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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.

Q: Could you please commended a Japanese index ETF? Both David Rosenberg and Warren Buffet have mentioned Japanese equity market will be outromanced. Just wondering if it's good timing to invest in that market.

thank you,
Read Answer Asked by Kiwi on May 18, 2023
Q: Not having a lot of personal expertise in U.S. small caps, I thought a closed ended fund or index ETF might be the way to add some U.S. small cap exposure. Can you comment on the value of Royce Micro Cap Trust or the Russell 2000 for 5-10% of an otherwise reasonably diversified portfolio?
Read Answer Asked by David on May 18, 2023
Q: Hello, what Canadian ETFs would you recommend for US or global smallcaps? I would prefer ETFs with daily volumes higher than 10k per day. Thanks.
Read Answer Asked by Martin on May 18, 2023
Q: For a newly retired conservative investor, can you please recommend some good overall ETFs?
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.
Read Answer Asked by Lois on May 17, 2023
Q: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!
Read Answer Asked by george on May 17, 2023
Q: I have stayed away from bonds but recently I think it's time to allocate some funds to bonds. I have holdings in VANGUARD ALL-EQ ETF PTFL (VEQT) and VANGUARD GL VAL FACTR ETF (VVL) and would like to divert these funds into all-in-one ETF funds with 60-40 equity-bond funds. What do you suggest?
Read Answer Asked by Gary on May 17, 2023
Q: ZPR or ZMI - which could be a better long term hold in a TFSA?
Thanks
Read Answer Asked by steve on May 17, 2023
Q: I'm interested in investing in several ETFs that use the covered call strategy to protect from downside pressure on their prices. I'm attracted to the high monthly distributions that some of them pay. Understanding there are disadvantage to this strategy if the market. turns up, please suggest 4 or 5 ETFs that you believe have a good chance of holding their value or increasing it while maintaining their distributions going forward.
Read Answer Asked by Les on May 17, 2023
Q: Hello 5i team,
I'm thinking of increasing my position in ZWU in my TFSA. It pays a big distribution of 8.39% at the moment, and is trading near its 5 and 10 year lows. As utilities have been beat down by rising rates over the past year, would you expect a recovery in the unit price as central banks reach their "terminal rates" and look towards reducing rates in 2024? My understanding is that calls are not written on all of the fund's holdings, leading me to think there is some upside in the unit price if/when utilities recover, in addition to collecting an outsized yield. Is my thesis correct?
Thank you!
Read Answer Asked by Brian on May 17, 2023
Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.
Read Answer Asked by Kevin on May 16, 2023
Q: Hi Peter, Ryan, and Team,

Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.

In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.

Would you buy some HEB at this time?

Thanks as always for your valued perspective.

Read Answer Asked by Jerry on May 16, 2023
Q: What will happen with the emerge etfs now that their registration has been suspended . . . from a stock holders position . . . Can we expect to recover any of our investment.
Read Answer Asked by Barrie on May 12, 2023
Q: Could you tell me the difference between these ETFs and would you suggest having just one or all in ones portfolio. Currently I have ZPR in a margin account. I have some room in a TFSA; I'm wondering if I should leave that for my Reit ETF - ZRE as I'm moving away from growth toward income. Why are they all down right now? Is it a good time to buy or is it best to wait? Thank you!
Read Answer Asked by Pat on May 12, 2023
Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.
Read Answer Asked by Heather on May 11, 2023
Q: Did you happen to read the article in today's Globe & Mail "Don’t be seduced by the juicy yields of covered calls " by Dan Hallett?

I have recently invested in HDIV and HYLD just for those juicy yields produced by the covered call stratagey. Now I am second guessing this idea tempting as the yields are.

What are your thoughts?

Thank you as always for your input.

David
Read Answer Asked by David on May 11, 2023
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