Investment Q&A

Q: What are your thoughts about XSMC as an alternative to XSU in a non-registered account?

Q: Looking into your crystal ball which of these 2 etfs might grow better in the next few years?

Thanks

Q: What unhedged C$ S&P500 etf do you recommend?
Following up on my recent question.

Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you

Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C

Q: Hi Peter
please comment on the new EFT DXR Dynamic Active Retirement Income + ETF.
When reading up on the fund the net assets are low, taking advantage of lower borrowing rates, the fund can use a moderate amount of leverage to generate additional income.
Is this a good strategy?
When the fund gets enough assets, would you recommend it for a RIF/RRSP for a long time hold (10 years).
Thanks Ron

Q: Looking forward, with yield and stability in mind, how would you rank these three ETF's? Thanks as usual, great service.

Q: Good Morning Peter & Team,

Can you please a recommendation for a U$ ETF with a good dividend, reasonable MER & some growth.

Thanks for all you do

gm

Q: Hello Folks:
I feel because of increasing demand for green energy, specifically EV batteries, the future may see increasing pressure on scarce mineral resources required for this shift. I do not do ETF's, however perhaps one specializing in a range of metals for this industry would be sound strategy. I could move a portion of our tech. money this direction.
What do you think of this idea and do you have suggestions of suitable equities?
Thank you for your great service
brian

Q: I have Canadian cash to purchase an S&P 500 index etf in a non registered account with no immediate need to withdraw any funds. Please explain the differences and advantages/disadvantages of using an etf that is hedged or non hedged C$ versus converting to US$ to buy the index? What are your favourites of each? Which approach do you recommend using now?

Q: Hello 5i Team
I am researching Bitcoin ETFs and it appears there are four ETF trading in the Canadian market (CI Galaxy Bitcoin ETF; Evolve Bitcoin ETF, Ninepoint Bitcoin ETF; and Purpose Bitcoin ETF).
Questions I have are:
1 – Are there any other Bitcoin ETF available in Canada?
2 – Do Bitcoin ETF trade in the US market or are Bitcoin ETF in the USA waiting for SEC approval?
3 – All four Canadian listed ETF trade in both Canadian and US dollar versions on the TSX – which is the better version to purchase and why?
4 – What are the Assets under management for each ETF (as of end of day June 04)?
5 – What would be your ranking of ETF to purchase?
Thank you

Q: Hello 5i team,

I'd like to say I enjoy this first class product. The questions obviously are one of the pillars of this service. Offering fantastic insight and vision for all who read.

Looking for confirmation and guidance.
Without specific weights etc is this a sound plan to stick to longterm?

Non registered account is now growing and will be holding CDN stocks.
Former holding was XIC

RRSP is in USD and holds VTI and VXUS
I like the currency diversification and funds. And norberts gambit reduced the cost.
I also pay into an employer matched pension.

TFSA growth stocks in both CDN and USD
I am looking at mid to longterm ETF'S for growth. Without regard to sector etc.
My portfolio is balanced.

My selections are:

SMH
VTWO
BOTZ
MTUM
IWO
QQQJ
ARKK


Could you please rank these in terms of your conviction on success. If one stands out and comes to mind that isn't here please add it.
I would like to add 2 funds.

Thank you very much.

Q: Dear 5i,
Regarding the MOAT ETF traded on US exchange.
I like their selection methodology and performance.
Can you offer some similar ETF's that might be available on our Canadian exchange.
I'm afraid I have not been able to find any comparables.
thanks

Q: Good day may I have your thoughts on JEPI etf please.
Thanks again

Q: Over the weekend, financial press reported that “ President Joe Biden on Thursday blacklisted more Chinese companies from U.S. investment, expanding and clarifying a ban introduced last fall.” This adds more companies that the U.S. says have ties to China’s military complex.

Based on this update would you sell all holdings in Chinese companies and especially ETFs such as CQQQ other? Or would you say this has already been discounted by investors such that now would not be a good time to “dump” possibly good companies? Although I normally look for nuance in answers, on THIS question, more than just a hint would be much appreciated (We understand that you do not study CH companies in detail).

PS: As of midday, CQQQ is about flat (down only half a %; BABA down 1.3% but that could be due to other things, including general weakness in tech

Q: Since the yield of this fund is way higher than normal fixed income products, and uses hedging to mitigate downside risk will this a strategy work in reducing real risk long term as the fund only has a one year history

Q: Peter,

I am comparing VT vs. XWD.

VT- one yr return 44%- - U.S. $$
XWD- one year return 27% Cdn $$- measures MSCI

Both are global investments but huge differences in return. I am assuming the strengthening CDN $$ hurt XWD performance. My question revolves around VT. Their site says it is a passive investment but does not mention the indexes it actually duplicates. Is someone actually choosing the investments in VT or are they simply covering certain indexes? If so, what are they?

Thanks

Paul

Q: Good morning,
Q1. Is it reasonable to assume that ZEB ETF's total return would be the same as that of holding each of the individual bank stocks in the exact same proportion as in the ZEB ETF minus the MER (0.60%) + or - the tracking error?
Q2. Given, that the relatively high MER (0.60%) of holding ZEB, would it be better over the long run to simply own 2 or three of the best big banks and if so which two or three banks would you recommend buying and holding for ever.

Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks

Q: please tell me where I am going wrong :

SCHP:US has an indicated dividend of $0.2664 paid monthly.
$0.2664 x 12 = $ 3.1968 annual dividend.
3.1968 / 62.00 (June 03 closing price) = 0.05156 x 100 = 5.156 % yield.

Both TMX and your data provider show a yield of ~ 2.98%

thanks for clarifying.
Terrance