Investment Q&A

• BMO MSCI EAFE Index ETF (ZEA $25.77)
  • $25.77 Fwd P/E: 13.09X Cap: $8.80B
  • View ZEA Profile
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• iShares Core MSCI EAFE IMI Index ETF (XEF $42.31)
  • $42.31 Fwd P/E: 10.83X Cap: $9.30B
  • View XEF Profile
  • View Questions on XEF
• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $42.61)
  • $42.61 Fwd P/E: 10.59X Cap: $389M
  • View VI Profile
  • View Questions on VI

Q: Hi

What would you prefer among XEF, ZEA, and VI for a long-term hold for international exposure ex CA and US.

Thanks
Robert

Upvote 3

Read Answer Asked by Robert on February 12, 2024

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
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• Global X S&P 500 Index Corporate Class ETF (HXS $88.96)
  • $88.96 Cap: $4.28B
  • View HXS Profile
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.27)
  • $57.27 Fwd P/E: 28.76X Cap: $1.12B
  • View XQQ Profile
  • View Questions on XQQ
• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $90.78)
  • $90.78 Fwd P/E: 27.96X Cap: $1.12B
  • View HXQ Profile
  • View Questions on HXQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
  • $102.36 Fwd P/E: 72.62X Cap: $1.04B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: There are a number of Canadian based NASDAQ100 and S&P500 ETF's. Which NASDAQ100 and S&P500 ETF would you prefer, or would be "best", for a TFSA account, and why? Would investing within an RRSP or in a non-registered account alter your selections and if so, why would that be? Thanks.

Upvote 12

Read Answer Asked by Bruce on February 09, 2024

• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
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Q: Further to my question regarding my 22 year old son. Do you think the approach to buy just the SPY is ok or would you recommend a diverse group of ETF's and maybe a few stocks? If so which ones?

Upvote 3

Read Answer Asked by John on February 09, 2024

• iShares Convertible Bond Index ETF (CVD $17.88)
  • $17.88 Cap: $98M
  • View CVD Profile
  • View Questions on CVD

Q: If you wanted to replace CVD in a portfolio that resembles the income portfolio, would you reinvest in the other current securities or would you replace it with another security? Secondly, what would would you consider replacing it with that would give you better tax treatment, for one who is relying on the portfolio almost entirely for retirement income?

Upvote 1

Read Answer Asked by Kelly on February 09, 2024

• Fidelity Greater Canada Fund Series F (FID1646 $30.65)
  • $30.65 Fwd P/E: 19.2X
  • View FID1646 Profile
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• AGF Global Select Fund Series F (AGF808 $67.62)
  • $67.62 Fwd P/E: 12.4X
  • View AGF808 Profile
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• Mackenzie Global Environmental Equity Fund F (MFC5786 $23.73)
  • $23.73 Fwd P/E: 10.0X
  • View MFC5786 Profile
  • View Questions on MFC5786
• Manulife Yield Opportunities Fund Series F (MMF4624 $8.60)
  • $8.60 Fwd P/E: 21.8X
  • View MMF4624 Profile
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• Manulife U.S. Monthly High Income Fund Ser F (MMF4638 $11.55)
  • $11.55 Fwd P/E: 30.7X
  • View MMF4638 Profile
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• Manulife Monthly High Income Fund Series F (MMF683 $13.58)
  • $13.58 Fwd P/E: 22.7X
  • View MMF683 Profile
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Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks

Upvote 3

Read Answer Asked by Raymond on February 08, 2024

• Ninepoint Energy Fund Series D (NPP314 $18.23)
  • $18.23 Cap: $49M
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• Ninepoint Energy Fund (NNRG)
  • View NNRG Profile
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Q: Could you give me the current assets for NNRG and NPP314?
For CRA, I guess these 2 are the same ?
Thanks a lot.

