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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: I know about covered calls and possible loss of capital gains but at a 11.4% dividend I think it makes up for it. Life insurance companies should be safe and the 5 year chart looks enticing . Knowing that the underlying dividends would be around 4 to 5 % they are earning a lot for the calls, is this sustainable or am I missing something here.
Read Answer Asked by lynn on February 05, 2021
Q: Almost 80% of the holdings in MCHI are HK-listed companies. Given China’s overly aggressive moves in HK, would you consider Chinese companies listed in HK to be at a higher risk than they have been in the past? I am comfortable adding to the Chinese tech ETF CQQQ.us, but I wonder about the companies held in MCHI.

I would love to know your opinion on the above with a bit of detail.

Why China is grouped with ÉM is unfathomable to me. In your own way of thinking about allocation, do you mentally remove China from the ÉM basket? It seems long overdue for both the political and investment worlds to treat her as developed.
Read Answer Asked by Adam on February 05, 2021
Q: Good Morning
A report issued today by the Bank of America is bullish on Canadian banks. Can you say the same for the American banks?
I own ZUB and I will appreciate your views on this ETF going forward. Do you advise, at this stage, to switch to the unhedged version which is ZBK ?
Thank you for your insight.
Terry
Read Answer Asked by Terry on February 05, 2021
Q: Hello,

Can I get a couple of your recommendations for the best balanced growth ETF and/or mutual fund as well as a pure growth recommendation. Sector & Geographic allocation not a huge concern.

Thanks.
Read Answer Asked by Chris on February 04, 2021
Q: If an investor is expecting a potential 10% market pullback in the coming weeks and they want to "partially" hedge their portfolio without selling or shorting their holdings, what percentage of an inverse ETF like PSQ would you recommend holding versus the value of their long position? In other words, in a $1,500,000 portfolio, what dollar amount would you hold in PSQ shares? Thank you!!
Read Answer Asked by Greg on February 04, 2021
Q: Does this ETF require CRA T 1135 filing? Do you know where I can look this information up with bothering you?

Thanks for the service you provide.

Ed
Read Answer Asked by Ed on February 04, 2021
Q: Going through the ETF section but can’t find which etf would be invested in square, PayPal and the fang stocks. Can you direct me to a few to research.
Read Answer Asked by Helen on February 04, 2021
Q: Dear 5i,

I am considering purchasing either PGF860 or PGF260 for my RIF and TFSA accounts.
Morningstar describes both as Global Small/Mid/Cap equity mutual funds but, PGF860 appears to have much fewer holdings. May I please have your thoughts on these two funds and whether they might be good considerations for my two different accounts. Might one be better suited for each account?
Thanks for the terrific service!
Read Answer Asked by Ian on February 03, 2021
Q: Hi group looking to purchase the following ETFs - QQQJ, PAWZ, IPAY ARKG, Also what ETF do you recommend for data processing. please rate the others listed . Is it fair to say you prefer individual stocks instead ETFs ? if so why thanks for your help
Read Answer Asked by Terence on February 03, 2021
Q: If I buy:
ZWC ((BMO CDN HIGH DIV COV ETF) for Canadian exposure and income,
ZWS (BMO US HIGH DIV COVER ETF) for US exposure and income, and
ZWE (BMO EUROPE HI DIV COVER CALL HEDGED CAD) for European exposure and income,

that will give me about 7%+ income and exposure to about 120 very decent world wide companies. As a retiree, would I need to do anything else?
Read Answer Asked by Elizabeth on February 03, 2021
Q: Hello guys,
I'm sorry to ask this question, as I bet you have answered it before and it's in your question history, but, would you mind recommending an ETF or two that follow cryptocurrency?
Thank you,
Brent
Read Answer Asked by Brent on February 03, 2021
Q: Hi,
I have 10k that was invested with my banks GICs .. now looking for something different , any suggestions where I can put the funds for 2-3 years . .. safe money with a reasonable return ..
Thanks.
Read Answer Asked by Costa on February 03, 2021
Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks
Read Answer Asked by gary on February 03, 2021
Q: Hey guys, PSYK

Your thoughts on this etf, psyk for a tfsa account.

Thanks,
Jim
Read Answer Asked by jim on February 03, 2021
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