Investment Q&A

• iShares 7-10 Year Treasury Bond ETF (IEF)
  • View IEF Profile
  • View Questions on IEF
• iShares Short Treasury Bond ETF (SHV)
  • View SHV Profile
  • View Questions on SHV
• iShares 20+ Year Treasury Bond ETF (TLT)
  • View TLT Profile
  • View Questions on TLT

Q: Goodmorning 5i,
You recently recommended shv for a reader seeking to place short term money. I have owned tlt and have found it a bit volatile for my safe money. Although, if this is not too contradictory, i plan to buy it back after the virus scare finishes. But, i was wondering whether in the US, whether you might suggest something between these two, that is, something with a higher return than shv but not as volatile as tlt?
Thanks

Upvote 0

Read Answer Asked by joseph on February 20, 2020

• BMO US Dividend ETF (ZDY)
  • View ZDY Profile
  • View Questions on ZDY
• Global X S&P 500 Index Corporate Class ETF (HXS)
  • View HXS Profile
  • View Questions on HXS
• Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
  • View HXT Profile
  • View Questions on HXT
• iShares MSCI Min Vol EAFE Index ETF (XMI)
  • View XMI Profile
  • View Questions on XMI
• Vanguard U.S. Total Market Index ETF (VUN)
  • View VUN Profile
  • View Questions on VUN

Q: 25 per cent of my portfolio includes the above ETF’s. Are there other ETF’s that I should consider to replace any of these. The returns have not been exactly stellar compared to many of the individual stocks that you have recommended. Thanks
Dennis

Upvote 0

Read Answer Asked by Dennis on February 20, 2020

• Vanguard Health Care ETF (VHT)
  • View VHT Profile
  • View Questions on VHT

Q: We currently hold ZQQ at 8%, ZUH at 3.5% and VGG at 19% of equities. For diversification, we need to increase investment in technology and healthcare. We are considering the unhedged ZNU (unhedged technology) and ZHU (unhedged US healthcare). Please give us your opinion on these or possible alternatives.
Thanks.
Cyril

Upvote 0

Read Answer Asked by Pat & Cyril on February 20, 2020

• Vanguard Total Stock Market ETF (VTI)
  • View VTI Profile
  • View Questions on VTI
• Eaton Vance Tax-Managed Global Diversified Equity Income Fund of Beneficial Interest (EXG)
  • View EXG Profile
  • View Questions on EXG

Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn

Upvote 0

Read Answer Asked by Dawn on February 20, 2020

• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH

Q: Good afternoon 5i.

I'm looking for a Canadian income ETF that invests in US stocks and best fit with ZWH.

Steve

Upvote 0

Read Answer Asked by Stephen on February 20, 2020

Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.

Upvote 0

Read Answer Asked by GRAHAM on February 20, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
  • View XIT Profile
  • View Questions on XIT

Q: SHOP is almost 30% of this ETF now. Shouldn't the "manager" be adjusting the weightings of this Fund? I realize it's slim pickings in the Cdn Tech sector but the other holdings could be beefed up and SHOP could be shaved back a bit. With a bad Q, SHOP could drag this ETF thru the mud.

Upvote 0

Read Answer Asked by Carl on February 20, 2020

• BMO Covered Call Utilities ETF (ZWU)
  • View ZWU Profile
  • View Questions on ZWU
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
  • View ZWE Profile
  • View Questions on ZWE
• BMO Laddered Preferred Share Index ETF (ZPR)
  • View ZPR Profile
  • View Questions on ZPR
• Horizons Enhanced Income International Equity ETF (HEJ)
  • View HEJ Profile
  • View Questions on HEJ
• iShares Diversified Monthly Income ETF (XTR)
  • View XTR Profile
  • View Questions on XTR
• abrdn Asia-Pacific Income Fund VCC (FAP)
  • View FAP Profile
  • View Questions on FAP
• BMO Canadian High Dividend Covered Call ETF (ZWC)
  • View ZWC Profile
  • View Questions on ZWC

Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.

