Q: What do you think about SPLV for lower risk investing? I understand the defensive nature of this ETF, but it's practically unchanged since Aug 2024, so I am wondering whether holding one of these new dual-direction Innovator ETFs or simply holding SPY and selling covered calls at +10% and buying puts at -10% is a better strategy here than holding SPLV. Your thoughts/suggestions on SPLV and these alternatives?
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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 Low Volatility Canadian Equity ETF (ZLB $58.49)
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iShares MSCI USA Min Vol Factor ETF (USMV $94.88)
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
Q: Can you suggest an ETF that will safeguard against a market correction and still provide growth if the market does not correct?
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Costco Wholesale Corporation (COST $983.25)
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Coca-Cola Company (The) (KO $72.88)
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Progressive Corporation (The) (PGR $206.03)
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Xcel Energy Inc. (XEL $75.01)
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Toronto-Dominion Bank (The) (TD $130.37)
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Bank of Nova Scotia (The) (BNS $102.64)
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Sun Life Financial Inc. (SLF $87.23)
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Dollarama Inc. (DOL $192.22)
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Intact Financial Corporation (IFC $259.79)
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Fortis Inc. (FTS $72.19)
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Alimentation Couche-Tard Inc. (ATD $76.87)
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BMO Low Volatility Canadian Equity ETF (ZLB $58.49)
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Hydro One Limited (H $53.15)
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Caseys General Stores Inc. (CASY $623.33)
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $82.91)
Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.
With thanks.
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
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CI High Interest Savings ETF (CSAV $50.10)
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JPMorgan Ultra-Short Income ETF (JPST $50.72)
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Global X Cash Maximizer Corporate Class ETF (HSAV $116.84)
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Global X High Interest Savings ETF (CASH $50.04)
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BMO Money Market Fund (ZMMK $49.91)
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Global X 0-3 Month T-Bill ETF (CBIL $50.08)
Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
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Vanguard Balanced ETF Portfolio (VBAL $37.60)
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iShares Core 40/60 Moderate Allocation ETF (AOM $48.31)
Q: Hello 5i,
Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)
Thank You,
Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)
Thank You,
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BMO Low Volatility Canadian Equity ETF (ZLB $58.49)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.06)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.15)
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
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Vanguard Dividend Appreciation FTF (VIG $223.14)
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Vanguard Balanced ETF Portfolio (VBAL $37.60)
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iShares Core 40/60 Moderate Allocation ETF (AOM $48.31)
Q: Up to this point I have been a growth investor. Recently retired, I am converting some RRSP into a RIF and want to lower the risk profile. I am 60 y/o.
Kindly advise some ETFs that you would recommend in Canada or US.
Thanks a lot,
Kindly advise some ETFs that you would recommend in Canada or US.
Thanks a lot,
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Invesco S&P 500 Low Volatility ETF (SPLV $72.73)
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Vanguard Global Value Factor ETF (VVL $64.40)
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iShares MSCI USA Momentum Factor ETF (MTUM $255.49)
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Schwab US Dividend Equity ETF (SCHD $29.14)
Q: Are there ETF's out there that employ both Active and Passive investing under one roof, or do I have to buy one active and one passive to create my allocation to both strategies ?
Q: I am looking for a low volatility ETF in the US. Which of the 2 would you recommend or would you have another recommendation?
Q: I appreciate your comment about the PowerShare s&p 500 low volatile ,one in US dollar and in can. Dollar.Your comment about this ETF,and the pro and cons of having them.Thank you ebrahim