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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: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.
Read Answer Asked by Donald on July 02, 2021
Q: In answer to Bruce on Jan 7 you said:
In an RRSP, we would prefer to hold US-listed ETFs due to withholding taxes on US dividends being exempt (not the case with CDN-listed ETFs).

This would mean that ZWK/CALL is not as efficient as it could be. Is there an equivalent US listed ETF that you would recommend? I am looking for an ETF that would let me drip the dividends. From your other answers I believe this type of ETF would be good in 2021: flat or slowly rising market.

Read Answer Asked by JR on February 09, 2021
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