Investment Q&A

Q: With U.S. Treasury yields on the rise, is this a good time to buy this U.S Treasury focused ETF? Also, looking forward, and assuming a higher for longer scenario for interest rates, that are at a peak now, and will stay there for a couple of years, what would your outlook be for this ETF? Is the yield sustainable at a targeted 10%, or might it rise in the short term? Thanks. Will

Q: MY ERROR ! I asked the question ... "I have recently come across some US covered call ETF's offering +10% returns on ES Bonds. Sorry, don't have the ticker. They are on streaming platforms and flash by before I can write then down. Can you comment on the danger of such an investment, the stability of the dividend as interest rates are certain to shift. Thanks ! " BUT, I meant to type US (not ES). SORRY. Please deduct a few additional questions due to my typo.

Q: With the sell-off and resultant higher yields on bonds, what are a few bond ETFS that I might consider as a short term park for money in registered accounts. Maybe there are bonds I could buy? They are hard to get some times on my bank platform: CIBC Investors Edge.

I have not owned any bonds for a very long time. Prefer dividend growth stocks.

Q: My TD Waterhouse account used to show a calculated yield based on the current price of UMAX and HMAX but for some reason shows no yield for UMAX and 10.8% for HMAX now ...... Yahoo Finance isn't much better . And the Hamilton website shows 13% and 15.5% no matter what the ETF price is ..... So the first question is what is the calculated yield for both at today's price ? And second what would be the unit price for my targeted entry point of both 14% and 14.5% for UMAX { still making up my mind on UMAX entry price } .... and 16.5% for HMAX ? With rising rates hurting utlities and banks in the doghouse I'm inclined to think I might get those entry points .....

Q: Hey Guys,

- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?

Thanks,
M

Q: Hi what would be your choice for a U.S. small Cap momentum ETF
Gord

Q: I own TDB977 (US Blue Chip) and TDB645 (Science & Tech) which both had a very bad 2022. These really underperformed the rest of the market and I'm considering a change to an ETF for each category.

For TDB977, change to:
a) ZSP
b) TUED

For TDB645, change to:
a) ZQQ
b) TEC

Can I get your thoughts on the changes? Thanks.

Q: Hi 5i,
Does Zwb pay dividend in US or canadian dollars? ....Looking at stock information using TD web broker.... it shows dividend as $1.35 US or 11.03 %....does this number seem correct to you... Where would you recommend searching for this type of info?
thx

Q: Dear 5i,
Many experts are suggesting that Bonds are very attractive right now because of the high yields.
Can you please suggest some Canadian bond ETF's and Mutual Funds that one might want to do further research on. In your opinion what duration range represents a sweet spot that might offer attractive total return within 3 years.

Q: Good Morning ,

Could we have your opinion on this new listing from Harvest. Also do you see their risk evaluation as accurate (medium-low). Thank you.

Q: If I am strictly interested in income, is there any reason to buy a GIC at 5.75% when I can get 13 to 15% from umax and hmax distributed monthly? Also are these products fairly safe over the long term. Thx, James

Q: I would like to add S & P 500 Vix to my watchlist.
What is the prefix or symbol to use.

Q: Bought zwu at 10.79. Is there a chance of a rebound here or a sell. Have a fairly large position in bir. at average of 8.45. Your thoughts. Have no dfn. your opinion on this stock surviving. thanks

Q: Hello Peter and company,

With XLB hitting a new 52 week low, should I continue to take a long term view that yields will eventually be lower? I took a position in January and not sure weather to add, sell or hold. I have a 4% position with the reminder in the balanced portfolio and cash.

Thanks for the great service,
Angelo

Q: Peter; I’ve read the replies on both- what is the difference between the two - XCB seems to have performed better over the year. Thanks.
Rod

Q: Could you recommend this or any other canadian ETFs that is mostly invested in reset preferred shares of canadian companies.

Q: Is there any difference in tax treatment between VFV and ZSP in a TFSA?

Q: Goood Morning.
I beleieve peferred shares have been sliding into an interesting buying oportunity. I would like to find and etf or mutual fund that is mostly in the rate reset category. I know of CPD.CA but I believe this one is mostly regular preferreds. Any ideas?
Thank you.

Q: Good morning, Is it a good time to invest in US corporate bonds? What would you recommend to get through these turbulent times in the market?

Q: I think there may be some confusion about my previous question re VFV and also a question posed by umedali.
I may have misunderstand, but you seem to imply that VFV would undergo double taxation (withholding) because it is an etf that holds another etf. Is that what you mean by a “second level” of tax?
I am not sure this is correct. The etf being held by VFV would be U.S. domiciled, which would not be subject to tax on the dividends it receives from U.S. companies. However, VFV, being Canadian, would be subject to tax on the flow through of dividends to it from the underlying etf. Then, after this, the dividends should flow through to a Canadian holder without further tax, since it is from a Canadian listed etf. So only one round of taxation. Unfortunately, they call it “level 2” taxation in that link you provided, which is about the most ambiguous label they could have possibly come up with.
As far as I can tell, double taxation would only come into play if the underlying etf held by VFV itself held foreign securities (ex European stocks).
Apologize if I’ve got this all wrong, it’s not very clear on the Vanguard website imo.