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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: hi,
a 5 year chart shows diminishing share price of ZWU, and slight increase in ZUT. can you explain this? is this because the covered call strategy is somehow eroding value/share over longer periods of time? it seems to be too much of a discrepancy to be explained by getting having to sell the underlying equities occasionally due to the call options in a rising utility equity market?? your thoughts would be most appreciated.
Read Answer Asked by chris on April 02, 2026
Q: I recently purchased the PIN Purpose Monthly Income Fund. The Purpose website shows it currently has a large weighting in high-yield corporate bonds, a fair chunk in real assets along with dividend paying equities. How would you compare this to ZMI as a small weighting for med risk retirees seeking income and inflation protection?

Portfolio Analytics is counting it as 100% equity. I also see a discrepancy for the AUM of the fund (8mm vs 40mm) on the 5i profile page. Can this be corrected?
Read Answer Asked by Lisa on April 02, 2026
Q: Hello,
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Read Answer Asked by Pierre on March 31, 2026
Q: if there any difference between ZQQ and QQCE other than QQCE being an ESG fund and not purchasing arms, tobacco etc? Both seem to have low trading volumes with QQCE having a lower trading volume. do you think that the lower trading volume for QQCE to be problematic in trading?
Read Answer Asked by Mary on March 30, 2026
Q: I own these in my RRIF for income purposes countered with some leverage for growth. What are some other Canadian issued high yield ( greater than 10% ) having 1.25 x leverage ETF ‘s ? Any sector will do , Canadian or American companies. Any you recommend or stay away from ? Thanks..Derek.
Read Answer Asked by Derek on March 30, 2026
Q: a member asked your about hmax which you seemed ok with,but warned about putting all your money in one yield ETF. So my question is what other yield Canadian ETFs would you recommend along with hmax. dave
Read Answer Asked by david on March 30, 2026
Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!
Read Answer Asked by Austin on March 27, 2026
Q: Hello 5i Team,
I'm looking for 2 or 3 US high yield ETF's; which do you recommend?
Thanks,
Brent
Read Answer Asked by Brent on March 27, 2026
Q: I am a retiree in my 70s and my wife and I are considering downsizing to one floor living in a condo. And we might rent a higher end unit vs. buying. To fund the rent I am considering putting a considerable sum - seven figures - into HMAX from the proceeds of the house sale. This is entirely separate from my investment portfolio which is diversified. While you obviously can't comment on such a personal decision what can you tell me about the history of the Hamilton funds and their owners and can you comment on the covered call strategy and Hamilton's abilities to apply it. Any other upsides or downsides are welcome. Thank you.
Read Answer Asked by Kim on March 27, 2026
Q: hi,
I have parked cash in these funds ( money market fund?), which I am told will not suspend redemptions anytime, so one is able to freely withdraw if wanted. do you have a list of others with same properties ( as many as you know )? take as many points as you want. looking for mostly CDN$ but 1-2 USD$ as well.
cheers, Chris
Read Answer Asked by chris on March 26, 2026
Q: Your thoughts on this new ETF ...Harvest Premium Yield Canadian Bank ETF. It's info sheet indicates it "is designed to deliver twice monthly cash distributions with an opportunity for long term growth. This ETF provides investors access to a portfolio of leading Canadian bank equities with strong fundamentals and growth potential."

I know it is new but the dividend of 7 cents twice a month (pls confirm my number is correct) is very compelling ... However, less so if the payout is simply going to be 50% or more as ROC.
Read Answer Asked by Randy on March 26, 2026
Q: Today you answered “probably not” to my question about whether ETFs that track the S&P 500 are more risky than mid-cap ETFs which are trading at their historical values. However, your reasoning — that the S&P 500’s valuation is not excessively high given expected earnings growth and potential lower interest rates, and that investors tend to favour large-cap stocks over mid-caps in uncertain markets — seems to suggest the opposite conclusion.

Could you clarify whether you meant “probably yes” instead?
Could you also indicate if your answer differs if one's time frame is 10 years+?
Read Answer Asked by Mary on March 25, 2026
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