Investment Q&A

• Regeneron Pharmaceuticals Inc. (REGN $749.33)
  • $749.33 P/E (TTM): 17.53X Cap: $78.75B
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• Eli Lilly and Company (LLY $1,078.52)
  • $1,078.52 P/E (TTM): 50.8X Cap: $984.41B
  • View LLY Profile
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• iShares Russell 1000 Growth ETF (IWF $462.42)
  • $462.42 P/E (TTM): 33.76X Cap: $120.11B
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• Vanguard Growth ETF (VUG $477.05)
  • $477.05 P/E (TTM): 34.59X Cap: $198.22B
  • View VUG Profile
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• First Trust Nasdaq-100 Select Equal Weight ETF (QQEW $140.78)
  • $140.78 P/E (TTM): 25.2X Cap: $1.86B
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Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?

Upvote 2

Read Answer Asked by Mark on January 11, 2024

• iShares Russell 2000 ETF (IWM $267.79)
  • $267.79 P/E (TTM): 18.08X Cap: $76.88B
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• iShares Core S&P Small-Cap ETF (IJR $130.12)
  • $130.12 P/E (TTM): 17.65X Cap: $95.24B
  • View IJR Profile
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• iShares Russell 2000 Value ETF (IWN $197.61)
  • $197.61 P/E (TTM): 14.79X Cap: $12.55B
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Q: I want to add a US small cap ETF and am looking at IJR, IWM and IWN. I recognize that all small caps bring higher risk, but can you please rank these 3 ETFs, with the ETF with the best quality stocks first, ie. rank in terms of lowest risk to highest risk. Does IJR generally hold stocks with higher market caps?
Thanks!

Upvote 4

Read Answer Asked by Grant on January 11, 2024

• Fidelity Advantage Bitcoin ETF (FBTC $41.01)
  • $41.01 Cap: $1.35B
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Q: Hello
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff

Upvote 6

Read Answer Asked by JEFF on January 11, 2024

• Pacer US Small Cap Cash Cows ETF (CALF $45.70)
  • $45.70 P/E (TTM): 13.29X Cap: $3.55B
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Q: Happy New year to you and your staff !!! A brand new year, a brand new challenge. It would seem that small caps are the cheapest part of the market these days. Would something like CALF be a good way to take advantage of the small cap market without the obvious risk of picking individual winners in this space ?

Upvote 6

Read Answer Asked by Robbie on January 11, 2024

• BMO Equal Weight Oil & Gas Index ETF (ZEO $83.15)
  • $83.15 P/E (TTM): 14.39X Cap: $240M
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• Global X Crude Oil ETF (HUC $19.56)
  • $19.56 Cap: $35M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $20.81)
  • $20.81 P/E (TTM): 12.74X Cap: $1.49B
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Q: Another question regarding Martin Pelletier's Financial Post article about using oil to hedge against possible serious geopolitical events:

Would HUC work in this scenario? Please suggest at least three other Canadian-listed oil ETFs that could also work.

Thanks.

Upvote 1

Read Answer Asked by Jerry on January 11, 2024

• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.55)
  • $91.55 Cap: $42.57B
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• BMO Money Market Fund (ZMMK $49.90)
  • $49.90 Cap: $5.59B
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Q: Tax Q - Are distributions from a money market ETF like ZMMK taxed as income or dividends?

If it's income, are there any tax differences in picking the Canadian ZMMK vs BIL, which is a US name?

Upvote 1

Read Answer Asked by Patrick on January 11, 2024

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $72.01)
  • $72.01 P/E (TTM): 22.25X Cap: $188M
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• Invesco NASDAQ 100 Index ETF (QQC $41.61)
  • $41.61 P/E (TTM): 30.28X Cap: $1.37B
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• INVESCO QQQ Trust (QQQ $616.28)
  • $616.28 P/E (TTM): 30.59X Cap: $400.34B
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• iShares U.S. Industrials ETF (IYJ $155.33)
  • $155.33 P/E (TTM): 25.75X Cap: $1.72B
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Q: Would you have a recommendation to replace ZUH, which would have more growth, with the understanding that it would also be higher risk either a stock or an ETF?

Thanks for your service!

Upvote 2

Read Answer Asked by Ozzie on January 11, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $50.78)
  • $50.78 P/E (TTM): 17.68X Cap: $724M
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• iShares Russell 2000 ETF (IWM $267.79)
  • $267.79 P/E (TTM): 18.08X Cap: $76.88B
  • View IWM Profile
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Q: Hi, Can you please suggest the best way to invest in Russell2000. both Hedged and not.

Upvote 2

Read Answer Asked by Harpinder on January 11, 2024

• BMO Equal Weight REITs Index ETF (ZRE $23.40)
  • $23.40 P/E (TTM): 24.16X Cap: $610M
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Q: I took a position in ZRE, I also try to avoid office REITS and a to high proportion of retail REITS in the present market..I noticed that ZRE fact sheet shows 68% retail REITS,and no residential REIT in its sector allocation ! Among the 23 holdings, at least 9 appear to be residential REITS.Could you please indicate the "real percentage" of retail REITS and of residential REITS in this ETF.Are sector allocation % calculated from the number of REITS or by the cumulative NAV in each category?

Upvote 3

Read Answer Asked by Jean-Yves on January 10, 2024

• Invesco Optimum Yield Diversified Commodity (PDBC $14.08)
  • $14.08 P/E (TTM): 10.98X Cap: $4.80B
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Q: As per Martin Pelletier's article in the Financial section of this morning's National Post, I believe that oil (and/or oil & gas) will be a good hedge against general political and market turmoil this year. Would PDBC be a good alternative?

