Investment Q&A

• Global X S&P 500 Index Corporate Class ETF (HXS $93.83)
  • $93.83 Cap: $4.83B
  • View HXS Profile
  • View Questions on HXS
• iShares Core S&P 500 Index ETF (XUS $56.55)
  • $56.55 P/E (TTM): 25.32X Cap: $9.61B
  • View XUS Profile
  • View Questions on XUS
• Vanguard S&P 500 ETF (VOO $607.59)
  • $607.59 P/E (TTM): 81.12X Cap: $693.65B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $660.91)
  • $660.91 P/E (TTM): 82.05X Cap: $665.58B
  • View SPY Profile
  • View Questions on SPY

Q: Crystal ball question: Would you buy XUS now or wait a little? Any other ETF or stocks you would suggest for US exposure in RIF? Much Thanks for your comments.

Upvote 3

Read Answer Asked by Hali on June 24, 2024

• INVESCO QQQ Trust (QQQ $591.68)
  • $591.68 P/E (TTM): 32.64X Cap: $371.15B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Core S&P Mid-Cap ETF (IJH $65.79)
  • $65.79 P/E (TTM): 48.18X Cap: $100.76B
  • View IJH Profile
  • View Questions on IJH
• iShares Core S&P Small-Cap ETF (IJR $118.57)
  • $118.57 P/E (TTM): 17.03X Cap: $85.71B
  • View IJR Profile
  • View Questions on IJR

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 $86.10)
  • $86.10 P/E (TTM): 110.28X Cap: $2.30B
  • View HACK Profile
  • View Questions on HACK
• Palo Alto Networks Inc. (PANW $201.28)
  • $201.28 P/E (TTM): 122.3X Cap: $131.29B
  • View PANW Profile
  • View Questions on PANW
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.71)
  • $75.71 P/E (TTM): 3.65X Cap: $10.79B
  • View CIBR Profile
  • View Questions on CIBR
• Zscaler Inc. (ZS $285.66)
  • $285.66 Cap: $44.82B
  • View ZS Profile
  • View Questions on ZS
• CrowdStrike Holdings Inc. (CRWD $444.77)
  • $444.77 Cap: $109.44B
  • View CRWD Profile
  • View Questions on CRWD

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 $42.26)
  • $42.26 P/E (TTM): 28.53X Cap: $2.95B
  • View XGD Profile
  • View Questions on XGD
• VanEck Gold Miners ETF (GDX $70.48)
  • $70.48 P/E (TTM): 28.18X Cap: $20.87B
  • View GDX Profile
  • View Questions on GDX
• Purpose Gold Bullion Fund (KILO $53.34)
  • $53.34 Cap: $303M
  • View KILO Profile
  • View Questions on KILO
• Sprott Physical Gold Trust (PHYS $39.02)
  • $39.02 P/E (TTM): 24.9X Cap: $15.66B
  • View PHYS Profile
  • View Questions on PHYS

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 $33.91)
  • $33.91 Cap: $954M
  • View VXX Profile
  • View Questions on VXX
• Berkshire Hathaway Inc. (BRK.B $491.54)
  • $491.54 P/E (TTM): 16.92X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

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 $39.63)
  • $39.63 P/E (TTM): 5.55X Cap: $1.02B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $56.56)
  • $56.56 P/E (TTM): 6.43X Cap: $4.34B
  • View VDY Profile
  • View Questions on VDY
• Vanguard Dividend Appreciation FTF (VIG $215.62)
  • $215.62 P/E (TTM): 24.05X Cap: $93.85B
  • View VIG Profile
  • View Questions on VIG

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 $61.41)
  • $61.41 P/E (TTM): 58.78X Cap: $127M
  • View XGI Profile
  • View Questions on XGI
• iShares U.S. Industrials ETF (IYJ $145.18)
  • $145.18 P/E (TTM): 24.44X Cap: $1.67B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $292.21)
  • $292.21 P/E (TTM): 23.43X Cap: $5.85B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $152.28)
  • $152.28 P/E (TTM): 87.98X Cap: $23.24B
  • View XLI Profile
  • View Questions on XLI

