Investment Q&A

Q: Hi 5i,
In regards to XEI and VDY ETF's.
I looked at their T3's for the last couple of years using the CDS services site
and found that: XEI seems to consistently have ROC and for VDY it is inconsistent from year to year. These are supposed to be Canadian equity income ETF's so why do they pay a portion of their distribution as ROC? Can you help explain why this might be happening to other ETF's?

Q: Does it make sense to park some money from fixed income CVD to TD, which is close to 52 week low, and move it back to CVD, if and when TD shares have moved up.

Q: Hello:

Wondering if TXF is beaten down enough to provide a good entry point. Is there a better ETF for similar exposure in CAD?

What are 5i's thoughts on HHL for weathering the next year or two with possible recession and general market uncertainties? I expect healthcare may see less volatility but would like your perspective, please.

Thank you for your great service!

Q: Is there any issue with withholding taxes and holding XBAL in a RRSP?

Thanks,

Joe

Q: Do you know if there is a ROC which is included in the yield?

Thks

Q: I currently hold investments in Fidelity Balanced Income Private Pool and Franklin Quotential Diversified Income. I will be transferring the funds from these mutual funds to ETFs with lower management fees. Please provide a list of 5 suitable ETFs and rank them from 1 to 5. Thank you.

Q: 5-I,

What is your opinion on ETF that are not cap weighted? I am looking for one that covers the S & P but may have reduced volatility if for example the FANG stocks were not such large component? Are there any other ones that would cover outside North America as well?

As a side comment I hope the membership really appreciates how valuable it is to have a service such as 5-I in times like these. The answers are thorough , very specific and absent of spin, from a highly educated and experienced source.

Paul

Q: With global recession concerns and uncertainty of energy supply to certain European countries, especially Germany, would you sell holdings in HEDJ (hedged to USD) and EWG (unhedged) ? Or would you hide under the bed and ride out the storms? These (along with Japan and Korea) were added in recent years to add diversification ). Under current conditions the proceeds could be deployed in the US markets where selling seems at least a tad overdone. The latter would dilute diversity in portfolio. What would you do? Take advantage of current US markets or leave investments spread out in the dismal markets in Germany and other regions.

Please do include your BRUTALLY frank opinion on the assumptions I have made (implicit in the question). Your frank opinion please (*BE* rude... please)

Q: Hi, could you tell me why this Covered call ETF would not be availed to purchase as a Market Order, it says it's only available for Limit orders or Stop order, thanks?

Q: Hi 5i,
Do you know where one might find several years worth of MFRP's for Canadian listed ETF's? I can find last years and current year but no others.
I am interested in seeing how the sector allocations have changed over the last 5 years for VDY.TO and XEI.TO ETF's. Hope you can help.

Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.

Q: Do you see any upside for this ETF in the year or two.

Q: SOXQ What would be your suggestion(s) of a proxy for a tax loss sale of this ETF?

Q: Hi team. About a year ago I sold out of ZAG and replaced it with ZST. This has worked well as ZAG dropped about 16% while ZST was relatively flat. I would have thought that with rates still rising, ZST would be a safer place to be but I have heard a number of recommendations on BNN and elsewhere that it is time to get back into longer term bonds. I have noticed that the share price of ZAG has been turning up recently. Is it time to switch back into ZAG?

Q: Dear Peter et al,

Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)

With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!

An impressive bounce in ARKK , almost 10% makes me ask this question.

Q: Thoughts on xcs at current levels? Is it a good time to chip away or are we too early in the cycle?

Q: What are your thoughts on IQLT in this current environment? It does have a heavy weighting in Europe. Are you presently concerned about further deterioration of the European economy ?

Without trying to make this a question about market timing, would it be best to wait to add to one's current holdings? I am close to the desired weighting, but would like to top it up when things appear to be close to being at their worst. Wouldn't we all like to buy at the bottom ?!

Q: Just curious your thoughts on getting tech exposure. Could you please provide your preference (not individual names) on a basic etf like TEC or the covered call strategy? Pros and Cons of each one if you could please.

Q: What would be safe bond ETFs with decent dividends for the next 2 or 3 years.

Q: Hi 5i Team - Could you provide a couple (or more) ETF's related to the NASDAQ, with a long term horizon in mind. In particular are there any that reinvest their dividends rather than distribute them to their investors. Also what are the tax implications of reinvesting rather than distributing. Is there an ETF that covers all the listings on the the NASDAQ itself. Thanks.