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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: Hi 5i Team - Could you provide a couple (or more) ETF's related to the NASDAQ, with a long term horizon in mind. In particular are there any that reinvest their dividends rather than distribute them to their investors. Also what are the tax implications of reinvesting rather than distributing. Is there an ETF that covers all the listings on the the NASDAQ itself. Thanks.

Read Answer Asked by Rob on July 06, 2022

Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.

thanks,

Paul

Read Answer Asked by Paul on June 23, 2022

Q: I have about 10% of my portfolio in NVDA currently, and am . I have a 20+ year time horizon. Is this too risky of a position to take? Would I be better to put some or all of the money into XQQ, VUG, or GOOG to de-risk and position myself for long term returns?

Read Answer Asked by Brucey on May 27, 2022

Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?

Read Answer Asked by JR on May 19, 2022

Q: Dear 5i team.

Further to Cyril's question where you "hand selected a few of your favs from the three portfolios", is this a diversified enough list to put a small ETF portfolio together based on? Can you suggest which ETFs may be appropriate?

I recently upgraded to include your ETF portfolios. Can you "handpick your favs" in these given the current market backdrop, risks, and opportunities ahead?

Many thanks.

Read Answer Asked by Arthur on March 30, 2022

Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Read Answer Asked by Peter on February 03, 2022

Q: I notice that XQQ does not seem to have the same performance as compared to ZNQ and HXQ over the last week, month and 3 months according to Globe and Mail.

XQQ seems to track the NASDAQ or QQQ "better" .

Can you help me understand this please.

Read Answer Asked by Ernest on January 20, 2022

Q: We have set up a RESP for our new grand daughter, we are looking to invest in a growth ETF. Considering the unsettled markets at this time would it be advised to invest in a ETF like HXQ or would you have some alternative suggestions

Read Answer Asked by Gord on December 17, 2021

Q: Do Canadian ETFs that track US tech firms underperform? I was looking at these and a few others on the G&W and the Canadian ETFs with the exception of HTA and HTA.B (up 35%ytd) seem to have significantly lower returns. And I think HTA uses covered calls.

XLK is up 32% ytd, IYW 35%, IGN 31%. The most popular Canadian ETFS seem to be ZQQ(ZQN) 26%, XQQ and HQQ 26% and TEC 25%. Some of this is due to currency moves, but the hedging costs of the hedged ETFs surely aren't that large. Is it better to just buy XLK or are HTA/HTA.B a better alternative?

Read Answer Asked by John on December 08, 2021

Q: There seem to be a number of CAD Hedged NASDAQ 100 ETF options. Which one(s) would you recommend for a couple of young investors, both of whom will be making regular, small contributions - one to an unregistered account and one to an RRSP? Was thinking of pairing with XEQT as both are looking for 100% equity exposure (in CAD). Your thoughts on this or other suggestions to pair with the NASDAQ 100 that may be more suitable would be appreciated. Thanks.

Read Answer Asked by Bruce on November 12, 2021

Q: I have these ETF's in a TFSA with a primary goal 8 to 10% annual return. I'd like your opinion if there is overlap in this portfolio and if there would be another ETF to add. This is a smaller portfolio and I don't think it would be efficient to buy the individual stocks in your balanced equity model portfolio.
Thanks!

Read Answer Asked by George on November 11, 2021

Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.

So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.

Read Answer Asked by Tom on November 06, 2021

Q: What are the Can ETFs that cover the main US ETFs, like SPY? And what are their mers?

What are the advantages of using these Canadian versions?

Do you still require W-BEN forms if you buy these?

Thanks for all your help.

Read Answer Asked by Mark on October 28, 2021

Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco

Read Answer Asked by Francesco on September 27, 2021