Investment Q&A

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $70.79)
  • $70.79 P/E (TTM): 25.76X Cap: $13.89B
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• iShares Core S&P U.S. Total Market Index ETF (XUU $70.90)
  • $70.90 P/E (TTM): 26.96X Cap: $4.09B
  • View XUU Profile
  • View Questions on XUU
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.60)
  • $52.60 P/E (TTM): 20.8X Cap: $23.24B
  • View XIC Profile
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• Vanguard Balanced ETF Portfolio (VBAL $37.85)
  • $37.85 P/E (TTM): 10.84X Cap: $4.56B
  • View VBAL Profile
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• Vanguard All-Equity ETF Portfolio (VEQT $55.96)
  • $55.96 P/E (TTM): 3.59X Cap: $11B
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Q: Hello Peter,
For a 30 year old that wants to invest for the long term and not have to worry about following the markets constantly, what is your opinion on investing on the 5 ETFs: 40 % to VBAL ( as it contains bond portfolio) and 60 percent to the rest of the 4 ETFS. I know there is some duplication but wanted your opinion.. thanks for the service.

Upvote 3

Read Answer Asked by umedali on November 14, 2024

• Jacobs Solutions Inc. (J $140.00)
  • $140.00 P/E (TTM): 58.61X Cap: $16.50B
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• iShares U.S. Infrastructure ETF (IFRA $56.23)
  • $56.23 P/E (TTM): 21.07X Cap: $3.40B
  • View IFRA Profile
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Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks

Upvote 1

Read Answer Asked by Leonard on November 13, 2024

• BMO MSCI Emerging Markets Index ETF (ZEM $28.85)
  • $28.85 P/E (TTM): 6.09X Cap: $2.21B
  • View ZEM Profile
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.61)
  • $48.61 P/E (TTM): 28.71X Cap: $17.61B
  • View XEF Profile
  • View Questions on XEF
• iShares Core S&P U.S. Total Market Index ETF (XUU $70.90)
  • $70.90 P/E (TTM): 26.96X Cap: $4.09B
  • View XUU Profile
  • View Questions on XUU
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.60)
  • $52.60 P/E (TTM): 20.8X Cap: $23.24B
  • View XIC Profile
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Q: This is a follow up question to my previous question about using ETFs instead of stocks.

You mentioned that ZEM was “fine,“ whereas your comment on XEF is “solid,” XUU “we like it quite a lot,” and XIC is a “go-to.”

Do you have an alternative to ZEM that you would consider to be better? If so, please explain why.

Upvote 2

Read Answer Asked by Federico on November 13, 2024

Q: I've noticed you do not have any covered call ETFs in your income portfolio. If not appropriate in your minds, are there any good situations for this type of investment, and if so, when? What are the PROs amd CONS? What are the better strategies or alternatives?

Upvote 9

Read Answer Asked by Mike on November 13, 2024

Q: Folks i'm assisting my daughter in deciding how to allocate some cash in the market around $50K. This is new to her so she is as expected very conservative at the moment but wants to garner better income than a savings account. Thses funds are in a TFSA. I was thinking maybe suggesting 30% in SPLT, 30% in CBIL, and the rest in ZLB,XEI/XIU. Wondering what your suggestion might be.

Upvote 4

Read Answer Asked by Tony on November 13, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.59)
  • $18.59 Cap: $794M
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• iShares Convertible Bond Index ETF (CVD $18.04)
  • $18.04 P/E (TTM): 26.96X Cap: $110M
  • View CVD Profile
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• Vanguard Total Bond Market ETF (BND $74.42)
  • $74.42 Cap: $146.76B
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• iShares 20+ Year Treasury Bond ETF (TLT $88.52)
  • $88.52 Cap: $47.08B
  • View TLT Profile
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Q: Good afternoon - the recent runup in equities has me looking to re-balance and add more bond exposure. I currently have positions in XLB, XBB and HYG. Can you suggest bond positions ( likely ETF's) in Canada and the US, please? Just add to the existing Canadian positions? What about HYG? Time to move?

Many thanks

al

Upvote 4

Read Answer Asked by alex on November 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.41)
  • $63.41 P/E (TTM): 30.01X Cap: $4.23B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.65)
  • $115.65 P/E (TTM): 29.23X Cap: $2.05B
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  • View Questions on ZNQ

Q: You prefer unhedged ETF so would ZNQ be a better choice than XQQ? This is for a RESP?

Thanks

Upvote 6

Read Answer Asked on November 13, 2024

• ATS Corporation (ATS $42.10)
  • $42.10 Cap: $4.09B
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• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $3.18B
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• Boyd Group Services Inc. (BYD $224.02)
  • $224.02 P/E (TTM): 213.65X Cap: $6.22B
  • View BYD Profile
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.57)
  • $21.57 P/E (TTM): 17.11X Cap: $1.21B
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• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 P/E (TTM): 13.15X Cap: $6.76B
  • View CASH Profile
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• High Interest Savings Account ETF (HISA)
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Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.

Do you have an ETF that you recommend or maybe another suggestion?

Upvote 6

Read Answer Asked by Cathy on November 13, 2024

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $36.36)
  • $36.36 P/E (TTM): 32.26X Cap: $1.54B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.61)
  • $48.61 P/E (TTM): 28.71X Cap: $17.61B
  • View XEF Profile
  • View Questions on XEF

Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.

