Investment Q&A

Q: Hello 5i team,
I'm looking to create yield in my TSFA. I've looked at a few covered call ETF's, but, I'm overwhelmed. Do you have a top 3-5 covered call ETF's to generate yield?

Thank you,
Brent

Q: Looking at the idea of adding covered call ETFs to add some income. Understand how they work, can you recommend a few to take a look at and maybe why?

Q: Hi,

I have been trying the understand the pros and cons of covered calls and options ETFs by looking at previous questions on the subject. I spent considerable time on the matter and I am more confused than ever.

Would you be kind enough to summarize your views on the matter and, if you are really positive about it, please provide a list of the best ETFs suitable for a strong growth investor.

Gratefully,

Jacques IDS

Q: Can you suggest 3 mechanisms to "park" cash with safe steady income and good tax efficiency?

Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Q: Hi 5i, Trying to move into more ETFs in our RIF & LIF accounts from individual stocks for income and preservation of capital. Please rate these ETFs for a long term hold. Any additional suggestion would be appreciated. TIA

Q: What are your thoughts on this? How does it work and what are the risks?

Q: Good afternoon! I am a newbie to this site and am so excited to be part of the 5I community! My parents have been enjoying 5I for many years and are so thankful for the portfolio advice and great stock recommendations! I have now setup my portfolio and ran into some issues with the portfolio analysis. The P/E for some holdings seem inflated eg QQQI is 65. How is P/E calculated? And long-term expected return of current portfolio?

Thanks! Kevin

Q: What covered call ETFs would you recommend? Looking to increase the yield of my portfolio a bit

Q: I went to a large cash position in my rrsp a few weeks ago, and now I’m interested in putting part of my retirement portfolio (I retired Jan 1) into high interest etfs that I can buy and forget while they generate income via yield. I’ve added a few I’ve been looking at to the ticker box. I’m looking at bond etf’s but I don’t fully understand when to get in and out of bonds - can an investor buy and forget? I’m also looking at covered call leveraged etf’s based on the S&P and Nasdaq indexes. I realize an investor has to have a strong stomach for the volatility associated with high interest leveraged etfs, but for purely an income vehicle, can you provide a few names based on the above criteria? Assuming about 10-15% positions, what percentage of a retirement portfolio would you invest in high interest etf’s, Hoping to generate 8-10% annually from the portfolio. The remainder of my portfolio is mid cap large cap US and Canadian equities. The usual suspects.

Q: Hello 5i
Thank for your detailed reply to my question re: QQQI. As a follow up question, can you give me an indication of how much variability is in the dividend and what would cause this.?
IE: In a large market decline the fund will still decline a lot but it will pay a healthy dividend while I wait or maybe it won’t?
Thank you so much!
Dave

Q: Hello 5i, QQQI, IQQQ
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave