Investment Q&A

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.90)
  • $44.90 P/E (TTM): 23.36X Cap: $8.25B
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Q: WHICH ACCOUNT SHOULD VIU BE HELD IN?
Thanks.

Upvote 4

Read Answer Asked by Serge on July 04, 2025

• INVESCO QQQ Trust (QQQ $626.24)
  • $626.24 P/E (TTM): 30.59X Cap: $412.92B
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• NEOS Nasdaq 100 High Income ETF (QQQI $54.65)
  • $54.65 P/E (TTM): 29.47X Cap: $7.69B
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Q: What are your thoughts on this? How does it work and what are the risks?

Upvote 6

Read Answer Asked by Max on July 04, 2025

• Constellation Software Inc. (CSU $3,210.52)
  • $3,210.52 P/E (TTM): 76.12X Cap: $68.03B
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• Intact Financial Corporation (IFC $270.25)
  • $270.25 P/E (TTM): 23.08X Cap: $48.05B
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• BMO S&P 500 Index ETF (ZSP $105.82)
  • $105.82 P/E (TTM): 25.8X Cap: $22.13B
  • View ZSP Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.47)
  • $52.47 P/E (TTM): 20.8X Cap: $23.14B
  • View XIC Profile
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• SPDR S&P 500 ETF Trust (SPY $693.77)
  • $693.77 P/E (TTM): 26.22X Cap: $718.45B
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• INVESCO QQQ Trust (QQQ $626.24)
  • $626.24 P/E (TTM): 30.59X Cap: $412.92B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.36)
  • $115.36 P/E (TTM): 29.23X Cap: $2.07B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.64)
  • $65.64 P/E (TTM): 95.71X Cap: $147.38B
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

Q: WHICH ACCOUNT SHOULD ZWG BE HELD IN?

THANKS.

Upvote 3

Read Answer Asked by Ron on July 04, 2025

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $84.00)
  • $84.00 P/E (TTM): 412.13X Cap: $59.66B
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• Vanguard Total Bond Market ETF (BND $74.28)
  • $74.28 Cap: $146.47B
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• Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $49.99)
  • $49.99 Cap: $452M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND.U $13.30)
  • $13.30 Cap: $12M
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• iShares 0-3 Month Treasury Bond ETF (SGOV $100.50)
  • $100.50 Cap: $70.50B
  • View SGOV Profile
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Q: Hello 5i
I am overweight Nvidia and plan to sell some. At my stage it is probably wise to put this in fixed income. I don’t know much about this, however, and have been made a bit gunshy by hearing of people losing money in what one would imagine to be a safe and secure bet. So, iaskif you could give me some possibilities for US dollar fixed income in a non-registered account. Something that could reduce taxes would be helpful, as well
Thanks for your great service

Upvote 3

Read Answer Asked by joseph on July 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.90)
  • $44.90 P/E (TTM): 23.36X Cap: $8.25B
  • View VIU Profile
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Q: Is Vanguard FTSE Developed All Cap ex North Amer Idx ETF
VIU the best ETF for the international exposure ex amrerica of a portfolio?

Upvote 2

Read Answer Asked by Serge on July 04, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $25.53)
  • $25.53 P/E (TTM): 17.91X Cap: $814M
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• BMO Equal Weight Banks Index ETF (ZEB $59.02)
  • $59.02 P/E (TTM): 11.71X Cap: $5.51B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.75)
  • $19.75 P/E (TTM): 12.74X Cap: $1.61B
  • View XEG Profile
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• TD Canadian Equity Index ETF (TTP $37.72)
  • $37.72 P/E (TTM): 12.93X Cap: $4.82B
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• Evolve FANGMA Index ETF (TECH $20.71)
  • $20.71 P/E (TTM): 30.25X Cap: $101M
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Q: I would greatly appreciate your thoughts on the above 5 ETFs proposed for TFSA. Any tweaks? The plan is to tilt towards growth without getting carried away. Your thoughts and suggestions would be most welcome. Thanks again for this super service. Dan

