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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: Dear 5i,

I am considering purchasing either PGF860 or PGF260 for my RIF and TFSA accounts.
Morningstar describes both as Global Small/Mid/Cap equity mutual funds but, PGF860 appears to have much fewer holdings. May I please have your thoughts on these two funds and whether they might be good considerations for my two different accounts. Might one be better suited for each account?
Thanks for the terrific service!
Read Answer Asked by Ian on February 03, 2021
Q: Hi group looking to purchase the following ETFs - QQQJ, PAWZ, IPAY ARKG, Also what ETF do you recommend for data processing. please rate the others listed . Is it fair to say you prefer individual stocks instead ETFs ? if so why thanks for your help
Read Answer Asked by Terence on February 03, 2021
Q: If I buy:
ZWC ((BMO CDN HIGH DIV COV ETF) for Canadian exposure and income,
ZWS (BMO US HIGH DIV COVER ETF) for US exposure and income, and
ZWE (BMO EUROPE HI DIV COVER CALL HEDGED CAD) for European exposure and income,

that will give me about 7%+ income and exposure to about 120 very decent world wide companies. As a retiree, would I need to do anything else?
Read Answer Asked by Elizabeth on February 03, 2021
Q: Hey guys, PSYK

Your thoughts on this etf, psyk for a tfsa account.

Thanks,
Jim
Read Answer Asked by jim on February 03, 2021
Q: Several years ago your team helped me build out my sons (2) RESP accounts. The stocks have all done well growing approx 55%. THANK YOU! My oldest is finishing year one of university and my youngest will start in 2.5 years. It’s a conservative portfolio of stocks with 30% in interest bearing instruments. I have enough now for both of them so (my) common sense says move all to capital preservation - interest only vehicles. Do you agree and if so, can you recommend anything I can lock into for 2 ish years?
Read Answer Asked by Don on February 02, 2021
Q: Good Morning
In my wife,s riff she has the following etf,s VCNS VBAL VGRO all a small position. What would your opinion be to sell all 3 and buy XAW to make a more significant position and also to help increase her international exposure?

Thks
Marcel
Read Answer Asked by Marcel on February 01, 2021
Q: Hi 5i,

XTR's January distribution looks like its gone down to $0.04/unit rather than $0.05. I can't find any info on it, wondering if any of your tools allow you to see - did they reduce the distributions permanently going forward or was Jan a 1-off?

If permanent, that would bring yield down to approx. 4.5%. I've got a sizable position in this for my retired mother, who lives off dividends and interest. Can you suggest a comparable ETF with slightly better yield? I've liked XTR in general as its pretty diversified, lots of bonds, has held very steady over time (yes I know a lot of return of capital too)...its been good for a retiree portfolio to pay groceries and property tax...

Thanks!
Ryan
Read Answer Asked by Ryan on February 01, 2021
Q: I am interested in investing in the Chinese market particularly in the technology and internet sectors. What would be the best way to invest. It can either be in US or Can $. Also I have a Chinese stock, SMIC, a overcounter stock that is being delisted, how can I convert to the HK stock as I would like to stay in the stock.
Thanks
Read Answer Asked by Joanne on February 01, 2021
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