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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: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks
Read Answer Asked by Alex on July 25, 2025
Q: Wanting to add Cdn. oil & gas producers to my portfolio. I would like to add 2 ETFs, one to go into my TFSA and the other into the taxable (cash) account. What I would like some thoughts/suggestions on, are possible alternatives. Obviously, one of my major concerns is tax efficiency. Thanks to other subscribers for their questions and, of course, to the 5i Team. Bill
Read Answer Asked by Bill on February 21, 2024
Q: Hi,
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.

If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.

Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?

Appreciate your response.

Mano
Read Answer Asked by Savalai on January 12, 2024
Q: Hello Peter et al:

I was talking to one of my friends who is a retired Financial industry veteran. We were talking about Energy sector and ETFs. He said the risk for smaller ETFs like HXE is that they can be wound down and it can create a lot of headaches with paper work. Especially in a non registered a/c.

I read in today's Globe and Mail that 29 ETFs have been shuttered in January alone! (Rob Carrick's article)

What ETFs you think are at risk of being wound down? (Based on their AUM?) Specifically is HXE at risk?

Many thanks.
Mano
Read Answer Asked by Savalai on February 21, 2023
Q: A 3 year chart shows HXE up 107% and XLE up 52%, both based upon the same index. Does XLE not include dividends? If HXE includes re-invested dividends, when is that increase included in the share price?
Read Answer Asked by James on December 02, 2022
Q: Hi,
What do you think about the so called "windfall tax"? If O&G companies are going to be taxed for share buy backs, is it good or bad news for the shareholders? Should I add to my already held positions or sell and lighten up a little?
I saw briefly on Twitter feed Eric Nuttall thinks it's actually one of the few taxes that can be good for O&G stocks. I couldn't find his entire statement. So forgive me if I am misquoting Eric.

Read Answer Asked by Savalai on November 04, 2022
Q: If I had to buy only one energy ETF, which would you choose?

If I had to buy only one large cap energy stock, which would you choose?


If I had to buy only one mid cap energy stock, which would you choose?

Your thoughts on TVE please.
Read Answer Asked by V on February 08, 2022
Q: Hello folks:

Trying to understand the fees and performances for these ETFs. How come the fees for HXE is so low?! 0.27 as opposed to 0.61 for XEG? and ZEO and of course 1.50 for Ninepoints.(Understandable as it is active mgmt ETF and has a lot of turnover) On fees alone HXE ought to be a winner, no? Yet the results according to the websites don't reflect this...HXE only marginally better compared to XEG. ZEO lags so much. Am I missing something here?
Read Answer Asked by Savalai on November 16, 2021
Q: Would appreciate your expertise in comparing & ranking ZEO, XEG, & HXE or any others you may prefer. Could you also include dividends & fees. Thank you.
Read Answer Asked by Robert on March 07, 2017
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Read Answer Asked by Pierre on December 05, 2016
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