Upvote 8

Read Answer Asked by Danny-boy on July 04, 2025

• BMO S&P 500 Index ETF (ZSP $105.82)
  • $105.82 P/E (TTM): 25.8X Cap: $22.13B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.47)
  • $52.47 P/E (TTM): 20.8X Cap: $23.14B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $48.51)
  • $48.51 P/E (TTM): 16.81X Cap: $20.83B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.90)
  • $44.90 P/E (TTM): 23.36X Cap: $8.25B
  • View VIU Profile
  • View Questions on VIU
• SPDR S&P 500 ETF Trust (SPY $693.77)
  • $693.77 P/E (TTM): 26.22X Cap: $718.45B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $626.24)
  • $626.24 P/E (TTM): 30.59X Cap: $412.92B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.36)
  • $115.36 P/E (TTM): 29.23X Cap: $2.07B
  • View ZNQ Profile
  • View Questions on ZNQ
• iShares Core Equity ETF Portfolio (XEQT $41.38)
  • $41.38 P/E (TTM): 13.77X Cap: $13.12B
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• BMO All-Equity ETF (ZEQT $21.18)
  • $21.18 P/E (TTM): 19.45X Cap: $515M
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Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Upvote 14

Read Answer Asked by Kathryn on July 03, 2025

• iShares Canadian Growth Index ETF (XCG $69.81)
  • $69.81 P/E (TTM): 30.67X Cap: $160M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.20)
  • $28.20 Cap: $9.23B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.80)
  • $81.80 P/E (TTM): 54.66X Cap: $764M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.59)
  • $41.59 P/E (TTM): 15.33X Cap: $1.10B
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• iShares S&P/TSX SmallCap Index ETF (XCS $33.07)
  • $33.07 P/E (TTM): 3.09X Cap: $248M
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• Cashbox Ventures Ltd. (CBOX.X)
  • Cap: $3M
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Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick

Upvote 6

Read Answer Asked by Rick on July 03, 2025

• Amplify CPW Enhanced Dividend Income ETF (DIVO $45.36)
  • $45.36 P/E (TTM): 23.04X Cap: $5.94B
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Q: The ETF symbol QDVO is only a few months old. It is run by the same 5-person team that manages DIVO. The team is headed by Kevin Simpson who also head-manages the ETF symbol DIVO . DIVO has done well for my portfolio (if one includes distributions) and this prompted me to look into QDVO.

DIVO leans more toward value and dividend stability, whereas QDVO brings a growth tilt to the same income-generating playbook. I was looking to blend upside potential with steady cash flow and wondered if QDVO might be a compelling enough complement to the already held DIVO. Both ETFs are for RSPs. I would welcome criticism, critical comments, thoughts, and insight. (Perhaps I am making too much of who runs ETFs?).

Upvote 2

Read Answer Asked by Adam on July 02, 2025

• BMO Covered Call Utilities ETF (ZWU $11.00)
  • $11.00 P/E (TTM): 18.74X Cap: $1.94B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $20.83)
  • $20.83 P/E (TTM): 12.59X Cap: $1.97B
  • View ZWC Profile
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.48)
  • $21.48 P/E (TTM): 17.11X Cap: $1.04B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.04)
  • $13.04 P/E (TTM): 15.01X Cap: $1.04B
  • View UMAX Profile
  • View Questions on UMAX

Q: Hi, what is your preference in order of these ETFs UMAX, ZWU, ZWC or is there other covered calls that you prefer. Please place in preference order. Also in which account type would each be best suited for including your picks.
Thank you

Upvote 3

Read Answer Asked by Di on July 02, 2025

• iShares Gold Bullion ETF (CGL.C $53.30)
  • $53.30 Cap: $800M
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $33.53)
  • $33.53 P/E (TTM): 26.41X Cap: $419M
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• iShares Silver Bullion ETF (SVR.C $45.44)
  • $45.44 Cap: $181M
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Q: Hi 5i team,

Could you suggest some Canadian precious metals ETF that you like taking into account volatility and MER.?

Many thanks in advance.

Upvote 1

Read Answer Asked by Michel L on July 02, 2025

• INVESCO QQQ Trust (QQQ $626.24)
  • $626.24 P/E (TTM): 30.59X Cap: $412.92B
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Q: what is the best nasdaq etf?

Upvote 3

Read Answer Asked by Judith on July 02, 2025

• TD Canadian Equity Index ETF (TTP $37.72)
  • $37.72 P/E (TTM): 12.93X Cap: $4.82B
  • View TTP Profile
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Q: I am planning to invest approximately $700,000 to $800,000 from the sale of a property and am interested in constructing a portfolio using only Canadian ETFs. My goal is to achieve diversification across different sectors. As a starting point, I am considering allocating $100,000 to the TD Canadian Equity Index ETF (TTP).

I would appreciate any opinions or advice on this approach. Thank you.

