Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.
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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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CI North American Small/Mid Cap Equity Class Ser A (CIG50021 $14.86)
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CI Global Dividend Class Series A (CIG50041 $15.75)
Q: Hi All at 5i! I have the above listed mutual funds for a five year hold going forward. What are your thoughts about these funds and are there any ETFs which could take their place? Thank you! Tamara
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BMO Monthly Income ETF (ZMI $18.44)
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BMO US High Dividend Covered Call ETF (ZWH $24.91)
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iShares Diversified Monthly Income ETF (XTR $11.75)
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BMO Canadian High Dividend Covered Call ETF (ZWC $19.86)
Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron
Sharron
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Fortis Inc. (FTS $72.16)
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BMO Equal Weight Utilities Index ETF (ZUT $26.89)
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iShares S&P/TSX Capped Utilities Index ETF (XUT $33.21)
Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.
Q: How will you back test an ETF like VBAL or VGRO which have not been there for long and compare it/them with an ETF that has been there for a long time? For example XIC or VDY....I ask this having your model ETF portfolios in mind. (Both in CMS and ETF Fund update newsletter.)
Q: I should increase my equity portfolio by US region and Utilities sector.Can you suggest a US ETF for a utility investment?
Q: Could I please have your thoughts on the new TD etf TGED.
Thank you
David
Thank you
David
Q: Hello guys. Can I get your top five dividend ETFs and, separately, your recommendations for utility and REIT focused ETFs? Thanks!
Q: One of the BNN guests stated that ZDI dividends do not qualify for the dividend tax credit. Would this be the same in a TFSA as well? I assume there is no issue in an RRSP.
Q: Hi team,
My question is about fintechs. What is the difference between ipay-n, finx-q and arkf-n ? Which one has most potential and which one do you recommend for growth in the short term ?
Thank you for your wonderful work,
Jacques
My question is about fintechs. What is the difference between ipay-n, finx-q and arkf-n ? Which one has most potential and which one do you recommend for growth in the short term ?
Thank you for your wonderful work,
Jacques
Q: I would appreciate your thoughts on this relatively new global real estate ETF.
Q: If you could only buy one of these in the current market, which would you prefer and why. Is there an argument for holding both of them.
Thanks as always.
Thanks as always.
Q: Can you recommend an etf or mutal fund with a low mer that tracks emerging markets that you can put 100 dollars at a time. What is the minimum that you can put into VEE. Thanks
Q: My daughter is 20 and has maximized her TFSA allotment in an annual lump sum for past three years, and is likely to maximize every year going forward. I'm trying to simplify her investing so what ETF's would you recommend if she doesn't need the money for three years? Would you recommend different ETF's if she doesn't need for 10 years? What about 20+ years?
Q: Hi team,
Could you suggest companies or ETFs which would marry environment concerns and good returns ?
What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.
Thank you in advance for your comments and suggestions.
Jacques
Could you suggest companies or ETFs which would marry environment concerns and good returns ?
What comes to mind are wcn-t (waste disposal) and trex-n (turning plastics into decking products) but there must be others.
Thank you in advance for your comments and suggestions.
Jacques
Q: Good morning
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.
On a RSP portfolio that is about 6% of our net assets, what would you think of the strategy of the Dogs of the Dow? Is it worth the trouble or would I be just as well to put in DIA, I could concentrate the low or no dividends in investments accounts.
I saw there is an ETF which purports to follow the dogs of the dow, but its mer is .75%, I would not spend that much in trading commissions in just following the strategy.
Your Thoughts?
Thank you.
Q: Are you aware of any Canadian ETF's that focus on Fintech. I can't find any in the almost 600 that trade in Canada.
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Macro Enterprises Inc. (MCR $4.00)
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iShares Canadian Select Dividend Index ETF (XDV $36.85)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.81)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.20)
Q: Hello 5i,
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley
Q: Hi 5i Team,
What do you think about this new TD ETF? I own a TD mutual fund that has done very well in the technology sector. Can I expect similar growth from this ETF at a lower MER?
Thanks for your thoughts on this ETF.
Michel
What do you think about this new TD ETF? I own a TD mutual fund that has done very well in the technology sector. Can I expect similar growth from this ETF at a lower MER?
Thanks for your thoughts on this ETF.
Michel
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iShares S&P/TSX SmallCap Index ETF (XCS $30.02)
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iShares S&P/TSX Completion Index ETF (XMD $51.48)
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IA Clarington Canadian Small Cap Fund Series A (CCM975 $92.95)
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BMO Canadian Equity ETF Fund Series D (GGF31144)
Q: I had some money in Mawer New Canada Fund (small caps)
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?
thanks
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?
thanks