Investment Q&A

• CI Morningstar Canada Momentum Index ETF (WXM $46.63)
  • $46.63 P/E (TTM): 14.82X Cap: $1.38B
  • View WXM Profile
  • View Questions on WXM
• iShares MSCI USA Momentum Factor ETF (MTUM $245.54)
  • $245.54 P/E (TTM): 29.56X Cap: $20.74B
  • View MTUM Profile
  • View Questions on MTUM

Q: Can you recommend a Momentum ETF for both Canada and the US?

Upvote 0

Read Answer Asked by Ian on April 23, 2021

• BMO International Dividend ETF (ZDI $29.45)
  • $29.45 P/E (TTM): 18.13X Cap: $780M
  • View ZDI Profile
  • View Questions on ZDI
• CI International Quality Dividend Growth Index ETF (IQD $35.42)
  • $35.42 P/E (TTM): 0.92X Cap: $140M
  • View IQD Profile
  • View Questions on IQD

Q: Is there a Canadian listed etf that focuses on ex-North America dividend growers? Thanks, Bill

Upvote 0

Read Answer Asked by Bill on April 23, 2021

• iShares Russell 2000 Growth ETF (IWO $317.06)
  • $317.06 P/E (TTM): 22.36X Cap: $12.44B
  • View IWO Profile
  • View Questions on IWO
• iShares Core MSCI Emerging Markets ETF (IEMG $69.35)
  • $69.35 P/E (TTM): 7.35X Cap: $134.72B
  • View IEMG Profile
  • View Questions on IEMG
• iShares MSCI EAFE Growth ETF (EFG $110.46)
  • $110.46 P/E (TTM): 48.9X Cap: $10.59B
  • View EFG Profile
  • View Questions on EFG

Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike

Upvote 0

Read Answer Asked by Mike on April 23, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
  • View VEE Profile
  • View Questions on VEE
• iShares MSCI EAFE Min Vol Factor ETF (EFAV $89.28)
  • $89.28 P/E (TTM): 44.6X Cap: $5.30B
  • View EFAV Profile
  • View Questions on EFAV
• GLOBAL X FDS (BOTZ $33.82)
  • $33.82 P/E (TTM): 57.87X Cap: $3.06B
  • View BOTZ Profile
  • View Questions on BOTZ
• AGF Investments Inc. (QIF)
  • P/E (TTM): 20.6X
  • View QIF Profile
  • View Questions on QIF
• iShares Core S&P Small-Cap ETF (IJR $123.77)
  • $123.77 P/E (TTM): 17.5X Cap: $94.28B
  • View IJR Profile
  • View Questions on IJR

Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

Upvote 0

Read Answer Asked by Paul on April 22, 2021

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.54)
  • $43.54 P/E (TTM): 1.18X Cap: $8.84B
  • View VIU Profile
  • View Questions on VIU

Q: I'm looking for a Global (ex North America) ETF for growth that I can purchase in Cdn funds. Any suggestions?

Upvote 0

Read Answer Asked by Indie on April 22, 2021

• iShares S&P/TSX Global Base Metals Index ETF (XBM $30.47)
  • $30.47 P/E (TTM): 22.68X Cap: $457M
  • View XBM Profile
  • View Questions on XBM
• Sprott Physical Gold Trust Unit (PHYS $33.24)
  • $33.24 P/E (TTM): 24.9X Cap: $13.46B
  • View PHYS Profile
  • View Questions on PHYS
• Sprott Physical Silver Trust (PSLV $31.00)
  • $31.00 Cap: $15.41B
  • View PSLV Profile
  • View Questions on PSLV

Q: What metals etfs do you like and why? (or why not)

Upvote 0

Read Answer Asked by Mark on April 22, 2021

• Canopy Growth Corporation (WEED $1.32)
  • $1.32 Cap: $544M
  • View WEED Profile
  • View Questions on WEED
• Cronos Group Inc. (CRON $3.53)
  • $3.53 Cap: $1.35B
  • View CRON Profile
  • View Questions on CRON
• Trulieve Cannabis Corp (TRUL $8.45)
  • $8.45 Cap: $1.61B
  • View TRUL Profile
  • View Questions on TRUL
• AdvisorShares Pure US Cannabis ETF (MSOS $3.80)
  • $3.80 P/E (TTM): 6.91X Cap: $769M
  • View MSOS Profile
  • View Questions on MSOS

Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.

