Investment Q&A

• BMO Covered Call Utilities ETF (ZWU $11.35)
  • $11.35 P/E (TTM): 53.76X Cap: $1.89B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.64)
  • $30.64 P/E (TTM): 44.79X Cap: $324M
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• Hydro One Limited (H $50.36)
  • $50.36 P/E (TTM): 24.28X Cap: $30.33B
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Q: Trying to consolidate utility positions in my RIF. Currently I own small positions in ZWU, H and XUT. Which one would you suggest keeping?

Thank you

Upvote 1

Read Answer Asked by Hali on August 30, 2024

• Purpose Enhanced Dividend Fund (PDIV $9.34)
  • $9.34 P/E (TTM): 4.08X Cap: $62M
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Q: I would like your opinion on this holding. It has been very good for me since the last non recomendation. Has anything changed? Thanks James

Upvote 2

Read Answer Asked by JAMES on August 30, 2024

• Harvest Healthcare Leaders Income ETF (HHL $7.31)
  • $7.31 P/E (TTM): 71.28X Cap: $1.42B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.61)
  • $18.61 P/E (TTM): 83.53X Cap: $213M
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Q: How would you compare HHL and LIFE for income

Upvote 1

Read Answer Asked by terrance on August 30, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.14B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.26)
  • $116.26 Cap: $1.90B
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Q: Greetings,
I have put some cash into HSAV but feel there is not much return coming. As being very conservative is there a better place for better returns to pack some cash?

Thank you,
John

Upvote 2

Read Answer Asked by John on August 29, 2024

• BMO Global Enhanced Income Fund (ZWQT $17.59)
  • $17.59 P/E (TTM): 40.59X Cap: $15M
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Q: What are your thoughts on this ETF for income in a non-registered account? The security seems relatively young, if you have an alternative you are more comfortable, with, please suggest.

Upvote 2

Read Answer Asked by Steven on August 29, 2024

• BMO Canadian Dividend ETF (ZDV $24.81)
  • $24.81 P/E (TTM): 27.97X Cap: $1.22B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.87)
  • $38.87 P/E (TTM): 5.55X Cap: $1.01B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.84)
  • $54.84 P/E (TTM): 9.2X Cap: $4.19B
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• Invesco BuyBack Achievers ETF (PKW $131.02)
  • $131.02 P/E (TTM): 53.17X Cap: $1.45B
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• Vanguard Dividend Appreciation FTF (VIG $210.73)
  • $210.73 P/E (TTM): 68.92X Cap: $91.56B
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Q: Could you please suggest 2 or 3 dividend ETFs that I could look at to increase the amount of dividends in my account.

Thank you
Paula

Upvote 1

Read Answer Asked by Paula on August 29, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.47)
  • $18.47 Cap: $792M
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.89)
  • $27.89 Cap: $8.14B
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• iShares Convertible Bond Index ETF (CVD $18.04)
  • $18.04 Cap: $100M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.27)
  • $18.27 Cap: $815M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $832M
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Q: Could you recommend 2-3 fixed income ideas for both in a registered and non-registered situation.

Upvote 1

Read Answer Asked by Steven on August 29, 2024

• Templeton Dragon Fund Inc. (TDF $11.18)
  • $11.18 P/E (TTM): 63.29X Cap: $282M
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Q: Templeton's recent bad PR reminded me of my previous interest in their Templeton Dragon fund. Any idea whether the fund's recent poor performance can be reversed? Thanks!!

Upvote 1

Read Answer Asked by David on August 29, 2024

Q: Can you please share your opinion on Xdte and qdte ETFs from round Hill?
Is there any benefit of having these in rrsp account for the long term and let that weekly distribution drip buy weekly. Would you choose Xdte or qdte if you have to choose one of them?

Upvote 2

Read Answer Asked by Gurdeep on August 28, 2024

• BMO Equal Weight Utilities Index ETF (ZUT $24.39)
  • $24.39 P/E (TTM): 40.82X Cap: $723M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.64)
  • $30.64 P/E (TTM): 44.79X Cap: $324M
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Q: Why did both companies prices drop Aug 2022? Interest rates had started going up well before, in Feb 2022.

