Q: Do you have a preference between PSU and PSA?
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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.
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BMO Ultra Short-Term Bond ETF (ZST $49.04)
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Franklin Canadian Ultra Short Term Bond Fund (FHIS $20.94)
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Harvest Canadian T-Bill ETF (TBIL $50.01)
Q: Is there a U S traded ETF similar to SGOV?
Q: Can you confirm the distribution yield for the URA etf? The profile on 5i (and other financial sites) seems to suggest a yield of over 6%. But looking at the distribution history and underlying holdings, it doesn’t seem correct. Can you confirm?
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CI High Income Fund Class F (CIG447 $11.92)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.86)
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Harvest Diversified Monthly Income ETF (HDIF $8.94)
Q: Can you compare the three and why you would prefer one over the other? And also for a retired income dependant investor how much would you consider to allocate in a portfolio? Tks Larry
Q: Is there an Canadian ETF that covers the magnificent seven?
Thanks very much.
Dorothy McConville
Thanks very much.
Dorothy McConville
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.65)
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Global X Cash Maximizer Corporate Class ETF (HSAV $116.62)
Q: Hello 5i Team
1 - HBB
Global X's webpage for Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB) lists the following fees:
Management Fee - 0.09 % + applicable sales tax
Management Expense Ratio - 0.10 %
Trading Expense Ratio - 0.15 %
Swap Fee - No more than 0.15 %
Therefore are the maximum total fees that I would pay for HBB as follows:
Management Expense Ratio + Trading Expense Ratio + Swap Fee
0.10 % + 0.15 % + 0.15 % = 0.40 %
2 - HSAV
As HSAV is also a corporate class fund why would Global X not list a swap fee for HSAV?
Thanks
1 - HBB
Global X's webpage for Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB) lists the following fees:
Management Fee - 0.09 % + applicable sales tax
Management Expense Ratio - 0.10 %
Trading Expense Ratio - 0.15 %
Swap Fee - No more than 0.15 %
Therefore are the maximum total fees that I would pay for HBB as follows:
Management Expense Ratio + Trading Expense Ratio + Swap Fee
0.10 % + 0.15 % + 0.15 % = 0.40 %
2 - HSAV
As HSAV is also a corporate class fund why would Global X not list a swap fee for HSAV?
Thanks
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Spotify Technology S.A. (SPOT $598.87)
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OFG Bancorp (OFG $39.73)
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Invesco S&P MidCap Momentum ETF (XMMO $139.31)
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FTAI Infrastructure Inc. (FIP $4.28)
Q: Hi team,
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
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iShares Core Canadian Universe Bond Index ETF (XBB $28.58)
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.23)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.21)
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SPDR S&P 500 ETF Trust (SPY $683.39)
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iShares MSCI Emerging Markets ETF (EEM $54.32)
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iShares MSCI EAFE ETF (EFA $95.19)
Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?
Thank you
Thank you
Q: Very curious as too why you seem to support HDIV. Looking at the sell-off window between Jul 31 and Aug 7 this year, HDIV declined approx 40% more than the avg decline of the TSX, S&P500 and DOW. I fully understand at/out of money risk, but it seem leverage, which HDIV uses, is not great in market downturns. I know the window for this analysis is narrow, however it seems to show the risk of leveraged funds.
Q: Hi Peter, my question is in regard to HSAV. What do you think of the current premium to NAV. Can you comment on when you think it is too much. Also with rates coming down do you expect to see the yield come down also.
Q: I have some extra US$ in my business account and I am looking for a safea short term investment.stable place to park them can you suggest something similar to BMO short term bond fund?
Q: Do you know anywhere I could park some UK Sterling and gain some interest while it sits? Maybe a low cost ETF or something?
Thank you
Thank you
Q: is there some sort of bear levered etf for Canadian banks that could be used if there is major loan defaults in our country eventually ?
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iShares Canadian Financial Monthly Income ETF (FIE $9.69)
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CI High Interest Savings ETF (CSAV $50.02)
Q: Which would be the preferred choice in a TFSA or non registered account?
Thank you
Thank you
Q: Hi, I notice there are no covered call ETFS in the income portfolio, is there a specific reason for this, and is there any of the many out there that you would consider.
thank you,
James.
thank you,
James.
Q: Hi, I like to get your opinion on Pimco Monthly income as part of an income portfolio. Is the distribution stable or is there a large fluctuations between each years? Thank You
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.93)
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Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $14.38)
Q: I'm leaning towards emax in a cash account to diversify with the US holdings even though encc has a higher yield.
What are the tax implications of emax vs. encc.
emax writes in the money options on 30% of the holdings
I cannot find this data for encc
Thank you
What are the tax implications of emax vs. encc.
emax writes in the money options on 30% of the holdings
I cannot find this data for encc
Thank you
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iShares S&P/TSX SmallCap Index ETF (XCS $29.95)
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iShares Russell 2000 ETF (IWM $248.75)
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iShares Core S&P Small-Cap ETF (IJR $120.87)
Q: I would like to buy a US small-cap ETF
Can you suggest the best two at this time with ranking and suggest an entry price if possible
Would you advise to also purchase XCS the Canadian small cap ETF
Thanks
Can you suggest the best two at this time with ranking and suggest an entry price if possible
Would you advise to also purchase XCS the Canadian small cap ETF
Thanks
Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks
Q: Good day,
I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?
Thanks,
George
I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?
Thanks,
George