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

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

Q: I'm looking to add some tech exposure and am considering one of the following three ETFs: QMAX, HTA, TXF.
They're all pretty similar but which one do you feel is the best for long term growth and income and why?
I know QMAX's strategy is a little bit different than the other two in that they use "at the money" calls ... is this a positive or a negative?

Thanks, Rick