Investment Q&A

• BetaPro S&P 500 VIX Short-Term Futures ETF (HUV)
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• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
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Q: Markets at Record Highs . Corrections happen. Is it wise to hold a portion of your portfolio 10 % in investments like HUV or VXX that go up when the market falls. These react with the VIX moving up. RAK

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Read Answer Asked by bob on July 12, 2021

• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• Freeport-McMoRan Inc. (FCX)
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• Ivanhoe Mines Ltd. (IVN)
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• Copper Mountain Mining Corporation (CMMC)
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• SPDR Semiconductors ETF (XSD)
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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• Aura Minerals Inc. (ORA)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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• VanEck Vectors Semiconductor ETF (SMH)
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• Global X Copper Miners ETF (COPX)
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Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

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Read Answer Asked by Brad on July 12, 2021

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• Purpose Premium Yield Fund (PYF)
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• Mackenzie Floating Rate Income ETF (MFT)
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• Picton Mahoney Fortified Income Alternative Fund (PFIA)
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Q: In a flat or a rising interest rate environment which ETF is preferable i.e XHY, PFIA, MFT, ZHY OR PYF?

Thanks for your service!

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Read Answer Asked by Ozzie on July 12, 2021

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Covered Call Utilities ETF (ZWU)
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• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Convertible Bond Index ETF (CVD)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Hi I have this etf in my account . Should i sell some and buy stocks or add some i am looking for dividend income.

Thank you

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Read Answer Asked by Francis on July 12, 2021

• KraneShares Global Carbon Strategy ETF (KRBN)
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Q: Hi, I noticed today a security named Europe Carbon Permits, and looking at the graph, it's share price doubled in the last year.
Is there any equivalent security available on TSX or NYSE that could correlate to the price of Carbon Permits, and how would that sound to you as an investment long term?

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Read Answer Asked by Daniel on July 09, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB)
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• Picton Mahoney Fortified Income Alternative Fund (PFIA)
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Q: Within a low fixed income component (10%), would half of that component in PFIA be too much? For the other half I’m thinking CSU.DB.

Thanks.

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Read Answer Asked by Alan on July 09, 2021

Q: Hi 5i, Quite an interesting article about what stocks to hold on to, even if the broader market stumbles, what about for those who hold ETF's, any suggestions ?
Thanks for the great service as always,
Ivan

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Read Answer Asked by Ivan on July 09, 2021

• Global X Active Canadian Dividend ETF (HAL)
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• iShares Canadian Select Dividend Index ETF (XDV)
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Q: I am looking for retirement monthly cash flow to supplement retirement. Can you please recommend some etfs and dividend aristocrats. About $400,000.
thank you.

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Read Answer Asked by Pradip on July 09, 2021

• iShares Russell 2000 Growth ETF (IWO)
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• BMO S&P 500 Index ETF (ZSP)
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• BMO US High Dividend Covered Call ETF (ZWH)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Vanguard S&P 500 ETF (VOO)
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• INVESCO QQQ Trust (QQQ)
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Q: I'm looking for a ETF holding US stocks that will work well with ZWH.CA
This would be in a RRSP.

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Read Answer Asked by Stephen on July 09, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ)
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• Amplify Alternative Harvest ETF (MJ)
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• AdvisorShares Pure Cannabis ETF (YOLO)
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• AdvisorShares Pure US Cannabis ETF (MSOS)
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Q: Looking to start a position in a US Marijuana ETF
Can you please give me a brief overall long term
outlook and a ETF trading on US market or Canadian market.
Thanks

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Read Answer Asked by Al on July 09, 2021

• BMO Covered Call Canadian Banks ETF (ZWB)
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• iShares Canadian Financial Monthly Income ETF (FIE)
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Q: Good morning,

I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.

Would you see a need to switch from ZWB to FIE ?

Thanks
Jimmy

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Read Answer Asked by Jimmy on July 09, 2021

• BMO US Put Write Hedged to CAD ETF (ZPH)
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Q: Good morning and thank you for your good recommendations. What is your opinion toward ZPH for income. How risky is it as opposed to a covered call type ZWB-ZWC approach and what maximum allocation would you give it in a portfolio?

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Read Answer Asked by Roger on July 08, 2021

• BMO International Dividend ETF (ZDI)
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• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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• iShares MSCI Europe IMI Index ETF (XEU)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• SPDR EURO Stoxx 50 ETF (FEZ)
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Q: How would you rank these two groups of ETF’s for future investment returns, where the best is listed first. European ETF’s VE, ZEQ, FEZ, & XEU. Emerging market ETF’s VEE, XIN, and ZDI. In the two groups if there is a better ETF in i5Reseach opinion, please add it to the list. Please correct the list if I have incorrectly categorized an ETF. Also what percentage of a portfolio should be invested outside of North America. Thanks … Cal

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Read Answer Asked by cal on July 08, 2021

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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• Global X S&P 500 Covered Call ETF (XYLD)
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Q: Further to my question regarding US financials and covered call etfs.
First thanks for your answer.
Both CALL and ZWK trade in CAD. Are there any USD denominated covered call etfs?
Or is there more merit in owning USA etfs in CAD?

Thanks.

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Read Answer Asked by Donald on July 08, 2021

• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 ETF (VOO)
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• Invesco S&P 500 High Beta ETF (SPHB)
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Q: S&P 500 High Beta ETF (SPHB). What is your opinion of SPHB vs VOO? The fee is .25%, but it seems to perform better long and short term to make up the fee. Can you add SPHB to your database?

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Read Answer Asked by Terry on July 08, 2021

• Global X S&P 500 Index Corporate Class ETF (HXS)
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Q: Hi,
I have the above ETF in my TFSA and have been doing very well for quite some time. I noticed that it is now at a loss of 34% overnight! I noted that there has been talk of a consolidation taken place. Should that have had a negative impact on the ETF? Your feedback and advise if mostly appreciated.

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Read Answer Asked by Penny on July 08, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: Thanks for the great work in educating and helping us. Currently I have no exposure to Debt and all Investment is in Equity Stock or Pref. I was trying to use Preference shares as a proxy for Bond. Is that a wise strategy? Want to move some fund to Bonds/Debentures. With a long term view of 10 + years in a registered account can you recommend 2 bonds and 2 ETFs. Thanks

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Read Answer Asked by Nimish on July 08, 2021

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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• Vanguard Dividend Appreciation FTF (VIG)
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Q: You’ve mentioned that you generally like to keep single ETF exposure to 15%. Since VGG and VGH invest in the same underlying ETF (VIG), should I keep exposure to 15% between them, or could they each still be 15%?

Thank you.

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Read Answer Asked by Alan on July 07, 2021

• Invesco S&P 500 Equal Weight Index ETF (EQL)
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Q: Is there a Canadian listed etf that invests in U.S. equities but does not have heavy weighting towards the tech stocks like facebook, Microsoft,etc? Any recommendations?

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Read Answer Asked by Kim on July 07, 2021

• iShares Russell 1000 Growth ETF (IWF)
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Q: I am looking for an emerging markets etf with a value bent or conversely a value etf with an over weight to emerging markets. In addition, do you know of a deep value etf? Thank you so much.

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Read Answer Asked by Richard on July 07, 2021