Upvote 0

Read Answer Asked by Brant on February 20, 2020

• iShares MSCI World Index ETF (XWD)
  • View XWD Profile
  • View Questions on XWD
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
  • View XQQ Profile
  • View Questions on XQQ
• INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ)
  • View PIZ Profile
  • View Questions on PIZ
• iShares MSCI EAFE Growth ETF (EFG)
  • View EFG Profile
  • View Questions on EFG

Q: I am looking for an international equity ETF that has a portion (+/-25%) of its holdings in technology but a good balance of other areas? thanks, Jean

Upvote 0

Read Answer Asked by Jean on February 19, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
  • View TLT Profile
  • View Questions on TLT
• BMO Asset Management Inc (ZTL)
  • View ZTL Profile
  • View Questions on ZTL

Q: What is the advantage or disadvantage in investing in ZTL versus TLT? Are they ok in TFSA? Are there other bond ETFs you would prefer.
Thank you

Upvote 0

Read Answer Asked by Linda on February 19, 2020

• Vanguard Health Care ETF (VHT)
  • View VHT Profile
  • View Questions on VHT

Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?

Upvote 0

Read Answer Asked by Elizabeth on February 19, 2020

• Vanguard Total International Stock (VXUS)
  • View VXUS Profile
  • View Questions on VXUS

Q: forgot to mention that my request for 5 dividend arristocrat positions were for an account outside a registered account, you suggested BNS, BEP.UN, FTS, SLF, ENB, do these still hold true and I would like to have your 5 ETF choices in a new unregistered account for a 10 yr hold
Thanks for the help

Upvote 0

Read Answer Asked by James on February 19, 2020

Q: Can I please get your opinion of this ETF. Thanks

Dave

Upvote 0

Read Answer Asked by David on February 19, 2020

• BMO Equal Weight Industrials Index ETF (ZIN)
  • View ZIN Profile
  • View Questions on ZIN

Q: Greetings!
I am looking to add some solid industrials weighting to my TFSA. 5 yr plus time frame. Can you offer your top 5 stocks , and top 5 Canadian focused ETFs please with rationale? Also, interested in any Canadian based ETFs that focus on US industrials. I could use some additional US focus, so how would your top picks in each ETF category compare with each other in terms of geographic region?

Upvote 0

Read Answer Asked by KEN on February 19, 2020

• CI High Interest Savings ETF (CSAV)
  • View CSAV Profile
  • View Questions on CSAV

Q: TD claims I cannot hold PSA in my SDRIF. Is this correct? Could you suggest an alternative? Thanks.

Upvote 0

Read Answer Asked by Bill on February 19, 2020

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
  • View VEE Profile
  • View Questions on VEE
• Vanguard Total International Stock (VXUS)
  • View VXUS Profile
  • View Questions on VXUS

Q: We have given our 19 year-old Son $12K to maximize his TFSA. I have advised him to watch North American ETFs, now that we are at the top of the economic cycle. Can you recommend a few individual Canadian stocks with a 6+ year time horizon? Would you recommend any International, European or developing world ETFs?
Thank you!!
Grant

Upvote 0

Read Answer Asked by Grant on February 18, 2020

• BMO US High Dividend Covered Call ETF (ZWH)
  • View ZWH Profile
  • View Questions on ZWH

Q: Investorsedge says tech.B.O.with a TP of $22.65-22.85. Is this a good Buy?2)If so,buy in Tfsa,Rif or Investment a/c? 3)Any withholding tax on the monthly distribution? 4)Payment in US or Canadian $? 5)Is there a currency hedged? Txs for u usual great advices & services.

Upvote 0

Read Answer Asked by Peter on February 18, 2020

• BMO Ultra Short-Term Bond ETF (ZST)
  • View ZST Profile
  • View Questions on ZST

Q: The BMO Ultra Short-Term Bond ETF (ZST) has a 10 year chart that has gone down over the period (about 16%) and in the last year it has followed a regular monthly zig-zag chart pattern up in the beginning weeks of the month but down rapidly near the ex-dividend date. Any comments regarding this pattern or this ETF in general?

Upvote 0

Read Answer Asked by Douglas on February 18, 2020

• iShares Global Water Index ETF (CWW)
  • View CWW Profile
  • View Questions on CWW

Q: CWW holds a lot of utilities but doesn't pay that high of a yield (.67%). Is there any unusual reason for this like a swap or something or do the holdings just not pay out that much for dividends? Also how badly do you think a slight increase in interest rates would hurt this etf?

Thanks

Upvote 0

Read Answer Asked by Dennis on February 18, 2020

• iShares S&P/TSX Capped Financials Index ETF (XFN)
  • View XFN Profile
  • View Questions on XFN

Q: I have 10K to invest & presently have no shares in the financial sector. Would you suggest purchasing 2 or 3 financial companies or just purchase a financial ETF, such as XFN. If I did invest in financial companies, what 3 or 4 companies would you recommend. Thanks … Cal

Upvote 0

Read Answer Asked by cal on February 18, 2020