Q: Hi I am looking to further diversify my portfolio. I have about 70 percent in the market and that is the highest I want to go. I have some tips, xbb and hfr and too much cash but having hard time with rates rising to go to bonds. The xhy seems to go with market, I was wondering about individual bonds or will they trade closely with market. I was looking at them. How does one choose the right duration, if it is over valued it could get called? and I loose money. There seems so many when I look at my investorline I don't know where to start. any ideas?
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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.
Q: Is the takeover of CEF.A sure to happen?
If so what is the last date to sell CEF.A?
Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
If so what is the last date to sell CEF.A?
Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
Q: Good morning Peter.
Regarding the gold miners ETFs GDX and GDXJ trading on the NYSE, do I have to declare these as "foreign property" on my Cdn tax return (for cost base greater than $100,000)???
Regarding the gold miners ETFs GDX and GDXJ trading on the NYSE, do I have to declare these as "foreign property" on my Cdn tax return (for cost base greater than $100,000)???
Q: In the Rate Reset Preferred space, what do you like? Any ETFs that you prefer for an income-focused small holding?
Len
Len
Q: 5i
What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.
Wayne
What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.
Wayne
Q: Acknowledge not your bailiwick, but appreciate any suggestions as to a good emerging markets etf. Thx
Q: I have a question about this group of target maturity bond etfs. Are they an appropriate investment for a rrif in this rising interest rate enviroment as an alternative to individual bonds. How does one choose maturity dates apart from yield? Thanks for your wisdom.
Tom
Tom
Q: Hi 5i,
What changes would 5i advise for converting Canadian MoneySaver portfolio to an Income portfolio. Thanks
What changes would 5i advise for converting Canadian MoneySaver portfolio to an Income portfolio. Thanks
Q: My wife and I have decided to move our investments from our current advisor to a more self directed option. We have looked at Tangerine and are intrigued but also heard about Wealthsimple. I can't seem to find much for reviews on Wealthsimple and what I've found sounds more like an ad rather than a review. What are your thoughts on Wealthsimple and further what are your thoughts on Tangerine? Is there something better out there than either of them? Thank you very much for your time.
Q: These two Bata Pro funds are they inverse to the S$P 500? So if my understanding is correct they should go up when the S&P 500 Goes down.
Thanks
Thanks
Q: I have this ETF in my TFSA and I have a question about the dividend payment. Fund is hedged but the dividend is it subject to the US withholding tax or because its hedged does it not apply. Thank you.
Q: Hello 5i team thank you for the wonderful service . Can i have some good names for my kids RESP account. We wont be needing the funds for another 6 years atleast. If you think etf is a better choice let meknow too. Thx Ravi.
Q: Hello.
I need some advice on ETF, one Canadian and one US. I was thinking Spy for US but not sure for Canadian ETF. I own 27 equities 65% CDN & 35% US. I have two accounts that I would like each one to contain an ETF. I would then twice a year take all my dividends and repurchase shares in the same ETF. Seeing that the ETF holds many equities in different sectors to my way of thinking I would not have to think of asset allocation nor the size of my position.? Or should I? Right now all my positions are below 5%. Good Strategy?
Regards.
I need some advice on ETF, one Canadian and one US. I was thinking Spy for US but not sure for Canadian ETF. I own 27 equities 65% CDN & 35% US. I have two accounts that I would like each one to contain an ETF. I would then twice a year take all my dividends and repurchase shares in the same ETF. Seeing that the ETF holds many equities in different sectors to my way of thinking I would not have to think of asset allocation nor the size of my position.? Or should I? Right now all my positions are below 5%. Good Strategy?
Regards.
Q: I've never had any interest in ETFs until yesterday a friend told me the error of my ways. He gave me two names ZSP and ZWB that both have annual combined returns (yield & growth) exceeding 20%. It was a real eye opener for sure.
Do you know where can I find reports on line that rate the performance of most Canadian traded ETFs? As well, do you have other ETF names that are comparable in combined returns with ZWB and ZSP that you can recommend?
Thanks.
Do you know where can I find reports on line that rate the performance of most Canadian traded ETFs? As well, do you have other ETF names that are comparable in combined returns with ZWB and ZSP that you can recommend?
Thanks.
Q: I sold CEF.A because of the takeover. I don't want the sprotts fund.
What can I replace it with bearing in mind that I'd like it to be bullion in Canadian dollars?
What can I replace it with bearing in mind that I'd like it to be bullion in Canadian dollars?
Q: 5i
I am 75 years old, retired and do not have any funds in my portfolio. Am looking at ZDV,ZRE,ZWH,ZPR,HPR. Looking at income and safety. How would you rate these funds for income and safety in today's environment and the environment you percieve in the next year. Any other suggestions appreciated.
Read your Q&A every morning, great info is generated through readers questions and your response.
W
I am 75 years old, retired and do not have any funds in my portfolio. Am looking at ZDV,ZRE,ZWH,ZPR,HPR. Looking at income and safety. How would you rate these funds for income and safety in today's environment and the environment you percieve in the next year. Any other suggestions appreciated.
Read your Q&A every morning, great info is generated through readers questions and your response.
W
Q: Can you recommend a Canadian ETF (cdn dollar hedged?) that focuses on US banks that would be suitable for a long term hold?
I hold ZUH already so can you recommend a US ETF, focusing on healthcare, again for a long term?
I hold ZUH already so can you recommend a US ETF, focusing on healthcare, again for a long term?
Q: Hi, I'm looking to build a portfolio of only fixed income positions. Would you only use ETF's and, if so, what ETF's would you recommend?
Q: I am a 69 year old investor. I am wondering about the suitability of XTR-T as a moderate term investment(3-5 years)? I am dripping the generous dividend and am looking for some capital growth as well. If this is considered risky(Especially the dividend) for that time frame could you suggest a better alternative? Many thanks/
Q: Looking for your opinion on the management team at Hamilton Capital Partners Inc, and your opinion on the growth prospects for their ETFs, HBG and HFY.