Q: If a person was looking at income with some growth, long term would you prefer FIE or another financial ETF or one or more banks. If banks, which are your top choices.
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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.
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BMO Covered Call Utilities ETF (ZWU)
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BMO Laddered Preferred Share Index ETF (ZPR)
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iShares Canadian Financial Monthly Income ETF (FIE)
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Vanguard High Dividend Yield Indx ETF (VYM)
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BMO Covered Call US Banks ETF (ZWK)
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Global X S&P 500 Covered Call ETF (XYLD)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: Hello, I'm recently retired. I am seeking income generating vehicles for my various, registered plans (RRSP, LIRA, TFSA) to invest in. I'm considering an investment in ZWU. I'm wondering if there might be a similar, utilities based, covered call, ETF available for the American market?
Lastly, if any of these ETFs might also be available without the covered call overlay and if you believe that those versions of the ETFs might provide better, mid-term probability of a greater Total Return; I'd be interested in your opinion, as well.
Thank you!
Lastly, if any of these ETFs might also be available without the covered call overlay and if you believe that those versions of the ETFs might provide better, mid-term probability of a greater Total Return; I'd be interested in your opinion, as well.
Thank you!
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Sun Life Financial Inc. (SLF)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Capital Power Corporation (CPX)
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Granite Real Estate Investment Trust (GRT.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Canadian Financial Monthly Income ETF (FIE)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN)
Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.
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BMO Monthly Income ETF (ZMI)
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iShares Canadian Financial Monthly Income ETF (FIE)
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iShares Diversified Monthly Income ETF (XTR)
Q: Hi 5I. I am a small time investor looking to provide income for my wife if I should pass before her. Looking for monthly income to replace Gov. pensions. Can you suggest 2 or 3 ETF's or shares with monthly income. I would appreciate your input. Love your site
Thank you
Thank you
Q: Is this diversified enough for a 10-20% position ?
Q: with the financial institutions now able to raise their dividends, would a etf such as FIE raise their dividend
Thanks Gary
Thanks Gary
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO Equal Weight Utilities Index ETF (ZUT)
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BMO Laddered Preferred Share Index ETF (ZPR)
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BMO Equal Weight Banks Index ETF (ZEB)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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Horizons Active Preferred Share ETF (HPR)
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iShares Canadian Financial Monthly Income ETF (FIE)
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iShares Equal Weight Banc & Lifeco ETF (CEW)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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iShares S&P/TSX Capped Utilities Index ETF (XUT)
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CI Canadian REIT ETF (RIT)
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Eastfield Resources Ltd. (ETF)
Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak
Q: Specifically, is there an available and consistent report, on insured mortgage/loan arrears and defaults ?
Q: The worst house on my street, just sold for twice what the best home on my street went for 4 yrs ago.
Could you please name some of the leading indicators to keep an eye on, for if/when this all folds backwards.
Could you please name some of the leading indicators to keep an eye on, for if/when this all folds backwards.
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iShares Canadian Financial Monthly Income ETF (FIE)
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Dividend 15 Split Corp. Class A Shares (DFN)
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Canoe EIT Income Fund (EIT.UN)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: Hi 5i:
Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?
Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?
Thanks in advance,
Greg.
Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?
Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?
Thanks in advance,
Greg.
Q: Good morning,
I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.
Would you see a need to switch from ZWB to FIE ?
Thanks
Jimmy
I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.
Would you see a need to switch from ZWB to FIE ?
Thanks
Jimmy
Q: Hi Peter, Ryan, and Team,
Back in 2014, Larry Berman said: " CMR-T is a money market fund. FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility. When markets are up go into CMR-T and FIE-T when they are down."
I'm asking this question to see if Larry's thesis is still valid. Our broker is Scotia iTrade, and both CMR and FIE are "commission-free" for both buying and selling. What we've been doing is to deploy dividends in our RRIF's into CMR, so that we can generate cash for the compulsory RRIF withdrawals. I was wondering if FIE could also be used, following Larry's advice, while realizing that FIE is more volatile than CMR. Thanks for providing such useful advice and insight.
Back in 2014, Larry Berman said: " CMR-T is a money market fund. FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility. When markets are up go into CMR-T and FIE-T when they are down."
I'm asking this question to see if Larry's thesis is still valid. Our broker is Scotia iTrade, and both CMR and FIE are "commission-free" for both buying and selling. What we've been doing is to deploy dividends in our RRIF's into CMR, so that we can generate cash for the compulsory RRIF withdrawals. I was wondering if FIE could also be used, following Larry's advice, while realizing that FIE is more volatile than CMR. Thanks for providing such useful advice and insight.
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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iShares Canadian Financial Monthly Income ETF (FIE)
Q: For a RESP with 5 years before withdrawals, would you prefer XFN or FIE based on total return and volatility. The equity portion of the RESP is invested in VEQT. This would be a satellite investment. Thank you.
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BMO Equal Weight Banks Index ETF (ZEB)
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iShares Canadian Financial Monthly Income ETF (FIE)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: I would like to reduce the number of stocks I hold and one area that might be easiest to tackle first is financials. I hold ZEB, ZWC, BNS, and a lot of MFC.
I was considering selling all the above (except keeping a good portion of MFC) and putting the proceeds into FIE because of its seemingly good blend of dividend and growth..
But I need a sounding board - ZWC is the only under-performer in the group from my perspective.
I was considering selling all the above (except keeping a good portion of MFC) and putting the proceeds into FIE because of its seemingly good blend of dividend and growth..
But I need a sounding board - ZWC is the only under-performer in the group from my perspective.
Q: I bought BAM.PR.B when the market had the big drop thinking it was a fairly safe way to collect a dividend and make a capital gain.... Now up 40% and the dividend yield has dropped to 3.7 %..... I think I have accomplished my goal and could choose something with a larger yield and better upside potential by replacing it with something like FIE maintaining my " Don't stick your neck out too far " policy for higher yield income .... { in a RRIF so no tax consequences } Your thoughts and two or three of your choices with my goals in mind ?
Thanks Garth
Thanks Garth
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iShares Canadian Financial Monthly Income ETF (FIE)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
Q: I would like to purchase these two ETF's for income and safety.
What are your thoughts on each as far as income and safety or would recommend something else?
What are your thoughts on each as far as income and safety or would recommend something else?
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BMO Monthly Income ETF (ZMI)
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Horizons Active Global Dividend ETF (HAZ)
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iShares Canadian Financial Monthly Income ETF (FIE)
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iShares Diversified Monthly Income ETF (XTR)
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iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH)
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Dynamic Active Global Dividend ETF (DXG)
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Purpose Multi-Asset Income Fund (PINC)
Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks
Thanks
Q: Which of these ETFs would you prefer for financial exposure? The fixed income component of FIE contains 20% CPD, which has had a nice run and is now approaching a 52 week high, 10% XCB (corporate bonds). The remaining 70% is banks and lifecos. ZWB, on the other hand, is 100% banks, with covered call premiums.
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iShares Canadian Select Dividend Index ETF (XDV)
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iShares Canadian Financial Monthly Income ETF (FIE)
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Vanguard Dividend Appreciation FTF (VIG)
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CI WisdomTree Canada Quality Dividend Growth Index ETF (DGRC)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard High Dividend Yield Indx ETF (VYM)
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iShares Core Growth ETF Portfolio (XGRO)
Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks
Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.