Investment Q&A

Q: If you were an income investor moving into retirement and depending on this as part of your retirement income; what stocks or ETF's would you be buying right now in this current environment? Thanks.

Q: Hello 5i Team
Do you think that investing in Inda and Japan ETF is beneficial for diversification and growth. Are there any ETF that you can recommend?
Thanks

Q: In my earlier question I also should have asked about leverage. Thanks

Q: My Son hopes to buy a condo in the next 6 months and has sold most of his stocks and now holds mainly cash. PSA, CASH, CBIL and UBIL.U all currently yield in the 5% range. I am thinking he is best to put most the funds in CBIL and UBIL.U, since these may benefit a bit if interest rates fall, whereas the yield in PSA and CASH would decrease. Or is he best to put funds in PSA or CASH and sacrifice a possible decrease in yield, for a safer investment in HISA ETFs. Thank you for your comments!!

Q: Hi there, there seems like there are many HISA-like ETFs available to pick from these days. Which would you recommend and do some have less risk than others? Thanks!

Q: Which fund would you put more money into as I have only enough money for 1 ETF. I currently owned both in a RRSP and ZAG is in a lost position so could average down or add to VEE as the upsize looked better for this ETF than ZAG?

Thanks

Q: HI Everyone,

My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.

In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.

Thanks very much,

Dean

Q: What US Dividend ETf's would you recommend that are focused on quality companies, and still pays a decent dividend? Would you be buying now or wait for a pullback? Thank you.

Q: Is there an equivalent to HXS in USD? If not, which ETF would be similar with no dividends?

Thanks for your service!

Q: Left my employee that had a target date pe sion option. I had to move my money out of Omers into TD. Looking for a target date ETF or equivalent preferably with a drip option. Every fund I find is in the wrong currency and won't let me order the etf. Does anyone know a target dates Ticker in Canadian funds I can explore??

Q: Hi Your opinion please : US fonds TDB 410.

Fonds Fidelity Situations spéciales Série F
Categorie Fidelity Innovations mondiales Serie F
thanks
Jean Guy

Q: Hi there, I recently asked “ Can you suggest any principal-protected US ETFs? For parking USD cash to earn a yield in a securities account. (The only product I can think of that has this profile is a HISA ETF.)”

Seems like there is no HISA equivalent in the US from your response. What is the next best thing that is US listed? A money market fund? If so which would you suggest?

Thanks!

Q: Hello
I'm looking to include this company in my rrsp account. I would like to hear your analytical opinion on holding this long term. I am however curious to know how can they pay such a juicy dividend when most of their holdings pay less in distribution and has been lagging in the markets lately. Finaly, is this something you could see yourself including in an income portfolio.

Q: Is there a comparable CHAT ETF that trades on the CDN market.

Thanks for the great service.

Q: Hi,

I've gone through the questions/answers but I don't see this precise question before.

What would you recommend holding between VFV and VUN?

Thanks,
Robert

Q: Hi,

What do you recommend between XIC and XIU for a typical investor?

Thanks,
Robert

Q: With TD,BMO and BNS stock prices levelling off from their decline, could you suggest 2-3 ETF's to invest in for the potential recovery with a 1-2 year hold period?

Thank you

Q: This is about the Van Eck MREIT etf symbol MORT. Good buy here, with a high dividend and rates about to come down? Outlook for the dividend and share price please over the next few years as rates come down. Thx.

Q: Could this stock be a good play on AI over the next 10 years?

Q: Calamos has started these structured etf's the first of which commenced May 1. They are based on the S&P or the Nasdaq or the Russell. A new monthly fund starts each month with the aim to protect all the invested capital if the etf is held for one year with a capped upside of approximately 10%. They are targeting retirees who cannot replace lost capital as an alternative to holding cash. Structured investing isn't new however the etf wrapper providing capital gains after a one year hold for US residents and a 100% protection rather than some lessor protection as well as a .7% MER all seem to provide substantial improvement compared with other prior structured offerings regarding fees and advertised protection as well as tax treatment on gains in a cash account. Calamos also seems to have a long history of options and hedging investment and claims a significant expertise. As a retiree I am seeking, respectfully and if possible, Peter's assessment of this series of etf's as a way to seek equity-like returns based on the S&P etf set up Calamos is offering as an alternative to a money market holding or even an HSAV.CA corporate class holding which provides capital gains but at around 5% instead of the greater potential on offer. Any comment on the reset of downside protection and upside cap each year would be appreciated. Finally if there is any possible liquidity issue that needs consideration please comment. I recognize this as a big ask however these etf's should have wide interest among retirees seeking a US equity play which aims to protect against any capital loss while providing double the current return of a risk-free holding which likely applies to a substantial portion of your subscription base. Thank you in advance Peter. Hope you're not taking the summer off!!!