Upvote 2

Read Answer Asked by Denise on February 08, 2024

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.14)
  • $20.14 Fwd P/E: 65.44X Cap: $596M
  • View ZWE Profile
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
  • $27.81 Cap: $7.22B
  • View XBB Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ
• Harvest Healthcare Leaders Income ETF (HHL $7.00)
  • $7.00 Fwd P/E: 28.23X Cap: $1.09B
  • View HHL Profile
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• SPDR S&P 500 ETF Trust (SPY $627.58)
  • $627.58 Fwd P/E: 24.47X Cap: $643.76B
  • View SPY Profile
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• Vanguard Balanced ETF Portfolio (VBAL $34.48)
  • $34.48 Fwd P/E: 20.32X Cap: $3.10B
  • View VBAL Profile
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Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers

Upvote 5

Read Answer Asked by Michael on February 08, 2024

Q: US Natural Gas price are very depressed and I'm looking at a fund called US Natural Gas Fund (UNG). If natural gas price go higher, I assume the fund price should increase. I would hold the fund for a few months and expect to make money if US Nat Gas prices are higher when I sell. However, my question is .... is UNG a fund like HOU where the price being reset everyday and someone could hold the fund for a few months and could lose money even if the US Natural Gas goes price. Thanks MMD

Upvote 2

Read Answer Asked by Daniel on February 08, 2024

• Dynamic Active Enhanced Yield Covered Options ETF (DXQ $26.68)
  • $26.68 Fwd P/E: 21.08X Cap: $501M
  • View DXQ Profile
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Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?

Upvote 3

Read Answer Asked by John on February 08, 2024

• Meta Platforms Inc. (META $704.28)
  • $704.28 Fwd P/E: 27.42X Cap: $1.76T
  • View META Profile
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• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.81X Cap: $4.22T
  • View NVDA Profile
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $159.07)
  • $159.07 Fwd P/E: 72.82X Cap: $2.38B
  • View ZQQ Profile
  • View Questions on ZQQ
• Invesco S&P 500 Equal Weight ETF (RSP $184.18)
  • $184.18 Fwd P/E: 20.81X Cap: $74.01B
  • View RSP Profile
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• Super Micro Computer Inc. (SMCI $51.77)
  • $51.77 Fwd P/E: 29.06X Cap: $31.48B
  • View SMCI Profile
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• Arm Holdings plc (ARM $156.74)
  • $156.74 Fwd P/E: 209.57X Cap: $166.49B
  • View ARM Profile
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Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• Amazon.com Inc. (AMZN $226.13)
  • $226.13 Fwd P/E: 36.46X Cap: $2.37T
  • View AMZN Profile
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• Costco Wholesale Corporation (COST $950.95)
  • $950.95 Fwd P/E: 55.72X Cap: $423.03B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $518.62)
  • $518.62 Fwd P/E: 75.57X Cap: $185B
  • View ISRG Profile
  • View Questions on ISRG
• Booking Holdings Inc. (BKNG $5,702.90)
  • $5,702.90 Fwd P/E: 35.44X Cap: $184.95B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $771.71)
  • $771.71 Fwd P/E: 61.96X Cap: $721.70B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $95.05)
  • $95.05 Fwd P/E: 40.64X Cap: $758.85B
  • View WMT Profile
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• lululemon athletica inc. (LULU $229.77)
  • $229.77 Fwd P/E: 15.87X Cap: $26.76B
  • View LULU Profile
  • View Questions on LULU
• Consumer Discretionary Select Sector SPDR (XLY $222.17)
  • $222.17 Fwd P/E: 54.75X Cap: $22.54B
  • View XLY Profile
  • View Questions on XLY
• Vanguard Health Care ETF (VHT $243.33)
  • $243.33 Fwd P/E: 55.45X Cap: $14.80B
  • View VHT Profile
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• Vanguard Consumer Staples ETF (VDC $218.61)
  • $218.61 Fwd P/E: 35.93X Cap: $7.69B
  • View VDC Profile
  • View Questions on VDC

Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Upvote 9

Read Answer Asked by Trevor on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $21.03)
  • $21.03 Fwd P/E: 33.46X Cap: $645M
  • View TXF Profile
  • View Questions on TXF

Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• Eli Lilly and Company (LLY $771.71)
  • $771.71 Fwd P/E: 61.96X Cap: $721.70B
  • View LLY Profile
  • View Questions on LLY
• Vertiv Holdings LLC Class A (VRT $129.06)
  • $129.06 Fwd P/E: 76.23X Cap: $49.97B
  • View VRT Profile
  • View Questions on VRT

Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Upvote 2

Read Answer Asked by Mark on February 08, 2024

• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $12.03B
  • View IWO Profile
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• Global X S&P 500 Index Corporate Class ETF (HXS $88.96)
  • $88.96 Cap: $4.28B
  • View HXS Profile
  • View Questions on HXS
• iShares Core Canadian Universe Bond Index ETF (XBB $27.81)
  • $27.81 Cap: $7.22B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.06)
  • $38.06 Fwd P/E: 5.74X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ

Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.

Upvote 7

Read Answer Asked by Helen on February 08, 2024

• Bristol Gate Concentrated Canadian Equity ETF (BGC $36.42)
  • $36.42 Fwd P/E: 30.9X Cap: $21M
  • View BGC Profile
  • View Questions on BGC

Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!

Upvote 2

Read Answer Asked by Bart on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $21.03)
  • $21.03 Fwd P/E: 33.46X Cap: $645M
  • View TXF Profile
  • View Questions on TXF

Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• iShares Core S&P Small-Cap ETF (IJR $111.87)
  • $111.87 Fwd P/E: 35.1X Cap: $82.06B
  • View IJR Profile
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• Pacer US Small Cap Cash Cows ETF (CALF $40.62)
  • $40.62 Fwd P/E: 25.85X Cap: $4.18B
  • View CALF Profile
  • View Questions on CALF

Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike

Upvote 5

Read Answer Asked by Michael on February 07, 2024

• iShares Global Water Index ETF (CWW $62.59)
  • $62.59 Fwd P/E: 26.28X Cap: $370M
  • View CWW Profile
  • View Questions on CWW

Q: Saw a recent Q/A regarding water ETFs and you did not mention CWW. Owned this for around 8 years and up 88% not including small dividend and satisfied. Put it on chart with PHO and FIW and see it underperforms. Any need to switch?
Thank you
Steve

Upvote 2

Read Answer Asked by Steven on February 07, 2024

• Meta Platforms Inc. (META $704.28)
  • $704.28 Fwd P/E: 27.42X Cap: $1.76T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $510.05)
  • $510.05 Fwd P/E: 39.57X Cap: $3.80T
  • View MSFT Profile
  • View Questions on MSFT
• ARK Innovation ETF (ARKK $77.63)
  • $77.63 Fwd P/E: 141.98X Cap: $7.20B
  • View ARKK Profile
  • View Questions on ARKK
• ARK Genomic Revolution ETF (ARKG $24.92)
  • $24.92 Fwd P/E: 20.56X Cap: $991M
  • View ARKG Profile
  • View Questions on ARKG

Q: Hey guys,

Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks

Jim

Upvote 2

Read Answer Asked by jim on February 07, 2024

• BMO S&P 500 Index ETF (ZSP $94.54)
  • $94.54 Fwd P/E: 57.09X Cap: $16.61B
  • View ZSP Profile
  • View Questions on ZSP
• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $19.18)
  • $19.18 Fwd P/E: 32.45X Cap: $408M
  • View SMAX Profile
  • View Questions on SMAX

Q: Good morning,

Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.

ZSP and SMAX....Is there a lot of overlap or can one own both?

Thanks
Jimmy

Upvote 3

Read Answer Asked by Jimmy on February 06, 2024