Q: If you wanted to replace CVD in a portfolio that resembles the income portfolio, would you reinvest in the other current securities or would you replace it with another security? Secondly, what would would you consider replacing it with that would give you better tax treatment, for one who is relying on the portfolio almost entirely for retirement income?
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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.
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Fidelity Greater Canada Fund Series F (FID1646 $32.43)
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AGF Global Select Fund Series F (AGF808 $61.03)
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Mackenzie Global Environmental Equity Fund F (MFC5786 $31.05)
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Manulife Yield Opportunities Fund Series F (MMF4624 $8.47)
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Manulife U.S. Monthly High Income Fund Ser F (MMF4638 $11.56)
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Manulife Monthly High Income Fund Series F (MMF683 $12.54)
Q: Would you be able to provide me with suggested EFT equivalent (or similar) to these Mutual Funds?
Thanks
Thanks
Q: Could you give me the current assets for NNRG and NPP314?
For CRA, I guess these 2 are the same ?
Thanks a lot.
For CRA, I guess these 2 are the same ?
Thanks a lot.
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.04)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.06)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.78)
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Harvest Healthcare Leaders Income ETF (HHL $7.05)
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State Street SPDR S&P 500 ETF Trust (SPY $707.55)
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Vanguard Balanced ETF Portfolio (VBAL $38.02)
Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers
Cheers
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers
Cheers
Q: US Natural Gas price are very depressed and I'm looking at a fund called US Natural Gas Fund (UNG). If natural gas price go higher, I assume the fund price should increase. I would hold the fund for a few months and expect to make money if US Nat Gas prices are higher when I sell. However, my question is .... is UNG a fund like HOU where the price being reset everyday and someone could hold the fund for a few months and could lose money even if the US Natural Gas goes price. Thanks MMD
Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?
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Meta Platforms Inc. (META $659.92)
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NVIDIA Corporation (NVDA $198.94)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $181.03)
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Invesco S&P 500 Equal Weight ETF (RSP $202.13)
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Super Micro Computer Inc. (SMCI $26.76)
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Arm Holdings plc (ARM $202.67)
Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks
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Amazon.com Inc. (AMZN $255.48)
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Costco Wholesale Corporation (COST $1,012.00)
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Intuitive Surgical Inc. (ISRG $479.88)
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Booking Holdings Inc. (BKNG $175.47)
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Eli Lilly and Company (LLY $919.38)
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Walmart Inc. (WMT $132.16)
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lululemon athletica inc. (LULU $142.62)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.58)
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Vanguard Health Care ETF (VHT $273.03)
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Vanguard Consumer Staples ETF (VDC $229.69)
Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
Q: Hi team,
Following your response on TXF, what are your views on MAGS-Q ?
Otherwise, what is the best ETF for growth containing the Magnificent Seven ?
Gratefully,
Jacques IDS
Following your response on TXF, what are your views on MAGS-Q ?
Otherwise, what is the best ETF for growth containing the Magnificent Seven ?
Gratefully,
Jacques IDS
Q: Are there any good ETFs that hold both VRT and Eli Lilly?
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iShares Russell 2000 Growth ETF (IWO $354.51)
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Global X S&P 500 Index Corporate Class ETF (HXS $100.51)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.06)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.78)
Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.
Q: One of your recent articles had mentioned the a portfolio containing equal weights of the twenty largest companies on the TSX outperforms the overall TSX by a significant margin. I'm curious if you know of an ETF that would represent this concept. Thanks!
Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw
Miroslaw
Q: I'm interested in investing in some small cap ETFs in the US. I have now decided on the two above noted ETFs. Considering that these are investments in small cap companies how you compare them for both potential risk and growth. Thanks
Mike
Mike
Q: Saw a recent Q/A regarding water ETFs and you did not mention CWW. Owned this for around 8 years and up 88% not including small dividend and satisfied. Put it on chart with PHO and FIW and see it underperforms. Any need to switch?
Thank you
Steve
Thank you
Steve
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Meta Platforms Inc. (META $659.92)
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Microsoft Corporation (MSFT $415.69)
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ARK Innovation ETF (ARKK $76.35)
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ARK Genomic Revolution ETF (ARKG $29.66)
Q: Hey guys,
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Q: Good morning,
Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.
ZSP and SMAX....Is there a lot of overlap or can one own both?
Thanks
Jimmy
Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.
ZSP and SMAX....Is there a lot of overlap or can one own both?
Thanks
Jimmy
Q: Can you explain the difference in yield from different sources. eg USCL.TO pays .23 per momth which yields a forward looking annual yield of 13.4% based on todays price of 20.60. The 5I portfolio tracker comes up with the same value. Yet RBC Direct investing shows 7.8% and Yahoo Finance 6.5%. I suspect the former is forward looking and the later two historical. This seems to be a trend with ETFs especially new ones.
Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?
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Xylem Inc. New (XYL $121.40)
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American Water Works Company Inc. (AWK $135.26)
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Invesco Water Resources ETF (PHO $69.79)
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Invesco S&P Global Water Index ETF (CGW $65.77)
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First Trust Water ETF (FIW $108.52)
Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.