Q: ZWU pays about 7% currently. Is there a potential risk of a noticeable distribution drop (other than if the ETF price rises)? Thank you.
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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: What are the advantages and disadvantages in buying ZWU versus ENB for long term hold with both income and capital appreciation in mind
Q: Hi 5i,
Could I get your thoughts on ZWU.
Would it be a good time to pick some up?
Thanks
Could I get your thoughts on ZWU.
Would it be a good time to pick some up?
Thanks
- BMO Covered Call Utilities ETF (ZWU)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: Hi,
Would you please rate: ZWU XUT ZWC (best first), for a 5 Years hold!
Thanks
Would you please rate: ZWU XUT ZWC (best first), for a 5 Years hold!
Thanks
- BMO Covered Call Utilities ETF (ZWU)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: Hi 5i, In a previous Q/A you said "covered call ETFs can underperform in a bull market" can you please elaborate on this?.
Would you please rate: ZWU XUT ZWC (best first)
I own ZWU, but down 10%.
Thanks
Would you please rate: ZWU XUT ZWC (best first)
I own ZWU, but down 10%.
Thanks
Q: Would now be a good time to take a long term position in ZWU for the covered call yield and some safety? Or does the sector rotation, rising interest rate potential and this news on MLP pipelines I don't fully understand mean perhaps wait a week or two as it might soften more?
Q: So if I'm seeking a 6% yield and wanted your one best pick for a safest both from an income as well as a capital preservation perspective ETF given current entry price which of these do I buy today why and is there another that you'd recommend instead - love - Ken
- H&R Real Estate Investment Trust (HR.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- BMO Covered Call Utilities ETF (ZWU)
- American Hotel Income Properties REIT LP (HOT.UN)
- Crius Energy Trust (KWH.UN)
- Automotive Properties Real Estate Investment Trust (APR.UN)
Q: Hello 5i Team.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
Q: Hi Peter & Ryan, when using sector ETF's such as Utilities and Health Care, would you take a full position or half in each. Do you have any others than those listed.
As always thanks for your great advice.
Ivan
As always thanks for your great advice.
Ivan
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Equal Weight REITs Index ETF (ZRE)
Q: I am retired living on dividend income. I am interested in ZWU to increase my dividend income with its yield of 6.30%.
However, I noticed that it's cash distribution has been decreasing since Jan 2017. How is its cash distribution determined? With rising interest rates, will it's cash distribution continue to decrease? What income etf yielding over 4.5% would you recommend in this market? What percent position would you recommend for income ETFs?
However, I noticed that it's cash distribution has been decreasing since Jan 2017. How is its cash distribution determined? With rising interest rates, will it's cash distribution continue to decrease? What income etf yielding over 4.5% would you recommend in this market? What percent position would you recommend for income ETFs?
Q: Hi I was thinking of buying some zwu for income and hopefully a little growth it continues to drop what would be a good entry point and any reasons for the continue drop thanks
Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?
Q: Is this a good opportunity to add to these types of names or do you see more weakness coming with interest rate fears lingering?
Q: Hi,
Is there a reason why ZWU is down so much last few weeks
My utilities weighting is 20% with ENB at 8%
And vnr,aqn and kWh other 8% and ZWU at 4%
Please can you let me know if I should reduce and if so which one need to go
They are my long term holds and growing though drips
Is there a reason why ZWU is down so much last few weeks
My utilities weighting is 20% with ENB at 8%
And vnr,aqn and kWh other 8% and ZWU at 4%
Please can you let me know if I should reduce and if so which one need to go
They are my long term holds and growing though drips
Q: I am looking for income and was wondering what the risks are in covered call ETFs. I am looking at ZWB and ZWU. Would they fare better in a market correction than pure ultility or bank stock ETFs?
Q: Thinking of sell zwu and buying OR. Previously bought OR at 14.13 in March and sold in Nov for 15.90. Is this a seasonal period for gold?
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
- BMO US Put Write Hedged to CAD ETF (ZPH)
Q: I am an income investor seeking capital preservation over capital appreciation. I am thinking of purchasing some or all of these ETFs. Do they meet my requirements? How would a downward market correction affect these ETFs?
Thanks for your assistance
Thanks for your assistance
- iShares Russell 2000 Growth ETF (IWO)
- BMO Covered Call Utilities ETF (ZWU)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
Q: I am very heavy on Canadian equities within my corporate investment account. My personal accounts are all a bit heavy on Canadian equities as well. Plan to purchase ETFs to balance. Which of your current ETF portfolio names would you add right now and is there any advantage to doing so within my INC., TFSA, RSP or personal unregistered account. Would invest a 5% positon in the next few weeks. Balanced equity portfolio is the target, 10 year horizon.
- BMO Covered Call Utilities ETF (ZWU)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Good morning from the West Coast.
Merry Christmas and a Profitable New Year to all the staff at 5I.
My question : Is there a CDN ETF that has a monthly payout please?
Thanks
Rick
Merry Christmas and a Profitable New Year to all the staff at 5I.
My question : Is there a CDN ETF that has a monthly payout please?
Thanks
Rick
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Harvest Healthcare Leaders Income ETF (HHL)
- Consumer Staples Select Sector SPDR (XLP)
Q: What would be your recommended ETF's for the following sectors that would provide safety and a regular monthly income . Financial, Consumer, Utilities ,, Energy, and Healthcare. I have noticed that you generally prefer for retired conservative investors like me to follow more the income portfolio.
Your comments and recommendations are appreciated. Thanks.
Your comments and recommendations are appreciated. Thanks.