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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'm looking to invest the majority of my money into an all-in-one 80/20 asset allocation ETF, such as VGRO, XGRO, ZGRO or HGRO. Aim is to set-it-and-forget-it.

What does 5iR recommend?
Read Answer Asked by Garth on July 15, 2022
Q: Hello,
I am trying to understand how Horizons S&P 500 Index ETF tracks the index. At the moment I'm typing this message, the S&P 500 sits at 0% daily change, SPY at -0.03% while HXS is at -1.09% and HXS-U is at -1.08%. Why do we see such significant deviation from the index in $3.5B ETF with very high trading volume and close spread between bid and ask? Thanks.
Read Answer Asked by Michael on July 13, 2022
Q: I have a question regarding the distributions for XIU, XIC and XAW. According to Morningstar these ETFs are close to 100% equities, yet it looks like interest income can make up a sizable component of the yearly distribution. I would have thought most of the distributions would be from dividends. Any information regarding this would be greatly appreciated. Thank you so much!
Read Answer Asked by Barbara on July 13, 2022
Q: If you had to pick 4 ETF's as a core of a portfolio. What would they be? US listed ETF's are ok.

1- Can Equity
2 - US Equity
3 - International Equity
4 - Bond
Read Answer Asked by Joe on July 13, 2022
Q: Always looking for return, it seems with the euro almost or at parity it might be an opportunity to put a modest amount of cash into the euro at this time. Do you consider this a good idea or is there a stock or ETF that would do the benefit the same from a future growth point of view?

Peter
Read Answer Asked by Peter on July 12, 2022
Q: Can you recommend one or more etf's that would provide exposure to the health industry including medical devices, genomics, biotech, big pharma etc. Covered call etf's in these sectors would also be of interest. Thanks
Read Answer Asked by Ian on July 12, 2022
Q: I am wondering about the Hamilton ETF offerings and if they may offer a benefit when markets ever "turn the corner". I know it is impossible to time the markets. Could you comment on these few points:
- Will these slightly leveraged products provide extra torque over the base holdings, dollar for dollar, when markets are rising?
- Is slow buying a reasonable option or with leveraged products do we need to look for a clear bottom and changing market sentiment so the leverage doesn't also leverage any ongoing declines?
- Do covered call products provide any downside protection when markets are well off of a growth phase and could slide further?

Thank you!
Read Answer Asked by Marilou on July 12, 2022
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?
Read Answer Asked by Ian on July 12, 2022
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!

Read Answer Asked by Marilou on July 12, 2022
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.
Read Answer Asked by Don on July 11, 2022
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
Read Answer Asked by paul on July 11, 2022
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