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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 Team I have not invested in Bitcoin but I am interested in BITI as a hedge as I see Bitcoin falling off and suspect it may the winner on a race to the bottom. I placed a small order and was flagged that there may be MER charges. So 2 questions. Is an inverse Bitcoin pure speculation or a plausible hedge. Are MER charges on ETF's normal? I would also like your recommendations on hedges that may be soflen a downturn....up to 3 questions now!
Read Answer Asked by Robert on January 18, 2022
Q: I have been a holder of this ETF for many years. It has done well. However, I note the recent sell off is quite violent. There was a previous correction early fall last year and, of course, it fell with the market in spring 2020. But this recent selling is somewhat unsettling given that I cannot understand what may be the reason, if any, for it. I can’t see how interest rates or any of the plethora of current concerns could affect a water based etf so significantly.
Your advise as to your thoughts on the recent weakness would be much appreciated. I am thinking that if there is no apparent reason for the draw down, given the etf performance history, this may be a good time to add.
Thank you
Neil
Read Answer Asked by Neil on January 18, 2022
Q: I'm looking to add a US Equity ETF that trades in Canada for a non-registered account with a 1-3 years hold. I like the profile of VTV (.04% MER, low volatility, holds large US value companies with $95 billion total assets, pays a high yield 2.15%). I'm unable to find anything that trades in Canadian dollars that fits that same profile. What would you suggest? Thanks
Read Answer Asked by Richard on January 18, 2022
Q: Hello 5i,
Thank you for your excekkent service and advice.It appears that 5i does not have concerns about holding SDIV for revenue. As a 76 year value investor with emphasis on dividends, some growth (LSPD, LNF) for the next ten years are there any caveats to buying this at about $12.62? I realize that there is little growth with a history of returns much less than peers but with much higher dividends.
Stanley
Read Answer Asked by STANLEY on January 18, 2022
Q: My question is regarding the posted returns of ETFs and Mutual Funds. I thought I read, years ago, that MF returns included the dividends for anything over 1 year...for example, for 3 and 5 year returns. For the posted 1 year return or less, they were without the dividend.

In my RBC Direct Investing, it is quite clear....it states the "unrealized capital gain". So I take that number, divide by the time I've owned the security...then add the annual dividend to get the Total Return/Year.

So, can you please clarify whether the standard practice is to include or exclude the dividends in the posted annual returns?

Thanks....Steve
Read Answer Asked by Stephen on January 18, 2022
Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.
Read Answer Asked by Nimish on January 17, 2022
Q: I am extremely low in International and US stocks, I would like to have an ETF for each that I can put in either my RRSP or TFSA. I know you have mentioned in the past that you like IWO for small caps, is that still the case or is there a better choice.
Thanks for all the excellent help
Read Answer Asked by James on January 17, 2022
Q: What Canadian ETF would you recommend that follows the S&P 500 index. Of your top choice please suggest a hedged and unhedged ETF and which would you recommend, hedged or unhedged. Is your recommendation solely based on the ETFs MER. Thanks … Cal
Read Answer Asked by cal on January 14, 2022
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