Investment Q&A

Q: Can you suggest 2 or 3 U.S. dividend ETFs that trade in U.S. dollars ? Preferably low volatility. Thanks. Joe

Q: Hello 5i,

We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?

Are small caps too risky for a TFSA?

Thank you
D&J

Q: Is there an ETF which tracks the CDN $? I would like to play an increase in the currency without having to buy a futures contract.

Q: what info do you have about this company.
thanks
ralph.

Q: Good Morning,

Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.

Thanks very much.

Q: In the growth portion of my RRIF i like the above three ETFs. Do you see any issues with any of these? Is there much overlap? Other stocks and ETFs focus on dividends, although Canoe is included in that group. Thanks.

Q: If you were going to build my bond portion (40% +/-) portion of my portfolio using ETFs, how would you build that? Is there one ETF that provides a broad mix of corporate / municipal / provincial / federal, a broad laddering of periods, a mix of risk, a mix of regions, etc? Or would you build it using multiple ETFs that specialize in specific products?

Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE

Q: Retired dividend income investors. We prioritize asset allocation in all of our portfolio decisions. We plan on capturing some income tax savings by selling the remaining shares of my wife's BNS, thereby offsetting other capital gains. I need to replace these funds in the same sector...ie: financials.

She leans more on the conservative side. Combined, we already have a full position in RY and other financials contained within ZLB, CDZ, ZWC, as well as AD.UN.

In the current declining interest rate environment, does HMAX fit the bill? As interest rates decline, what impact will this have on the share price? Should I assume that the capital appreciation will be fairly minimal, while the dividend maintains roughly where it is now?

I appreciate your help...as always.
Steve

Q: Can I ask your opinion on the new NIXT - Research Affiliates Deletions ETF?

I listened to an interview with Rob Arnott and the thesis of taking advantage of an index quirk makes a lot of sense at first glance.

Thank you!

Q: Hello 5i
Do you know of an ETF that tracks the TSX30?
Thank you
Dave

Q: In a non-registered account give me your pick in preference order HMAX or XTR or XDIV? Thanks so much.

Q: What is the best covered call option ETF in your option today?

Q: This one year new ETF holds around 100 US small caps and tries to select the most profitable in the field thus ideally removing what many experts lament as the main issue with holding broadly the Russell 2000 namely the large number of high debt unprofitable companies therein. Would appreciate your view on the strategy, the managers, and the holdings of this ETF and of course any other comment. Thank you.

Q: I'm looking for some options for a low volatility etf. Would you recommend ZLB or is there something else that might be a better choice.

Thank you.

Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter

Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris

Q: I am curious what you would recommend a retiree with regular monthly pension invest their non-registered funds without chasing unrealistic high yield such as with leverage and CC unless you don't see their risks as unreasonable. Thanks

Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY

Q: May I have your thoughts on this ETF please for a long term investment.