Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $22.92B
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• BMO Equal Weight US Banks Index ETF (ZBK $40.17)
  • $40.17 P/E (TTM): 43.41X Cap: $818M
  • View ZBK Profile
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $64.44)
  • $64.44 P/E (TTM): 82.38X Cap: $188M
  • View ZUH Profile
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• Invesco S&P 500 Equal Weight ETF (RSP $188.17)
  • $188.17 P/E (TTM): 64.62X Cap: $73.77B
  • View RSP Profile
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• Invesco S&P 500 Equal Weight Index ETF (EQL $39.53)
  • $39.53 P/E (TTM): 45.24X Cap: $1.43B
  • View EQL Profile
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• BMO Equal Weight US Health Care Index ETF (ZHU $41.38)
  • $41.38 P/E (TTM): 82.45X Cap: $9M
  • View ZHU Profile
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• First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW $136.18)
  • $136.18 P/E (TTM): 80.12X Cap: $1.88B
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Q: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you

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Read Answer Asked by Shiraz on April 26, 2021

Q: I am a member of your “ETF and Mutual Fund Update” web service and a recent 5i member question on his ETF portfolio raised a question for me. Your ETF site has recommended portfolios for “Conservative”, “Balanced” and “Growth” strategies but not one for “Income”. Is this because an Income ETF portfolio is difficult to formulate or (as usual) am I missing something? I do not think conservative and income strategies should necessarily be the same but …

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Read Answer Asked by Danny-boy on April 26, 2021

• ChargePoint Holdings Inc. (CHPT $11.58)
  • $11.58 Cap: $269M
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Q: hi guys is there a canadian etf or mutual fund that has this in their porfolio or any etf that has an EV infrastructure company in their portfolio THANKS AS ALWAYS

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Read Answer Asked by michael on April 26, 2021

• ARK Innovation ETF (ARKK $76.27)
  • $76.27 P/E (TTM): 246.89X Cap: $7.94B
  • View ARKK Profile
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Q: Please provide your views on ARKK's growth prospects for the next 12 months. A ballpark percentage range would be appreciated. While I recognize the ETF will be challenged to come anywhere close to its growth rate over the last couple of years, I'm wondering how much gas is still in the tank. Thank you.

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Read Answer Asked by Maureen on April 26, 2021

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $832M
  • View XHY Profile
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Q: Would XHY be a suitable bond ETF in the current environment? The yield looks quite attractive, near 5%. If not, is there another bond ETF you would recommend?
Thanks

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Read Answer Asked by Terry on April 26, 2021

• iShares Russell 2000 Growth ETF (IWO $306.67)
  • $306.67 P/E (TTM): 45.65X Cap: $12.25B
  • View IWO Profile
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• BMO Aggregate Bond Index ETF (ZAG $13.70)
  • $13.70 Cap: $11.13B
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• BMO Equal Weight REITs Index ETF (ZRE $22.16)
  • $22.16 P/E (TTM): 54.28X Cap: $587M
  • View ZRE Profile
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• BMO MSCI Emerging Markets Index ETF (ZEM $25.10)
  • $25.10 P/E (TTM): 0.15X Cap: $1.58B
  • View ZEM Profile
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.05)
  • $162.05 P/E (TTM): 98.45X Cap: $2.50B
  • View ZQQ Profile
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• iShares Convertible Bond Index ETF (CVD $18.04)
  • $18.04 Cap: $100M
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• iShares Diversified Monthly Income ETF (XTR $11.49)
  • $11.49 P/E (TTM): 9.82X Cap: $360M
  • View XTR Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.87)
  • $38.87 P/E (TTM): 5.55X Cap: $1B
  • View CDZ Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $832M
  • View XHY Profile
  • View Questions on XHY
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.42)
  • $42.42 P/E (TTM): 31.06X Cap: $418M
  • View VE Profile
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• Vanguard Dividend Appreciation FTF (VIG $210.73)
  • $210.73 P/E (TTM): 68.92X Cap: $91.95B
  • View VIG Profile
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• Consumer Discretionary Select Sector SPDR (XLY $233.70)
  • $233.70 P/E (TTM): 56.81X Cap: $23.22B
  • View XLY Profile
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• Vanguard Information Technology ETF (VGT $696.03)
  • $696.03 P/E (TTM): 90.62X Cap: $93.88B
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• Vanguard Consumer Staples ETF (VDC $218.14)
  • $218.14 P/E (TTM): 41.99X Cap: $7.44B
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Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley

