Investment Q&A

• Harvest Balanced Income & Growth ETF (HBIG)
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Q: Hi Peter and Team,

The last question referencing HBIG was on April 16, 2024. Please provide your current assessment. Thanks as always for your insight.

Upvote 1

Read Answer Asked by Jerry on February 20, 2025

• BMO SIA Focused North American Equity Fund (ZFN)
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• Adaptiv Select ETF (ADPV)
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Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.

Upvote 3

Read Answer Asked by Paul on February 20, 2025

Q: Can you give me a basket of European ETF's that would give broad market exposure please?

Upvote 3

Read Answer Asked by Gregory on February 19, 2025

• US Treasury 3 Month Bill ETF (TBIL)
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Q: Hi, I am wondering about either of these as places to park some US cash for a while. Given the uncertainty in the US, would this be a wise choice? If so, which is preferable and if not, what other ETFs would you suggest? Thank you for all your good work!

Upvote 3

Read Answer Asked by Dawn on February 19, 2025

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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• Vanguard S&P 500 Index ETF (VFV)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• BMO Nasdaq 100 Equity Index ETF (ZNQ)
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• iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Q: Hello, 1.How does one protect them selves from large market crashes?
2. If one were to start a portfolio with only index funds, etfs which are the ones you would suggest. Maximum 5 etfs. Thanks.

Shyam

Upvote 11

Read Answer Asked by Shyam on February 19, 2025

• iShares U.S. Oil & Gas Exploration & Production ETF (IEO)
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Q: What is a good ETF for U.S. oil and gas?

Upvote 2

Read Answer Asked by James on February 19, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Generally speaking what would your percent allocation of the above ETF's be in ones bond portfolio?

Upvote 3

Read Answer Asked by Joe on February 19, 2025

• Global X High Interest Savings ETF (CASH)
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Q: I would like any info that you may have on this cash vehicle, including who administers this fund.

Upvote 5

Read Answer Asked by Valter on February 19, 2025

• iShares Biotechnology ETF (IBB)
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• SPDR Biotech ETF (XBI)
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• Natera Inc. (NTRA)
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• ARK Genomic Revolution ETF (ARKG)
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• Catalyst Pharmaceuticals Inc. (CPRX)
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Q: It looks like biotech stocks are on a tear, especially those that may benefit from AI. Do you have any names that you might recommend? I'm considering the Arkg fund but I don't quite trust Cathy Woods after losing money on the Arkk fund in 2021. Thank you,

Jason

Upvote 5

Read Answer Asked by Jason on February 18, 2025

• North Peak Resources Ltd Com (IBIT)
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• 3iQ Ether Staking ETF (ETHQ)
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• Fidelity Advantage Bitcoin ETF (FBTC)
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• Fidelity Advantage Ether ETF (FETH)
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Q: Best Crypto ETF in Canada?

I may have asked this before.

Thank you.

Upvote 3

Read Answer Asked by Ross on February 18, 2025

• North Peak Resources Ltd Com (IBIT)
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Q: Hi there, what are your thoughts on BTC at this point? Does it make sense to add a portion to one's portfolio and if so, at what weight makes sense? Thanks!

Upvote 2

Read Answer Asked by Michael on February 18, 2025

• North Peak Resources Ltd Com (IBIT)
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• Fidelity Advantage Bitcoin ETF (FBTC)
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Q: Hi, my respected 5i team
What is your perspective about bitcoin with it's possiblity to become the US federal reserve under Trump admisnistration? How much likely it will become US federal reserve?
How many % of Bitcoin to allocate in a portfolio you suggest?
How to invest in Bitcoin in Canada? Are there any ETF's that I can purchase? Any risks with them?

Upvote 3

Read Answer Asked by Jane on February 18, 2025

• Vanguard S&P 500 ETF (VOO)
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• SPDR S&P 500 ETF Trust (SPY)
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Q: Mr Warren Buffet has recently sold his entire positions in SPY and VOO.. Can you explain or help rationalize this move?

I currently hold VOO. Would you consider these ETFs a BUY/HOLD/SELL?

Thank you for your time. Cheers

Upvote 6

Read Answer Asked by Nick on February 18, 2025

• iShares MSCI Emerging Markets ex China Index ETF (XEMC)
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• iShares MSCI Emerging Markets ex China ETF (EMXC)
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• Global X Emerging Markets ex-China ETF (EMM)
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Q: Could you please suggest some Active & Passive Emerging Market ETF's without China exposure available on both Canadian and US exchanges that might be worth adding to one's TFSA?

Upvote 4

Read Answer Asked by Ian on February 18, 2025

• ARK Genomic Revolution ETF (ARKG)
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Q: Why (ARKG) has recently experienced a notable increase in value? ThankYou

Upvote 2

Read Answer Asked by francis on February 18, 2025

• INVESCO QQQ Trust (QQQ)
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• Vanguard Total Stock Market ETF (VTI)
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Q: I am looking at VTI or QQQ for a long term hold in my RRSP. I have read that value has outperformed growth over the long term, so VTI would be better as it’s a large-cap blend instead of growth ETF (QQQ). Do you expect growth to outperform value or vice versa over the next 25 years?

Upvote 3

Read Answer Asked by Austin on February 18, 2025

• Sprott Physical Silver Trust (PSLV)
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• Global X Silver Miners ETF (SIL)
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Q: Hello, would you be able recamend a silver etf to follow the price of silver or a company that you prefer ?

thanks once again

Upvote 4

Read Answer Asked by Larry on February 18, 2025

• WisdomTree Emerging Markets Multifactor ETF (EMMF)
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Q: EMMF : I am intrigued by this actively managed ETF that holds around 200 securities chosen based on various factors developed by the manager. It has done nothing for about ten years. Is now however a good time for this ETF to shine (finally)?

Upvote 1

Read Answer Asked by Adam on February 18, 2025

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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• BMO Nasdaq 100 Equity Index ETF (ZNQ)
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Q: I'm looking for an unhedged Canadian etf that tracks the nasdaq 100. When comparing ZNQ to HXQ I see that ZNQ doesn't pay a dividend but rather reinvests it. Also it has cheaper fees than HXQ. But HXQ pays a small dividend. The returns over time seem marginally better for ZNQ. But when the div's are factored in, is this more of a wash or does the tax preference of no div's help more? This would be in an RESP for reference. Thx

Upvote 3

Read Answer Asked by Adam on February 18, 2025

• iShares MSCI Min Vol Canada Index ETF (XMV)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: Would appreciate your ETF suggestions for a non-registered account that provides some growth and reasonable (3% + ?) dividends that qualify for the Canadian Dividend Tax Credit. This is new money going into an existing account that has no capital losses available (yet!). Current holdings are BAM, ENB, EIF, ZUT, VDY . Have other registered accounts with diverse equities. Looking for something that is not too volatile & would like to keep the number of total holdings at no more than 7. Could increase or replace ZUT &/or VDY if recommended. The ETF landscape is very challenging to wade through !

Upvote 2

Read Answer Asked by Alexandra on February 18, 2025