Upvote 0

Read Answer Asked by Arthur on April 22, 2021

• iShares Russell 2000 Growth ETF (IWO $317.06)
  • $317.06 P/E (TTM): 22.36X Cap: $12.44B
  • View IWO Profile
  • View Questions on IWO
• State Street SPDR S&P 500 ETF Trust (SPY $653.18)
  • $653.18 P/E (TTM): 26.17X Cap: $646.57B
  • View SPY Profile
  • View Questions on SPY

Q: I'm looking for suggestions for an RESP account for an eight month child. Much appreciated guys.
Dave

Upvote 0

Read Answer Asked by Dave on April 22, 2021

• iShares S&P/TSX 60 Index ETF (XIU $47.07)
  • $47.07 P/E (TTM): 18.08X Cap: $20.23B
  • View XIU Profile
  • View Questions on XIU

Q: Good afternoon 5i,
I have a RRIF payment coming due and prefer to hold on to my individual stocks at this time. I have XIU, XSP, and XSU with lovely gains over the long term. Which would you consider selling at this point?

Upvote 0

Read Answer Asked by Paul on April 22, 2021

• BMO MSCI Emerging Markets Index ETF (ZEM $27.96)
  • $27.96 P/E (TTM): 5.76X Cap: $2.81B
  • View ZEM Profile
  • View Questions on ZEM
• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.55)
  • $29.55 P/E (TTM): 16.27X Cap: $327M
  • View ZEQ Profile
  • View Questions on ZEQ
• iShares MSCI Europe IMI Index ETF (XEU $36.43)
  • $36.43 P/E (TTM): 27.01X Cap: $608M
  • View XEU Profile
  • View Questions on XEU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.54)
  • $43.54 P/E (TTM): 1.18X Cap: $8.84B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.20)
  • $43.20 P/E (TTM): 17.19X Cap: $589M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $52.03)
  • $52.03 P/E (TTM): 0.13X Cap: $264M
  • View VA Profile
  • View Questions on VA
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
  • View VEE Profile
  • View Questions on VEE
• Vanguard FTSE Europe ETF (VGK $80.58)
  • $80.58 P/E (TTM): 20.09X Cap: $33.30B
  • View VGK Profile
  • View Questions on VGK
• Vanguard FTSE Pacific ETF (VPL $97.53)
  • $97.53 P/E (TTM): 21.02X Cap: $9.08B
  • View VPL Profile
  • View Questions on VPL

Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on April 21, 2021

• iShares Russell 2000 Growth ETF (IWO $317.06)
  • $317.06 P/E (TTM): 22.36X Cap: $12.44B
  • View IWO Profile
  • View Questions on IWO
• iShares Canadian Growth Index ETF (XCG $62.84)
  • $62.84 P/E (TTM): 29.94X Cap: $147M
  • View XCG Profile
  • View Questions on XCG
• iShares Core MSCI Emerging Markets ETF (IEMG $69.35)
  • $69.35 P/E (TTM): 7.35X Cap: $134.72B
  • View IEMG Profile
  • View Questions on IEMG
• iShares MSCI EAFE Growth ETF (EFG $110.46)
  • $110.46 P/E (TTM): 48.9X Cap: $10.59B
  • View EFG Profile
  • View Questions on EFG

Q: Hello 5i Team,
A good friend of mine has all his investments in 2 funds.  

