Investment Q&A

Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter

Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris

Q: I am curious what you would recommend a retiree with regular monthly pension invest their non-registered funds without chasing unrealistic high yield such as with leverage and CC unless you don't see their risks as unreasonable. Thanks

Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY

Q: May I have your thoughts on this ETF please for a long term investment.

Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?

Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L

Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?

Q: As a retiree with no pension, I am a dividend oriented investor, and over the last couple years have acquired some of the high yielding covered call ETFs. The yields are often twice what one could get without the covered call, and the ROC helps with OAS clawback. However, there seem to be more and more of these ETFs popping up, which makes me wonder - how big is the options market relative to the options trading by these funds? Now obviously they don't sell/buy options on all their holdings, but is there any chance they could end up basically betting against each other? Who are the major players in options trading? Do you see any problems with the proliferation of these funds, here or in the US?
Thank-you

Q: HHLE (Harvest Healthcare Leaders Enhanced) is classified as "diverse", Yes, it is an ETF but it holds only healthcare companies and no industrial, yet it split between HealthCare and industrial. It is not included in the healthcare profile as a percentage of holdings. This put healthcare lower than it should be. Can this be adjusted or does HHLE deserve to be split between healthcare and industrial?

Q: Is there an ETF or other listed vehicle to access the TMX 30?

Q: With ETFs like these with high high returns but also high return on capital which contribute to these returns is it more beneficial to keep them in a taxable accounts or non taxable accounts like RRSP or TFSA ?
Thank you.

Q: The Morningstar report on NXF is really a downer citing weakness in management for lack of experience and the process of leaning toward larger and undervalued companies as well as overweighting in yield paying companies and those paying dividends and buying back shares. Hey, isn't that a GOOD thing? If I wanted caution I would be buying bonds. As I read this report the question is should I heed this comment or stay with NXF as it is? From 2020 it ranged from $6.80 in 2022 to $5.80 nowt to me it seems appropriate in my well diversified portfolio.

Q: Good Day 5i,
I have been following semiconductor companies in China. Their growth is very impressive. As an example, of the 68 companies latest financial reports, 40 reported over 50% growth. This is largely fueled by internal legacy chip demand, a huge market lost by US sanctions.
Which leads to ask how to invest in the Chinese markets?
Many thanks, Yan

Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Q: I currently hold hyld.
Do you prefer hdiv or hdif to diversify my portfolio.
How about some smax to round things out.

Thank you

Q: Which would you recommend as would provide the largest % total yield, dividend+capital appreciation, for the first year of ownership? What is your reasoning please?

Q: With the downward trend of OIL -what effect will it have on the yield of ENCC ? etc?

Q: What US equity ETF do you suggest for a very long time horizon (I’m in my 20s so likely will keep investing for decades)?

Earlier this year I had been adding to RSP since most of the gains were concentrated in the Mag 7. With the market having broadened out a bit, I’m not sure if I should keep adding to RSP or if I’m better off investing new money in VOO (or VTI).

Which of the 3 ETFs (RSP, VOO, VTI) would you expect to have the best long-term total return?

Q: Hello 5i,
I have a follow=up question about HIND:CA. When I look at the data on your company profile, the market cap shows as being 2.5 million. Both GlobeInvestor and the company website peg it at around 26 million. I am guessing that your feed has a typo?
Also, on the company website, they reference a number - "126 B" as being their "Average Market Capitalization". What does this reference in relation to the fund's market capitalization of 26.5 M?
I note, incidentally, that this fund's market cap seems to be slowly increasing. At what point should one take this fund seriously? Would increasing market cap need to be considered in conjunction with length of time as an operating fund before jumping in?
I am not quite ready to "pull the trigger" on this one, but it is very high on my list, and I am looking for "buy signals" as opposed to buying blind.
Many thanks for any insights you can offer.
Cheers,
Mike