Upvote 1

Read Answer Asked by Mary on November 13, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.34)
  • $53.34 P/E (TTM): 21.38X Cap: $3.80B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.07)
  • $47.07 P/E (TTM): 6.13X Cap: $3.41B
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• Vanguard S&P 500 Index ETF (VFV $171.88)
  • $171.88 P/E (TTM): 26.41X Cap: $28.44B
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• Vanguard Total International Stock (VXUS $78.65)
  • $78.65 P/E (TTM): 9.02X Cap: $121.79B
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Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?

Upvote 6

Read Answer Asked by David on November 13, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $99.94)
  • $99.94 Cap: $5.82B
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• Global X S&P 500 Index Corporate Class ETF (HXS.U $71.46)
  • $71.46 Cap: $4.17B
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Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on November 12, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $50.10)
  • $50.10 P/E (TTM): 18.2X Cap: $709M
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• BMO S&P US Small Cap Index ETF (ZSML.U $42.08)
  • $42.08 P/E (TTM): 17.14X Cap: $6M
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• BMO S&P US Small Cap Index ETF (ZSML $47.00)
  • $47.00 P/E (TTM): 17.14X Cap: $105M
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Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks

Upvote 2

Read Answer Asked by paul on November 12, 2024

• BCE Inc. (BCE $33.54)
  • $33.54 P/E (TTM): 4.94X Cap: $31.35B
  • View BCE Profile
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.57)
  • $21.57 P/E (TTM): 17.11X Cap: $1.21B
  • View HDIV Profile
  • View Questions on HDIV

Q: What ETF would you consider as a proxy to BCE with the goal of getting a somewhat higher payment of either dividend or interest, within an RRSP.

Thank you

Paul

Upvote 7

Read Answer Asked by paul on November 12, 2024

• iShares Core S&P U.S. Total Market Index ETF (XUU $70.90)
  • $70.90 P/E (TTM): 26.96X Cap: $4.09B
  • View XUU Profile
  • View Questions on XUU

Q: I just noticed that XUU is an ETF of ETFs. Does increase the possible problems with ETFs, such as tracking errors, fees, and liquidity? Does it add further issues? Also, what are the taxation implications?

Thank you once again.

Upvote 1

Read Answer Asked by Federico on November 12, 2024

• Microsoft Corporation (MSFT $458.91)
  • $458.91 P/E (TTM): 33.48X Cap: $3.41T
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• NVIDIA Corporation (NVDA $188.26)
  • $188.26 P/E (TTM): 46.11X Cap: $4.45T
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• Celestica Inc. (CLS $441.19)
  • $441.19 P/E (TTM): 54.3X Cap: $49.49B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $124.31)
  • $124.31 P/E (TTM): 51.9X Cap: $10.32B
  • View DSG Profile
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• CrowdStrike Holdings Inc. (CRWD $470.77)
  • $470.77 Cap: $116.14B
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• Vertiv Holdings LLC Class A (VRT $177.57)
  • $177.57 P/E (TTM): 65.18X Cap: $65.32B
  • View VRT Profile
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Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul

Upvote 12

Read Answer Asked by paul on November 12, 2024

• Purpose Bitcoin ETF (BTCC.B $18.69)
  • $18.69 Cap: $1.28B
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• Fidelity Advantage Bitcoin ETF (FBTC $43.96)
  • $43.96 Cap: $1.47B
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• ISHARES BITCOIN TR (IBIT $54.50)
  • $54.50 Cap: $75.92B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $83.70)
  • $83.70 Cap: $19.12B
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Q: Is there a safe easy way to buy these coins in Canada? what about the USA? Is it better to buy them in the US than Canada?

Other than losing money are there any other risks to look out for?

Upvote 5

Read Answer Asked by Donald on November 12, 2024

Q: In regards to 5iis respective portfolio recommendations for members - are ETFs what 5i prefers to equal the international geography allocation ?

Upvote 2

Read Answer Asked by Brant on November 12, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.85)
  • $37.85 P/E (TTM): 10.84X Cap: $4.56B
  • View VBAL Profile
  • View Questions on VBAL
• iShares Core Balanced ETF Portfolio (XBAL $34.28)
  • $34.28 P/E (TTM): 14.44X Cap: $2.72B
  • View XBAL Profile
  • View Questions on XBAL

Q: Which one do you like more for a 3-year hold?

Upvote 3

Read Answer Asked by David M. on November 12, 2024

• BMO Low Volatility US Equity ETF (ZLU $59.53)
  • $59.53 P/E (TTM): 21.51X Cap: $2.26B
  • View ZLU Profile
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Q: Can I have your thoughts about this ETF for a 3-year hold please?

Thanks

Upvote 4

Read Answer Asked by David M. on November 12, 2024

• iShares MSCI Mexico ETF (EWW $73.30)
  • $73.30 P/E (TTM): 66.83X Cap: $2.01B
  • View EWW Profile
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• SPDR EURO Stoxx 50 ETF (FEZ $66.66)
  • $66.66 P/E (TTM): 58.85X Cap: $5.22B
  • View FEZ Profile
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• VanEck Vietnam ETF (VNM $19.50)
  • $19.50 P/E (TTM): 43.53X Cap: $661M
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Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.

Upvote 2

Read Answer Asked by Mike on November 12, 2024