Investment Q&A

• Fidelity Greater Canada Fund Series F (FID1646)
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• AGF Global Select Fund Series F (AGF808)
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• Mackenzie Global Environmental Equity Fund F (MFC5786)
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• Manulife Yield Opportunities Fund Series F (MMF4624)
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• Manulife U.S. Monthly High Income Fund Ser F (MMF4638)
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• Manulife Monthly High Income Fund Series F (MMF683)
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Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks

Upvote 3

Read Answer Asked by Raymond on February 08, 2024

• Ninepoint Energy Fund Series D (NPP314)
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• Ninepoint Energy Fund (NNRG)
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Q: Could you give me the current assets for NNRG and NPP314?
For CRA, I guess these 2 are the same ?
Thanks a lot.

Upvote 2

Read Answer Asked by Denise on February 08, 2024

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Harvest Healthcare Leaders Income ETF (HHL)
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• SPDR S&P 500 ETF Trust (SPY)
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• Vanguard Balanced ETF Portfolio (VBAL)
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Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers

Upvote 5

Read Answer Asked by Michael on February 08, 2024

Q: US Natural Gas price are very depressed and I'm looking at a fund called US Natural Gas Fund (UNG). If natural gas price go higher, I assume the fund price should increase. I would hold the fund for a few months and expect to make money if US Nat Gas prices are higher when I sell. However, my question is .... is UNG a fund like HOU where the price being reset everyday and someone could hold the fund for a few months and could lose money even if the US Natural Gas goes price. Thanks MMD

Upvote 2

Read Answer Asked by Daniel on February 08, 2024

• Dynamic Active Enhanced Yield Covered Options ETF (DXQ)
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Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?

Upvote 3

Read Answer Asked by John on February 08, 2024

• Meta Platforms Inc. (META)
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• NVIDIA Corporation (NVDA)
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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• Invesco S&P 500 Equal Weight ETF (RSP)
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• Super Micro Computer Inc. (SMCI)
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• Arm Holdings plc (ARM)
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Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Intuitive Surgical Inc. (ISRG)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• Walmart Inc. (WMT)
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• lululemon athletica inc. (LULU)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Vanguard Health Care ETF (VHT)
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• Vanguard Consumer Staples ETF (VDC)
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Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF)
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Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO)
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• Global X S&P 500 Index Corporate Class ETF (HXS)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC)
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Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF)
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Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• iShares Core S&P Small-Cap ETF (IJR)
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• Pacer US Small Cap Cash Cows ETF (CALF)
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Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike

Upvote 5

Read Answer Asked by Michael on February 07, 2024

• iShares Global Water Index ETF (CWW)
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Q: Saw a recent Q/A regarding water ETFs and you did not mention CWW. Owned this for around 8 years and up 88% not including small dividend and satisfied. Put it on chart with PHO and FIW and see it underperforms. Any need to switch?
Thank you
Steve

Upvote 2

Read Answer Asked by Steven on February 07, 2024

• Meta Platforms Inc. (META)
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• Microsoft Corporation (MSFT)
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• ARK Innovation ETF (ARKK)
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• ARK Genomic Revolution ETF (ARKG)
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Q: Hey guys,

Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks

Jim

Upvote 2

Read Answer Asked by jim on February 07, 2024

• BMO S&P 500 Index ETF (ZSP)
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• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX)
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Q: Good morning,

Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.

ZSP and SMAX....Is there a lot of overlap or can one own both?

Thanks
Jimmy

Upvote 3

Read Answer Asked by Jimmy on February 06, 2024

Q: Can you explain the difference in yield from different sources. eg USCL.TO pays .23 per momth which yields a forward looking annual yield of 13.4% based on todays price of 20.60. The 5I portfolio tracker comes up with the same value. Yet RBC Direct investing shows 7.8% and Yahoo Finance 6.5%. I suspect the former is forward looking and the later two historical. This seems to be a trend with ETFs especially new ones.

Upvote 1

Read Answer Asked by Don on February 06, 2024

• Dynamic Active U.S. Dividend ETF (DXU)
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• Dynamic Active Global Dividend ETF (DXG)
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Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?

Upvote 1

Read Answer Asked by John on February 06, 2024

• Xylem Inc. New (XYL)
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• American Water Works Company Inc. (AWK)
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• Invesco Water Resources ETF (PHO)
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• Invesco S&P Global Water Index ETF (CGW)
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• First Trust Water ETF (FIW)
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Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.

Upvote 2

Read Answer Asked by William Ross on February 06, 2024

• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX)
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Q: I own a considerable amount of HYLD, but question the use of 25% leverage. I am considering switching to SMAX, but am wondering if they are so similar, that it is not worth switching.
Could you offer me your opinion on which one you would prefer for an income orientated senior investor.

Upvote 4

Read Answer Asked by Greg on February 06, 2024