Q: What should I do with my kweb, because of ny delisting of some Chinese stocks I hold in my lif
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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.
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BMO MSCI USA High Quality Index ETF (ZUQ $91.56)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.05)
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BMO S&P 500 Index ETF (ZSP $97.98)
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BMO US Dividend ETF (ZDY $48.08)
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BMO US High Dividend Covered Call ETF (ZWH $24.36)
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iShares MSCI USA Quality Factor ETF (QUAL $189.06)
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BMO Premium Yield ETF (ZPAY $32.16)
Q: With BAM's takeover of BPY I will have some cash in my RRSP to invest. I want to add to my position in the US market. I currently hold the above ETFs in my RRSP in fairly equal weightings and represents a total of 20% of my total investible assest. The cash from BPY would represent a half position relative to my other US holdings. I do not need to RRIF for another 8 years.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.
Q: Is there much overlap in holdings between These two ETF’s?
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Invesco Solar ETF (TAN $41.81)
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iShares S&P Global Clean Energy Index Fund (ICLN $14.39)
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ARK Innovation ETF (ARKK $76.27)
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First Trust Global Wind Energy ETF (FAN $18.81)
Q: Are any of the ARK funds involved in clean energy?
If not do you think adding a clean energy ETF would be complementary to owning ARK funds.
Thanks Peter
If not do you think adding a clean energy ETF would be complementary to owning ARK funds.
Thanks Peter
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.82)
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iShares U.S. High Dividend Equity Index ETF (XHU $34.37)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.84)
Q: Is there a index measurement for Dividend funds/ETF's for Canadian and US portfolios? How did these index's perform in 2020?
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.32)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.82)
Q: Hi 5i Team
I would like to invest in a Canadian ETF that follows one of the Canadian Indexes. I am retired and looking for some yield (3%) and returns that an index would give me. Any good suggestions.
Kevin
I would like to invest in a Canadian ETF that follows one of the Canadian Indexes. I am retired and looking for some yield (3%) and returns that an index would give me. Any good suggestions.
Kevin
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.05)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.35)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $93.38)
Q: Happy New Year!
I currently have no US exposure, Looking for some Canadian Based ETF US Tech exposure. Interested in XQQ. It has risen a lot the past year with the rest of the market. Is it buyable today? Do you have another preference? Is it suitable for a non-registered account?
Secondly, if I want to build up my US exposure using Canadian ETFs, can you give me some names I could start with?
I currently have no US exposure, Looking for some Canadian Based ETF US Tech exposure. Interested in XQQ. It has risen a lot the past year with the rest of the market. Is it buyable today? Do you have another preference? Is it suitable for a non-registered account?
Secondly, if I want to build up my US exposure using Canadian ETFs, can you give me some names I could start with?
Q: Accordingly to the Portfolio Analytics I need to bring up my International Allocation up 25%.
Any Suggestions?
Thank you, John G.
Any Suggestions?
Thank you, John G.
Q: I was reading something from Paul Merriman where he recommends allocating a portion of your portfolio to a small cap value fund, particularly for investors with very long time horizons as he claims that historically this is one of the best performing categories over long periods. How do you feel about this strategy? I was considering either IWN or VTWV. Do you have a preference between these two and can you suggest a similar ETF for international (non US) small cap value?
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iShares Canadian Financial Monthly Income ETF (FIE $8.96)
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iShares Diversified Monthly Income ETF (XTR $11.49)
Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.
Q: Hi,
Probably a newbie question, however if I don't ask I will never know :)
Can VLB be considered like an hedge against VSB?
My fixed income portion needs to be higher and I currently own vsb.
Or would it be wiser to simply buy something like VAB instead of the other two?
Thanks
Probably a newbie question, however if I don't ask I will never know :)
Can VLB be considered like an hedge against VSB?
My fixed income portion needs to be higher and I currently own vsb.
Or would it be wiser to simply buy something like VAB instead of the other two?
Thanks
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Vanguard Dividend Appreciation FTF (VIG $210.73)
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SPDR S&P 500 ETF Trust (SPY $645.16)
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Vanguard Total Stock Market ETF (VTI $318.09)
Q: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help
Thanks for all your help
Q: Which ARK etf's look good for 2021?
Q: Comment on Previous Question
someone looking for a conservative's investment over a three year period.
XTR is not what I would think conservative, This was down 50% in the crash in 2008 and 25% in 2020, this is not a sleep at night investment.
someone looking for a conservative's investment over a three year period.
XTR is not what I would think conservative, This was down 50% in the crash in 2008 and 25% in 2020, this is not a sleep at night investment.
Q: Hi guys! Asking for my parents, hope that's okay, your service has been very beneficial for me. They are currently living off their pension and have $60k in a TFSA that they would like to do something with for the next two-three years. Both roughly 65yrs old. They are looking for both a very safe, and also relatively safe recommendation please. Ideally, they are looking for a fairly hands off approach, where the risk of coming out at the end of it with less than they have is low. They are open to equity investing through a low fee brokerage, or looking at a service like one of the roboinvestor platforms, or anything else you'd recommend. Thanks I really appreciate it!
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.05)
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First Trust ISE Cloud Computing Index Fund (SKYY $121.11)
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ARK Innovation ETF (ARKK $76.27)
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TD Global Technology Leaders Index ETF (TEC $49.64)
Q: My Grandson is 10 month old. Looking for a tech ETF for his RESP. Would you list your number 1 - 4 picks.
Q: Happy New Year Peter,
which one of the following clean energy ETFs would you choose and WHY?
QCLN NASDAQW Clean Edge Green Energy ETF
or
ACES Alps Clean Energy ETF
Is clean energy a good sector to be invested in for the long haul?
Thanks
Ron
which one of the following clean energy ETFs would you choose and WHY?
QCLN NASDAQW Clean Edge Green Energy ETF
or
ACES Alps Clean Energy ETF
Is clean energy a good sector to be invested in for the long haul?
Thanks
Ron
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Mawer Global Small Cap Fund Series A (MAW150 $17.04)
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Mawer Global Equity Fund Series A (MAW120 $47.40)
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Capital Group Global Equity Fund (Canada) Ser D (CIF833 $62.71)
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PH&N Global Equity Fund Series D (RBF1370 $36.73)
Q: Thx for mentioning these 2 actively global managed mutual funds in March for my RSP. I am looking for 1 more that 5i likes. I prefer a global mutual fund with a reasonable MER. Thx
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.82)
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Purpose Core Dividend Fund (PDF $35.63)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.24)
Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal
Q: Anticipated a double bottom last March that never happened. Our RESP currently is 40% cash with 5 years to go before withdrawals. VBAL is the largest holding. Current valuations are holding me back from putting new money into equity index ETFs. The RESP has money in ZUT, up 32% and ZRE, up 12%. I am considering adding to these favoring ZRE because of its valuation. Do you concur? I would welcome some other alternatives, but I want to stay away from individual companies.
Thank you
Thank you