Investment Q&A

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: Would you please recommend some ETFs that focus on dividend income with some growth potential, Canadian dollar please? What is a reasonable expectation from funds like these, broken down into dividend income and capital appreciation over the longer term?

Q: Is AMAX ETF (Hamilton gold producer ETF) an effective way to invest in gold and is this a good time to invest in gold given forecast volatility of the Canadian index 2024?

Thank you 5i research

Q: Thank you for your answers of Aug 26th where 5i recommended: XLK,XLY.XLV, XLU and XLI. Could you pls provide hedged CND etfs for each of these?

Q: Trying to consolidate utility positions in my RIF. Currently I own small positions in ZWU, H and XUT. Which one would you suggest keeping?

Thank you

Q: I would like your opinion on this holding. It has been very good for me since the last non recomendation. Has anything changed? Thanks James

Q: How would you compare HHL and LIFE for income

Q: Greetings,
I have put some cash into HSAV but feel there is not much return coming. As being very conservative is there a better place for better returns to pack some cash?

Thank you,
John

Q: What are your thoughts on this ETF for income in a non-registered account? The security seems relatively young, if you have an alternative you are more comfortable, with, please suggest.

Q: Could you please suggest 2 or 3 dividend ETFs that I could look at to increase the amount of dividends in my account.

Thank you
Paula

Q: Could you recommend 2-3 fixed income ideas for both in a registered and non-registered situation.

Q: Templeton's recent bad PR reminded me of my previous interest in their Templeton Dragon fund. Any idea whether the fund's recent poor performance can be reversed? Thanks!!

Q: Can you please share your opinion on Xdte and qdte ETFs from round Hill?
Is there any benefit of having these in rrsp account for the long term and let that weekly distribution drip buy weekly. Would you choose Xdte or qdte if you have to choose one of them?

Q: Why did both companies prices drop Aug 2022? Interest rates had started going up well before, in Feb 2022.

Q: Do you consider the conservative ETFMU Portfolio to be structured for investors primarily interested in income, low risk and stability ? Could you clarify what the 7.01 total is on the July 31/24 dated Conservative Portfolio and can you please provide the total average % for the Dividend yield column.
Approximately, how frequently would you expect positions in the Conservative Portfolio to be adjusted ?
Thank you

Q: I am a conservative income oriented investor and currently interested in investments that are USD denominated, pay a good dividend, provide some growth and most importantly will benefit from a reduction in the USD, for example the Ishares International Select Dividend ETF (IDV).
Based on my criterial can you comment on IDV specifically and provide alternatives?
Many Thanks for all your help
John

Q: For a conservative income oriented investor looking for some growth, what ETFs would you recommend to increase my international exposure, and take advantage of lower rates.?
Many Thankls
John

Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed

Q: FCTE is a Warren Pies portfolio managed July 2024 inception ETF with an active strategy holding 21 large caps. The MER is .85%. It has had a good start for its limited existence. Mr Pies seems like a deep thinker. Could you opine on the published holdings and any other thoughts you can share regarding the manager, his history and the strategy. Obviously too new for a strong recommendation but your preliminary sense on this one would be great to have. Thank you.

Q: What do you think about this fund in terms of performance, risk and cost? Is there a better alternative?