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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: You have commented that some sort of position in gold is probably a good idea, akin to having some insurance in the event of a significant economic upheaval. Would you want to have HGY or HUG for this purpose?
Can you provide some analysis about them?
They started over 10 years ago, yet has a market cap of $67 and $57 million million. Why have they not grown?
Is its average volume of 16,000 and 3,000,. is there a concern with liquidity?
Last, BMO Investorline indicates a yield over 6% for HGY. Is any of this return of capital?
thank you for your excellent service
Read Answer Asked by Leonard on September 03, 2021
Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.
Read Answer Asked by Miroslaw on August 31, 2021
Q: I have enjoyed the ride up in the markets over the last year but am now looking to shift a chunk of dollars out of what has been labeled the Cathie Woods stocks. And potentially give up some upside potential for income.

With that in mind I am looking for high dividends with consistent payouts.

Looking at these etfs as a GROUP would they meet this criterion? ie payouts remain relatively stable if the market dips as some are predicting right now.

A drop in share price could be tolerated but the prospect of a significant decrease in the monthly dividend would not.

I guess this is a risk reward kind of question.

THANKS for any guidance you can provide.
Read Answer Asked by Donald on August 31, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: I have a question about 89639

Hi 5i,

NSGE ETF is a Sustainable Global ETF that has been around for a little over 1 Year. It has good performance since it's introduction. It's AUM have grown from approx. 10M to over 300M in a short time. Can you help explain why the trading volume is extremely low? Can you provide your overall thoughts for this ETF? Can you also provide your thoughts on the subadvisor Alliance Bernstein?

take care and thanks
Read Answer Asked by Ian on August 26, 2021
Q: I own ZHY, XHY and ZEF bond ETFs. They do pay some income, but the capital is getting constantly depleted - I am 10% down on ZHY/XHY and 5% down on ZEF after holding them for many years. Is there a point of keeping these funds or should I get rid of them?
Read Answer Asked by Mirjana on August 26, 2021
Q: Hi 5i team,

Could I get your thoughts on SPXZ

Thank you
Read Answer Asked by Michael on August 24, 2021
Q: Hi 5i, I believe in diversification and sector capital allocation as the way to help protect yourself over the long term and am currently building out a well diversified portfolio with dividends in mind. With that said my Canadian investments are good (thank you 5i) In the US I am missing exposure to small and midcap companies can you recommend a ETF or mutual fund while keeping dividends in mind currency doesn't matter to me as i have both Canadian and US accounts. Also for the rest of the world I have VXUS ETF can you help me with exposure there.
Many thanks!
Read Answer Asked by Mark on August 24, 2021
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