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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: Dear 5i
The above noted ETFs are the ones i commonly use in my RRSP , TFSA and non registered accts .
CDZ and ZLB are used for CDN content and the rest for US content.
I believe there is probably some redundancy in these and was wondering which ETFs could be left out .
Which ETFs would you use for RRSPs , which for the TFSAs and which for the non-registered acct .?
Thanks
Bill C
Read Answer Asked by Bill on May 25, 2022
Q: I am currently down over $35K in SPY and would like to crystalize capital losses as I feel we are nearing the bottom. I understand that selling SPY and buying VOO would be deemed as an artificial loss by CRA, so I am wondering whether you can recommend another, less obvious replacement with high degree of correlation to SPY? Ideally, a USD-traded one. Thanks.
Read Answer Asked by Michael on May 24, 2022
Q: Hi there, ARKK has dropped very dramatically - about 75% to 80% from all time highs. I believe the 2000 .com bust had a similar fall in terms of percentages. In your opinion, has ARKK bottomed out here? Do you think it's time to finally start buying in the $40 to $45 price range? Lastly, do you see comparisons in buying ARKK today, similar to buying oil in March 2020 after oil went negative and XEG etc collapsed? Thanks!
Read Answer Asked by Michael on May 20, 2022
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
Read Answer Asked by JR on May 19, 2022
Q: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?

Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.
Read Answer Asked by Denise on May 19, 2022
Q: I have held JEPI thinking that in a bear market, or any down market, JEPI should do better than SPY or RSP. Is this in fact correct? The decline in JEPI seems about the same as the decline in SPY. I am however not sure. In comparing charts, even premium sources I have access to do not footnote whether or not distributions are taken into account. I also cannot tell from JEPI’s history what portion of distribution is in fact return of capital.
Read Answer Asked by Adam on May 18, 2022
Q: Is there an ETF or fund that I can purchase that follows the Canadian Venture Index?
It has been beaten up so much that I would like to nibble at it, but I haven't been able to find a venue.

Bill
Read Answer Asked by Bill on May 13, 2022
Q: Dear 5i team.

Can you help me understand the chart for CBO? Looking at the long term, it seems to be in a downward trend, even over 10 years? I assume this was caused by declining interest rates over the past 10 years? With raising interest rates, at what point does this turn back into a positive trend? Even with the past few months with rates starting to rise, it's been in decline. Is there a lag in closing out old positions and starting new ones with a higher yield? Just trying to understand roughly at what point this starts to look like a good entry point.

Many thanks for your help.
Read Answer Asked by Arthur on May 12, 2022
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