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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: I am looking at reconfiguring my newly established RRIF into the above equities with the 3 etf’s being 25% each with the remaining 5 stocks being the remaining 25%. What is your opinion of these stocks and portfolio composition? Am I being too cute ? Thanks. Derek.
Read Answer Asked by Derek on March 23, 2023
Q: I hold XYLD and CIC, they are the only covered call ETFs I hold and I am new to them. Is there a way to track or find charts on their total yield? I seem to only find charts of their change in NAV which make them look like dogs, while they return 13% and 8% The other question I have about them is , why are they not drip eligible?
Thanks
Read Answer Asked by Richard on March 22, 2023
Q: Hello 5i,
Where can I find risk ratios such as the Sharpe ratio?
Thank you,
Stanley
Read Answer Asked by STANLEY on March 22, 2023
Q: I am 74, retired with a good pension. 20% of my investment holdings are in laddered GICs, 6% in HFR. Remaining portfolio is in equities. If interest rates are expected to level out over the next year or 2, would you consider moving some fixed income funds into longer term fixed income? Keeping the same ration of fixed to equities.

Thanks very much,

Mike
Read Answer Asked by Michael on March 22, 2023
Q: Dear 5i
Do you think its important to hold more than one general market S&P 500 ETF in an RRSP account ? If so what Canadian and what US listed ETF`s would you recommend ? Is it important to hold both or just one or the other in an RRSP with regards to withholding taxes ?
Also if you own a Canadian listed ETF such as ZSP which holds individual US stocks , do those stocks held count towards the $100,000 foreign investment limit where a special tax form has to be submitted if above that limit in a nonregistered account ?
Thanks
Bill C
Read Answer Asked by Bill on March 22, 2023
Q: OMFL Is this ETF a good long term investment? Please educate me what is their "Dynamic Multifactor" method? Does any other ETF use similar method? How has the method performed? Thank you.
Read Answer Asked by David on March 21, 2023
Q: I am interested in your opinion of the eft's listed. With all the market turmoil I am looking for a basket of etf's with a high dividend and solid underlying holdings. I am also wondering if I am missing something in on your site where you evaluate ets's or do need to ask for that as an added service. Thanks for your help. Bob
Read Answer Asked by Robert on March 21, 2023
Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.
Read Answer Asked by Colleen on March 20, 2023
Q: What is your opinion on this new and other female ETF's

The Hypatia Women CEO ETF (WCEO) is the first ETF to focus strictly on women-run companies?

WOMN & SHE

Would you be interested in buying one of them?

Thank you.
Read Answer Asked by Ross on March 20, 2023
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