Investment Q&A

Q: Looking at increasing my materials exposure over time. Mining been the focus. What CDN and US ETF's would be the best in your opinion?

Q: Hello could you tell me of any ETFs you could recommend with high interest saving for putting cash in that you are not using say in a trading account and typically what do they pay,... thanks for the great service
PS Peter will you or Ryan be on BNN anytime soon

Q: Are well managed covered call ETF(ex BMO) including Cies out of Canada , still OK to have in my nonregistered account on a fiscal point of vue( with 5-7% div.)

Q: For my USD TFSA, could you please recommend a US ETF short term bond equivalent?

Thank you.

Q: Hi Guys,

I would like to add one more eft to my balance (75%) and growth (25%) portfolio, what would be your top North American pick for a 3 to 5 year hold? I already hold Arkk 3%, Dxg 7%, Arkg 2% and Tan 3.5%. Or should I just add to one of the ones already inside my portfolio.

thanks
Jim

Q: Can you recommend an ETF that covers the green energy industry - particularly solar and hydrogen. Thanks.

Q: Hello 5i Team,

Thanks for all your excellent suggesstions/advice in the past and have made good returns.
The current allocation for ZIN in my RRSP is 3.5% and the value has increased by 25%. I was wondering if it is prudent to sell ZIN now and buy XGI so that I can DRIP and add the profits from ZIN to VUN.

Q: Hello. I am looking for an investment opportunity that aligns itself with sustainability and the environment. I am a conservative investor with a time horizon of 10-15 years. What are your thoughts on NEI Environmental Leaders Fund? Would you have other suggestions instead? ETF’s? Stock? Other mutual fund? Many thanks for your insight and guidance.

Q: Do you know an ETF focusing on North America transportation sector ... railways, trucking companies, delivery companies etc?

Thanks.

Q: Hello 5i,
I have $21,000 in XSB and the same in XLB. Should I sell these and just get ZAG or does it really matter and stay as is?

Q: Two questions:
1) I don't have much understanding of how royalties companies in general, and OR specifically, earn their revenue. Can you provide a simple explanation please.
2) Is OR a reasonable (diversified?) choice for the only gold (or "metals") exposure in a Cdn dividend-focused portfolio? I'm reluctant to buy a mining company directly. Is there an alternative ETF with equivalent distributions?
Thank you.

Q: I have CQQQ in a tax-deferred account. Given uncertainties over China-US relations (and concerns about China’s aggressive stand on Hong Kong and her claims over Taiwan) would you buy any China ETF?
If yes , would you buy KWEB or simply add to an existing holding in CQQQ ? Or would you be fine buying both?

Q: This question is on IShares North American Tech-Multimedia Networking ETF which trades on the nasdaq. (your system won't bring it up for me). It's impossible not to notice it rising nicely today (and this week) while everything else is falling. It doesn't appear to be highly liquid and so I hesitate to increase my holdings. But I'd like your opinion of the ETF.

Q: I want to build an American ETF portfolio of 5-6 ETFs that pay a decent (4%-5%) yield. I have historically bought Canadian hedged ETFs for that purpose however I think there is a possible currency advantage to be had. I have looked at many many ETF questions in the 5i ETF folder and they seem to be very Canadian based. Would you be able to suggest 5-6 US based ETFs or more if you want to add a few more.
Thanks
Norm

Q: Does it still make sense to invest in MGK (about 4% of portfolio), given all the talk about tech stocks being in a bubble? Asset allocation not a concern. Thanks, Martin

Q: Can you provide me a recommendation for both a growth and conservative (income with a little upside) etf that gets me some international exposure (Non CAD / US markets). I am overweight in CAD and balanced in US. I appreciate that most large companies are ‘global’ regardless of where they are listed so take that into consideration. I am ok owning ETF’s where the holdings seem like US based but in fact they are global CO’s.

Consideration to the MER also please. I hate paying fees!

Q: I have transferred my RRIF account from a broker and I plan to self-mange that account. The cash balance as of today is $290,000. I'm 88 years old so I need strong cash flow and/or capital gains to meet the required annual distribution. Please provide a list of stocks and ETFs that 5i would recommend for that purpose. Thanks for your valued assistance.

Q: I want to increase exposure to foreign equities within my RRSP. I currently have US$ in my RRSP account (in the US$ side of the account), as well as an existing position in XEF:CA (in the CA$ side of the same RRSP account), which I want to increase. I noticed that it is possible to buy XEF in US$ (the ticker is XEF.U:CA). Since I already have US$ within my RRSP, it would seem to make sense to buy XEF.U:CA, using my US$, and then after the trade settles, to "journal-entry" these newly acquired XEF.U shares to the Canadian side of the RRSP account (where presumably they would be re-designated as XEF:CA). My goal is to hold the XEF holding in CA$ for the long term, as I will ultimately dispose of these securities in CA$ when I begin to withdraw funds during retirement. Does this strategy for acquiring more shares of XEF make sense to you? Or is there some downside I am not considering? (The obvious upside is to be able to acquire the new position in XEF, using my existing US$ cash position, without a direct currency conversion expense.)

Ted

Q: Hi 5i Team. Question relates to trading volume on PID. I'm trying to establish a 2 - 4% position in PID for international exposure for both growth and dividends. The 2 - 4% position equates to 5,000 - 10,000 shares. I tried to place an order yesterday for 5,000 shares and only half the position was taken. If I look back at the past 30 days, average trading volume is typically ~<10,000 shares. The one exception was mid December when trading volume was ~75 - 100,000 shares. Should one be worried or concerned about this when trying to establish a position in an ETF with a AUM of ~$140M. Many thanks. Steve

Q: Can you recommend an ETF for the United Kingdom. I read I. The Globe and Mail has not done as well as other regions such as North America . Do you think a UK ETF will be good for growth? Is this suitable for a TFSA?
Thanks for your help