Investment Q&A

Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Q: Hello fantastic Team,
Do you have a preference ZRE or DIR?
Many thanks!

Q: Good morning,

Would you invest in the Ag space( DBA-US) at this time - please provide your reasons pro or con.

With thanks.

Q: How do you feel about this laddered preferred etf as a stable income provider mixed in with some growth stocks such as (CSU, TOU, EQB, Shop and TRP) for a retiree, in this falling interest rate environment?

Q: Is there withholding tax in a TFSA

Thank you

Q: Hi team,

Could you come up with a list of « sleep at night » ETFs, with a 5-10 years horizon, ranking them from best to lowest potential growth and from highest to lowest risk ?

Please deduct as many credits as you see fit.
Gratefully,

Jacques IDS

Q: Can you suggest an ETF that will safeguard against a market correction and still provide growth if the market does not correct?

Q: Hello 5i,
ZQQ or XQQ, and why?
Many thanks!!
Cheers,
Mike

Q: Hi Peter and Team,

MIX is a recent offering from Hamilton ETFs.

Their idea is to provide an “all-in-one” core growth holding that blends growth (60% equities) with defensive/alternative ballast (20% bonds, 20% gold), and add a modest leverage boost, thereby seeking higher returns but with diversified risk.

Hamilton argues that by mixing asset classes with low correlation (equities + bonds + gold) the resulting portfolio can achieve lower volatility and smaller drawdowns than equities alone — even after applying the 1.25× multiple. For example, they cite historical standard deviation of ~10.9% for the 60/20/20 mix (before leverage) vs ~19% for the S&P 500.

They position MIX as “a strong core holding … designed for resilience through economic cycles.”

I realize that this is a very new ETF with a quite small AUM, but I’m wondering what your opinion is on the strategy of MIX, and whether or not I should add it my watchlist. Any investment in MIX would be supplemented by an otherwise balanced portfolio across all of our accounts.

As always, your insight is highly valued and appreciated.

Q: I am retired and looking for a covered call ETF for each sector. There are so many ETF can you please give me which ETF would you recommend are best to own for covered call CDN ETF for each sector.

Is there one covered call ETF that covers all the sectors.

Please deduct credit as necessary.

Thank you for your excellent service.

Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.

Q: Could I get your opinion on ZMI? Thanks Ron

Q: What are the best return Canadian dividend etfs you can recommend?

Q: Please compare MINT and BIL. Which do you like better and why? Thank you.

Q: Is the reason this ETF has declined by approximately 8% this year because of its weak sectors of the rails and telecommunications or is there something fundamentally wrong with the structure of the ETF ? I hold it in my RRIF where yield is important to me. Thanks. Derek.

Q: Could you please comment on vtv and vti for long term holding.

Thank you,
Milan

Q: I want to buy ZSP or EQL for my grandchildren's RESP. They are twins, one year old. Which would you recommend and why? Thank you for your excellent service.

Q: As a snowbird I am looking for an investment vehicle with high income paid in USD and have identified these two. I can handle some risk and a degree of leverage but it is not required. Are these two appropriate ; which would you recommend ; are there others I should look at ? Is their unit price quoted in CDN or US dollars ?
Thanks. Derek.

Q: Follow up question.

You suggested couple of US ETF for international. VXUS and IDMO is there similar ETF in CDN version.

Thanks for your excellent service

Q: We have $50,000 we want to invest and leave alone for 3-5 years. We understand there is a good chance of a market correction, and unknown market volatility the next couple years. Would you suggest putting it into an ETF, and if so, can you give us 3 or 4 names to consider?
Or, a couple sectors, with company names, to purchase shares in. Thank you.
Grant