Investment Q&A

Q: I would like to know what do you think about BMO Nasdaq 100 Equity Hedged Unit (ZQQ) and Invesco DWA Consumer Staples Momentum ETF (PSL), and if you have better suggestions in these areas. PSL doesn't appear in the database of your Portfolio Analytics.
Michel

Q: Markets are a bit nuts right now but I'm wondering if you feel this etf is over bought or on the right track?

Q: what do you think of this ETF on marijuana ? Is horizon a serious player in the etf industry ? With Biden likely coming to the presidency, legalization of marijuana should accelerate in the US. Also this ETF provides passive income with a dividend of 13%. Can you explain how they achieve this dividend since no marijuana stocks gives dividends ? Should I wait to invest in it as tax loss season will begin soon ? Thanks

Q: Can you please comment on HHL. This ETF pays a dividend of about 9% and seems to be very stable. My only other healthcare holding is a small position in WELL. Should HHL be held in my RSP, TFSA or CASH account.
Thanks!

Q: Can you recommend a Materials (forest/mining) ETF for Canada and US?
Something with low or no gold weighing.

thanks,

Paul

Q: Greetings to all,

We wish to increase our Emerging market holdings within our RRSP account
and note that the 10 year chart has traded between $50 and $30. The yield at the moment is about 2.8%.

Q1: Therefore what kind of holding is VWO, growth or income? I suspect neither.
Q2: Is there an emerging market ETF out there with a generally ascending 10 year chart line?

Cheers!

Q: My International exposure has been identified as deficient. After reading the Q&A the above ETF's have been identified. My question is would the above as a50/50 split provide good international diversification or would adding another ETF help. If another is needed what would be your choice, and how would you divide the positions eg. 1/3's
Thank you,
Mike

Q: I am considering investing in South east Asia stocks - China, India and other Asian countries.
Do you have any recommendations?

Q: What are your thoughts on this ETF?
Thank you
Steve

Q: Need more foreign exposure ex-Canada and ex-USA. I already own VEE and ZDI, should I just add to these or does 5i have additional suggestions? Looking to cover all bases here. Thanks Ron

Q: Hi team,

I'd like your opinion on this ETF for emerging markets exposure in a non-reg account. What is your views on Emerging markets in general as a long term hold?

Thank you,

Keith

Q: I bought SDIV about 3 years ago and am down significantly (about 50%). Dividend income has been consistent but not enough to offset the loss in capital. Do you have a better recommendation in this space? Or do i continue to hold for the long term? thanks again! John C

Q: Hi 5i,
I have no exposure to the Real Estate market. I'm wondering if there are any REIT's you would recommend right now?
Thank you.

Q: Setting up a RESP for three children. 40k in total. 6 to 10 year time frame. which ETF's only do you suggest with a 70/30 or 80/20 balanced/ income portfolio.

Q: What would be the best equal weight TSX ETF (CDN $) and also S&P (US dollars) Low fees for both.
Thanks!

Q: Hi team,

What is exactly the meaning of "Capped" for an ETF.

May I suggest a category in your list of questions which would be 'vocabulary" or "meaning of..." for quick reference for unexperienced investors like me. It could avoid repetitive questions. I knew at some point what "capped" meant, but I forgot....

Many thanks,

Jacques IDS

Q: I started resp for my daughters 15 years ago. My older daughter will start university in close to 3 years, and my younger one will be completing her univeristy in 9 years. Currently, in their RESP portfolio, 67% is cash, 11% is mawer global small cap, 14% is mawer global equity, 4% is mawer canadian equity, and 4% is BAM.a. I would like to put more cash to work to get some safer growth. BAM.a seems to be cheap right now. Is it a good time to buy some more? The Canadian dividend etfs only half recovered from their March lows. Is it a good time to buy some? If so, do you have any favourable etf names? Or do you have any suggestion on alternatives? Any tips on the portofolio weightings will also be appreciated!

Q: I was listening to a podcast recently interviewing a highly-regarded market analyst. Among other things, he highlighted the importance for retirees to invest carefully in the current environment. He does like gold and China, but also recommended a "high quality company" ETF. In other words, an ETF that invests in "companies that tick all the boxes" - eg. excellent balance sheet, no dividend cuts, etc.

Would IQLT be a good recommendation? I don't mind that there are no FANG stocks, or for that matter any US stocks in that particular ETF. I do own some US stocks, but I believe the next decade will be more favourable to Asia / emerging markets anyway, (currently lower PE's for example). Just my opinion.

Do you think that the expense ratio seems a bit high for IQLT ? If you don't like this one, do you have an alternative ?

Thanks.

Q: Good morning,
I am very happy with Portfolio Analytics, it has proved to be a wonderful tool to help me manage multiple investment accounts - I also love the continuous improvements. Great value for the money.
Question: I would like to add some international exposure to my portfolio. Please provide your top pick of US and Canadian ETF's for international exposure.
Thank you,
Patrick

Q: In the current state of REIT is there a better choice between these two.