Investment Q&A

Q: Hello, just wanted your updated opinion on HLIF to generate income. I would also appreciate another choice of covered call ETF with more history and with which you would be comfortable for maximum income without undue risk. Thanks.

Q: TXF Vs EIT.UN. Which would you prefer for overall total performance ( appreciation and dividend) over a holding period of 3-5 years. Or if any other preferences. Thanks

Q: Hi, is there a cdn etf equivalent to jepi, schd and divo?

Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?

Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.

Q: I am a vlaue investor, 76 years old, good pension. 43 stocks, 16 ETF's including the above covered call ETF's. I do have some growth holdings (IWO, LNF, WSP).All are doing well except ZIM and SYZ (not worried). My question is the covered call holdings are 10% of my portfolio. Is 10% too much? I do enjoy the $650 a month dividends which have been consistent for the past five months.
Thank you
Stanley

Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

Q: is there a $CDN equivalent to XYLD?

Q: Good Morning,
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.

Q: I have the above in my TFSA along with 5 individual stocks currently.
Any gapes or duplication in the ETFs, Should I just add to each equally with any new contributions to an approx 10-12 % weighting for all and thereafter considerate on individual stocks for more growth torque.

Q: Hello 5i
I hold the above covdered call ETF's as well as at least two individual companies from each (from before I bought these). also have over 10 ETF's that are not cover call. I have 51 positions with 49 stocks. These have performed well during this period of unrest. No they do not hit the high notes but not even close to bottom notes either but steadil;y increase in value aside from the dividends. My question is: with these new covered call ETF's at 12% of my investing portfolio (not including GIC's) might this be considered too much? Each is between 1.5% and 2% of the portfolio as are most of my holdings. The dividends are great and have kept up for the last three months. These also hold great companies that I would hold if I had room (and funds to buy them!) as a value investor. Please take as many credits as required.
Thank you
Stanley

Q: Hello 5i
I know that a managemnt team must manage a covered call fund so it is not a passive ETF. Is 0.72% too high an MER to pay for a covered call ETF such as ZWH? This seems more like payment for a mutual fund.
Thank you
Stanley

Q: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley

Q: Could I get your favourite enhanced income etfs for a registered and non registered account

Q: Which of the 3 ETFs would you prefer for a long-term hold?

Q: My son has $5k to put into his TFSA. He has CU, BCE, BEP.UN, WCP, ZWH, AC & BB as higher risk plays. For a 5 to 7 year conservative hold after which he will need funds for loan repayments etc (which is why his stock choices are mostly conservative), would you recommend more ZWH or a CAR.UN or... ?

Q: Hi
The question by J Stephen piqued my interest I have been looking for ETFs that spin out dividends for an income stream. The dividend on this is very good which makes me wonder about risks. How would risks on this compare to a covered call ETF like ZWH . Thanks Keith

Q: I'm looking for a ETF holding US stocks that will work well with ZWH.CA
This would be in a RRSP.

Q: Good morning, i know you are not real keen on income producing funds that sell options to enhance income but if you were buying a few, which ones would you recommend in today's market, thanks?

Q: What are the risks associated with investing in ZPAY? Also are there any similar funds with the same risks and rewards?
Thanks Mike