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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
Read Answer Asked by Leonard on November 13, 2024
Q: This is a follow up question to my previous question about using ETFs instead of stocks.

You mentioned that ZEM was “fine,“ whereas your comment on XEF is “solid,” XUU “we like it quite a lot,” and XIC is a “go-to.”

Do you have an alternative to ZEM that you would consider to be better? If so, please explain why.

Read Answer Asked by Federico on November 13, 2024
Q: I've noticed you do not have any covered call ETFs in your income portfolio. If not appropriate in your minds, are there any good situations for this type of investment, and if so, when? What are the PROs amd CONS? What are the better strategies or alternatives?
Read Answer Asked by Mike on November 13, 2024
Q: Folks i'm assisting my daughter in deciding how to allocate some cash in the market around $50K. This is new to her so she is as expected very conservative at the moment but wants to garner better income than a savings account. Thses funds are in a TFSA. I was thinking maybe suggesting 30% in SPLT, 30% in CBIL, and the rest in ZLB,XEI/XIU. Wondering what your suggestion might be.
Read Answer Asked by Tony on November 13, 2024
Q: Good afternoon - the recent runup in equities has me looking to re-balance and add more bond exposure. I currently have positions in XLB, XBB and HYG. Can you suggest bond positions ( likely ETF's) in Canada and the US, please? Just add to the existing Canadian positions? What about HYG? Time to move?

Many thanks

al
Read Answer Asked by alex on November 13, 2024
Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.

Do you have an ETF that you recommend or maybe another suggestion?
Read Answer Asked by Michael on November 13, 2024
Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.
Read Answer Asked by Mary on November 13, 2024
Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?
Read Answer Asked by David on November 13, 2024
Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service
Read Answer Asked by joseph on November 12, 2024
Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks
Read Answer Asked by paul on November 12, 2024
Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul
Read Answer Asked by paul on November 12, 2024
Q: Is there a safe easy way to buy these coins in Canada? what about the USA? Is it better to buy them in the US than Canada?

Other than losing money are there any other risks to look out for?
Read Answer Asked by Donald on November 12, 2024
Q: In regards to 5iis respective portfolio recommendations for members - are ETFs what 5i prefers to equal the international geography allocation ?
Read Answer Asked by Brant on November 12, 2024
Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.
Read Answer Asked by Mike on November 12, 2024
Q: I want to invest in Uranium ETF. I came across 4 ETF. URNM, NLR, URA and NUKZ. Which one do you recommend or do you recommend another ETF.

Thanks for the great service.
Read Answer Asked by Hector on November 12, 2024
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