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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: Do you think it worthwhile to buy both of these holdings (i.e. 3-4% each in an otherwise reasonably well-diversified portfolio) for the sake of making the best use of their respective growth/dividend potential? Their high degree of correlation seems the one factor mitigating against this strategy.
Read Answer Asked by David on June 07, 2023
Q: I have some cash in a non-registered account that I will need access to sometime in the next 6-18 months. Given the indeterminate timeline I'm reluctant to lock the funds up in a GIC or term deposit and am looking to put them into a HISA ETF. Aside from slight differences in yield, MER or AUM are there any significant differences between the various HISA ETF's available and which one would you see as preferable? Thanks.
Read Answer Asked by Bruce on June 07, 2023
Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks
Read Answer Asked by Karen on June 07, 2023
Q: with the Treasury Department starting to sell bonds this week, do you expect bond prices to drop? If so, how long in duration should the drop continue? Do you see this as a buying opportunity? if so, can you recommend bonds?
Read Answer Asked by Mary on June 06, 2023
Q: AIDB
NYSE Arca/US
Qraft AI-Pilot U.S. Large Cap Dynamic Beta ETF

Speculative buy?

Thank you.
Read Answer Asked by Ross on June 06, 2023
Q: I have some cash (in a non-registered account) that I will need to have access to sometime over the next six to eighteen months and am looking for somewhere to park it until needed. Because of the indeterminate timeframe I want to stay away from locking the funds in to a GIC or term deposit. Aside from slight differences in yield, MER and/or AUM are there any significant differences between the different high interest savings account ETF offerings and which would you suggest? Thanks.
Read Answer Asked by Bruce on June 06, 2023
Q: Hi Peter and Team,

Curious if you have suggestions for investing in Japan? We have been hearing more about the theme that Japan is in the begins of a bull market. I am wondering if there are good vehicles to particapte in a positive economic environment in Japan that will give us gains in excess of currency devaluation.

Thanks!
Read Answer Asked by Marc on June 05, 2023
Q: Hello 5i
We currently hold CBO, CLF & XRB at 25/25/50% all as long term holdings in a slight loss position. I believe we are currently at (or very near) peak interest rates. Do you have any suggestions to bond replacements that might be better positioned to capture rate reductions for these holdings. (not accounting for the bonus of tax loss selling)
Again many thanks
Les
Read Answer Asked by Les on June 05, 2023
Q: I am looking to add exposure to Canadian Banks. Given current pricing it seems like a good time to add exposure. Can you rank your favourite banks at this time. Do you have a preferred Bank ETF that could also provide good Canadain Banking exposure.

Thanks
Tim
Read Answer Asked by Timothy on June 05, 2023
Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul
Read Answer Asked by paul on June 05, 2023
Q: What ETF's do you recommend for dividends and growth for:
1. Canadian coverage
2. US coverage but in $CAD.
3. Europe coverage but in $CAD
4. Asia coverage but in $CAD
Read Answer Asked by Ron on June 05, 2023
Q: If one already has a 10% weighting in ITOT would an additional position in a small cap fund be warranted? Which ETF is preferred for small cap exposure and why - IJR or IWM? It appears IJR has outperformed on all timelines. Is this due to its more concentrated approach? Is there a global small cap etf that is recommended?
Read Answer Asked by Matthew on June 02, 2023
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