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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: Hi there,

With both ETFs tracking the same index, why with a much higher MER does XIU get so much more volume? Is it because of how long the ETF has been out? I'm a bit surprised to see even with that, VCE hasn't taken in more volume than it has over time as it's not new and the MER is much less. Both are from equally reputable companies also.

Thanks!
Read Answer Asked by Michael on February 17, 2023
Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.
Read Answer Asked by Peter on February 17, 2023
Q: I'd like your assessment of MKB versus aggregate bond etfs like XBB, ZAG, and VAB. Has MKB performed better than the listed etfs? If it has performed better then is it because the etf has taken on additional risk to achieve the higher return? How might one incorporate MKB into the bond portion of their portfolio? Is it worth the higher fees?
Read Answer Asked by Robert on February 16, 2023
Q: Hi 5i team,

I am seeking to invest in AI and Cyber security funds. Could you please recommended some ETF names? My time horizon is 10+ years.
Read Answer Asked by Hale on February 16, 2023
Q: Hi,
I would be interested in your thoughts on these two ETF's. The high yield makes me think: higher risk - would that be right? If not terribly risky, then I am wondering if there is potential for either of these to rise nicely in a market with a sustained / established bullish bias? Open to any other suggestions you may have, but this would be for a growth oriented investor in a TFSA account, who is already overweight in tech stocks. Thanks!
Dawn
Read Answer Asked by Dawn on February 16, 2023
Q: I have SHOP and LSPD in my RRSP at loss and realize it will take time to return to the plus side, so throwing caution into the wind (for the 3rd time!!!), I am thinking of selling both and replacing with ARKK.

The logic being that it could erase the loses quicker than with the other two. What do you think ... is this swap a good or reasonable idea? Should I just do one of the two or hold tight? Thanks as usual for your thoughtful advice.
Read Answer Asked by Danny-boy on February 16, 2023
Q: I've held a full position in HAL for just over 3yrs all dividends reinvested, gain of 12%. My original plan was to hold for the longer term, DCA reinvesting any dividends. The annual portfolio turnover 78% is twice the category average for the group as per Morningstar. I'm not sure how you make better returns with that amount of trading.
Can you share your thoughts on portfolio turnover
Offer other options on this type of ETF
Regards,
Tom
Read Answer Asked by Thomas on February 15, 2023
Q: I am considering replacing ENB with NXF.B in my RRSP account. Two questions: (1) what do you think of this change considering the likelihood of increased taxation for O&G producers - i.e. "fair share tax"? (2) Are there tax implications when holding NXF.B in RRSP i.e. will I receive the stated 10% dividend or there will be some reductions due to the fact that this is CDN ETF holding non-CDN stocks?
Read Answer Asked by Michael on February 15, 2023
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