Investment Q&A

Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you

Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Q: Hello team 5i:

It seems that for better or for worse utilities seem to have entred into a "union" with Technolgy sector, thanks to the perceived putative need for high energy demands !

Therefore utilites espcially in the US no longer have an inverse relationship with growth stocks. So it seems to me. I thought they will play the role of a "stabilizers" for my portfolio. That has not been the case.

Any thoughts? Should I consider something else (sector or stocks) to lower the volatility? Can you give me some names, say 3 to 5 stocks in the US utility sector that are NOT involved with AI energy demand craze?

My Canadian utilites fortunatlely remain "boring" and chugging along nicely :) Of course I can collect some nice dividends plus in my non-regd account, dividen tax credit helps!

Thanks for your help as always.

Q: What are your favorite ETFs in Utilities sector? In the US and Canada. Also in Europe.
(I have a small position in VPU. Not sure if it meets your approval)
Want to structure an asymmetric barbell, just in case there's more
than expected pullback!
Many thanks in advance.

Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Q: Can you share your top picks for Canadian and US ETF's that would cover the relevant sectors (e.g. tech, industrials etc.)? Please take as many credits to answer this as required.

Q: What would you recommend as a safe income generating U.S. Utility sector ETF's? Can you provide me a couple ideas, thanks.

Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?

Q: Could you pls suggest a hedged and the related unhedged US Utility EFT that will earn about 10% including both dividend plus yield over 1 year?

Q: Can you please recommend 3 CDN Utility ETFs and 3 US Utility ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks

Q: Dear 5i, What is your opinion n selling STIP to raise money for XLU? As per Portfolio Analytics, my TFSA needs more Utilities, and more exposure in the USA. Thank you

Q: Apparently, there are 11 major sectors in the S&P (Global Industry Classification Standard). Could you please list one ETF to best represent EACH major sector of the S&P? For example, would IUIT best represent the entire Info Tech sector of the S&P? It seems the SPDR funds are much more specific than the 11 GICS sectors:
Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Utilities
Real Estate
Materials

Thank you very much.

Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

Q: I am looking for ETFs with reasonable dividends, safe (less fluctuation) and at the same time the ETF can have some potential upside if market does well. I could not think of a sector better than utilities. Any thoughts? Please let me know if you have a better sector/industry (including your recommended ETFs in that sector/industry).

What are your thoughts on these two (RNRG and XLU)?

A side question: How can I know my remaining credits for more questions?

Thanks,

Q: Hello
From the following four US Utility ETFs which one is your choice:
VPU, XLU, IDU and FUTY
I am also wondering as to why the first two have a yield of 3.2% but IDU's yield is 5.2% ?
Thanks

Q: What are your 2 best choice ETF's in Healthcare; Technology and Utiliites in US or Canada?

Q: I hold a 5.9% position in ZWU in a registered account. I have surplus US cash in a non-registered account to put to work and was thinking of XLU which yields approx 3.4%. I realize this distribution will be treated as income by CRA [I am retired - low tax bracket] but it seems better than letting the funds just sit. If you could offer other suggestions I'd appreciate them. Thanks.....