Investment Q&A

• iShares S&P/TSX Capped Financials Index ETF (XFN)
  • View XFN Profile
  • View Questions on XFN
• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped REIT Index ETF (XRE)
  • View XRE Profile
  • View Questions on XRE
• Health Care Select Sector SPDR (XLV)
  • View XLV Profile
  • View Questions on XLV
• Consumer Discretionary Select Sector SPDR (XLY)
  • View XLY Profile
  • View Questions on XLY

Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?

Please recommend your favourite ETF for each on the TSX unless it's only available in USD.

Would the beaten down USA sector (eg. XUU) be part of your thinking?

Upvote 0

Read Answer Asked by Kevin on January 31, 2023

• iShares Diversified Monthly Income ETF (XTR)
  • View XTR Profile
  • View Questions on XTR
• Fidelity Asset Allocation Private Pool Ser F8 (FID374)
  • View FID374 Profile
  • View Questions on FID374

Q: Hi 5i
For income and some growth, I continue to hold Fidelity Asset Allocation Private Pool Series F8 (374), in a corporate account. It is the only investment in the account. I have two questions.

1) In your opinion is this still a good choice?
2) Could you suggest an alternative to replace part or all of FID374?

Thank you, Bill

Upvote 0

Read Answer Asked by William on January 31, 2023

Q: Are there any Chinese ETF,s that U would recommend at this time? Or is India better, although I dont much trust either country. I would look at India recommendations as well.Thanks, James

Upvote 0

Read Answer Asked by JAMES on January 31, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
  • View CPD Profile
  • View Questions on CPD
• BMO Covered Call Canadian Banks ETF (ZWB)
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU)
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight REITs Index ETF (ZRE)
  • View ZRE Profile
  • View Questions on ZRE
• iShares Convertible Bond Index ETF (CVD)
  • View CVD Profile
  • View Questions on CVD
• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
  • View XHY Profile
  • View Questions on XHY

Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).

Are there any others that don't have much overlap with the above that you would recommend?

Upvote 0

Read Answer Asked by Alexander on January 31, 2023

• iShares Russell 2000 Growth ETF (IWO)
  • View IWO Profile
  • View Questions on IWO
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
  • View XQQ Profile
  • View Questions on XQQ
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
  • View XSU Profile
  • View Questions on XSU
• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ

Q: Hi Peter,

Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?

Thanks

Upvote 0

Read Answer Asked by HARRY on January 30, 2023

• iShares S&P Global Clean Energy Index Fund (ICLN)
  • View ICLN Profile
  • View Questions on ICLN
• iShares MSCI India ETF (INDA)
  • View INDA Profile
  • View Questions on INDA

Q: It Looks like India is booming what etf you would recommend Also Grren Energy is the future Is It time to buy any stock for grren energywhich)or it is too early?

Upvote 0

Read Answer Asked by Nizar on January 30, 2023

• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT)
  • View VGT Profile
  • View Questions on VGT

Q: what would you recommend as a US IT ETF

Upvote 0

Read Answer Asked by GRAHAM on January 30, 2023

• Vanguard S&P 500 Index ETF (VFV)
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
  • View VSP Profile
  • View Questions on VSP

Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

Upvote 0

Read Answer Asked by Ian on January 30, 2023

Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?

Upvote 0

Read Answer Asked by Brian on January 30, 2023

• Invesco Optimum Yield Diversified Commodity (PDBC)
  • View PDBC Profile
  • View Questions on PDBC

Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.

Upvote 0

Read Answer Asked by Ian on January 27, 2023

• BNS Tiered Investment Savings Account A (DYN6000)
  • View DYN6000 Profile
  • View Questions on DYN6000

Q: I am using this high interest savings account (about 4% ) to hold money for RRIF (monthly)withdrawals. if I am correct there is no trading fee as with PSA etc. Is this the best way of managing this issue?
Thanks for your help Tom

Upvote 0

Read Answer Asked by Tom on January 27, 2023

• iShares Core Canadian Short Term Bond Index ETF (XSB)
  • View XSB Profile
  • View Questions on XSB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
  • View XHY Profile
  • View Questions on XHY

Q: In these times where the financial health of companies are being put to the test, are bond funds like XHY, which hold 60% BB grade bonds and 30% B grade bonds, something that a wise investor should be pulling out of?

Upvote 0

Read Answer Asked by Kevin on January 27, 2023

• Amplify Cybersecurity ETF (HACK)
  • View HACK Profile
  • View Questions on HACK
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
  • View CIBR Profile
  • View Questions on CIBR

Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

Upvote 0

Read Answer Asked by Michael on January 26, 2023

• Global X Lithium & Battery Tech ETF (LIT)
  • View LIT Profile
  • View Questions on LIT

Q: Wondering…..what would be your recommended route for investment in battery metals … stocks, ETFs ?

Upvote 0

Read Answer Asked by Catherine Ann on January 26, 2023

• Vanguard S&P 500 Index ETF (VFV)
  • View VFV Profile
  • View Questions on VFV

Q: Within a TFSA is the dividend of VFV:CA (Vanguard S&P 500 Index ETF) subject to a withholding tax?

Thank you.

Upvote 0

Read Answer Asked by Sandra on January 25, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM)
  • View XBM Profile
  • View Questions on XBM
• Global X Copper Miners ETF (COPX)
  • View COPX Profile
  • View Questions on COPX
• Global X Copper Producers Index ETF (COPP)
  • View COPP Profile
  • View Questions on COPP

Q: I believe in copper investments for long term for various reasons.What would be your choice concerning copper mining stocks ETF,I noticed that COPP holds mostly CDN stocks and COPX is quite diversified geographically.Any other copper mining stock ETFs suggested ?

Upvote 0

Read Answer Asked by Jean-Yves on January 25, 2023

• BMO Equal Weight REITs Index ETF (ZRE)
  • View ZRE Profile
  • View Questions on ZRE
• iShares S&P/TSX Capped REIT Index ETF (XRE)
  • View XRE Profile
  • View Questions on XRE

Q: How do you think REITS will do in 2023? What would be your preferred ETF? Thank you.

Upvote 0

Read Answer Asked by Michael on January 25, 2023

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD
• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
  • View SOXX Profile
  • View Questions on SOXX
• Aehr Test Systems (AEHR)
  • View AEHR Profile
  • View Questions on AEHR

Q: I'm primarily a growth investor with a tolerance for risk. I do not have any semi-conductor companies in my portfolio. I was considering AMD or NVDA but I'm not wondering if AEHR might be good play to consider since it does chip testing. It does seem to be growing revenue quickly and surprising the market with it's earnings. What comments/advice do you have wrt to how I should think about the chip players including the high tech testing play that AEHR offers? Thanks!

Upvote 0

Read Answer Asked by Marc on January 25, 2023

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ
• Purpose High Interest Savings Fund (PSA)
  • View PSA Profile
  • View Questions on PSA
• Global X High Interest Savings ETF (CASH)
  • View CASH Profile
  • View Questions on CASH

Q: I have an RESP for my nephew who is in grade 12 now and attending a college in the fall. His parents are not great savers, and I don't have children, so I'm fine to subsidize his education. I currently hold only CDZ and TD in the RESP and would like to add some additional cash soon.

What's your advice on how to proceed? Do I add to one or both, or would I be better to invest in CASH or PSA.

Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on January 25, 2023

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
  • View XSU Profile
  • View Questions on XSU

Q: What are some thoughts and opinions on XSU

Upvote 0

Read Answer Asked by Alexandre on January 24, 2023