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Read Answer Asked by STANLEY on April 26, 2021

• CI Morningstar Canada Momentum Index ETF (WXM $38.01)
  • $38.01 P/E (TTM): 27.0X Cap: $681M
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• iShares MSCI USA Momentum Factor ETF (MTUM $245.17)
  • $245.17 P/E (TTM): 89.99X Cap: $18.12B
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Q: Can you recommend a Momentum ETF for both Canada and the US?

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Read Answer Asked by Ian on April 23, 2021

• BMO International Dividend ETF (ZDI $27.26)
  • $27.26 P/E (TTM): 25.95X Cap: $678M
  • View ZDI Profile
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• CI International Quality Dividend Growth Index ETF (IQD $34.58)
  • $34.58 P/E (TTM): 0.05X Cap: $216M
  • View IQD Profile
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Q: Is there a Canadian listed etf that focuses on ex-North America dividend growers? Thanks, Bill

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Read Answer Asked by Bill on April 23, 2021

• iShares Russell 2000 Growth ETF (IWO $306.67)
  • $306.67 P/E (TTM): 45.65X Cap: $12.25B
  • View IWO Profile
  • View Questions on IWO
• iShares Core MSCI Emerging Markets ETF (IEMG $62.50)
  • $62.50 P/E (TTM): 5.24X Cap: $102.56B
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• iShares MSCI EAFE Growth ETF (EFG $111.49)
  • $111.49 P/E (TTM): 40.5X Cap: $13.27B
  • View EFG Profile
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Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike

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Read Answer Asked by Mike on April 23, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.11)
  • $43.11 P/E (TTM): 0.16X Cap: $2.79B
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• iShares MSCI EAFE Min Vol Factor ETF (EFAV $85.12)
  • $85.12 P/E (TTM): 25.31X Cap: $5.40B
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• GLOBAL X FDS (BOTZ $33.80)
  • $33.80 P/E (TTM): 47.28X Cap: $2.86B
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• AGF Investments Inc. (QIF)
  • P/E (TTM): 20.6X
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• iShares Core S&P Small-Cap ETF (IJR $117.78)
  • $117.78 P/E (TTM): 49.78X Cap: $84.57B
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Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

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Read Answer Asked by Paul on April 22, 2021

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.63)
  • $40.63 P/E (TTM): 0.79X Cap: $6.57B
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Q: I'm looking for a Global (ex North America) ETF for growth that I can purchase in Cdn funds. Any suggestions?

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Read Answer Asked by Indie on April 22, 2021

• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.98)
  • $21.98 P/E (TTM): 40.08X Cap: $245M
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• Sprott Physical Gold Trust Unit (PHYS $26.02)
  • $26.02 P/E (TTM): 24.9X Cap: $10.42B
  • View PHYS Profile
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• Sprott Physical Silver Trust (PSLV $18.09)
  • $18.09 Cap: $8.95B
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Q: What metals etfs do you like and why? (or why not)

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Read Answer Asked by Mark on April 22, 2021

• Canopy Growth Corporation (WEED $2.05)
  • $2.05 Cap: $534M
  • View WEED Profile
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• Cronos Group Inc. (CRON $3.53)
  • $3.53 P/E (TTM): 52.42X Cap: $1.38B
  • View CRON Profile
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• Trulieve Cannabis Corp (TRUL $12.39)
  • $12.39 Cap: $2.27B
  • View TRUL Profile
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• AdvisorShares Pure US Cannabis ETF (MSOS $5.50)
  • $5.50 P/E (TTM): 12.38X Cap: $808M
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Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.

