian listed - thanks - now - could you provide 3 each of American Listed Global Equity MF & ETF that are in your opinion worthwhile investments. They will be in my RRSP account. I currently have CIF843 there but am interested in possibly better options.
Thanks

Q: What is the best European stock index and best/lowest cost ETF for that index? I think larger caps may be better for stability, like the TSX60. I have no investments outside of North America. Would it be better to buy a more Global index ETF, that is ex-North America vs just Europe?
Thanks!!
Grant

Q: Thanks for your comprehensive answer to my question on fixed income. Just a further clarification. I have often wondered about the usefulness of preferred shares. It seems to me that they are just as vulnerable as stocks, so why have them rather than stocks? I know that you get paid first if the company goes under. But I am not sure that is a big consideration in most cases.

Secondly, i wonder if you might suggest some symbols that correspond to such an arrangement for fixed income.
Thanks for the excellent service

Q: my largest holdings are Goeasy, Home Capital, Topicus, Magna, Nuvei and some smaller amounts in Gold & Energy Stocks in my RIFF, TFSA & non registered account.

I would like to add to my Non registered account some stocks as I don't own any US Big FAANGS stocks & some Canadian or US financials.

Question : At the moment, Would you advise me to Buy the ETF Evolve FANGMA TECH.TO &/or the new Evolve MESH.TO Metaverse ETF or others suggestions. Also Any Financials stocks or ETFs. Please includes taxes implications for the 2 ETFs mentioned above or any.

Thank You for your great ideas & Happy Holidays.