Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Vanguard Consumer Discretionary ETF (VCR)
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Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

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Read Answer Asked by J on February 23, 2022

• BMO Canadian Bank Income Index ETF (ZBI)
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Q: What can you tell me about this ETF. Specifically in regard to holdings dividend etc.

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Read Answer Asked by Scott on February 23, 2022

• Vanguard Retirement Income ETF Portfolio (VRIF)
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Q: How much influence do rising rates have on the share price of this ETF?
Thanks

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Read Answer Asked by Curtis on February 23, 2022

• iShares MSCI India ETF (INDA)
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• iShares S&P India Nifty 50 Index Fund (INDY)
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Q: Hi Everyone one at 5i! Me again with one more question..... is there an ETF listed in North America, that covers the Indian Tech Market??? Thank you for you help!! Tamara

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Read Answer Asked by Tamara on February 22, 2022

• 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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Q: XIT is a capped technology ETF. How often is the ETF holdings rebalanced ? With the recent downfall of SHOP, Yahoo Finance still shows SHOP at 27.7% of XIT but Morningstar at 14.1%. Who is right ? Good day.

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Read Answer Asked by Denise on February 22, 2022

• VanEck Gold Miners ETF (GDX)
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Q: Hi Peter, which Gold ETF would you choose and why?
SGDM Sprott Gold Minders ETF
or
GTDX Vaneck Gold Miners ETF
Thanks
Ron

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Read Answer Asked by Ron on February 22, 2022

• Horizons Enhanced Income Energy ETF (HEE)
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Q: Horizons have quite a few high yield enhanced etf's.Hex,Hep,Hea etc-what do you think for a income investor -are these sustainable ?

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Read Answer Asked by terrance on February 22, 2022

• Invesco KBW High Dividend Yield Financial ETF (KBWD)
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• iShares U.S. Broker-Dealers ETF (IAI)
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Q: HI, would you pick IAI over KBWD or take some exposure to both? I recognize these are not apples to apples and I'm seeking one or both or an alternative to add US financial exposure.

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Read Answer Asked by Jacques on February 22, 2022

• Amplify Cybersecurity ETF (HACK)
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• iShares Cybersecurity and Tech ETF (IHAK)
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Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?

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Read Answer Asked by DAVE on February 22, 2022

Q: With a larger capital (3-5 millions) is it acceptable to manage only with ETF or is it clearly preferable to build a portfolio with individual stock ?
Thanks for your work.

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Read Answer Asked by Martin on February 22, 2022

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Q: I'm considering getting some HXQ after its fall related to incipient interest rate hakes. In your view is it too early for bottom fishing the NASDAQ?
Thanks

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Read Answer Asked by richard on February 22, 2022

• Invesco DB Commodity Index Tracking Fund (DBC)
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Q: Good Morning Team,
On long Risk/Reward for 3 years & 2% for witch commodities US ETF you will buy
CMDY, COMT , CCRV or a better name in your opinion.
Thanks

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Read Answer Asked by Djamel on February 20, 2022

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: With safety and capital preservation in mind, which corporate or gov’t bonds etf, if any, would you recommend in this rate increase environment and explain briefly why. Thank you!

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Read Answer Asked by Pierre on February 18, 2022

• Vanguard Balanced ETF Portfolio (VBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: For a mutual fund, do you think the CIBC balance index fund managed by Jacques Prevost is a good overall fund for a conservative investor? Reported returns of 6.7% for 5 and 10 years. Mer of 1.22%. I noted 25% allocation to financials. It’s in my wife portfolio and she was looking for advice. Any comments would be appreciated. Thank you!

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Read Answer Asked by Pierre on February 18, 2022

• Miscellaneous (MISC)
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Q: Hi, Thanks for all the great advice. What would happen if an ETF or mutual fund (or the organization) becomes insolvent? Would the investor's holdings segregated in some way? Would it be safer to hold the actual securities in a CIPF covered brokerage account rather than an ETF of stocks or bonds?

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Read Answer Asked by Steven on February 17, 2022

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: I have used hfr to park cash for several years. With rates about to rise I want to park some additional cash there but wondering if there is/are other short-term note etfs you can recommend for comparison.

Thanks very much.

Mike

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Read Answer Asked by Michael on February 17, 2022

• BMO Real Return Bond Index ETF (ZRR)
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• iShares 0-5 Year TIPS Bond Index ETF (XSTP)
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Q: What do you think of this new ishares TIPS ETF? What is the yield? Does it have a place in a long term portfolio?

Please let me know if you prefer this or ZRR.

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Read Answer Asked by Chris on February 17, 2022

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Following up on my previous question.

Why do people buy bonds when interest rates seem to go up?
Is it still possible to have an interesting return?
If so, can you explain the mechanics?

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Read Answer Asked by Serge on February 17, 2022

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: If one was to initiate a postion in XHY today, what is your best guess the rising rate enviroment we are likely going to be in will effect the unit price say in the next year or two? I'm thinking the drop in unit price could be more than the juicy 4.94% dividend, on the plus side more bond exposure lowers the volitility overall.

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Read Answer Asked by Charles on February 17, 2022

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Increase iShares US High Yield Bond ETF (XHY) to 5.0%
Trade Rationale - With the equity markets continuing to see volatility, we are adding to XHY for some fixed income diversification and to enhance portfolio yield.
Can you enlighten me a bit more about this buy. XHY has been going down for a while. Thank you.

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Read Answer Asked by Serge on February 16, 2022