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.
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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.
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BMO Covered Call Utilities ETF (ZWU $11.41)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.69)
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BMO Laddered Preferred Share Index ETF (ZPR $11.86)
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Horizons Enhanced Income International Equity ETF (HEJ)
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iShares Diversified Monthly Income ETF (XTR $11.53)
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abrdn Asia-Pacific Income Fund VCC (FAP $2.92)
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BMO Canadian High Dividend Covered Call ETF (ZWC $19.08)
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.
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.
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iShares MSCI World Index ETF (XWD $104.43)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.34)
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INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ $46.28)
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iShares MSCI EAFE Growth ETF (EFG $111.82)
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
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
Thank you
Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?
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
Thanks for the help
Q: Can I please get your opinion of this ETF. Thanks
Dave
Dave
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?
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?
Q: TD claims I cannot hold PSA in my SDRIF. Is this correct? Could you suggest an alternative? Thanks.
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.34)
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Vanguard Total International Stock (VXUS $71.90)
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
Thank you!!
Grant
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.
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?
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
Thanks
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
Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.
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iShares Core Canadian Short Term Bond Index ETF (XSB $26.95)
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Purpose High Interest Savings Fund (PSA $50.10)
Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.
Q: Can you please give me your opinion of ZAG. For one's bond allocation in a portfolio, could this serve as a one stop option ? Thanks!
Just renewed my membership for another great year !! Thanks Gentlemen !!
Just renewed my membership for another great year !! Thanks Gentlemen !!
Q: Hello 5I. Question related to dividend on the VPU etf. Reported on the Vanguard website is a dividend of 7.63%. When a comparison is done on both the iTrade and TMX Money web sites, the reported dividend is only 2.6%. Why the delta? Many thanks for all your help. Steve
Q: Good morning, I have owned GILD for a while now and am finally above water on the investment. I am thinking of exiting and investing in a US health care focused ETF. Which would you suggest?
thanks
thanks
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Bristol Gate Concentrated Canadian Equity ETF (BGC $36.70)
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Bristol Gate Concentrated US Equity ETF (BGU $47.16)
Q: Peter,
As a dividend growth investor, what is your opinion on the ETFs issued by a company called Bristol Gate? I am referring to BGU-T and BGC-T. Are you familiar with the success rate of the management at this company?
Thank you
Paul
As a dividend growth investor, what is your opinion on the ETFs issued by a company called Bristol Gate? I am referring to BGU-T and BGC-T. Are you familiar with the success rate of the management at this company?
Thank you
Paul