skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom
Read Answer Asked by Thomas on March 16, 2021
Q: Lately I've noticed a lot of people on Fintwit commenting about the market switching from growth to value. A lot of them seem to be bullish on IWN. I already own IWO, and have enough cash to also buy IWN. If we are moving from growth to value, would IWN outperform IWO? Is there a big difference between them?
Read Answer Asked by Ed on March 16, 2021
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
Read Answer Asked by Peter on March 15, 2021
Q: Hi 5i,

BUZZ [VanEck Vectors Social Sentiment ETF] invests in stocks of USA AI-selected stocks with the most positive sentiment from online sources (i.e. social media, news articles, blog posts, etc.) -my summary. ~ 5-Year Performance: S&P500: +95%, NASDAQ: +182%, BUZZTZ: +234% -my calculation.

This makes me pause; recent article are doubtful this performance can continue; what are your thoughts? Thx.
Read Answer Asked by Paul on March 15, 2021
Q: Can I get your take on this US ETF. It seems to have out-performed all the other smallcaps this year. I have some money in it and am thinking of increasing my holding here.
Read Answer Asked by John on March 13, 2021
Q: This is more a comment about covered calls. I invested in a few of the covered calls in October 2017 primarily for the income. A larger percentage of the investment was in the BMO Canadian Covered call and when it was purchased the TSX was at 16,000 and the unit value was approx 20.00. Now the TSX is at 18, 837 and the unit value is $17.46. The energy stocks in general are still down about 10% compared to October 2017 however the banks that the ETF holds are around 20% higher. The downdraft in March last year was painful but I needed the income so I did not sell any of the BMO covered calls. Most of them are still lower except the US ETF. I do expect that over time the stock market will continue to rise (as it has over the last 100 years) and I will get back to what I paid for the ETF's however my story shows how these work with a major downturn in the market.
Read Answer Asked by Bradley on March 13, 2021
Q: I heard that silver may continue its resurgence in 2021.
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
Read Answer Asked by JEFF on March 12, 2021
Q: I only have a few small holdings in the tech section of my portfolio and would like to have your advice whether I should
A. Invest in the following companies: PLUG DSG ABCT CTS or
B. Just buy a combination of XIT and TEC.
Best regards Steve
Read Answer Asked by STEVE on March 12, 2021
Q: I am looking to take a small position in semiconductors and noticed your response on ranking QCOM, AMD, MU and NVDA (and liking all of them). Would one of the above ETFs be a reasonable means of participating in the sector? Your thoughts and suggested recommendation would be greatly appreciated. Thanks.
Read Answer Asked by Danny-boy on March 12, 2021
Q: Hello 5i,
It was suggested that I switch from XLB, XSB, and VEE to ZAG and ZEM which I did. Lately I have seen on the daily watch report that XSB, XLB, and VEE are again mentioned as suggestions in many instances over the past few weeks. Should I switch back or maintain my positions in ZAG and ZEM?
Read Answer Asked by STANLEY on March 12, 2021
Q: Hi!

I've heard a lot of people suggest that Europe's various stock markets are better value than the U.S. market, but that Europe hasn't implemented nearly enough stimilus to help drive growth the way the U.S. has. Do you think Europe is attractively valued and if so would this be a good time to start building a position in an ETF with a European focus? Can you suggest a couple of potential ETFs for exposure to Western Europe?

Thank you!
Jason
Read Answer Asked by Jason on March 11, 2021
Q: Of the above Canadian dividend ETFs, which one do you think has the best diversity and investment strategy for a very long-term hold? CDZ seems to have the highest 3-year return, followed closely by VDY, but the latter ETF seems high on the financial services at 59%; not sure how VDY determines their allocations.
Thanks!
Read Answer Asked by Grant on March 11, 2021
Q: Further to my earlier question about ZST and HFR, I don't think you have addressed the issue. The l0yr average total return for HFR is practically 25% more than for that for ZST. (as per your references). They are both ultra-short bond funds but their behaviour is vastly different. Why?
Read Answer Asked by richard on March 10, 2021