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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: hello 5i:
we are (satisfied) holders of DIVO. Would like your take on IDVO and see its not listed in your data base yet. Is there another International ETF you'd recommend? We currently hold both VIGI and EFAV in the international space.
thanks
Paul L
Read Answer Asked by Paul on April 03, 2024
Q: hello 5i:
In our various portfolios, we own DIVO, SCHD and MTUM. MOAT is not owned. I've done a fairly deep dive trying to compare the 4 etf's as I'd like to consolidate some of our single companies eg. MRK, LMT etc etc into ETFs to simplify things, and in the case of the RRIFs, to enhance yield. By my metrics, DIVO seems to come out on top on a risk/reward basis and a good balance of yield with growth. I've included MOAT as I'm interested in the concept (but not sold on the ETF). Can you confirm my findings? Would you agree, or what could you add to my findings? Is there a source (Morningstar does a good job, but not great) that would allow me to better compare risk/return of the listed etf's?
I realize there are a few questions here: take as many credits as necessary to answer as I have a lot banked.
thanks
Paul L
Read Answer Asked by Paul on May 29, 2023
Q: hello 5i:
would like your take on this ETF, for a registered account. We're looking for sustainable income: I've reviewed the sector and holdings breakdowns and realize the fund will not do as well in a bull market. Part of the reason we're so interested is that Seeking Alpha’s Quant system rates DIVO the very best nontraditional equity derivative income fund out of 14 choices, which is a fantastic stamp of approval.
If (a big word), we return to a bull market where growth handily beats value, DIVO should still see gains in NAV, correct? And the yield (around 5%), should be sustainable, correct? What have we not thought of here, or in other words, what are the red flags we've missed?
thanks
Paul L
Read Answer Asked by Paul on April 05, 2023