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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: I have reviewed materials on small to mid cap ETFs using such sites as ETF.com, ETFtrends.com and other. Question: in current market conditions, what US-listed ETFs, if any, would you buy today:
1. Small cap or mid cap ETFs? If you faor either or both , which ones do you suggest? (I dislike, or have doubts about, IWO which is in your model).
2. Would you prefer a mix of small and mid cap ETFs over (1) above? If yes, which ETF do you like that covers both small cap and mid cap? (US only)
3. *IF* you are in favor of small cap or mid cap (or a combo) at this time would you favor value over growth? In your answer kindly suggest what if any ETFs would be suitable. (US only).

Read Answer Asked by Adam on February 08, 2022
Q: I am looking to diversify to more reasonably valued markets. I already own North American and European stocks / ETF's. So I want to increase my Emerging markets portfolio weighting. I own VWO (heavy Chinese component) and also ZID, so I would like even more diversification in S.E. Asia.

You've recently answered a question about EWY and mentioned how reasonably priced it was. Would EWS also be good value right now (i.e. P/E, P/S) ? Is 6% the correct dividend yield for that ETF, and are there any taxes withheld if it is part of one's RRSP ?
Read Answer Asked by James on February 08, 2022
Q: I recently asked a question about infrastructure funds and your team suggested IFRA as an ETF option (because I was just asking about one fund). Based on this and some further digging on my part, I am thinking of splitting the funds between two infrastructure ETFs i.e., IFRA and PAVE. Do you see any issues? Thanks again.
Read Answer Asked by Danny-boy on February 08, 2022
Q: Hello 5i,
These three make up the fund portion of a senior's portfolio. All of these have a US focus. Can you suggest 1-2 ETF's that would compliment these three with more diversification and some balance. Nothing risky; 5-year horizon.

And should the TD mutual fund be replaced with an ETF with lower fees?

Thanks for your guidance.
Read Answer Asked by Robert on February 08, 2022
Q: I am contributing to my RRSP. I have a maxed out TFSA and also have a non-registered account. I am trying to stay fairly diversified in terms of sector. (and am happy with that mix currently). What I would like to do, is focus on the US in my RRSP for tax considerations. My US exposure is currently low.
Questions: Can you suggest some ETFS or Index Funds that take advantage of the tax situation and are favourably priced right now? Should I contribute to the RRSP in $Can or $US? Is there an advantage to either? 5-10 year time frame.

Thank you for your great service!
KEN
Read Answer Asked by KEN on February 07, 2022
Q: Hi,Concerning dividend tax credit on CDN Cies for an ETF in a non-registered account : What happens when this ETF includes a mix of canadian and foreign Cies : do we still get the tax credit on dividends for the canadian portion of this ETF ?
Read Answer Asked by Jean-Yves on February 07, 2022
Q: You have previously answered my question on Japan ETFs (large cap; small-mid cap). I own EWJ:us and FLJP:us , an ETF you recommended to me when I asked you about EWJ. (FLJP:us is still not in your data base). Japan has me more puzzled now than ever. Several financial commentators insist that Japan is good value; that many small-mid caps trade below the cash values on their balance sheets. I stayed with my Japan ETFs because of such comments and blurbs in financial media. I now have doubts about Japan and certainly no longer trust the “trade below cash value” comments. I recently visited medical equipment companies in Tokyo and Osaka, but one trip is no basis to judge if an economy— or even just one sector— is on an upswing. Additionally, Japan’s stock markets have had false starts since the 1990s.

Would *YOU* keep holding Japan ETFs, and why please? (Diversification would not be sufficient reason to hold, in my case).
Read Answer Asked by Adam on February 07, 2022
Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.
Read Answer Asked by Benjamin on February 07, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David Michael on February 07, 2022
Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.
Read Answer Asked by Ronnie on February 04, 2022
Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.
Read Answer Asked by Adam on February 04, 2022
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