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5i Recent Questions
Q: Which one do you prefer and which one has the better long term return?
- Exchange Income Corporation (EIF)
- Harvest Tech Achievers Growth & Income ETF (HTA)
- WELL Health Technologies Corp. (WELL)
- Lumine Group Inc. (LMN)
Q: My TFSA is roughly equal parts EIF, LMN, and WELL. MY TFSA is roughly 5 % of total reg. and non registered accounts. I am retired and have used my TFSA for more growth orientated stocks; with limited success. I am looking to replace these stocks ( which I also hold in other accounts ) , with HTA. I hold HTA in other accounts as well. HTA gives me access to 20 of the largest tech stocks and an 8% return which I receive every month ( important to a retiree ). Am looking at doing this in stages with EIF first and then the other two depending on fundamentals, relative value, etc.
Would you do this in stages or in one shot recognizing that I own these in other accounts ?
Your thoughts of HTA as a single holding in a TFSA to be representing 8 % of total portfolios ?
Thanks. Derek
Would you do this in stages or in one shot recognizing that I own these in other accounts ?
Your thoughts of HTA as a single holding in a TFSA to be representing 8 % of total portfolios ?
Thanks. Derek
- CI Tech Giants Covered Call ETF (TXF)
- Harvest Tech Achievers Growth & Income ETF (HTA)
- CI Tech Giants Covered Call ETF (TXF.B)
Q: Hi 5i In a registered account
I've held TXF, TXF.B and HTA for quite a while, all at roughly the same cost base. In terms of total return HTA at 52% has outperformed TXF (10.3%) and TXF.B (38%) substantially, although I've got no real complaints about TXF.B's performance.
TXF and TXF.B have the same portfolio holdings, so I assume the vast difference in total return between them is solely due to hedging.
My questions;
Based on your view of the foreseeable future, do you think TXF.B will continue to substantially outperform TXF based on US vs. CDN currency differences? and
Would you endorse selling TXF and putting the proceeds 50/50 into HTA and TXF.B or in some other proportion? (TXF.B and HTA have quite different holdings so I was thinking that splitting TXF proceeds between them rather than all into HTA might be sensible ...).
Thanks - I look forward to your thoughts.
Peter
I've held TXF, TXF.B and HTA for quite a while, all at roughly the same cost base. In terms of total return HTA at 52% has outperformed TXF (10.3%) and TXF.B (38%) substantially, although I've got no real complaints about TXF.B's performance.
TXF and TXF.B have the same portfolio holdings, so I assume the vast difference in total return between them is solely due to hedging.
My questions;
Based on your view of the foreseeable future, do you think TXF.B will continue to substantially outperform TXF based on US vs. CDN currency differences? and
Would you endorse selling TXF and putting the proceeds 50/50 into HTA and TXF.B or in some other proportion? (TXF.B and HTA have quite different holdings so I was thinking that splitting TXF proceeds between them rather than all into HTA might be sensible ...).
Thanks - I look forward to your thoughts.
Peter
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