Q: In your response to Francesco on March 13, 2024, you indicated that HEQT is 34% US but I think that is only the large cap portion. Also, previously you noted HEQT had 65% US exposure. A plot of historical trends of XWD and HEQT show almost identical plots. Did I miss something? What are the MERs?
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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: I cannot find SCHC (Schwab International Small-Cap Equity ETF) in the database.
This US-listed ETF is about 20% Canadian stocks and 80% outside North America. When held in an RRSP my understanding is that latter (outside NA) is subject to foreign withholding tax. But what about the Canadian stocks, any withholding tax?
This US-listed ETF is about 20% Canadian stocks and 80% outside North America. When held in an RRSP my understanding is that latter (outside NA) is subject to foreign withholding tax. But what about the Canadian stocks, any withholding tax?
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ARK Innovation ETF (ARKK)
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Invesco WilderHill Clean Energy ETF (PBW)
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ARK Genomic Revolution ETF (ARKG)
Q: Hello, I have bought these during Covid and now >70% down. They are in TFSA and RESP so I can’t claim the tax loss. I don’t need the money for next 5 years in RESP, and can hold for long time in TFSA, would you suggest holding them or take a loss and use the rest of the funds somewhere else (VRT or GOOGL)? Thank for your service.
Regards
Rahul
Regards
Rahul
Q: Can you please give best advice for purchasing a Copper stock today and also a recommended etf with Copper exposure. Thanks
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NexGen Energy Ltd. (NXE)
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Cameco Corporation (CCO)
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Denison Mines Corp. (DML)
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Sprott Physical Uranium Trust (U.UN)
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Sprott Uranium Miners ETF (URNM)
Q: What do you think of the long-term price of uranium? If positive, how best could one invest? mineral etf or company etf?
Which one specifically for a 10 year hold in retirement acct?
Which one specifically for a 10 year hold in retirement acct?
Q: What will likely happen to PSA and CASH as interest rates drop?
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Purpose High Interest Savings Fund (PSA)
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Purpose US Cash Fund (PSU.U)
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Global X Cash Maximizer Corporate Class ETF (HSAV)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U)
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US High Interest Savings Account Fund (HISU.U)
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High Interest Savings Account ETF (HISA)
Q: Good morning, I’m looking to park some cash, both CAD and USD in a savings account ETF. What are your favorite, high yielding, ETF options? Thanks
Q: Hi 5i, back in Feb 22 Tom asked a question re Global ETF's. Your answer referred to a Lo Vol ETF with symbol LVHI.
I have been unable to find this ETF, is there any chance that this might have been a "typo" ?
Could you give me the full ETF Name.
Thanks
Terry
I have been unable to find this ETF, is there any chance that this might have been a "typo" ?
Could you give me the full ETF Name.
Thanks
Terry
Q: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?
He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.
Finally, he can buy and sell XIT with zero commission.
Your pertinent advice is, as always, important in our decision making.
He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.
Finally, he can buy and sell XIT with zero commission.
Your pertinent advice is, as always, important in our decision making.
Q: Where to park $ for 1 to 2 years looking for liquidity interest and safety. Recommendation? Thanx
Q: If someone had to purchase 1 etf in their portfolio, would you say that this is the best one even though it is pricey. Thank you
Q: Would you favor IYH over VHT considering the 10 year share price has increased about the same. But IYH has a 5.4% dividend.
Or does VHT have better future growth?
Thanks.
Or does VHT have better future growth?
Thanks.
Q: With the up coming US election in November and the pressure on the fed to cut rates. What are your thoughts on where the TLT will be in the latter part of this year and would that likely be the high for the TLT for the next 12 months?
Thanks.
Thanks.
Q: Lots of comments around that there may not be a lot of upside to the Telcos. And we know that covererd call etfs`s also have built-in limited upside. Any thoughts on swapping Telus for a covered call etf for income?
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iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD)
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Vanguard Dividend Appreciation FTF (VIG)
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iShares Core Dividend Growth ETF (DGRO)
Q: I am looking for a US listed ETF that holds US listed Dividend Growing Equities. I have found RDVY (First Trust Rising Dividend ETF) and CUD (Ishares US Dividend Growers). Both have relatively high MERs for ETFs (0.49 % and 0.6% respectively). Both have a current distribution of around 2% yield. Is there anything else out there in this segment of the market ? While CUD is hedged I am not too concerned about that at this time. Would you prefer one of these over the other or would you think splitting between the two. I will be holding them in my RRSP and am looking to invest around 1% of my total RRSP holdings in this investment.
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iShares MSCI World Index ETF (XWD)
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Vanguard All-Equity ETF Portfolio (VEQT)
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iShares Core Equity ETF Portfolio (XEQT)
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Global X All-Equity Asset Allocation ETF (HEQT)
Q: Good morning,
In one response to a question on the choice of a International exposure ETF, the 5i preference was VEQT, XEQT and XWD in that order.
Q1. Has you opinion of the order of these Global ETFs changed in any way and given XWD's 5 and 10 year performance?
Q2. Would you kindly explain your rational for ranking XWD ahead of VEQT and XEQT and even HEQT.
Thank you in advance and I look forward to hearing your response.
In one response to a question on the choice of a International exposure ETF, the 5i preference was VEQT, XEQT and XWD in that order.
Q1. Has you opinion of the order of these Global ETFs changed in any way and given XWD's 5 and 10 year performance?
Q2. Would you kindly explain your rational for ranking XWD ahead of VEQT and XEQT and even HEQT.
Thank you in advance and I look forward to hearing your response.
Q: I hold HHL. I saw your response to another question where you are not enamored of the C$ right now. HHL is CAD hedged and HHL.B is CAD unhedged. The distributions are identical. Is there any advantage in switching from HHL to HHL.B?
Thanks
Thanks
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Purpose Bitcoin ETF (BTCC.B)
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3iQ Ether Staking ETF (ETHQ)
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Fidelity Advantage Bitcoin ETF (FBTC)
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ISHARES BITCOIN TR (IBIT)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
Q: Hi The focus on bitcoin these days I am surprised that I can’t find more questions or information about bitcoin and related cryptocurrencies on the 5i website.
I can’t help but wonder if I’m just not asking the right questions or looking in the right places.
If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment
On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?
Addition, could I have your thoughts on Solana and Ethereum going forward
As always, thank you so much for your help. Much appreciated.
I can’t help but wonder if I’m just not asking the right questions or looking in the right places.
If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment
On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?
Addition, could I have your thoughts on Solana and Ethereum going forward
As always, thank you so much for your help. Much appreciated.
Q: What do you think about this ETF?
Q: Do you have a couple of recommendations for safe ETFs that would be alternatives to money market mutual funds for Canadian funds? Thanks