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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: My two main holdings are QQQ and VIG in the US and ZQQ and VFV and ZQQ in Canada. I'm looking for two medium risk etfs that will balance these with CD, OIL, Financials, health, and industrials . I'd like reasonable growth expected in the next few years but with a manageable lower risk beta?
1) Can you suggest 2 CDN ETFS
2) Can you suggest 2 US ETFS
3) Can you suggest 2-3 emerging markets ETFS

PS can you also explain why TDOC seems to have a beta of .15??? Considering its growth, that seems impossible?
Read Answer Asked by Graeme on February 23, 2021
Q: Hi Ryan, Peter
I am an income oriented investor and I want to increase my US exposure. I am looking for good Canada based ETFs that yield 3 to 5% dividend. I shortlisted ZDY, XHU and FCUD. I am bit concerned about their size, at least the last with less than 150m in net assets. Can you comment on these or suggest alternate ETFs
Read Answer Asked by Greyhair on August 17, 2020
Q: Hey 5i,
Despite the downturn and possibly another.
Dividends have been cut and some more are possible. Oil potentially being the longer rebound.
Is their a recommended best "overall" US Dividend ETF.
Overall taking into account Yield. Growth. MER. Somewhat balanced exposure and or limited oil holdings.

Great work as always. Thank you!

Read Answer Asked by Adam on May 21, 2020
Q: Thank you for all your help
I am a novice investor learning the ropes
For that reason, although I want to increase my US exposure , I am not comfortable picking individual stocks
Which of the following etf’s would you recommend, and why
VUN VGG XHU. (I already own VFV)
Also,I heard you do not want US in a TFSA. Why is that..?
Thanks again
Read Answer Asked by Michael on May 23, 2019
Q: Dear 5i,

I currently own XHU and am comparing it to PUD.B.

PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.

PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).

PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.

Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?

Thank you.
Read Answer Asked by Walter on July 17, 2017
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