Q: Thoughts on this ETF please. Thank you!
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Investment Q&A
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Q: Peter,
Go on the assumption that we will be in for a period of slow and consistent interest rate increases. I am very interested in how a bond fund could possibly increase the NAV during this period. For every uptick in the rates every single holding, whether of a short or long duration loses value. Do you agree ? What could a fund manager possibly do during this period to actually increase the NAV? I guess I am interested in the tricks of the trade or is it simply grab the umbrella and hope the rain eventually stops.
Thank you
Paul
Go on the assumption that we will be in for a period of slow and consistent interest rate increases. I am very interested in how a bond fund could possibly increase the NAV during this period. For every uptick in the rates every single holding, whether of a short or long duration loses value. Do you agree ? What could a fund manager possibly do during this period to actually increase the NAV? I guess I am interested in the tricks of the trade or is it simply grab the umbrella and hope the rain eventually stops.
Thank you
Paul
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- Purpose High Interest Savings Fund (PSA)
- iShares Floating Rate Bond ETF (FLOT)
- Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
Q: What is your view on QYLD as a place to stash cash in the current market? Looking at the chart, although its unit value has dropped since inception, it seems to have held its value on a total return basis - would you agree? Any better recommendation?
Q: I have now smallish positions in these ETFs held in registered accounts. ARKG at a 40% profit ARKW at a 60% loss and ARKK at a 64% loss. Do you see these recovering in the next few months or would you sell now and look elsewhere?
Please deduct credits as required.
Many thanks.
Please deduct credits as required.
Many thanks.
Q: I am thinking of adding TXF to my portfolio, however, am not sure which account would be appropriate. Considering that most of the Tech. companies in this ETF are U.S., would that not attract a 15% withholding tax. If this is the case, then would a registered account be preferable to a TFSA.
Thanks for the great service
David
Thanks for the great service
David
Q: Can you comment on the investment merits of this ETF NANR
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Rio Tinto Plc (RIO)
- Invesco DB Commodity Index Tracking Fund (DBC)
Q: If one is to consider commodity exposure, do you have any recommendations? TECK or RIO or both? Thanks.
Q: I am looking to invest in a US REIT ETF. Do you consider the sector to be buyable right now and would you suggest some choices with a brief reasoning why. many thanks Al
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- iShares Floating Rate Index ETF (XFR)
- Purpose Global Flexible Credit Fund (FLX.B)
Q: Hello 5i
We're curious about FLX (formerly FLOT)
Held since 2018Dec it was up ~2.85% including Interest pmts at 2021Dec31
Since then it has further dropped and we are now down ~2.0% (including interest pmts)
Would appreciate your opinion whether this is due to the change in its
investment objective introduced in December, or is it more related to the market
scenario since then.
Would you recommend holding or exchange for some safer bond ETF ?
If the latter could you please provide a couple of examples
Thanks for your guidance.
Terrance
We're curious about FLX (formerly FLOT)
Held since 2018Dec it was up ~2.85% including Interest pmts at 2021Dec31
Since then it has further dropped and we are now down ~2.0% (including interest pmts)
Would appreciate your opinion whether this is due to the change in its
investment objective introduced in December, or is it more related to the market
scenario since then.
Would you recommend holding or exchange for some safer bond ETF ?
If the latter could you please provide a couple of examples
Thanks for your guidance.
Terrance
Q: What can explain the drop in the device makers?
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Aggregate Bond Index ETF (ZAG)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Convertible Bond Index ETF (CVD)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Have these ETF's in my portfolio for at least 5 years. With the current interest rates environment... keep or swap? If swap which one? What would be a better option?
Thanks for your great service
Kevin
Thanks for your great service
Kevin
Q: Please comments on Mega Uranium, many thanks.
Q: Have been holding for over a year ... XGD has done quite well lately. I am up almost 22%. Do you think gold still has room to run or should I take my profits and move into another area that has been beaten down in the recent turmoil? If so, can you give me 2-3 suggestions?
Q: Please advise as to a US listed etf focused n fang plus Msft and aapl, un leveraged only please. Thanks greg
Q: Recently started position in SMH. Read yesterday that , in addition to other current headwinds, 70 % of neon - a component in semi-conductor manufacturing - comes from Ukraine. And , while other industrial gas companies could eventually take up production , the question is how soon and at what cost.
How would you assess this as an additional negative impact on the sector ?
How would you assess this as an additional negative impact on the sector ?
Q: Are there any US total return value ETFs that you like that do not pay distributions (similar to HXS except value based) that makes sense to hold in a TFSA to save the dividend withholding tax? Can be hedged or unhedged to the Canadian dollar.
Q: For income going forward , what are your thoughts on this product at these levels.
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
- Vanguard S&P 500 ETF (VOO)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total Stock Market ETF (VTI)
Q: Hello Peter and team,
Would you prefer VOO or VTI at this time? Also, is there an etf in canadian dollars (tsx) that mimics VTI similar to xsp on tsx and SPY? Thanks very much.
Would you prefer VOO or VTI at this time? Also, is there an etf in canadian dollars (tsx) that mimics VTI similar to xsp on tsx and SPY? Thanks very much.
Q: Hi 5i What EFT's do you recommend please for:
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
Q: Could you please comment on this new fund. There is quite a difference in the price of the series and ETF, could you explain. It's not showing a dividend yet, but on their site it says it has a target distribution of 5%. Would this be an appropriate fund for an income investor, or do think just buying a few Co.'s would be better? If so which ones? What do you think of Nine Point Energy, and would you agree with Eric Nutall's comment that the party in oil and gas has just begun, despite the large gains we have seen recently? Thanks so much for your service.