Investment Q&A

Q: Hello 5i
I hold the above covdered call ETF's as well as at least two individual companies from each (from before I bought these). also have over 10 ETF's that are not cover call. I have 51 positions with 49 stocks. These have performed well during this period of unrest. No they do not hit the high notes but not even close to bottom notes either but steadil;y increase in value aside from the dividends. My question is: with these new covered call ETF's at 12% of my investing portfolio (not including GIC's) might this be considered too much? Each is between 1.5% and 2% of the portfolio as are most of my holdings. The dividends are great and have kept up for the last three months. These also hold great companies that I would hold if I had room (and funds to buy them!) as a value investor. Please take as many credits as required.
Thank you
Stanley

Q: Hi there.

Just a follow up to an earlier question.

1/ Do any of the HHL ETF distributions qualify for the dividend tax credit?

2/ Are any of the HHL ETF distributions subject to a withholding tax?

Thanks very much.

Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks

Q: I am always confused on days like this when Canadian oils go one way and American oils the other. I would have thought the sectors would both move mostly in tandem guided by oil and gas prices. But, not for the first time, XEG is down today while XLE is up. Why would that be? Yes, it is a bad market day, but ALL my US oils are up strongly while many of the Canadians (TOU in particular) are down. BTW, what % of a diversified portfolio would you devote to oils and gas today? Should pipelines be included in that consideration?

Q: UDIV Manulife Smart U.S. Dividend ETF Hedged TSX,CA

Would this be a good addition to a portfolio at this time.

Would you wait or buy now?

Or would you recommend something better?

Thank you.

Q: Seeking clarity on corporate class etfs. Does this structure exist using US dollars and does it exist in the US? Is there any other provider other than Horizons? Does the structure result in dividends being reinvested in the etf thus becoming taxable as a capital gain when the etf is sold and therefore not taxable as dividend income while the etf is held? So does this structure assist an investor who wishes to reduce income for tax purposes during the period the etf is held? THANKS

Q: Good Morning,

I am considering buying HHL for income in my cash account.

There are three investment options: HHL.U is denominated in U.S. dollars; HHL is hedged back into Canadian dollars and priced in loonies; HHL.B is also priced in Canadian dollars but is unhedged.

What are you overall thoughts on this ETF and which one would be best for me to buy in my cash account?

Thanks very much.

Q: Hello 5i, Could you explain what these 4 companies are about and rank them in order from best first. I just retired and am looking for one or two companies where I can sleep at night and earn some income. Thanks

Q: What is the Return of Cap. on this etf and where do I find this in future? thx

Q: Hi 5i, Is it a good time to invest in a biotech ETF such as XBI? 5 to 10 year hold. Would you wait for the markets to stabilize?

Thanks

Q: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx

Q: I own KRR in my portfolio. It is the only precious metals stock I own. My question is regarding the rising fuel costs associated with the mining process. Even if gold and silver go up a lot, wouldn't margins on producers be squeezed simply due to the rising cost of fuel?

If that is the case, would it make more sense to buy something like PHYS instead?

Thank you for all that you do

Q: Is this Etf good for a 2 -5 year hold? Thank you.

Q: Follow your balanced portfolio. I have about 15% of my portfolio in US funds. It is split with15% google and 85% vgg. Wondering if I should split my vgg with another us etf.
T Steve

Q: Hi Team,
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak

Q: For a long term income play, would you pick up any one from above ETFs today and why? thank you!

Q: I am currently managing my TFSA/RRSP funds and some money outside of registered accounts, which are largely individual stocks. With the market volatility, potential recession and war in Ukraine, I am finding it more difficult to keep on top of the individual stocks and am therefore considering going to ETF's. I am a year away from retirement but would be ok with more risk in the TFSA/RRSP's.
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie

Q: Hi Team,

Can you tell me the main differences from a composition standpoint between the two etfs and which you would prefer for a long term hold ?

Thank you

Q: A question about ZRE in the 5i Income Portfolio. I would like to add more real estate to my non-registered account at Questrade. Would it be an accounting hassle to hold ZRE in a non-registered account or would Questrade automatically calculate the ACB? Or would it be best to hold TCN and/or other Canadian real estate holdings that would receive a dividend tax credit?
Thanks!

Q: I'd like to buy tech now as I feel prices are stabilizing, but don't have enough US cash to buy balanced number of individual names. Is there an ETF you would recommend that has the larger US tech names that I can buy?