Investment Q&A

Q: What are your thoughts on HURA, it looks like it wants to go? Thx James

Q: Good morning,

I know this might be an odd question, but hear me out.

What are your thoughts on taking a more dynamic approach with one's cash allocation in a portfolio to enhance yield? I know there are tax and trading cost implications with the following, but aside from these, what are your views on moving cash towards the end of each month, prior to the ex-dividend date, to a covered call fun like HHL, and then sell just after the ex-dividend date and keep in cash until the end of the next month. A fund like HHL appears to have "some" price volatility (of course), but also a yield approaching ~ 9%. It seems that by taking a more active approach to one's cash, and moving it in/out of HHL monthly to coincide with monthly cash distributions, might make some sense. So long of course as you are prepared for the fact that there is ample scope for capital gains/losses that you would otherwise not have if you were to hold just a GIC at ~ 5%.

Q: When deciding what to hold in a non-registered account, is it more important to maintain adequate exposure to the US with something like VUS, or to keep the dividend tax credit with a CDN option like CDZ or XEI?

Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx

Q: Hi 5I,
Regarding El-Annons question on JEPI actual dividend rate, For future reference where does one find the actual dividend that these guys, and maybe others ETFs, actually payout,
I was fooled by the dividend rate posted on brokers site,, it also says 10.2 %
Thx

Q: What bond funds are the best to invest in right now for the long term? Currently I hold ZAG.TO and CVD.TO. Should I continue buying them? I would prefer a higher dividend than what the ZAG gives.
Thank you!

Q: Income account needs some diversification. Was looking at REITs and pref's. In today's environment which would be your favored ETF's for income and some possible growth? Thanks Ron

Q: This has now been around for a couple of years, and I was wondering if your initial comments could be updated to include your evaluation of how they have fared. In particular, are there any "red flags" that appear?
Thanks! ... Paul K

Q: Have a -36% small position in an RRSP. Thoughts on possible replacement.
Thank you.

Q: Hi- retired investor.
Bought these a while back for fixed income and am down 8% and 10% respectively. Could you explain why these have decreased while bond yields have increased?
Should I dump these and just convert to a 5% GIC or is there a light in view?
Thanks
Jeff

Q: I currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.

Thanks
Brian

Q: Could you give me some examples of the "Fat Coupon Bonds" that David Roseberg" referred to on BNN yesterday?
Could MTF be included? Thanks, JAMES

Q: In the past you have recommended Voo as an us s&p ETF now it seems to be spy. What is the difference?
Thanks

Q: Hi folks. You mention today that the yield is only 6.8% but I see 10.21 %? What am I misconsruing ?
Thankyou

Q: I’m looking for a global fund, primarily green with medium risk. Would appreciate 4 or 5 names in order of preference.

Something similar to Mackenzie Greenchip Global Environmental All Cap A

Q: RRSP US dollar : any recommendations please for a US ETF equivalent to a cash saving account + optimal interest (accepted by RBC ) ,since in canadian accounts RBC and TD do not trade CASH,PSA ETFs,but accept trading HSAV and MNY .

Q: Have a small position in ZQQ and an almost full in HXQ. For an RRSP which would be your choice of those 2? or another?

Q: Hi 5I
I want to make sure I understand the effect of management fee and management expense ratio MER, on an ETFs dividend yield.

For example looking at ZWB the indicated dividend yield on my brokers site is listed as
Div - 7.64%,
MER -0.72 %
Mgt fee - 0.065 %

Is the stated dividend 7.64% the amount received after all expenses are paid or do you subtract the fees to get the actual dividend received?

thx

Q: what can you tell me about this company ….On the Rbc investing site and the 5i site the yield is 73/75%….

Too good to be believed ?

SAFE?

Reliable enough to add a position to an income portfolio?

Q: From a global perspective would you favor European, US or international stocks/EFTs to invest at this time ? I would like to diversify my portfolio a little better and therefore sell some Canadian ETFs and purchase European, US and international ETFs .
Thank you . Miroslaw