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Harvest Healthcare Leaders Income ETF (HHL)
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CI Tech Giants Covered Call ETF (TXF)
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Brompton Global Healthcare Income & Growth ETF (HIG)
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CI Tech Giants Covered Call ETF (TXF.B)
Q: Hello 5i,
Two questions (or maybe its three...) this morning so please deduct points accordingly (all arising out of Portfolio Analytics indicating I need to increase my US exposure and also my tech and health care holdings - all of which I'd like to do while staying on the TSX).
First regarding tech, each of TXF or TXF.B appear on their face to be promising investments, for their distributions if nothing else. Although the MERs are a little high, and net asset values and volumes are low, are there reasons why a buy and hold (3 to 5 years) in either is not a wise choice? And if a buy is warranted, the hedged or the unhedged?
Second, regarding health care I'm looking at HHL and HIG and would appreciate your thoughts on their comparative merits - and also to be told if you think either or both are best kept away from - again with a 3 to 5 year hold in mind.
As a wrap to all the above, if you think the ETFs I've asked about are best avoided for the 3 to 5 year term I've got in mind, can you offer some alternatives?
And finally just a comment: Portfolio Analytics has really allowed me to step back and get a much better objective look at my investments which had gotten spread all over the board and need some discipline, and has given me both the tools and the confidence to structure them (I think and hope!) securely and profitably.
Very glad I found you. I gave a year of 5i to my son recently and I hope he uses it a lot - did you get that Geoffrey?
Thanks for everything.
Peter
Two questions (or maybe its three...) this morning so please deduct points accordingly (all arising out of Portfolio Analytics indicating I need to increase my US exposure and also my tech and health care holdings - all of which I'd like to do while staying on the TSX).
First regarding tech, each of TXF or TXF.B appear on their face to be promising investments, for their distributions if nothing else. Although the MERs are a little high, and net asset values and volumes are low, are there reasons why a buy and hold (3 to 5 years) in either is not a wise choice? And if a buy is warranted, the hedged or the unhedged?
Second, regarding health care I'm looking at HHL and HIG and would appreciate your thoughts on their comparative merits - and also to be told if you think either or both are best kept away from - again with a 3 to 5 year hold in mind.
As a wrap to all the above, if you think the ETFs I've asked about are best avoided for the 3 to 5 year term I've got in mind, can you offer some alternatives?
And finally just a comment: Portfolio Analytics has really allowed me to step back and get a much better objective look at my investments which had gotten spread all over the board and need some discipline, and has given me both the tools and the confidence to structure them (I think and hope!) securely and profitably.
Very glad I found you. I gave a year of 5i to my son recently and I hope he uses it a lot - did you get that Geoffrey?
Thanks for everything.
Peter