Upvote 2

Read Answer Asked by Ron on August 28, 2024

Q: Do you consider the conservative ETFMU Portfolio to be structured for investors primarily interested in income, low risk and stability ? Could you clarify what the 7.01 total is on the July 31/24 dated Conservative Portfolio and can you please provide the total average % for the Dividend yield column.
Approximately, how frequently would you expect positions in the Conservative Portfolio to be adjusted ?
Thank you

Upvote 2

Read Answer Asked by Alexandra on August 28, 2024

• iShares International Select Dividend ETF (IDV $36.68)
  • $36.68 P/E (TTM): 22.1X Cap: $5.78B
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Q: I am a conservative income oriented investor and currently interested in investments that are USD denominated, pay a good dividend, provide some growth and most importantly will benefit from a reduction in the USD, for example the Ishares International Select Dividend ETF (IDV).
Based on my criterial can you comment on IDV specifically and provide alternatives?
Many Thanks for all your help
John

Upvote 9

Read Answer Asked by John on August 28, 2024

• iShares International Select Dividend ETF (IDV $36.68)
  • $36.68 P/E (TTM): 22.1X Cap: $5.78B
  • View IDV Profile
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• iShares International Dividend Growth ETF (IGRO $78.97)
  • $78.97 P/E (TTM): 9.68X Cap: $1.17B
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• Vanguard International High Dividend Yield ETF (VYMI $84.32)
  • $84.32 P/E (TTM): 20.63X Cap: $10.82B
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• Vanguard Total International Bond ETF (BNDX $49.26)
  • $49.26 P/E (TTM): 6.07X Cap: $67.51B
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Q: For a conservative income oriented investor looking for some growth, what ETFs would you recommend to increase my international exposure, and take advantage of lower rates.?
Many Thankls
John

Upvote 4

Read Answer Asked by John on August 27, 2024

• iShares India Index ETF (XID $54.30)
  • $54.30 P/E (TTM): 0.02X Cap: $147M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.11)
  • $43.11 P/E (TTM): 0.16X Cap: $2.80B
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• Vanguard FTSE Emerging Markets ETF (VWO $51.84)
  • $51.84 P/E (TTM): 7.78X Cap: $91.43B
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• iShares MSCI China ETF (MCHI $61.62)
  • $61.62 P/E (TTM): 17.17X Cap: $7.86B
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• KraneShares CSI China Internet ETF (KWEB $38.52)
  • $38.52 P/E (TTM): 8.32X Cap: $8.48B
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Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on August 27, 2024

Q: FCTE is a Warren Pies portfolio managed July 2024 inception ETF with an active strategy holding 21 large caps. The MER is .85%. It has had a good start for its limited existence. Mr Pies seems like a deep thinker. Could you opine on the published holdings and any other thoughts you can share regarding the manager, his history and the strategy. Obviously too new for a strong recommendation but your preliminary sense on this one would be great to have. Thank you.

Upvote 3

Read Answer Asked by Ken on August 27, 2024

• PIMCO Monthly Income Fund (Canada) (PMIF $18.18)
  • $18.18 P/E (TTM): 22.17X Cap: $3.36B
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Q: What do you think about this fund in terms of performance, risk and cost? Is there a better alternative?

Upvote 1

Read Answer Asked by Alfred on August 27, 2024

Q: Can you pls recommend a hedged fund following the US S&P 500 but with low / no high tech content. Something like TPU.TO but without tech? looking for 10% return over first year including both yield and capital appreciation. Tx.

Upvote 1

Read Answer Asked by Ron on August 27, 2024

• Vanguard S&P 500 Index ETF (VFV $158.86)
  • $158.86 P/E (TTM): 82.03X Cap: $24.73B
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• ISHARES TRUST (IUSG $157.67)
  • $157.67 P/E (TTM): 98.18X Cap: $24.32B
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Q: Hi Everyone at 5i!
I have a 27 year old nephew who would like to open a TFSA. He is putting $5000 in to start which he will gradually add to. He is looking for a growth ETF concentrated on the US market. Would VFV suit his needs, or should he consider something else??

Cheers,

Tamara

Upvote 1

Read Answer Asked by Tamara on August 27, 2024

• Bank of America Corporation (BAC $50.25)
  • $50.25 P/E (TTM): 14.51X Cap: $366.49B
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• JPMorgan Chase & Co. (JPM $298.57)
  • $298.57 P/E (TTM): 14.54X Cap: $810.90B
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• Toronto-Dominion Bank (The) (TD $104.09)
  • $104.09 P/E (TTM): 10.53X Cap: $176.17B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $84.98)
  • $84.98 P/E (TTM): 16.71X Cap: $99.05B
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• Manulife Financial Corporation (MFC $41.63)
  • $41.63 P/E (TTM): 13.43X Cap: $70.77B
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• Sun Life Financial Inc. (SLF $81.03)
  • $81.03 P/E (TTM): 14.9X Cap: $45.76B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $15.27)
  • $15.27 P/E (TTM): 12.49X Cap: $242M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.97)
  • $14.97 P/E (TTM): 12.67X Cap: $1.48B
  • View HMAX Profile
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Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Upvote 4

Read Answer Asked by STANLEY on August 27, 2024

• PIMCO Monthly Income Fund (Canada) (PMIF $18.18)
  • $18.18 P/E (TTM): 22.17X Cap: $3.36B
  • View PMIF Profile
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Q: How would you rate this bond fund? Is there a better alternative in terms of performance, risk and cost?

Upvote 3

Read Answer Asked by Alfred on August 26, 2024