Q: I am holding a substantial amount of US funds. With people getting out of US stock market and the downward trend of the American dollar, I would like to know your recommendations. Should I buy Canadian stocks, Canadian Cash ETFs or leave the funds in the US until the tariffs are settled?
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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: Retired investor can wait, not ready to leave risk assets.
My current allocation is 9% International markets, 38% US, 27% Can and 27% Cash and bonds.
Would like to start dipping some Emerging markets. For long term hold, how would you proceed and in what % in can$ ?
I just sent a question regarding ZEM, actually if we need to reduce the US allocation than us$ can be used to buy EM. Please make the necessary correction to the previous question if need be.
Thank again.
Yves
Thank you
Yves
My current allocation is 9% International markets, 38% US, 27% Can and 27% Cash and bonds.
Would like to start dipping some Emerging markets. For long term hold, how would you proceed and in what % in can$ ?
I just sent a question regarding ZEM, actually if we need to reduce the US allocation than us$ can be used to buy EM. Please make the necessary correction to the previous question if need be.
Thank again.
Yves
Thank you
Yves
Q: Dear 5i, If one were interested in investing in Japan using a TFSA for a long term hold. Which would you prefer between FLJP or EWJV ETF on the US exchange? FLJP has approx. 500 holdings and EWJV has a value tilt. with approx. 100 holdings. EWJV's 100 holdings are a subset of FLJP's holdings.
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Dynamic Active Canadian Dividend ETF (DXC $42.33)
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Dimensional International Core Equity Market ETF (DFAI $36.44)
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iShares U.S. Equity Factor Rotation Active ETF (DYNF $58.81)
Q: In this environment do you consider investing in active etf instead of regular index.
Can you also suggest active etf for USA, CDN and global markets index.
Thanks for the great advice and support.
Can you also suggest active etf for USA, CDN and global markets index.
Thanks for the great advice and support.
Q: Dear 5i, FLEE is a Europe ETF incl. UK and FLEU is Eurozone excl. UK.
For a long term hold which one would you prefer for a long term hold?
Can you please help explain your reasons.
For a long term hold which one would you prefer for a long term hold?
Can you please help explain your reasons.
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.13)
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.06)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.92)
Q: Could I have your opinion on XHY?
Thank you
Thank you
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iShares S&P/TSX 60 Index ETF (XIU $44.08)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.36)
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ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
Q: Hi, I am supporting my 32 year old son in investing a very modest RRSP - $12K total. Given his age, can you recommend a solid set of ETFs or Stocks to get him started?
Thx
Kathryn
Thx
Kathryn
Q: This morning you suggested NNRG as a potential ETF for oil and gas sector and that it is more aggressive. Could you share what the top 10 holdings are and at what percentage of the ETF they are please.
Thanks!
Thanks!
Q: Good morning,
When do you think Ztl.ca would be a buy for long term hold in RIFF
Cheers
Carl
When do you think Ztl.ca would be a buy for long term hold in RIFF
Cheers
Carl
Q: When a RRSP becomes converted into a RRIF ,I tend to believe that owning a certain proportion of covered calls ETF ( let's say 30- 40% ?) could be interesting in order to get enough dividends each year , to avoid selling, and to preserve the capital for constant revenues when you are in excellent health..Thanks for any comments or suggestions ,the goal being long term optimized revenues .
Q: What do think of this ETF ? Income is taxed as capital gain, but is it worth it ?
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ProShares VIX Short-Term Futures ETF (VIXY $31.88)
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BetaPro S&P 500 VIX Short-Term Futures ETF (VOLX $5.70)
Q: Would you recommend VIX stocks like VOLX:CA and VIXY:US or gold stocks at this time?
Q: I see the suggestion of going to gold for safety in this market. Do your mean buying gold pieces at Costco or other means? I need some recommendations on how to enter the market and take the least amount of risk.
Q: Hello,
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.
Q: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.
Q: Peter; Is there an ETF that tracks “ grains” ? Thanks.
Rod
Rod
Q: Do you think HDIV would be a suitable replacement for BCE in this market or would you recommend another stock/etf? Looking to recoup some of my losses on BCE.
Thank-you!
Thank-you!
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Invesco Global Listed Private Equity ETF (PSP $72.79)
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NBI Liquid Alternatives ETF (NALT $20.74)
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NBI Global Private Equity ETF (NGPE $55.88)
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Brompton Enhanced Multi-Asset Income ETF (BMAX $14.43)
Q: I have cash in my portfolio. I am looking for a multi asset ETF. Ideally, I would like a 1 ticket multi asset ETF that has a category / asset class of "alternatives". (ie private equity) Is this available on the TSX? Could suggest 2-3 multi asset ETFs. If these ETF do not include "alternatives", are there any ETF that specialize in "alternatives" ie private equities not tied into the market. I understand liquidity may be an issue for such an ETF. Thank you
Q: Hello Peter and the 5i Team,
With China apparently selling vast amounts of US Treasuries, which in turn has caused yields to rise dramatically, resulting in a corresponding drop in price of this ETF, I'm concerned that an ETF like HPYT won't be able to mitigate the losses, even with its covered-call strategy. Since HPYT is scheduled to pay its distribution today, I'm patiently waiting to determine if my recent steep losses will be somewhat reduced by the distribution. I'm seriously considering getting out of HPYT entirely due to the unintended consequences.
Am I correct in my thinking? I don't have a lot of experience with ETFs of this type.
Thanks as always for your guidance.
With China apparently selling vast amounts of US Treasuries, which in turn has caused yields to rise dramatically, resulting in a corresponding drop in price of this ETF, I'm concerned that an ETF like HPYT won't be able to mitigate the losses, even with its covered-call strategy. Since HPYT is scheduled to pay its distribution today, I'm patiently waiting to determine if my recent steep losses will be somewhat reduced by the distribution. I'm seriously considering getting out of HPYT entirely due to the unintended consequences.
Am I correct in my thinking? I don't have a lot of experience with ETFs of this type.
Thanks as always for your guidance.
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Purpose High Interest Savings Fund (PSA $50.08)
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CI High Interest Savings ETF (CSAV $50.09)
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Global X Cash Maximizer Corporate Class ETF (HSAV $116.23)
Q: Hi 5i, in mid-December 2024 I trimmed my overweight Mag 7 holdings and put the cash into a US high interest savings account. I am now concerned about a decline in the US$. My question: should I be and if so, can you suggest some alternative holding/investment suggestions? Thanks!