Q: Is Microstrategy a buy based on their current bitcoin holdings at the current bit coin price of approx. 44000. What is the outlook of their overall business, cash flow, and future earnings excluding bitcoin. Thanks so much for your analysis.
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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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Purpose Bitcoin ETF (BTCC)
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CI Galaxy Bitcoin ETF (BTCX.B)
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ISHARES BITCOIN TR (IBIT)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
Q: Hi 5i team,
I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.
However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.
Please share your thoughts.
Best,
Matt
I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.
However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.
Please share your thoughts.
Best,
Matt
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ISHARES BITCOIN TR (IBIT)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
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Bitwise Bitcoin ETF Beneficial Interest (BITB)
Q: Hi, this new ETF ‘s bitcoin from USA. Is there any you would recommend?
Thanks. Alnoor
Thanks. Alnoor
Q: Would you buy both of these ETF's or is just one needed?
Thanks
Thanks
Q: on friday i asked:
why do 4 different S&P 500 index funds all have different dividend yields?
To simplify, if we narrow it down to just VFV and VOO, it is the 15% witholding tax on VFV that accounts for the difference. In an RRSP VOO gets exempt.
It seems like we are getting punished for purchasing a Canadian domiciled fund.
So then it comes down to picking the best of 2 bad options:
VOO and pay roughtly 1.5% exchange on the purchase and then again on the sale
or
VFV and always pay a 15% witholding tax on dividends.
Have i misconstured anything?
Is it still a cointoss between VFV and VOO
why do 4 different S&P 500 index funds all have different dividend yields?
To simplify, if we narrow it down to just VFV and VOO, it is the 15% witholding tax on VFV that accounts for the difference. In an RRSP VOO gets exempt.
It seems like we are getting punished for purchasing a Canadian domiciled fund.
So then it comes down to picking the best of 2 bad options:
VOO and pay roughtly 1.5% exchange on the purchase and then again on the sale
or
VFV and always pay a 15% witholding tax on dividends.
Have i misconstured anything?
Is it still a cointoss between VFV and VOO
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard Dividend Appreciation FTF (VIG)
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iShares Core Dividend Growth ETF (DGRO)
Q: Hello. What are your best recommendations for ETFs that focus on dividend growth companies?
Q: Hi , what is the difference between VFV and VOO. Is one safer then the other?
Thanks. Alnoor
Thanks. Alnoor
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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SPDR S&P 500 ETF Trust (SPY)
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iShares Core S&P 500 ETF (IVV)
Q: why do 4 different S&P 500 index funds all have different dividend yields?
SPY 1.413
VFV 1.183 (Canadian listed but still)
VOO 1.452
IVV 1.442
SPY 1.413
VFV 1.183 (Canadian listed but still)
VOO 1.452
IVV 1.442
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Chevron Corporation (CVX)
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Phillips 66 (PSX)
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Exxon Mobil Corporation (XOM)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Dear 5i team.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?
The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)
Thanks for your help.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?
The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)
Thanks for your help.
Q: I have enough exposure to the magnificent 7 and feel they might tread water this year . Please recommend an equal weight etf on the S&P. Canadian $ or hedged preferred.
Q: should i buy VFV or SPY? Long term buy in RRSP account, should i accept the FX fee and buy SPY or just buy VFV?
Q: Am doing due diligence on this ETF ( resulting from an earlier question today) , with the possibility of buying for my TFSA where I hold my more growth oriented stocks.
I notice the provider ( PACER ) also has CAFG described as having “ the highest cash free MARGIN “ while CALF has “ the highest cash free YIELD “, both with the SP small cap 600 index. What is the difference between these two ETF’S and do you prefer one over the other for a growth TFSA ? Also could you give some colour as to the SP small cap 600 ?
Thanks. Derek.
I notice the provider ( PACER ) also has CAFG described as having “ the highest cash free MARGIN “ while CALF has “ the highest cash free YIELD “, both with the SP small cap 600 index. What is the difference between these two ETF’S and do you prefer one over the other for a growth TFSA ? Also could you give some colour as to the SP small cap 600 ?
Thanks. Derek.
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares MSCI Emerging Markets ex China ETF (EMXC)
Q: VEE has not done much in my portfolio over the years and as a result its weighting in portfolio has dropped. I would like to add to my emerging markets exposure but I am hesitant to invest in china with the growing tensions in the south China seas. Is there a liquid ETF that will give me the exposure I desire without the China risk.
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Chevron Corporation (CVX)
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Phillips 66 (PSX)
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Exxon Mobil Corporation (XOM)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Hi,
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.
If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.
Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?
Appreciate your response.
Mano
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.
If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.
Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?
Appreciate your response.
Mano
Q: U.UN has had a pretty good climb in the last 3 months and has an 83% increase over the last year. Do you see this continuing and is it a good time to add to my small position?
Q: Your thoughts on the S&P 500 over the next few quarters? Is the risk/reward in favor of stepping into both spy:us and spgp:us in equal proportion's. Or continue to collect 5% from money markets for a couple of quarters. Is the P/E for the spy and sogp all ready pricing in the profits for the year? Would you prefer spgp over spy or would you have other considerations? It looks like spgp has been outperforming spy.
Thanks
Brian
Thanks
Brian
Q: What are your thoughts on the Biotech ETC here? I have heard the argument that biotech is very beaten down, and that lowering of interest rates tends to booster the sector quite a bit, especially once IPOs begin to happen again.
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR Dividend ETF (SDY)
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Vanguard High Dividend Yield Indx ETF (VYM)
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Schwab US Dividend Equity ETF (SCHD)
Q: Searching for a stable high dividend US ETF for my RRSP. Looking at VYM and SCHD or perhaps you can recommend a different high dividend ETF? VYM has 450 holdings and SCHD 104; VYM appears to have a bit lower P/B and P/E. 10 year return for SCHD is 11.03% and 9.38% for VYM; SCHD also has a higher yield. Thanks for your comments!
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Regeneron Pharmaceuticals Inc. (REGN)
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Eli Lilly and Company (LLY)
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iShares Russell 1000 Growth ETF (IWF)
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Vanguard Growth ETF (VUG)
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First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?
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iShares Russell 2000 ETF (IWM)
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iShares Core S&P Small-Cap ETF (IJR)
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iShares Russell 2000 Value ETF (IWN)
Q: I want to add a US small cap ETF and am looking at IJR, IWM and IWN. I recognize that all small caps bring higher risk, but can you please rank these 3 ETFs, with the ETF with the best quality stocks first, ie. rank in terms of lowest risk to highest risk. Does IJR generally hold stocks with higher market caps?
Thanks!
Thanks!