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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: Years ago I thought it would be good to add some preferreds to my RSP so I bought HPR . It hasn't done well but has a dividend of 5%. I'm thinking of switching to AD.UN but it's already had a good run. but has a high dividend. What do you think.
Read Answer Asked by John on December 10, 2020
Q: I would like your recommendation and reasoning for 2 ETF's

Firstly, a Global ex North America USD ETF with a Good Dividend

And Secondly, an Emerging Markets (preferably CAD) ETF with a Far East bias

Thanks, Hugh
Read Answer Asked by Hugh on December 10, 2020
Q: What are your favourite large Canadian equities for growth with some income in the coming year in the Industrial and the Consumer Discretionary sectors? What ETFs would you recommend in these two sectors?
Read Answer Asked by Curt on December 10, 2020
Q: ETFs
Can you suggest your top 1-2-3 ETFs traded on the TSX for Canadian, USA and International markets that should perform well (after fees) over the next 1-2 years and have good trade volumes? Also, would this be a good time to purchase hedge or unhedged ETFs?
Read Answer Asked by David on December 10, 2020
Q: You continue to hold XHY and CPD in the income portfolio. My understanding when purchasing these was that they would perform well in a low interest rate environment. That has not been the case. I am about breakeven on them over the past 3 years with dividends included. What is the investment thesis for holding them now that interest rates are already so low. Is it time to move on?
Read Answer Asked by justin on December 09, 2020
Q: hello again

For my non canadian and non USA holdings, I have relied almost exclusively on VEA for the last two years with ok results. I'm wondering if the Asian markets ( China, Taiwan, Japan in particular) won't fare better in the coming years than will many other geographics. Do you think it wise to switch to a different ETF and if so, which would you suggest? thanks. Al
Read Answer Asked by alex on December 09, 2020
Q: Hi, I'm new to 5i and was wondering if you can give me your opinion on the above Mutual funds and if you could suggest ETF replacements that may be more appropriate for a somewhat balance in my portfolio and have good growth.
Read Answer Asked by Joe on December 09, 2020
Q: Hi 5i,
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? I’ll mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies I’d be targeting with this question. Thanks!
Read Answer Asked by Lance on December 09, 2020
Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.
Read Answer Asked by Tom on December 09, 2020
Q: Both funds hold BTC only, no other alt coins that I can see. The current price has a premium to NAV of 27% and 3% for QBTC.U. Why such a huge spread ? I know GBTC is much bigger but still it makes no sense to me. Do you have an explanation ? Also am I correct to assume the price of these 2 stocks will move pretty much in line with the price of BTC ? If you had to buy one which would you buy ?
Thanks
Read Answer Asked by Luc on December 09, 2020
Q: My question is related to the storage quantity of gold and silver at Sprott. As I buy and sell PHYS and PSLV on the TSX I assume I am selling to OR buying from another trader in the market. Where does Sprott obtain the funds to add to its holdings or are the physical holdings constant after funds from the IPO were invested in the metals? Am I trading around those initial physical holdings?

If I don’t hold the physical metal like having a gold wafer in a safe deposit box, do I really own it?
Read Answer Asked by Ronald on December 09, 2020
Q: I am quite interested by ZEM for diversification,and also for China, since China will probably become soon the first world economy...Concerning tax efficiency, are the "non-US stocks" listed on US markets submitted to the US tax on dividends? and are the foreign stocks listed on "non US markets" submitted a foreign tax on dividends (for most ,or for a minority) ?Thanks, Keep doing your excellent job , great help for all !
Read Answer Asked by Jean-Yves on December 09, 2020
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