Investment Q&A

• INVESCO QQQ Trust (QQQ $570.55)
  • $570.55 P/E (TTM): 59.46X Cap: $367.94B
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• iShares Core S&P Mid-Cap ETF (IJH $65.02)
  • $65.02 P/E (TTM): 48.18X Cap: $99.27B
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• iShares Core S&P Small-Cap ETF (IJR $117.83)
  • $117.83 P/E (TTM): 49.78X Cap: $84.57B
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Q: Please give me your top three US equity ETF picks, for an aggressive investor, for the next 12-18 months.

Thanks.

Upvote 5

Read Answer Asked by Karim on June 24, 2024

• Amplify Cybersecurity ETF (HACK $82.71)
  • $82.71 P/E (TTM): 110.28X Cap: $2.22B
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• Palo Alto Networks Inc. (PANW $185.14)
  • $185.14 P/E (TTM): 106.22X Cap: $123.05B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.18)
  • $72.18 P/E (TTM): 4.1X Cap: $10.35B
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• Zscaler Inc. (ZS $267.29)
  • $267.29 Cap: $41.98B
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• CrowdStrike Holdings Inc. (CRWD $418.00)
  • $418.00 Cap: $104.39B
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Q: Looking for a long term positions 5-10 years.
Thank you,
Richard

Upvote 9

Read Answer Asked by Dick on June 24, 2024

• iShares S&P/TSX Global Gold Index ETF (XGD $37.42)
  • $37.42 P/E (TTM): 106.6X Cap: $2.60B
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• VanEck Gold Miners ETF (GDX $61.28)
  • $61.28 P/E (TTM): 66.52X Cap: $17.74B
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• Purpose Gold Bullion Fund (KILO $49.05)
  • $49.05 Cap: $281M
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• Sprott Physical Gold Trust (PHYS $35.90)
  • $35.90 P/E (TTM): 24.9X Cap: $14.44B
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Q: Please suggest how I can invest in gold to diversify my portfolio. Currently I have 0 gold
Thanks
Peter

Upvote 7

Read Answer Asked by Peter on June 24, 2024

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX $36.10)
  • $36.10 Cap: $826M
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• Berkshire Hathaway Inc. (BRK.B $487.62)
  • $487.62 P/E (TTM): 16.76X Cap: $1.04T
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Q: In a non-registered US account, I wish to purchase anything Now that .. 1. Pays no dividends or interest. 2. Keeps up with real inflation ( US inflation is greatly understated ) 3. Would survive a 50 market crash largely unscathed. Already have 10% precious metals …… thanks - JP

Upvote 5

Read Answer Asked by James on June 24, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.83)
  • $38.83 P/E (TTM): 5.55X Cap: $1.01B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.56)
  • $54.56 P/E (TTM): 9.2X Cap: $4.19B
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• Vanguard Dividend Appreciation FTF (VIG $209.99)
  • $209.99 P/E (TTM): 68.92X Cap: $91.56B
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Q: My grandchild is turning 20 in the fall and entering the work force, has no knowledge on investing. We are going to get him to start a Tax Free Savings Account with $2,00.00 original investment then encourage him to add $50.00- $100.00/ month there after. Untill he becomes more interested in learning more about investing we are thinking of starting with a dividend paying ETF or fund, any suggestions on a few ETF's or funds

Upvote 5

Read Answer Asked by James on June 21, 2024

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
  • $60.42 P/E (TTM): 58.78X Cap: $125M
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• iShares U.S. Industrials ETF (IYJ $145.87)
  • $145.87 P/E (TTM): 83.99X Cap: $1.72B
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• Vanguard Industrials ETF (VIS $292.56)
  • $292.56 P/E (TTM): 82.58X Cap: $5.78B
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• Industrial Select Sector SPDR (XLI $152.33)
  • $152.33 P/E (TTM): 87.2X Cap: $23.18B
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Q: Portfolio analytics indicates that I need to increase my weightings in industrials. It also provides a link to a very informative article indicating that many industrial names are traded in the US. Can you recommend a US ETF - preferably one that can be can be purchased in CAD?
Thanks

Upvote 4

Read Answer Asked by Mary on June 21, 2024

• Purpose High Interest Savings Fund (PSA $50.11)
  • $50.11 Cap: $3.15B
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• CI High Interest Savings ETF (CSAV $50.01)
  • $50.01 P/E (TTM): 11.34X Cap: $5.81B
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• Global X High Interest Savings ETF (CASH $50.09)
  • $50.09 Cap: $6.81B
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Q: Hello, Looking to take a position in a GIC type investment with the ability to withdraw funds quickly and with no penalty. I came across this fund, wondering your opinion? Do you prefer any other funds that fit this description? Thank you

Upvote 3

Read Answer Asked by Cory on June 21, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $50.43)
  • $50.43 P/E (TTM): 24.48X Cap: $8.13B
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Q: I am looking for a US ETF that has a similar distribution weight has VEQT, I looked at VEQTF which is the US counterpart but it trades on the Grey exchange. Thanks, Jean

Upvote 4

Read Answer Asked by Jean on June 21, 2024

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $18.15)
  • $18.15 P/E (TTM): 39.53X Cap: $2.44B
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• BMO MSCI India Selection Equity Index ETF (ZID $49.12)
  • $49.12 P/E (TTM): 0.01X Cap: $220M
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• iShares S&P India Nifty 50 Index Fund (INDY $51.55)
  • $51.55 P/E (TTM): 0.02X Cap: $653M
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Q: Hi 5i,
I have a small position in Fairfax India holdings. I have made a gain but disappointing for the length of time I have had it. I can still be patient for possibly 5 more years or longer. Would you recommend holding this, or consider ETF's of India holdings that you had recommended in March of this year (ZID or INDY) or other ETF?
Should be on the conservative side of investing.

