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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: The last line in the recent article on bonds that you sent members reads, “In our minds, the better place to be within fixed income is higher-quality, shorter-dated fixed income, where you’re not taking on as much risk.” Assuming you concur with this statement, what investments do you recommend that align with "higher-quality, shorter-dated fixed income"?
Read Answer Asked by Martha on November 16, 2022
Q: I want to invest in the S&P 500 in my unregistered accounts with HXS. Are you comfortable holding this total return ETF? Are there any known government issues with total return ETFs - I recall the Fed Government challenged these in the past? In registered family accounts I plan to use VFV and/or ZSP - do you prefer one over the other? For safety, would it be a good idea to use both?
Thanks!
Read Answer Asked by Grant on November 15, 2022
Q: I am making the switch to holding ETFs in my RRSP instead of individual stocks to make it easier to manage. Can you recommend your top ETFs for a growth oriented investor who has a 10-15 year horizon and wants a globally diversified portfolio. I would like to limit this to less than 5 ETFs.

Thanks

Greg
Read Answer Asked by Gregory on November 15, 2022
Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!
Read Answer Asked by Brian on November 15, 2022
Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
Read Answer Asked by Mauro on November 14, 2022
Q: The financials segment of my RRIF consists of BMO, BNS, RY with a 25 % total portfolio weighting.
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
Read Answer Asked by Derek on November 14, 2022
Q: Recall my comment last week that TD will not let me buy HSAV or many other high-interest savings ETfs. It seems I can buy "similar" EFTs if they are in US$ like HYGH for example. I have some funds in a USD trading account with the Greed Machine and thinking of a short investment in HYGH but I noticed it wasn't mentioned in the ETF and Mutual Fund article on the subject. Is this reasonable place to park some money until say January or so. I am just trying to obtain a positive return. Better suggestions are most welcome. Thanks, Dan
Read Answer Asked by Danny-boy on November 14, 2022
Q: Hi Guys
Is VMO to illiquid to own? . I see it traded mere 100 shares today, reflecting no percentage gain. would not the average weighted gain of all the holdings today be up at least 3%
Total net assets of 63.8 million and only 1.5 million shares outstanding.
Is it correct to say the NAV is calculated by adding up the per share dollar value of each underlying holding ( in this case 871 holdings) then dividing by the 1.5 million shares outstanding. In this case Scotiabank shows a NAV of $43.20 which happens to be equal to the price the 100 shares traded at today for a Zero percentage gain
I thought the NAV would have been much higher considering todays gains in much of the holdings?
Thanks Gord
Read Answer Asked by Gordon on November 11, 2022
Q: thanks for the info about CASH and HSAV.......looking at the price charts for both and both are rising up to the upper left......and this makes wonder - when interest rates start to fall, will the stock prices fall for both???
also if that is the case for one or both, what are the signs that I should watch more in order to sell out???...........many thanks for the guidance.......tom
Read Answer Asked by Tom on November 10, 2022
Q: I notice that STIP and TIP have each stopped paying their previously excellent dividends. The prospect of their payouts returning, their low volatility and their low correlation with the remainder of my portfolio keep them somewhat attractive. However, can you recommend preferred stock or bond etfs (preferably with available option series) that can provide low volatility, low equity correlation and some yield?
Read Answer Asked by David on November 10, 2022
Q: For exposure to expected growth in demand for nuclear power globally, would exposure to the etf for physical uranium be the smarter play, or best to go with a leading uranium producer such as Cameco? Or, other suggestion welcome.

Thank you
Read Answer Asked by Tony on November 09, 2022
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