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Read Answer Asked by Arthur on April 22, 2021

• iShares Russell 2000 Growth ETF (IWO $306.67)
  • $306.67 P/E (TTM): 45.65X Cap: $12.25B
  • View IWO Profile
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• SPDR S&P 500 ETF Trust (SPY $645.16)
  • $645.16 P/E (TTM): 57.48X Cap: $652.34B
  • View SPY Profile
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Q: I'm looking for suggestions for an RESP account for an eight month child. Much appreciated guys.
Dave

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Read Answer Asked by Dave on April 22, 2021

• iShares S&P/TSX 60 Index ETF (XIU $42.39)
  • $42.39 P/E (TTM): 14.6X Cap: $17.83B
  • View XIU Profile
  • View Questions on XIU

Q: Good afternoon 5i,
I have a RRIF payment coming due and prefer to hold on to my individual stocks at this time. I have XIU, XSP, and XSU with lovely gains over the long term. Which would you consider selling at this point?

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Read Answer Asked by Paul on April 22, 2021

• BMO MSCI Emerging Markets Index ETF (ZEM $25.10)
  • $25.10 P/E (TTM): 0.15X Cap: $1.58B
  • View ZEM Profile
  • View Questions on ZEM
• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.48)
  • $29.48 P/E (TTM): 39.91X Cap: $933M
  • View ZEQ Profile
  • View Questions on ZEQ
• iShares MSCI Europe IMI Index ETF (XEU $35.67)
  • $35.67 P/E (TTM): 32.71X Cap: $583M
  • View XEU Profile
  • View Questions on XEU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.63)
  • $40.63 P/E (TTM): 0.79X Cap: $6.57B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.42)
  • $42.42 P/E (TTM): 31.06X Cap: $418M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $45.28)
  • $45.28 P/E (TTM): 21.88X Cap: $131M
  • View VA Profile
  • View Questions on VA
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.11)
  • $43.11 P/E (TTM): 0.16X Cap: $2.79B
  • View VEE Profile
  • View Questions on VEE
• Vanguard FTSE Europe ETF (VGK $78.88)
  • $78.88 P/E (TTM): 24.32X Cap: $25.77B
  • View VGK Profile
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• Vanguard FTSE Pacific ETF (VPL $86.40)
  • $86.40 P/E (TTM): 20.27X Cap: $7.52B
  • View VPL Profile
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Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed

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Read Answer Asked by Ed on April 21, 2021

• iShares Russell 2000 Growth ETF (IWO $306.67)
  • $306.67 P/E (TTM): 45.65X Cap: $12.25B
  • View IWO Profile
  • View Questions on IWO
• iShares Canadian Growth Index ETF (XCG $62.00)
  • $62.00 P/E (TTM): 9.43X Cap: $136M
  • View XCG Profile
  • View Questions on XCG
• iShares Core MSCI Emerging Markets ETF (IEMG $62.50)
  • $62.50 P/E (TTM): 5.24X Cap: $102.56B
  • View IEMG Profile
  • View Questions on IEMG
• iShares MSCI EAFE Growth ETF (EFG $111.49)
  • $111.49 P/E (TTM): 40.5X Cap: $13.27B
  • View EFG Profile
  • View Questions on EFG

Q: Hello 5i Team,
A good friend of mine has all his investments in 2 funds.  

RESP: CIBC Managed Aggressive Growth Portfolio

RRSP: BMO SelectTrust Equity Growth Portfolio - Series A

He has everything in those two funds. Are they worth holding? What do you suggest I advise him?  I've talked to him about ETF's and doing something different than mutual funds.
Thank you for helping out. Brent

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Read Answer Asked by Brent on April 21, 2021

Q: Hi, Would you have an opinion on this etf VFMO Vanguard U.S. Momentum Factor ETF? Can this be used to add some extra torque to a diversified portfolio? I thank-you in
advance. Sam

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Read Answer Asked by sam on April 21, 2021

Q: What is the difference between ETHH.TO & ETHH.B? Thank You!

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Read Answer Asked by Austin on April 21, 2021

• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.87)
  • $80.87 Cap: $17.94B
  • View HYG Profile
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $49.07)
  • $49.07 P/E (TTM): 32.43X Cap: $3.15B
  • View SPHD Profile
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Q: I have some US dollars that I would like to invest for a few months and I'm looking for a simple etf or stock that will give me more return than the zero interest I'm getting in my USD account. I don't mind a little risk but still want low risk. If you could suggest 3 potential options I would appreciate it. Thanks!

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Read Answer Asked by Peter on April 21, 2021