Upvote 2

Read Answer Asked by David on January 10, 2024

• Apple Inc. (AAPL $247.65)
  • $247.65 P/E (TTM): 34.25X Cap: $3.62T
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• State Street SPDR Portfolio S&P 500 Value ETF (SPYV $58.02)
  • $58.02 P/E (TTM): 21.68X Cap: $31.80B
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• Berkshire Hathaway Inc. (BRK.B $483.83)
  • $483.83 P/E (TTM): 15.77X Cap: $1.04T
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Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!

Upvote 6

Read Answer Asked by Grant on January 09, 2024

• GLOBAL X FDS (BOTZ $37.71)
  • $37.71 P/E (TTM): 61.6X Cap: $3.37B
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• GLOBAL X FDS (AIQ $51.90)
  • $51.90 P/E (TTM): 23.66X Cap: $7.62B
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Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella

Upvote 5

Read Answer Asked by Stella on January 09, 2024

• BMO MSCI Emerging Markets Index ETF (ZEM $28.88)
  • $28.88 P/E (TTM): 6.09X Cap: $2.28B
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• Vanguard FTSE Emerging Markets ETF (VWO $56.11)
  • $56.11 P/E (TTM): 4.24X Cap: $105.90B
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Q: Setting aside currency considerations, which ETF-- VWO.US or ZEM.CA-- is better to hold within an RRSP? (I am asking this question because I know that based upon the different ways that ETFs are structured, some have less losses based on foreign tax rules and considerations.)

Ted

Upvote 4

Read Answer Asked by Ted on January 09, 2024

• iShares Core S&P Mid-Cap ETF (IJH $70.34)
  • $70.34 P/E (TTM): 19.87X Cap: $107.42B
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• BMO S&P US Mid Cap Index ETF (ZMID $52.12)
  • $52.12 P/E (TTM): 20.43X Cap: $298M
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• Vanguard Mid-Cap ETF (VO $299.47)
  • $299.47 P/E (TTM): 23.31X Cap: $89.61B
  • View VO Profile
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Q: which of the following mid cap ETF,s would you prefer and why IJH -ZMID -VO

Upvote 4

Read Answer Asked by Ross on January 09, 2024

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $74.33)
  • $74.33 P/E (TTM): 21.63X Cap: $418M
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.87)
  • $69.87 P/E (TTM): 27.0X Cap: $13.65B
  • View XSP Profile
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.36)
  • $62.36 P/E (TTM): 19.95X Cap: $4.21B
  • View XQQ Profile
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $109.11)
  • $109.11 P/E (TTM): 26.42X Cap: $5.31B
  • View VSP Profile
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Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris

Upvote 4

Read Answer Asked by chris on January 09, 2024

Q: If a full position in a stock portfolio is typically around 5%, the portfolio would contain approx 20 individual holdings. What is the similar tactic for an etf portfolio?

Upvote 8

Read Answer Asked by Steven on January 09, 2024

• Invesco S&P 500 Equal Weight ETF (RSP $199.40)
  • $199.40 P/E (TTM): 21.93X Cap: $78.10B
  • View RSP Profile
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• Invesco S&P 500 Equal Weight Index ETF (EQL $41.84)
  • $41.84 P/E (TTM): 21.93X Cap: $1.50B
  • View EQL Profile
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• Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ $31.29)
  • $31.29 P/E (TTM): 26.85X Cap: $14M
  • View QQEQ Profile
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Q: Hello, Would you please provide your comments on EQL as a safety play (reduce MAG7 weight) to VFV? I hold a very oversized position between VFV & VOO and am looking for your recommendation for an equal weight in CA$. Could you also provide a US$ version that you would recommend?
Thank you.

Upvote 6

Read Answer Asked by Randy on January 09, 2024

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $36.07)
  • $36.07 P/E (TTM): 32.26X Cap: $1.54B
  • View ZDM Profile
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.19)
  • $48.19 P/E (TTM): 28.71X Cap: $17.41B
  • View XEF Profile
  • View Questions on XEF

Q: can you tell me 1) if there is any difference in XEF and ZDM in terms of tax efficiency and 2) which accounts are best to hold these ETFs in in terms of tax efficiency (please rank from best to worse) ?
thanks

Upvote 1

Read Answer Asked by Mary on January 09, 2024

• BMO MSCI Emerging Markets Index ETF (ZEM $28.88)
  • $28.88 P/E (TTM): 6.09X Cap: $2.28B
  • View ZEM Profile
  • View Questions on ZEM
• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $38.44)
  • $38.44 P/E (TTM): 13.94X Cap: $3.36B
  • View XEC Profile
  • View Questions on XEC
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.67)
  • $46.67 P/E (TTM): 7.49X Cap: $3.43B
  • View VEE Profile
  • View Questions on VEE

Q: can you tell me if holding VEE, ZEM, or XEC has any advantage over the other in terms of tax efficiency? Also, can you rank order in terms of which account emerging market etf should be held for tax efficiency (please rank best to worse).
thanks

Upvote 4

Read Answer Asked by Mary on January 09, 2024

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.02)
  • $72.02 P/E (TTM): 26.68X Cap: $595M
  • View XHC Profile
  • View Questions on XHC

Q: Hi,

I'm low on healthcare according to the analytics tool. I have held XHC for a few years now and it's showing just a small gain. Is there anything a bit more "growthy" or should I just add to XHC?

Thanks
Robert

Upvote 4

Read Answer Asked by Robert on January 08, 2024