RESP: CIBC Managed Aggressive Growth Portfolio

RRSP: BMO SelectTrust Equity Growth Portfolio - Series A

He has everything in those two funds. Are they worth holding? What do you suggest I advise him?  I've talked to him about ETF's and doing something different than mutual funds.
Thank you for helping out. Brent

Upvote 0

Read Answer Asked by Brent on April 21, 2021

Q: Hi, Would you have an opinion on this etf VFMO Vanguard U.S. Momentum Factor ETF? Can this be used to add some extra torque to a diversified portfolio? I thank-you in
advance. Sam

Upvote 0

Read Answer Asked by sam on April 21, 2021

Q: What is the difference between ETHH.TO & ETHH.B? Thank You!

Upvote 0

Read Answer Asked by Austin on April 21, 2021

• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $79.17)
  • $79.17 Cap: $15.46B
  • View HYG Profile
  • View Questions on HYG
• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.95)
  • $48.95 P/E (TTM): 14.93X Cap: $3.24B
  • View SPHD Profile
  • View Questions on SPHD

Q: I have some US dollars that I would like to invest for a few months and I'm looking for a simple etf or stock that will give me more return than the zero interest I'm getting in my USD account. I don't mind a little risk but still want low risk. If you could suggest 3 potential options I would appreciate it. Thanks!

Upvote 0

Read Answer Asked by PETER on April 21, 2021

Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.

Upvote 0

Read Answer Asked by Bill on April 21, 2021

Q: Thoughts on the new Ether etfs.

Thanks
Mark

Upvote 0

Read Answer Asked by Mark on April 21, 2021

• iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
  • $27.81 P/E (TTM): 31.38X Cap: $9.87B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $66.50)
  • $66.50 P/E (TTM): 25.68X Cap: $13.48B
  • View XSP Profile
  • View Questions on XSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.14)
  • $51.14 P/E (TTM): 18.19X Cap: $25.38B
  • View XIC Profile
  • View Questions on XIC
• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.93)
  • $41.93 P/E (TTM): 31.9X Cap: $1.71B
  • View XIN Profile
  • View Questions on XIN
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.10)
  • $44.10 P/E (TTM): 6.04X Cap: $3.57B
  • View VEE Profile
  • View Questions on VEE

Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.

Upvote 0

Read Answer Asked by Mike on April 21, 2021

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.76)
  • $100.76 Cap: $2.24B
  • View VGG Profile
  • View Questions on VGG
• Vanguard Dividend Appreciation FTF (VIG $215.25)
  • $215.25 P/E (TTM): 24.38X Cap: $106.13B
  • View VIG Profile
  • View Questions on VIG

Q: VGG has an expense of .28 but holds 100% VIG at an expense of .06. Why is there such a difference in expenses? What factors should an investor use to decide between the two.
Mike

Upvote 0

Read Answer Asked by Mike on April 21, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $7.07)
  • $7.07 P/E (TTM): 11.2X Cap: $42M
  • View HMMJ Profile
  • View Questions on HMMJ

Q: Can you help me regarding how to determine fees/yields for ETFs?
I'm presently looking at is HMMJ

What is the "total" management fee?
Their website has manage fee of 0.75% plus tax and a MER of 0.85%

I don't know where Google finance comes up with a dividend yield of 7.47%? Horizon's website has the following:
Most Recent Distribution per Unit : 0.03433
Estimated Annualized Yield : 1.16%
12-Month Trailing Yield: 2.83%
Distribution Frequency : Quarterly

Also, for the most recent distribution, would you multiply the stock price at time of distribution by 0.03433
For example using stock price $10.65. 10.65 times 0.03433 or 36.6 cents for most recent quarter times number of stocks held?

thanks for all your help?
Paul

Upvote 0

Read Answer Asked by Paul on April 20, 2021

• 3iQ Bitcoin ETF (BTCQ $14.91)
  • $14.91 Cap: $227M
  • View BTCQ Profile
  • View Questions on BTCQ

Q: Hi - I'm wondering if you could share some thoughts on this new ETF. Thanks.

Upvote 0

Read Answer Asked by Ann on April 20, 2021