Q: I am interested in your thoughts on the Canadian bank mean reversion ETF's. Do you prefer them to the regular bank ETF's? Any recommendations for the ones you like best.
Thanks,
Chuck
Thanks,
Chuck
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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: Hi Peter and Staff
A while back you recommended this as an ETF with a very low mer . I believe the MER was .1 of 1%?. I have two questions
1. Is this an actively managed ETF or just an index replica based on market cap of the stocks owned?
2. For RESP's just starting out, is this a good way to gain the health care allocation as opposed to picking "the winning horse" due to trading fees ?
Thanks for all you do
Dennis
A while back you recommended this as an ETF with a very low mer . I believe the MER was .1 of 1%?. I have two questions
1. Is this an actively managed ETF or just an index replica based on market cap of the stocks owned?
2. For RESP's just starting out, is this a good way to gain the health care allocation as opposed to picking "the winning horse" due to trading fees ?
Thanks for all you do
Dennis
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Eli Lilly and Company (LLY $1,025.28)
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Pfizer Inc. (PFE $25.06)
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Health Care Select Sector SPDR (XLV $151.83)
Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?
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BMO Covered Call Utilities ETF (ZWU $11.42)
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BMO Equal Weight Utilities Index ETF (ZUT $26.11)
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iShares S&P/TSX Capped Utilities Index ETF (XUT $32.80)
Q: I notice that utility ETF are in the low range of 52 weeks.Considering interest rates and economic context ,is it a good time now to invest in utility ETF (or even in utility covered call ETF in order to limit the present volatility ) ? any ETF suggestion ?
Q: Hello
.Assuming an investor had a equally weighted NA Portfolio (25% each Index from 1993 to present : (TSX DJI Nasdaq S&P) . the annualized return combined and each respective decade was > 10.5% !!
Who needs to be a stock picker !
Would this have been possible back in 1993 ... IE where there Index Funds or ETFs with suitable MERs ? #investingiseasy
.Assuming an investor had a equally weighted NA Portfolio (25% each Index from 1993 to present : (TSX DJI Nasdaq S&P) . the annualized return combined and each respective decade was > 10.5% !!
Who needs to be a stock picker !
Would this have been possible back in 1993 ... IE where there Index Funds or ETFs with suitable MERs ? #investingiseasy
Q: What ETF would you recommend for a 1st contribution to a RESP? Long term, medium risk. I don t think it s worth buying individual companies at this stage in view of the small amount and to properly diversify. Thank you
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iShares S&P/TSX Capped Financials Index ETF (XFN $72.88)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.46)
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iShares S&P/TSX Capped REIT Index ETF (XRE $15.50)
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Health Care Select Sector SPDR (XLV $151.83)
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Consumer Discretionary Select Sector SPDR (XLY $230.89)
Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?
Please recommend your favourite ETF for each on the TSX unless it's only available in USD.
Would the beaten down USA sector (eg. XUU) be part of your thinking?
Please recommend your favourite ETF for each on the TSX unless it's only available in USD.
Would the beaten down USA sector (eg. XUU) be part of your thinking?
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iShares Diversified Monthly Income ETF (XTR $11.74)
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Fidelity Asset Allocation Private Pool Ser F8 (FID374 $10.45)
Q: Hi 5i
For income and some growth, I continue to hold Fidelity Asset Allocation Private Pool Series F8 (374), in a corporate account. It is the only investment in the account. I have two questions.
1) In your opinion is this still a good choice?
2) Could you suggest an alternative to replace part or all of FID374?
Thank you, Bill
For income and some growth, I continue to hold Fidelity Asset Allocation Private Pool Series F8 (374), in a corporate account. It is the only investment in the account. I have two questions.
1) In your opinion is this still a good choice?
2) Could you suggest an alternative to replace part or all of FID374?
Thank you, Bill
Q: Are there any Chinese ETF,s that U would recommend at this time? Or is India better, although I dont much trust either country. I would look at India recommendations as well.Thanks, James
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.69)
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BMO Covered Call Canadian Banks ETF (ZWB $23.64)
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BMO Covered Call Utilities ETF (ZWU $11.42)
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BMO Equal Weight REITs Index ETF (ZRE $21.79)
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iShares Convertible Bond Index ETF (CVD $18.05)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.97)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.08)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.63)
Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).
Are there any others that don't have much overlap with the above that you would recommend?
Are there any others that don't have much overlap with the above that you would recommend?
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iShares Russell 2000 Growth ETF (IWO $312.12)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.85)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.24)
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INVESCO QQQ Trust (QQQ $608.86)
Q: Hi Peter,
Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?
Thanks
Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?
Thanks
Q: It Looks like India is booming what etf you would recommend Also Grren Energy is the future Is It time to buy any stock for grren energywhich)or it is too early?
Q: what would you recommend as a US IT ETF
Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.
Q: I am considering investing some money in the Chinese market. Can I please have your thoughts on Baba and the two ETF's noted. as well what is your overall opinion on investing in China?
Q: Can you please suggest the best Canadian equivilents to PDBC and DBC and or other ways to play commodities preferrably through etf's in Canada to avoid complicated year end tax issues. Thanks for your help.
Q: I am using this high interest savings account (about 4% ) to hold money for RRIF (monthly)withdrawals. if I am correct there is no trading fee as with PSA etc. Is this the best way of managing this issue?
Thanks for your help Tom
Thanks for your help Tom
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.09)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.63)
Q: In these times where the financial health of companies are being put to the test, are bond funds like XHY, which hold 60% BB grade bonds and 30% B grade bonds, something that a wise investor should be pulling out of?
Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.
Q: Wondering…..what would be your recommended route for investment in battery metals … stocks, ETFs ?