Q: I'd build a sizeable position in XEI - can you suggest a strategy to do this over time?
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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.
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
Q: Which would you prefer for a 2 to 3 year hold and why? Thanx.
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
Q: I am thinking about moving some of my portfolio to ETF's, and when I looked at CDZ holdings, I was surprised to see FSZ as their top holding - a stock you have recently seen as a sell. Do you have any suggestions for a Canadian ETF that is more about great companies with a growing Dividend and not so heavy in Financials and Telcos? Thank You!
- BMO S&P 500 Index ETF (ZSP)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard Balanced ETF Portfolio (VBAL)
Q: Hello, I am helping my 25 year old daughter put together a sleep at night portfolio. She is not a hands on or active investor.
She has about $ 100K and of these selections which ones would you suggest? And, what else would you recommend?
in Addition to Canada, I want US exposure with ZSP, especially with the potential growth of AI.
Thanks
Carlo
She has about $ 100K and of these selections which ones would you suggest? And, what else would you recommend?
in Addition to Canada, I want US exposure with ZSP, especially with the potential growth of AI.
Thanks
Carlo
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard Dividend Appreciation FTF (VIG)
- SPDR Dividend ETF (SDY)
Q: Is there an ETF for the USA that is similar to XEI? Listed on a US exchange or TSX.
Thanks!
Thanks!
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Capital Power Corporation (CPX)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Sienna Senior Living Inc. (SIA)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- First Capital Real Estate Investment Trust (FCR.UN)
Q: Can you please provide proxies for tax loss selling for the above noted stocks/ETFs
Please deduct as many credits as necessary.
Thanks for your insight.
Please deduct as many credits as necessary.
Thanks for your insight.
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX 60 Index ETF (XIU)
Q: Can you please tell me how the 10-year total return of XEI compares with XIU and XIC? Do you know methodology used for selecting holdings in the S&P/TSX Composite High Dividend index? Where can I find a complete list of the holdings in XEI?
Thank you!!
Thank you!!
Q: I'm reducing the number of holdings in one of my RIF's. With cash to re deploy, which is better for long term hold and dividend appreciation with minimal downside. Probably an apples to orange comparison but EIF is it's own mini etf with it's various holdings. Leaning toward XEI, what is your take? Both already owned btw
- BMO Canadian Dividend ETF (ZDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Horizons Cdn High Dividend Index ETF (HXH)
Q: Good morning, I’m wondering if you could provide a list of a few dividend ETFs for a TFSA. Looking to contribute every two weeks. Currently hold XEI. Thanks
Q: I am reviewing my portfolio and realized that XEI has grown to be about 20% of my annual income earned from my investments. If it was an individual stock I would be concerned and divest some of it. As an ETF should I still be concerned? I am retired and have no work pension.
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
Q: When deciding what to hold in a non-registered account, is it more important to maintain adequate exposure to the US with something like VUS, or to keep the dividend tax credit with a CDN option like CDZ or XEI?
Q: I'm noticing that my xei dividend which is supposed to be paid out July 31 is not in my account yet (I'm with cibc).
I expected to see it today Aug 1. Not yet. What is the usual wait for everyone for their dividend to be paid in relation to the posted pay date?
Thanks
I expected to see it today Aug 1. Not yet. What is the usual wait for everyone for their dividend to be paid in relation to the posted pay date?
Thanks
- BMO Canadian Dividend ETF (ZDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Horizons Cdn High Dividend Index ETF (HXH)
Q: I am looking for the top 2 Canadian dividend ETFs to hold mostly in registered accounts. I screened for MERs less than about 0.4 and current yields of about 4.5% or more and came up with: ZDV, XEI and VDY. How would you rank these for long-term holdings; best first. XEI is tied for the lowest MER and has the highest yield, with 29% energy, 29% financial and 17% utilities. VDY has the largest AUM at $2B but high financials at 54% and low utilities at 6%. Finally, I would like to invest in HXH in unregistered accounts but I am concerned about the low daily trading an small AUM at $92M. Thank you!!
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Signature High Income Fund Class F (CIG447)
Q: 5I team: Being a retired income investor and stuck on the nice yield for this fund I can still not be keen on it's substantial return of capital. Can you advise on a better alternative etf or fund for hands off solid yield as a replacement? Tks. Larry
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I need assistance deciding which of these stocks I should put in a regular acct and which should be in a TFSA in other words, can you tell me if DIR.UN has a much higher taxable capital gains (and therefore should be ideally in a TFSA)?
Thanks
Thanks
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Could you please tell me what percentage each of these returns in capital gains? I'm trying to decide where to best position them between my TFSA and my regular accts.
Thank you
Thank you
- BMO Covered Call Canadian Banks ETF (ZWB)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- JPMorgan Equity Premium Income ETF (JEPI)
Q: Hi, I'm slowly transitioning from a growth portfolio to a dividend portfolio for retirement, starting with positions in JEPI and JEPQ. Can you suggest a couple of US and a couple of Canadian ETFs with high dividends (+6%) that would complement these two? Thanks!
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: What are the best dividend ETFs for Canadians to hold long term?
- BMO Canadian Dividend ETF (ZDV)
- Horizons Active Cdn Dividend ETF (HAL)
- Horizons S&P/TSX 60 Index ETF (HXT)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Invesco Canadian Dividend Index ETF (PDC)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
Q: From a dividend growth and overall return perspective, could you please rank the above etfs ? I do not need the income so my preference would go to HXT. Am I getting exposed to a lot more volatility in your opinion ?