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 $50.07)
  • $50.07 Cap: $3.15B
  • View PSA Profile
  • View Questions on PSA
• CI High Interest Savings ETF (CSAV $50.08)
  • $50.08 P/E (TTM): 12.75X Cap: $5.81B
  • View CSAV Profile
  • View Questions on CSAV
• Global X High Interest Savings ETF (CASH $50.04)
  • $50.04 Cap: $6.81B
  • View CASH Profile
  • View Questions on CASH

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 $51.97)
  • $51.97 P/E (TTM): 6.95X Cap: $8.35B
  • View VEQT Profile
  • View Questions on VEQT

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 $17.64)
  • $17.64 P/E (TTM): 38.09X Cap: $2.41B
  • View FIH.U Profile
  • View Questions on FIH.U
• BMO MSCI India Selection Equity Index ETF (ZID $49.15)
  • $49.15 P/E (TTM): 17.02X Cap: $218M
  • View ZID Profile
  • View Questions on ZID
• iShares S&P India Nifty 50 Index Fund (INDY $52.09)
  • $52.09 P/E (TTM): 2.18X Cap: $651M
  • View INDY Profile
  • View Questions on INDY

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
  • View ZST Profile
  • View Questions on ZST
• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.92)
  • $46.92 Cap: $65M
  • View ZUS.U Profile
  • View Questions on ZUS.U

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 $50.06)
  • $50.06 Cap: $521M
  • View UBIL.U Profile
  • View Questions on UBIL.U
• Global X 0-3 Month T-Bill ETF (CBIL $50.07)
  • $50.07 Cap: $1.72B
  • View CBIL Profile
  • View Questions on CBIL

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 $100.24)
  • $100.24 Cap: $438M
  • View HISU.U Profile
  • View Questions on HISU.U
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA

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 $30.00)
  • $30.00 P/E (TTM): 29.59X Cap: $36M
  • View TKN Profile
  • View Questions on TKN

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 $13.52)
  • $13.52 Cap: $807M
  • View UMAX Profile
  • View Questions on UMAX

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 $30.00)
  • $30.00 P/E (TTM): 29.59X Cap: $36M
  • View TKN Profile
  • View Questions on TKN

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 $51.97)
  • $51.97 P/E (TTM): 6.95X Cap: $8.35B
  • View VEQT Profile
  • View Questions on VEQT
• Vanguard Total World Stock ETF (VT $137.37)
  • $137.37 P/E (TTM): 42.42X Cap: $49.49B
  • View VT Profile
  • View Questions on VT

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 $314.37)
  • $314.37 P/E (TTM): 45.65X Cap: $12.64B
  • View IWO Profile
  • View Questions on IWO
• INVESCO QQQ Trust (QQQ $591.68)
  • $591.68 P/E (TTM): 32.64X Cap: $371.15B
  • View QQQ Profile
  • View Questions on QQQ
• Technology Select Sector SPDR ETF (XLK $273.32)
  • $273.32 P/E (TTM): 33.5X Cap: $86.60B
  • View XLK Profile
  • View Questions on XLK
• iShares U.S. Industrials ETF (IYJ $145.18)
  • $145.18 P/E (TTM): 24.44X Cap: $1.67B
  • View IYJ Profile
  • View Questions on IYJ
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.71)
  • $75.71 P/E (TTM): 3.65X Cap: $10.79B
  • View CIBR Profile
  • View Questions on CIBR

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 $591.68)
  • $591.68 P/E (TTM): 32.64X Cap: $371.15B
  • View QQQ Profile
  • View Questions on QQQ
• Technology Select Sector SPDR ETF (XLK $273.32)
  • $273.32 P/E (TTM): 33.5X Cap: $86.60B
  • View XLK Profile
  • View Questions on XLK

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