Thank you for the great service

Upvote 2

Read Answer Asked by Tulio on June 21, 2024

• BMO Ultra Short-Term Bond ETF (ZST $49.07)
  • $49.07 Cap: $4.55B
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• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.92)
  • $46.92 Cap: $65M
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Q: Good Morning, I liquidated my corporate holdings in order to realize substantial gains prior to the June 24, deadline.
Will be buying back some of the holdings and was thinking an ETF instead of individual holdings. Taking this opportunity to try to reduce holdings and re-organize portfolios.

Also, some of the funds will be needed in the next year. Was thinking fixed income ZST (Canadian dollars) and ZUS.U (US dollars)?
Your thoughts please.

Upvote 2

Read Answer Asked by Heather on June 21, 2024

• Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $50.12)
  • $50.12 Cap: $522M
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• Global X 0-3 Month T-Bill ETF (CBIL $50.09)
  • $50.09 Cap: $1.72B
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Q: I am looking for a short term safe investment for Canadian and US cash in a non-registered account. CBIL according Global X website holds 0-3 month Canadian government bonds, but when purchasing on Questrade, 0-3 mo U.S. T-bill pops up - is CBIL US or Canadian bonds? With UBIL.U in a non-registered account will there be US withholding tax on the estimated 5.25% yield? Thanks!

Upvote 2

Read Answer Asked by Grant on June 20, 2024

• US High Interest Savings Account Fund (HISU.U $100.34)
  • $100.34 Cap: $438M
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• High Interest Savings Account ETF (HISA)
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Q: would you have any suggestions to park USD for a couple months against high yield instead of a GIC?

Upvote 3

Read Answer Asked by bosje on June 20, 2024

• Ninepoint Crypto and AI Leaders ETF (TKN $28.81)
  • $28.81 P/E (TTM): 31.31X Cap: $34M
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Q: Thank you for your response to my question regarding TKN. While is is helpful to know how much money the fund manager charges, 0,70 MER. I am more interested in how much money the investor makes. Has this ETF made money for investors?

Upvote 4

Read Answer Asked by Guy R. on June 20, 2024

• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.72)
  • $13.72 P/E (TTM): 65.72X Cap: $819M
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Q: With UMAX trading close to its 52 week low and yielding 13.8% would this be a logical time to buy and expect a likely increase in share price plus the current dividend $?

Thanks

Upvote 3

Read Answer Asked by Donald on June 19, 2024

• Ninepoint Crypto and AI Leaders ETF (TKN $28.81)
  • $28.81 P/E (TTM): 31.31X Cap: $34M
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Q: Would you recommend this ETF for a small holding?

Upvote 5

Read Answer Asked by Guy R. on June 19, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $50.43)
  • $50.43 P/E (TTM): 24.48X Cap: $8.13B
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• Vanguard Total World Stock ETF (VT $133.48)
  • $133.48 P/E (TTM): 42.42X Cap: $48.39B
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Q: I am looking for a US fund like VEQT , I tried VEQTF and it is listed on the grey market, what would be good in a balanced fund with majority US, Then smaller CDN and International stocks?

Upvote 3

Read Answer Asked by Jean on June 19, 2024

Q: Please give me your opinion about MAGS for long term hold and MER is reasonable or too much?

Upvote 2

Read Answer Asked by vipin on June 18, 2024

• iShares Russell 2000 Growth ETF (IWO $305.95)
  • $305.95 P/E (TTM): 45.65X Cap: $12.25B
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• INVESCO QQQ Trust (QQQ $570.55)
  • $570.55 P/E (TTM): 59.46X Cap: $367.94B
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• Technology Select Sector SPDR ETF (XLK $262.25)
  • $262.25 P/E (TTM): 94.08X Cap: $83.73B
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• iShares U.S. Industrials ETF (IYJ $145.87)
  • $145.87 P/E (TTM): 83.99X Cap: $1.72B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.18)
  • $72.18 P/E (TTM): 4.1X Cap: $10.35B
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Q: Which ETFs do you consider best for strong growth at this time, Cdian or US, irrespective of sectors, with an indication of the degree of risk for each ? Would CIBR be one of them ?

Gratefully,

Jacques IDS

Upvote 4

Read Answer Asked by Jacques on June 18, 2024

• INVESCO QQQ Trust (QQQ $570.55)
  • $570.55 P/E (TTM): 59.46X Cap: $367.94B
  • View QQQ Profile
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• Technology Select Sector SPDR ETF (XLK $262.25)
  • $262.25 P/E (TTM): 94.08X Cap: $83.73B
  • View XLK Profile
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Q: Can you explain the differences between qqq and elk? What are the strengths and weaknesses of each? What are the differences in their portfolio composition? Which would you hold for pure growth?

Upvote 3

Read Answer Asked on June 18, 2024

• NVIDIA Corporation (NVDA $180.87)
  • $180.87 P/E (TTM): 57.42X Cap: $4.38T
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• Technology Select Sector SPDR ETF (XLK $262.25)
  • $262.25 P/E (TTM): 94.08X Cap: $83.73B
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Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Upvote 7

Read Answer Asked by Donald on June 18, 2024