Q: I came across this etf, CTA, that follows a trend following strategy. What are your thoughts on this? Is it a good way to diversify one's portfolio from both bonds and equities?
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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: Hi Team,
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards
Q: Good Morning
In response to Gord's question on November 2, 2022 you indicated that the yield on CASH is 4.29%. My discount broker shows a dividend of $.84 yielding 1.67% and the closing price was $50.12.
Can you please clarify.
Thanks
In response to Gord's question on November 2, 2022 you indicated that the yield on CASH is 4.29%. My discount broker shows a dividend of $.84 yielding 1.67% and the closing price was $50.12.
Can you please clarify.
Thanks
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Wheaton Precious Metals Corp. (WPM $176.71)
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VanEck Rare Earth/Strategic Metals ETF (REMX $86.60)
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MP Materials Corp. (MP $57.59)
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Can you suggest any Canadian companies or an ETF that may benefit from this.
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Mega Uranium Ltd. (MGA $0.57)
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Energy Fuels Inc. (EFR $25.78)
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First Uranium Resources Ltd Com (URNM)
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Global X Uranium ETF (URA $49.15)
Q: Please comments on mega Uranium and Efr, sell or hold?
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Miscellaneous (MISC)
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State Street Financial Select Sector SPDR ETF (XLF $48.96)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $82.67)
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State Street Health Care Select Sector SPDR ETF (XLV $147.08)
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State Street Technology Select Sector SPDR ETF (XLK $138.13)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $110.55)
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State Street Utilities Select Sector SPDR ETF (XLU $46.79)
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State Street Materials Select Sector SPDR ETF (XLB $48.52)
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State Street Energy Select Sector SPDR ETF (XLE $58.50)
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State Street Industrial Select Sector SPDR ETF (XLI $165.19)
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State Street Real Estate Select Sector SPDR ETF (XLRE $42.05)
Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.
Thanks for your help.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.
Thanks for your help.
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BMO Canadian Dividend ETF (ZDV $29.66)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.95)
Q: Can you please tell me a bit more about ZDV, especially about the rule-based methodology including minimum 3-year dividend growth, pay out ratios and yield (read this in the G&M)? ZDV has more financials - is this a good time to hold more Bank stocks? Would ZDV be a good compliment to CDZ that I already hold?
Thanks!
Thanks!
Q: Good morning team. I am considering "parking" some funds in a high interest savings account fund, such as HIRA-NE. From what I read, it is directly correlated to the bank of Canada rate and it happens in real time. Does it offer the same level of preservation of capital as a GIC and is the capital protected? Is this a safe place to park funds over the $100,000 threshold?
Much appreciated
Much appreciated
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Lithium Americas Corp. (LAC $5.90)
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Albemarle Corporation (ALB $165.91)
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Global X Lithium & Battery Tech ETF (LIT $69.47)
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MP Materials Corp. (MP $57.59)
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Invesco Optimum Yield Diversified Commodity (PDBC $17.47)
Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed
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BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $113.74)
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iShares S&P/TSX Global Base Metals Index ETF (XBM $31.27)
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State Street SPDR S&P Metals & Mining ETF (XME $107.88)
Q: Do you know of a good Canadian and US mining or metals etf. Thx James
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Vanguard Canadian Aggregate Bond Index ETF (VAB $22.86)
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Vanguard Intermediate-Term Corporate Bond ETF (VCIT $82.75)
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iShares 7-10 Year Treasury Bond ETF (IEF $95.75)
Q: The last line in the recent article on bonds that you sent members reads, “In our minds, the better place to be within fixed income is higher-quality, shorter-dated fixed income, where you’re not taking on as much risk.” Assuming you concur with this statement, what investments do you recommend that align with "higher-quality, shorter-dated fixed income"?
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iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $37.57)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.89)
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EPAM Systems Inc. (EPAM $134.01)
Q: If Ukraine war is soon to be ended, which stocks or ETF will be benefit most? Which ones will have a big down? Please name a few for long term investing. Thanks.
Q: Thoughts on a Mexican etf thanks for capital gain thanks
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BMO S&P 500 Index ETF (ZSP $99.73)
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Global X S&P 500 Index Corporate Class ETF (HXS $93.99)
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Vanguard S&P 500 Index ETF (VFV $161.71)
Q: I want to invest in the S&P 500 in my unregistered accounts with HXS. Are you comfortable holding this total return ETF? Are there any known government issues with total return ETFs - I recall the Fed Government challenged these in the past? In registered family accounts I plan to use VFV and/or ZSP - do you prefer one over the other? For safety, would it be a good idea to use both?
Thanks!
Thanks!
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iShares Russell 2000 Growth ETF (IWO $315.86)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.74)
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Vanguard Total International Stock (VXUS $77.28)
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Vanguard Total Stock Market ETF (VTI $326.14)
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iShares Core Growth ETF Portfolio (XGRO $34.81)
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iShares MSCI EAFE Growth ETF (EFG $112.30)
Q: I am making the switch to holding ETFs in my RRSP instead of individual stocks to make it easier to manage. Can you recommend your top ETFs for a growth oriented investor who has a 10-15 year horizon and wants a globally diversified portfolio. I would like to limit this to less than 5 ETFs.
Thanks
Greg
Thanks
Greg
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Brookfield Renewable Partners L.P. (BEP.UN $43.57)
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Algonquin Power & Utilities Corp. (AQN $8.86)
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Innergex Renewable Energy Inc. (INE $13.74)
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Boralex Inc. Class A Shares (BLX $28.77)
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Invesco Solar ETF (TAN $56.68)
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iShares S&P Global Clean Energy Index Fund (ICLN $18.42)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.22)
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First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $47.46)
Q: Hi 5i,
I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?
Thanks!!
I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?
Thanks!!
Q: I sold above today as part of tax loss harvesting. What would be good substitutes for them if I still want exposure to these markets (my cash position is in US dollars). Or would you recommend waiting out 30 days to repurchase VEU and VWO?
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $55.81)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.07)
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BMO Equal Weight Industrials Index ETF (ZIN $52.87)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.06)
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Vanguard U.S. Total Market Index ETF (VUN $121.64)
Q: Hello,
I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.
Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.
Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
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Royal Bank of Canada (RY $222.77)
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Bank of Montreal (BMO $189.68)
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Bank of Nova Scotia (The) (BNS $69.82)
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Hamilton Enhanced Canadian Bank ETF (HCAL $36.74)
Q: The financials segment of my RRIF consists of BMO, BNS, RY with a 25 % total portfolio weighting.
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
Q: Recall my comment last week that TD will not let me buy HSAV or many other high-interest savings ETfs. It seems I can buy "similar" EFTs if they are in US$ like HYGH for example. I have some funds in a USD trading account with the Greed Machine and thinking of a short investment in HYGH but I noticed it wasn't mentioned in the ETF and Mutual Fund article on the subject. Is this reasonable place to park some money until say January or so. I am just trying to obtain a positive return. Better suggestions are most welcome. Thanks, Dan