Investment Q&A

Q: ICLN Any reasons for the decline over the last few days?
Thank you.

Q: On this pullback in technology, do you have favourites to target or with all the different sub-sectors of semi’s would it just make more sense to focus on an ETF? Thank you!

Q: Saw this on Business Insider. Would you be able to tell me the names of the Index Funds & the one that was up 500%?

A 27-year-old investor who's building a retirement portfolio of $2 million in 8 years shares the 3 index funds he's betting on, including one with an over 500% return in the last 10 years.

Thank you.

Q: USHY iShares Broad USD High Yield Corporate Bond ETF (not in your data base).

Is this a good time to buy a bond fund like USHY? It seems to do the same thing as HYG , has much lower MER and a higher distribution (above learned after using the comparison tool at ETF.com). Does USHY have a higher risk than HYG? Is this a reasonably good time to buy such a fund?

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Q: I am looking to park some cash in a cash account for 1 to 2 years. I am looking for income that is relatively safe and not concerned with minimized capital gains from capital gains. Your thoughts please. Thank you. If you have other suggestions for consideration,please advise.

Q: Are etfs the best way to incorporate a Japan exposure into one's portfolio? If so, which do you recommend as the best combination of dividend/growth? Thanks.

Q: IDVO , Amplify International Enhanced Dividend Income ETF (not in your data base) looks interesting. It is actively managed by Kevin Simpson who *usually* makes sense. Simpson also manages DIVO. Concentrated ETF. Question: Am I unwise to give preference to ETFs with less than a hundred companies?

IDVO seems thinly traded and hasn’t been around long. I would appreciate your insight, and thoughts, very much. Is this a good vehicle at current prices for additional diversification with a good dividend. If not IDVO, do you have a different ETF for international exposure?

Q: Peter; My 25 year old granddaughter is interested in buying gold- she’s a CA already and is now working in M&A with an accounting firm. Any suggestions as to how to “ buy” gold for her age and time frame would be appreciated. Thanks.
Rod

Q: Hi there, there are many "all in one" etfs to pick from these days. If a person wanted to have a super simple portfolio, what would be your favourite (or the best) ETF to hold to gain 100% equity exposure that would require the least amount of maintenance? I know there is XEQT, VEQT, XAW, VXC, XWD, HGRO and many more. What would be your favourite? (Does not have to appear on the ones I have listed)

Thanks!

Q: What is your favourite emerging market at this time.The one that in your opinion has the best risk vs reward potential.
What ETF would you reccomend to best take advantage of this potential opportunity. I am looking for some international diversification in my TFSA.

Thanks very much!

Q: Hi there,

The majority of my portfolio is held in XEQT. If I wanted to increase US exposure from 45% to 60%, in your opinion would to be best to layer in a hedged or unhedged US etf, considering XEQT already holds unhedged US exposure?

Thanks!

Q: Thanks for your comprehensive answer on digital etfs. I have another related question: how safe are the underlining storage companies, Coinbase and Gemini Trust?

Q: I have, unfortunately, a small amount in an Emerge ARK ETF -which has been issued a Cease Trade Order (April 4, 2023).

Do you have any information about when this might be resolved?

Q: Your thoughts on EEM? Is there a Canadian equivalent?

Thanks

Dave

Q: Could you reccomend a low cost ETF that is heavily or completely weighted in India,and also your thoughts on this country going forward as a possible growth machine going forward thank you

Q: Hi there, could you please name your favourite high-interest savings account etf for a non-registered account, with a short description of why?

What is your favourite for a registered account and why?

Thanks!

Q: Hi there,

Can you please suggest Canadian-listed ETFs for the bond portion of a long-term portfolio? I'm interested in diversification.

Thanks,

Chris

Q: Hi. I’m thinking of investing 2 to 4% of my portfolio in crypto as a diversifier: half in Bitcoin and half in Ethereum. But for a number of reasons I don’t want to invest directly myself, I’m thinking ETFs might be a good option. Have you done some research on Canadian Bitcoin ETFs and Ethereum ETFs? Which ETF for each coin would you recommend? Do you know which ones purchase the crytos directly? Or do they use future contracts, which I understand when they are rolled over causes slippage in the price of the ETF versus the underlying Bitcoin. Also, in the consideration is which one has the best MER? And final consideration which one has the best tracking error. Could you tell the best ETF for both Bitcoin and Ethereum, and why. Or are there better options in the US? Or do you think it is just a bad strategy overall?

Q: Hi 5i,
I hope you might help with my education ...
I have trouble getting my mind around the concept and basis for owning hedged vs unhedged. I know it has to do with currency valuations but beyond that I'm afraid I don't really understand it.
As a real world example to work off, I've owned TXF (the hedged version) for a long time and have noticed that it's pretty consistently been out-performed by its unhedged counterpart, TXF.B. I bought some TXF.B thinking to at least even things up and ironically since then the hedged version has been doing somewhat better.
My problem is that I really don't understand the mechanics of how it works, and why hedged is better in some circumstances but not in others - and even what those circumstances are.
I know hedging is something i should understand better, and I hope you can give me a primer, even though it's likely a pretty basic concept and also likely not that difficult to understand. I just seem to have a block and don't feel like I've grasped the concept or the important factors to consider when thinking about it.
Thanks!
Peter