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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: Please give me your thoughts on the above. The first two are ETFs , and that to me means covering more than one crypto currency ? Could you elaborate on this and what they cover as an ETF ? Their mer's = 1%. What is the diff. between QBTC and QBTC.U and is there an mer on these ? If you were to buy Bitcoin in a TFSA, would it be one of these or would you recommend another one that might have lower management fees. Looking at these 4 on the stock market today, QBTC is up 2.76% while the 2 first ones are up less than 1% ? I certainly like a 2.76% daily increase ! Thanks for any info.
Read Answer Asked by Frank on March 25, 2021
Q: My fixed income portfolio currently consists of HBB, XBB,XCB and XSB. Is this diversified enough or do I need some international and US bonds?
Read Answer Asked by Joe on March 25, 2021
Q: As a follow up to my question on fixed income, would you suggest I hold both XBB and CBO or pick one and if so, which one please? Similarly, hold both SHY and TLT or choose one and which one?

Thanks.
Read Answer Asked by Gregory on March 25, 2021
Q: I have reviewed these two ETF for Healthcare sector allocation using CDN funds and wonder what 5i’s preference would be between the two and why your preference. My Healthcare sector currently is made up with small caps GUD and WELL and the 13% or so of VFV and VIG ETFs
Read Answer Asked by Elizabeth on March 25, 2021
Q: Hi 5i
A question was recently asked concerning the "return of capital" required to support the high distributions of FHI.

What percentage is required for HHl,and LIFE ?

What is long term net effect of "return of capital" on the share price of these funds? Does it continue to fall?

Does it ever get to a point where all or most "capital" has been returned ?
Just looking for very general understanding if return of capital is good or bad.... or maybe not an issue?
Thx
Jim
Read Answer Asked by jim on March 25, 2021
Q: I plan to retire in the next few years and have in mind to replace employment income with dividends. I have moderate to high risk tolerance. What dividend generating index funds or ETFs do you recommend to be in each of the following. My funds are split as noted below.
RRSP: 70%
TFSA: 10%
Cash account: 20%
Read Answer Asked by Michelle on March 24, 2021
Q: Hi Peter,

Would you put new money into this ETF ARKK following the recent sell-off? This ETF has >22% in three companies ; TSLA, SQ and ROKU all of which are quite volatile names so this ETF could go either way depending on the market, right? Looking for growth, medium to high risk, 5-10 years hold.

Thanks in advance.
Read Answer Asked by K on March 24, 2021
Q: Hi Guys,

I am retired and is looking for recommendations for 10 US and 10 CDN core stocks. Also an ETF or two for ex North American exposure.
Thank you
Read Answer Asked by Junor on March 23, 2021
Q: Do you have a recommendation on the best ETF idea with a growth focus over the next 15 year span to hold within an RESP? Starting with a small amount of capital so a single purchase that will be added to over time is pefered - otherwise would just copy your excellent growth portfolio!
Read Answer Asked by Jeff on March 23, 2021
Q: I hold XIT in both my RRSP and TFSA and have done very well owning it. Over the years I have trimmed multiple times, redeploying into NTR and Eric's NPP314 (oil). I bought SJR.B in January (in my TFSA), fully intending for it to be a medium term hold and have started to trim it this week.

My plan now with the cash is to add back to XIT, but my reading seems to indicate that there may be more volatility in the Tech sector. Just wondering what your crystal ball shows? When I look at the chart for XIT, I see support levels at roughly $43, then $38. I know this is a "timing" question, but do you see further Tech weakness, and if so, where would you step back in.

Thanks for your help....Steve
Read Answer Asked by Stephen on March 23, 2021
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