Investment Q&A

• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
  • View VSP Profile
  • View Questions on VSP

Q: If you believe the Cdn$ (currently $.70)will strengthen against the US$ in the future ($.75) and you want to invest in a Cdn$ denominated S&P ETF would you use VSP (hedged) or VFV (unhedged) Thanks Mike

Upvote 0

Read Answer Asked by Michael on April 06, 2020

• RBC Quant U.S. Dividend Leaders (CAD Hedged) ETF (RUDH)
  • View RUDH Profile
  • View Questions on RUDH

Q: Good morning,

Have you looked at this ETF in the past? What would be your thoughts regarding the holdings and strategy?

Many thanks!

Derek

Upvote 0

Read Answer Asked by Derek on April 06, 2020

• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
  • View VUS Profile
  • View Questions on VUS

Q: Hi Peter
do you think in 1 year time Canadian dollar will be back to .75 c from .70 in that case if you have to buy a etf for us stocks do you buy heged or unheged etf
thanks for your great service

Upvote 0

Read Answer Asked by parmjit on April 06, 2020

• Sprott Physical Gold Trust (PHYS)
  • View PHYS Profile
  • View Questions on PHYS

Q: What is the definition of redemption of the trust for actual bullion...how much investment would that be?

Upvote 0

Read Answer Asked by Maureen on April 06, 2020

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT)
  • View VGT Profile
  • View Questions on VGT

Q: Could you explain why VGT seems to perform better than QQQ. And why you recommend the latter more often than not.
Thank you.

Upvote 0

Read Answer Asked by Peter on April 06, 2020

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX)
  • View NFLX Profile
  • View Questions on NFLX
• The Walt Disney Company (DIS)
  • View DIS Profile
  • View Questions on DIS
• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.

Upvote 0

Read Answer Asked by ralph on April 06, 2020

• Purpose High Interest Savings Fund (PSA)
  • View PSA Profile
  • View Questions on PSA
• Vanguard Canadian Short-Term Bond Index ETF (VSB)
  • View VSB Profile
  • View Questions on VSB
• iShares Short Treasury Bond ETF (SHV)
  • View SHV Profile
  • View Questions on SHV
• Vanguard Short-Term Government Bond ETF (VGSH)
  • View VGSH Profile
  • View Questions on VGSH

Q: Hi 5i Research Team,
I am interested in investing in both Canadian and US T Bills etfs. Please recommend 1 or 2 in each.

Thanks

Upvote 0

Read Answer Asked by Harry on April 06, 2020

• BMO Low Volatility US Equity ETF (ZLU)
  • View ZLU Profile
  • View Questions on ZLU
• BMO S&P 500 Index ETF (ZSP)
  • View ZSP Profile
  • View Questions on ZSP

Q: If you were to buy just one of these ETFs, which would you buy for a long term hold and would you purchase right now
Thanks

Upvote 0

Read Answer Asked by HEATH on April 03, 2020

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
  • View VXX Profile
  • View Questions on VXX

Q: What is the difference between VIX and VXX? Which one tells the true volatility and is better to track.

Once you get the chart settings you would email me.

Thanks for your great service.

Upvote 0

Read Answer Asked by Hector on April 03, 2020

• e (EARK)
  • View EARK Profile
  • View Questions on EARK

Q: I would appreciate your opinion about the above ETF.
Much appreciated. RAM

Upvote 0

Read Answer Asked by Ray on April 03, 2020

• BMO US Put Write ETF (ZPW)
  • View ZPW Profile
  • View Questions on ZPW
• WisdomTree Trust CBOE S&P 500 PutWrite Strategy Fd (PUT.W)
  • View PUT.W Profile
  • View Questions on PUT.W

Q: What ETFs best mirror selling put options on the S&P 500, the Nasdaq, and the Dow? Would they be a viable hedge against a falling market without having to sell individual long term positions that I wish to continue holding?

Upvote 1

Read Answer Asked by Robert on April 03, 2020

Q: Are currency exchanges using a DLR/DLR.U transaction to be reported on one's income tax return? The transaction will usually result in a small loss when the commission is factored in. (It would seem odd to be able to claim this loss, when you can't write off the fee for exchanging dollars at the bank!)

Upvote 0

Read Answer Asked by chris on April 03, 2020

• BMO Equal Weight US Banks Index ETF (ZBK)
  • View ZBK Profile
  • View Questions on ZBK

Q: Hi 5i team,
Is there a canadian listed ETF that you'll recommend that invests primarily in US big banks like JPM? When do you think the US financials will recover from the turmoil caused by the pandemic? Thanks.

Upvote 0

Read Answer Asked by Willie on April 03, 2020

• iShares Russell 2000 Growth ETF (IWO)
  • View IWO Profile
  • View Questions on IWO

Q: What do you think about nibbling a the Russell 2000 right now? I think it will present a tremendous buy if the markets really drop. Thoughts on this move?

Upvote 0

Read Answer Asked by Kevin on April 03, 2020

• Sprott Physical Gold Trust Unit (PHYS)
  • View PHYS Profile
  • View Questions on PHYS
• Sprott Physical Gold and Silver Trust (CEF)
  • View CEF Profile
  • View Questions on CEF

Q: Other than CEF holding silver and gold bullion what differences are there between it and PHYS. Ownership of physical bullion, redemption of units for bullion etc.
Thanks Kenn

Upvote 0

Read Answer Asked by Kenneth on April 03, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good morning, with current market turbulence does 60/40 index investing formula still make sense or is one better investing is good growth stocks for the long term?

Upvote 0

Read Answer Asked by Marco on April 03, 2020

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH
• Sprott Physical Gold Trust (PHYS)
  • View PHYS Profile
  • View Questions on PHYS
• BMO Covered Call US Banks ETF (ZWK)
  • View ZWK Profile
  • View Questions on ZWK

Q: Hi

Thinking of changing the above mentioned for PHYS.CA in my RRSP accounts for some protection in the virus situation and what is going to occur after.

I do not need the dividends.

Comments please

Thank you

Mike

Upvote 0

Read Answer Asked by Mike on April 03, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ

Q: Hi 5i - I have 5% cash left and was thinking of allocating it to CDZ - it yields 5.8% and is it would be a 50% gain if it gets back to its highs. I know dividend paying stocks have taken a beating, but does this seem to be an excellent long term investment? Thanks, Neil

Upvote 0

Read Answer Asked by Neil on April 02, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
  • View TLT Profile
  • View Questions on TLT

Q: In most bear markets I would turn to a security that is negatively correlated to the equities, such as TLT. However with interest rates at historic lows, can there be much more upside to TLT?

Upvote 0

Read Answer Asked by ROB on April 02, 2020

• iShares Core Canadian Corporate Bond Index ETF (XCB)
  • View XCB Profile
  • View Questions on XCB

Q: XCB is quite negative this morning. Problems with the BBB bond exposure in Canada ?

Upvote 0

Read Answer Asked by Martin on April 02, 2020