Investment Q&A

Q: Thank you for your response to my question regarding TKN. While is is helpful to know how much money the fund manager charges, 0,70 MER. I am more interested in how much money the investor makes. Has this ETF made money for investors?

Q: With UMAX trading close to its 52 week low and yielding 13.8% would this be a logical time to buy and expect a likely increase in share price plus the current dividend $?

Thanks

Q: Would you recommend this ETF for a small holding?

Q: I am looking for a US fund like VEQT , I tried VEQTF and it is listed on the grey market, what would be good in a balanced fund with majority US, Then smaller CDN and International stocks?

Q: Please give me your opinion about MAGS for long term hold and MER is reasonable or too much?

Q: Which ETFs do you consider best for strong growth at this time, Cdian or US, irrespective of sectors, with an indication of the degree of risk for each ? Would CIBR be one of them ?

Gratefully,

Jacques IDS

Q: Can you explain the differences between qqq and elk? What are the strengths and weaknesses of each? What are the differences in their portfolio composition? Which would you hold for pure growth?

Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Q: Where does ZPAY.U fall in the selection of Canadian ETF’s?

Q: I notice that lately, the Premium of stock price vs NAV has shrunk considerably to the level of .09 at this time. Is this because of lower Canadian interest rates and what is the likelihood of its trading below NAV if rates continue to decline from here? Thanks

Q: Is the above ETF (XID) the best way to get exposure to India for Canadian Investors or would you recommend an alternative?

Q: I currently own a 3% total portfolio in international markets. I plan to raise my total international exposure to 10% from new money available. Do you think it is safe to do so. My U$ exposure is at 42%. No bonds, 7% in money markets.

I currently own XIN and ZWE for distribution. Is there overlap between VI, XEF and XIN? How would you proceed? Can you rank and propose what my options are among these ETFs with the % you would allocate to each 2 or3 ? I don't want EMs.

Thank you for your precious help. You've made me wonders since I use your services.

Yves

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Please suggest a CAD ETF equivalent of IWO (which trades in USD), both hedged and un-hedged if available.

Q: Your thoughts on investing in EWZ now? Time horizon 5+ years. I’m looking for both growth (registered accs) and income (non-registered accts).

Any idea why the yield is so high and if it’s a concern?

Is EWZS worth a look?

Q: Is ZWB.U purchased in Canadian or US dollars?
In which currency is the dividend paid?
Thanks.

Q: For the average person with a long time horizon and want to invest in stocks in the form of ETFs, what do you think is the optimal distribution of US, Canada Europe China etc? S&P 500 seem to have done better historically than other markets. But does that mean I should only invest in vfv?
And what do you think of the weighting of VEQT?

Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you

Q: The Ukraine Recovery Conference happening in Berlin had me wondering how someone might be able to participate in reconstruction as an investor, beyond a Ukraine-specific ETF.

This of course assumes a Russian defeat and (hopefully) longer term stability.

Q: When you peer into your crystal ball what sector do you see as out performing in the coming 12 months? And which US trading ETF best captures this incredible growth? (Just your best guess…no recriminations if you are off).
Thanks!
David