— Rick

Upvote 10

Read Answer Asked by Rick on July 01, 2025

• Vanguard S&P 500 Index ETF (VFV $171.45)
  • $171.45 P/E (TTM): 26.41X Cap: $28.55B
  • View VFV Profile
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• Vanguard S&P 500 ETF (VOO $638.03)
  • $638.03 P/E (TTM): 26.09X Cap: $840.45B
  • View VOO Profile
  • View Questions on VOO

Q: Hi,

As VFV is based entirely on VOO, why do they have different growth? VOO is up 5% in the last 6 months, whereas VFV is flat over 6 months? I'd like to invest in VFV but not with 5% discrepancies?

Upvote 2

Read Answer Asked by Graeme on July 01, 2025

• iShares S&P/TSX Capped Energy Index ETF (XEG $19.75)
  • $19.75 P/E (TTM): 12.74X Cap: $1.61B
  • View XEG Profile
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• State Street Energy Select Sector SPDR ETF (XLE $47.00)
  • $47.00 P/E (TTM): 17.33X Cap: $28.27B
  • View XLE Profile
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• Amplify Natural Resources Dividend Income ETF (NDIV $28.40)
  • $28.40 P/E (TTM): 12.2X Cap: $16M
  • View NDIV Profile
  • View Questions on NDIV

Q: Is NDIV a reasonably good natural resources fund? Only 3 years old, has minimal AUM, and there is no Morningstar rating. Selects dividend paying natural resource companies globally. Could be attractive IF it’s managed by Kevin Simpson , who seems to be a great manager running covered call strategies. I cannot tell if NDIV follows such a strategy. Information on ETF data sites is scanty. Would appreciate very much your insight and comments including whether this ETF is a good diversifier. MER 0.59%.

Upvote 1

Read Answer Asked by Adam on June 30, 2025

• iShares Canadian Financial Monthly Income ETF (FIE $10.04)
  • $10.04 P/E (TTM): 11.36X Cap: $1.29B
  • View FIE Profile
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• CI Tech Giants Covered Call ETF (TXF $23.97)
  • $23.97 P/E (TTM): 37.32X Cap: $736M
  • View TXF Profile
  • View Questions on TXF
• Canoe EIT Income Fund (EIT.UN $16.24)
  • $16.24 P/E (TTM): 17.26X Cap: $2.57B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.04)
  • $13.04 P/E (TTM): 15.01X Cap: $1.04B
  • View UMAX Profile
  • View Questions on UMAX

Q: I am relooking at the Fixed Income portion of my portfolio. The bulk is bond funds, but it also includes a few GIC’s and a HISA. But what about Preferred Shares, EIT, FIE, TXF, and UMAX, all of which I hold STRICKLY for their distributions? I am currently grouping them in with my dividend stocks but maybe they should be included in Fixed Income? EIT and FIE have paid out the same distribution for ten plus years. Thanks.

Upvote 1

Read Answer Asked by Kim on June 30, 2025

• CI High Interest Savings ETF (CSAV $50.06)
  • $50.06 P/E (TTM): 37.63X Cap: $5.24B
  • View CSAV Profile
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.82)
  • $116.82 Cap: $1.91B
  • View HSAV Profile
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $6.77B
  • View CASH Profile
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• High Interest Savings Account ETF (HISA)
  • View HISA Profile
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Q: Where would you recommend that cash or near cash be held in a registered acct. in order to get best net return for next 6 months? Also, for an extra credit, please compare CASH:TSX to:

TDB8150
ISA-TDB@2.30% PA /NL'FRAC

Thank you.

Upvote 7

Read Answer Asked by Tim on June 30, 2025

• ROBO Global Robotics and Automation Index ETF (ROBO $73.33)
  • $73.33 P/E (TTM): 24.95X Cap: $1.41B
  • View ROBO Profile
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• GLOBAL X FDS (BOTZ $37.85)
  • $37.85 P/E (TTM): 61.6X Cap: $3.39B
  • View BOTZ Profile
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• ARK Innovation ETF (ARKK $83.21)
  • $83.21 P/E (TTM): 28.9X Cap: $7.16B
  • View ARKK Profile
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Q: Do you know if there are any ETFs available that are mostly if not all made up of AI and Robotics companies.
Or ETFs that have the most exposure to AI and Robotics….thank you

Upvote 4

Read Answer Asked by Greg on June 30, 2025

• Sprott Physical Gold Trust (PHYS $48.53)
  • $48.53 P/E (TTM): 24.9X Cap: $19.57B
  • View PHYS Profile
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Q: hi,
do you know what the current book value per share/unit of Phys is today? is there somewhere that keeps track of this daily, where investors can access the info easily?
cheers, Chris

Upvote 3

Read Answer Asked by chris on June 30, 2025