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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: Hello,

For bond (in CAD) exposure and relatively safe income exposure: is owning both BMO Money Market Fund (ZMMK) and Purpose Global Bond EFT a way to go? Or do you prefer one over the other? Or other alternatives?

Thanks

Dave
Read Answer Asked by David on August 11, 2025
Q: I am looking to put a portfolio of ETF's together to provide exposure to the total US market as well as some limited International exposure. I would like some FX protection hence the inclusion of some hedged ETF's.

For the US segment - I came up with the following holdings
VOO - 50%
ZAA - 20%
ZMID.F - 10%
VIOO - 10%
VIG - 10%

For the International Segment - I am looking at ZDM

Do the ETF choices and mix look reasonable to you - any other suggestions.
Thanks
Read Answer Asked by Gary on August 11, 2025
Q: Can you please suggest a US listed inflation-protected bonds ETF?

Are there any global ones or is it really just US TIPS for this product type?

Thanks!
Read Answer Asked by Chris on August 08, 2025
Q: I just got my semi annual one page share holders report from GDXY .... I'm sure you did as well as I see it in your disclaimer below ..... So I'll just refer to sections and you can reference your copy of the report ....... I thought this was a gold miners ETF ? .... Looking on the left side of the page I see

Security Type - Investments U.S Treasury Securities ....... 64.9%

Cash and Equivalents ...... 31.9%

Purchased Call Options ...... 3.9%

On the right side of the page I see " What did the fund invest in ? " ..... And other than the treasuries and the call options a list of very small negative numbers ......

So in my best Wendy's advertising voice { where's the beef } .....Where's the gold ? ..... And what do those negative numbers mean ? ....... This fund appears to be 96% treasuries and cash . How the heck do they come up with a yield of 43% ? It looks to me like there is very little option trading going on ..... Please explain how this works ...... { in words an idiot can understand because that would be me } ...... Thanks for your terrific service ......
Read Answer Asked by Garth on August 07, 2025
Q: Growing economic inequality and an expanding class of super-rich seem to be basic global trends. Are there etfs targeted to luxury goods and if so, what are the best performers? If no etfs, can you recommend 3 companies?
Jack
Read Answer Asked by John on August 06, 2025
Q: Hello 5i,
I am curious as to whether or not both of these could be owned or if there is too much overlap. Do you have a strong preference for one over the other? Finally, do you consider one of these to be "safer" than the other?
Many thanks!!
Cheers,
Mike
Read Answer Asked by Mike on August 06, 2025
Q: Can you suggest one or two US listed precious metals ETFs?
Read Answer Asked by Chris on August 06, 2025
Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?
Read Answer Asked by Marcela on August 06, 2025
Q: Hello 5i,

We have decided to trim equity positions by 15%-20% and replace those stocks with less risky investments. This move is to retain capital investments for the near term due to leveraged market evaluations and the Narcissist who is making a serious attempt to change the US from a democracy to a Totalitarian state.

Can you please provide a list of safe havens to shelter against some of the potential risks?

Thank you
D&J
Read Answer Asked by Jerry on August 05, 2025
Q: Would you buy a Bitcoin ETF today?
Read Answer Asked by Kwang on August 05, 2025
Q: Hello,
I know you have answered many questions on this subject but can i get more clarity please? First, are you able to add the symbol BMNR to your list. I chose SBET as you have that in your list. When i look at price of bitcoin for last 5 years, it has gone up alot. However, MicroStrategy's return over the same period is much higher (it holds bitcoin). How could the difference be so diverse. I am wondering if i should go with sbet and bmnr (equal amounts) as opposed to Ethereum etfs.. Please comment and if you feel the etf route is best , what are the elf's you suggest in cdn $ for bitcoin and Ethereum?
Read Answer Asked by umedali on August 05, 2025
Q: Hello 5i team,

Could you recommend a few Canadian precious metals ETFs with a capital gains focus. I am not looking for income.

Many thanks in advance.
Read Answer Asked by Michel L on August 05, 2025
Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Read Answer Asked by umedali on August 05, 2025
Q: Hi, wondering what Defence and Aerospace etfs you recommend now.
Read Answer Asked by Helen on August 05, 2025
Q: What is your opinion of global x’s leveraged index etf’s GLOBAL X ENHANCED MSCI EAFE INDEX ETF and GLOBAL X ENHANCED S&P 500 INDEX ETF?
It is likely that they would outperform their non levered indexes over time? Would you consider them buyable currently, with the small AUM’s. Is there a levered corporate class etf that does not pay distributions?
Read Answer Asked by Schoombee on July 30, 2025