Investment Q&A

• Bitcoin Fund The (QBTC)
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• 3iQ Bitcoin ETF (BTCQ)
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Q: Should I convert my closed end fund QBTC to the etf - BTCQ under the conversion privilege ending May 31?
I see it will be on a NAV to NAV basis but is there any advantage if this is periodically offered? Daily vol on QBTC is higher so is this the better trade?
And what is the current NAV for each?

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Read Answer Asked by Jeff on May 25, 2021

• BMO Canadian Dividend ETF (ZDV)
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Q: If ETF’s don’t report quarterly earnings then how do the Net Asset Values grow and the share price. Unless I am mistaken and they do report earnings.

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Read Answer Asked by David Michael on May 21, 2021

• iShares U.S. Transportation ETF (IYT)
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Q: What Canadian ETF would you recommend for Transportation stocks?

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Read Answer Asked by James on May 21, 2021

• iShares Global Agriculture Index ETF (COW)
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Q: What Canadian ETF offers exposure to agriculture?

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Read Answer Asked by James on May 21, 2021

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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Q: Hello 5i,

We have GOOGL and AMZN are in our TFSA's but they are too expensive to add and we do not want to sell. We are retiring and will not have excess funds to add to these positions in a TFSA.

Can you recommend an ETF that has high content of Goog (15%+) and AMZN 10%+) that can be purchased in an RRSP? We do not need AAPL and MSFT as we have VGT?

The other option is may be to purchase GOOGL and AMZN in our USD RRSP though we would prefer an ETF for diversification.

Thank you for you help.

Debbie and Jerry

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Read Answer Asked by Jerry on May 21, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY)
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• GLOBAL X FDS (BOTZ)
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Q: Are there any Artificial Intelligence ETFs that you find interesting at this time? Thanks.

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Read Answer Asked by Theodore on May 21, 2021

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• Evolve FANGMA Index ETF (TECH.B)
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Q: Hi 5 i
Any thoughts on this new etf
Thx
Gerry

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Read Answer Asked by Gerry on May 21, 2021

• VanEck Rare Earth/Strategic Metals ETF (REMX)
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Q: can you recommend some ETF`s or stocks, in Canada or US, that cover rare earth metals

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Read Answer Asked by Howie on May 21, 2021

• iShares S&P/TSX Capped Materials Index ETF (XMA)
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Q: What Canadian ETF would give me exposure to material stocks?

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Read Answer Asked by James on May 21, 2021

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard Global Momentum Factor ETF (VMO)
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Q: Hey there! I'm 29. I have my RRSPs maxed out in index funds, TFSA maxed out in more growth companies (many of your picks and US growth stocks). I'm about to sell my rental property and should have about $100,000 in cash to invest. Looking to grow the money as much as possible, and then turn it into an income source. Will be working for another 2-3 years in a high paying job and then will work part time and pursue other interests and live off my investments. Any ideas on how to invest these funds?

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Read Answer Asked by Danielle on May 21, 2021

• ARK Innovation ETF (ARKK)
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Q: Your views on ARKK or any other ARK etf's....
our views on investing these etf's VS a generic S&P 500 etf ?

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Read Answer Asked by HARRY on May 21, 2021

• Global X Emerging Markets Equity Index Corporate Class ETF (HXEM)
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Q: Hi Team,

What are your thoughts about adding to emerging markets right now for a long term core position?

Thanks

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Read Answer Asked by Keith on May 21, 2021

• Vanguard S&P 500 Index ETF (VFV)
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• Invesco S&P 500 Equal Weight Index ETF (EQL)
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• Invesco S&P 500 Equal Weight Index ETF (EQL.F)
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Q: For a 10+ year passive hold of approximately 25% weighting of total equities investment (mix of registered and non-registered accounts), do you see an advantage of holding EQL vs a straight S&P 500 index like VFV including taking into account the fees differences. And for non-registered accounts- CAD hedged or non-hedged?
EQL feels a little better to me even with the fee but maybe I'm overthinking this one. Thank you.

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Read Answer Asked by Jordan on May 20, 2021

• BMO Canadian Dividend ETF (ZDV)
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• BMO US Dividend ETF (ZDY)
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• Purpose International Dividend Fund (PID)
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• Dynamic Active Global Dividend ETF (DXG)
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• Vanguard Balanced ETF Portfolio (VBAL)
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• Global X Balanced Asset Allocation ETF (HBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: Greetings once again and my continued thanks for your steady hand. Can you please suggest an array of balanced fund or high grade dividend fund etfs which can give me exposure to Canada, USA and the rest of the world, in roughly equal portions. KIndest regards, Al

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Read Answer Asked by alex on May 20, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Do you know if there is an ETF that holds LSPD and SHOP along with many of 5i's favourite IT stocks?

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Read Answer Asked by stephen on May 20, 2021

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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Q: Hello 5i,

Can you recommend an ETF with GOOG and AMZN as the main stocks (minimum 12%-15% of each) and lower amounts of other FAANG stocks (no more than 5%) as we have VGT.

Thank you.

Cheers,

Debbie and Jerry

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Read Answer Asked by Jerry on May 19, 2021

• Global X Europe 50 Index Corporate Class ETF (HXX)
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• BMO Europe High Dividend Covered Call ETF (ZWP)
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Q: Hi,
What is the view on Europe. I have ZWP for long and want to move to HXX to get the upside . Is there any better option for playing European recovery .

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Read Answer Asked by manish on May 19, 2021

• JPMorgan Ultra-Short Income ETF (JPST)
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Q: I have USA cash sitting in USA account. Any place I can collect a little interest? Thanks for all your advice over the years Harry

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Read Answer Asked by harry on May 19, 2021

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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• Harvest Healthcare Leaders Income ETF (HHL)
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Q: What Canadian ETF would you recommend for exposure to Biotech?

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Read Answer Asked by James on May 18, 2021

Q: For ETFs with smaller AUM (like some Canadian ESG/SRI etfs) what is the most you would invest in that fund. For example would you be comfortable investing $100K in a fund with $10M AUM? Would you look at some other metric or just stay away from smaller funds all together?

Thanks!

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Read Answer Asked by Dennis on May 18, 2021