Investment Q&A

Q: I have small holdings in HYLD (1.54), FMAX (2.24) and HUBL (1.51) for 5.29% in my overall US Financial portfolio. I would like to consolidate into only one ETF. I am leaning toward HYLD. Would you have any thoughts on this?. Your comments please. At my age, I am only investing for Dividends, Distributions and Interest. Thank You.

Q: Does the Hamilton group of US etf.s like HYLD HBND. FMAX. HBIL have withholding tax if held in a TFSA or non regestered account? Thank you JIM

Q: I'd like to assess the following group of ETF's I am considering purchasing from a conservative and safety point of view ...... HYPT has been used as the fixed income part of the portfolio . Please advise if this is appropriate and if not a suitable replacement ? The 5i income portfolio has Canadian preferred, convertible bond, and high yield US bonds for around a 15% weighting as the fixed income section ...... Please give a rating of between one and ten with one being the most " conservative and safe " for the following group of ETF's . I will assign the 5i income portfolio a four just so I can see how my choices rank against it using the criteria I suggested ...... Also everything I have chosen is a Hamilton product. Does 5i consider that problematic ? Thanks for your terrific service .....

FMAX 10%
HMAX 10%
QMAX 20%
HYPT 15%
SMAX 20%
LMAX 10%
HYLD 10%
HDIV 5%

Q: These 3 new Hamilton covered call etf's seem to my untrained eye to provide a very smart blend of generous income in excess of 10% annually each as advertised plus 70% of the holdings aren't subject to the call writing and thus are able to deliver a substantial portion of potential capital growth. The current portfolios for all three seem well chosen, solid picks. Each of these etf's has over $100 million invested rather quickly and they are likely to continue subscription growth. Newness aside, what's not to like for income plus exposure to a basket of high-grade US healthcare, financials and Cdn and US energy equities? Whatcha think? Thank you.