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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: Can I ask your opinion on the new NIXT - Research Affiliates Deletions ETF?

I listened to an interview with Rob Arnott and the thesis of taking advantage of an index quirk makes a lot of sense at first glance.

Thank you!
Read Answer Asked by Greg on September 16, 2024
Q: Hello 5i
Do you know of an ETF that tracks the TSX30?
Thank you
Dave
Read Answer Asked by Dave on September 13, 2024
Q: This one year new ETF holds around 100 US small caps and tries to select the most profitable in the field thus ideally removing what many experts lament as the main issue with holding broadly the Russell 2000 namely the large number of high debt unprofitable companies therein. Would appreciate your view on the strategy, the managers, and the holdings of this ETF and of course any other comment. Thank you.
Read Answer Asked by Ken on September 13, 2024
Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter
Read Answer Asked by Peter on September 13, 2024
Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris
Read Answer Asked by chris on September 12, 2024
Q: I am curious what you would recommend a retiree with regular monthly pension invest their non-registered funds without chasing unrealistic high yield such as with leverage and CC unless you don't see their risks as unreasonable. Thanks
Read Answer Asked by Steven on September 12, 2024
Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?
Read Answer Asked by James on September 12, 2024
Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L
Read Answer Asked by Paul on September 11, 2024
Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?
Read Answer Asked by Randy on September 11, 2024
Q: As a retiree with no pension, I am a dividend oriented investor, and over the last couple years have acquired some of the high yielding covered call ETFs. The yields are often twice what one could get without the covered call, and the ROC helps with OAS clawback. However, there seem to be more and more of these ETFs popping up, which makes me wonder - how big is the options market relative to the options trading by these funds? Now obviously they don't sell/buy options on all their holdings, but is there any chance they could end up basically betting against each other? Who are the major players in options trading? Do you see any problems with the proliferation of these funds, here or in the US?
Thank-you
Read Answer Asked by grant on September 11, 2024
Q: HHLE (Harvest Healthcare Leaders Enhanced) is classified as "diverse", Yes, it is an ETF but it holds only healthcare companies and no industrial, yet it split between HealthCare and industrial. It is not included in the healthcare profile as a percentage of holdings. This put healthcare lower than it should be. Can this be adjusted or does HHLE deserve to be split between healthcare and industrial?
Read Answer Asked by STANLEY on September 11, 2024
Q: Is there an ETF or other listed vehicle to access the TMX 30?
Read Answer Asked by Kim on September 10, 2024
Q: The Morningstar report on NXF is really a downer citing weakness in management for lack of experience and the process of leaning toward larger and undervalued companies as well as overweighting in yield paying companies and those paying dividends and buying back shares. Hey, isn't that a GOOD thing? If I wanted caution I would be buying bonds. As I read this report the question is should I heed this comment or stay with NXF as it is? From 2020 it ranged from $6.80 in 2022 to $5.80 nowt to me it seems appropriate in my well diversified portfolio.
Read Answer Asked by STANLEY on September 10, 2024
Q: Good Day 5i,
I have been following semiconductor companies in China. Their growth is very impressive. As an example, of the 68 companies latest financial reports, 40 reported over 50% growth. This is largely fueled by internal legacy chip demand, a huge market lost by US sanctions.
Which leads to ask how to invest in the Chinese markets?
Many thanks, Yan
Read Answer Asked by yanyl on September 10, 2024
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