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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.

Q: Hello! I’ve heard about a new 100% capital-protected ETF called CPSM that is set to be listed on May 1st. Could you please share your insights on this?
Read Answer Asked by Esther on April 24, 2024
Q: I have most of my US exposure 55,000 in VGG. Also own google and NVDA and google. in CDR. I am wondering if I should sell 1/2 of VGG and buy VFV for exposure to the SP 500 or is there another ETF I should consider Thanks Steve
Read Answer Asked by Stephen on April 23, 2024
Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again
Read Answer Asked by TOM on April 23, 2024
Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.
Read Answer Asked by Bruce on April 23, 2024
Q: Hi, Canadian Bitcoin ETFs seem to lose traction against the new US ETFs.
You had many comments on Bitcoin (halving,etc ..) in the QA.
What about the fate of Etherum ETFs ? Different enough or same path ? Why ?
Merci, Denise
Read Answer Asked by Denise on April 22, 2024
Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
Read Answer Asked by Mark on April 22, 2024
Q: Question from yesterday the entry points was missed. Thanks
Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
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Asked by Brian on April 19, 2024
5I RESEARCH ANSWER:
We would rank: VTI, VUS, SPY, SPGP, VIG. This ranking is based on the belief that markets will 'broaden out' over the next couple of years with less focus on mega-cap companies. VUN is the unhedged version of VUS.
Read Answer Asked by Brian on April 19, 2024
Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??
Read Answer Asked by Jean-Yves on April 19, 2024
Q: Hi, There has been a lot of talk about Japanese stock market witnessing a strong recovery after almost a lifetime. In your view, what are the factors causing this rebound ?

Many portfolio managers on CNBC and BNN have recommended to have an exposure to Japanese markets. Mr Buffet, for one, as always, started early, taking sizable positions in some well known Trading and Industrial companies. Over past 2-3 years, they have also issued many tranches of Japanese Yen denominated Bonds, with interest rates higher than usually offered by Japanese issuers, once such large issue just announced.

What is your view and if you concur, is EWJ a decent investment vehicle to invest at current levels ?

Thank You
Read Answer Asked by rajeev on April 19, 2024
Q: Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
Read Answer Asked by Brian on April 19, 2024
Q: I am retired and comfortable with the mix of stocks I have but with the increase in chatter about bitcoin I wonder if I am missing something. I have looked at bitcoin as a pyramid scheme and avoided it. Can you comment on its value and if you think is has any, maybe suggest some options to buy into this new commodity.
Read Answer Asked by Wayne on April 16, 2024
Q: Recently sold a rental house and am looking for investment in low risk but monthly payment in a non registered account. I’m not comfortable with bonds and so far have come up with either laddered GICs ( paid out every 6 months) or combination of PFL, XFR, and ZMMK. Do you have any thoughts on any of this. Which would have a the best tax rate implications? And would you have any other suggestions that would work best in the current reduced rate environment we are heading in the next few years.
Thanks
Read Answer Asked by Craig on April 16, 2024
Q: Hello,

GEQT vs XEQT vs VEQT vs FEQT, which one is the better buy in the all in one all equity ETFs category and why?

The sector allocations of WSRI and WSRD are quite different than the typical ETFs, with top 3 sectors being consumers goods, healthcare, consumers services. Do you think these sectors will provide some good returns compare to high technology focus ETFs?

Thanks.

Thanks.
Read Answer Asked by P on April 16, 2024
Q: Peter and staff I am looking at HBIG and or HBIE. Your thoughts please. Are they expensive to own? 76 years retired and looking for stability of income and holding its original value. Thanks Ken
Read Answer Asked by Ken on April 16, 2024
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
Read Answer Asked by Guy R. on April 15, 2024
Q: I was surprised you suggested a maximum SPY weighting of 10% in response to Jim’s question on April 10.

Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.

Can you please expand on the suggested 10% maximum weighting?

Thank you
Read Answer Asked by Karim on April 15, 2024
Q: In your answer to me on the BMO and Hamilton covered call ETF's regarding " return of capital " you refer to ZWB having a return of capital of 75% and HMAX as 84% .... Your answer basically addressed taxation which in my case is inside a RRIF account...... And in a follow up question from Bruce you give a brief explanation. I don't think I understand what the term means as to me it sounds like I am getting my own money back which strikes me as a bad thing. Could 5i explain just what exactly the term means ? And whether or not it is a good thing, bad thing , or nothing to be concerned about ..... Thank you as always for your sound advice .....
Read Answer Asked by Garth on April 15, 2024
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