Investment Q&A

Q: I am considering investment in HHL primarily for the Dividend but it has also pulled back in this market, so potential growth as well. Is Healthcare and Dividend ETF's fairly safe in this current market? Is there another ETF with good income and some potential for growth. Thanks

Q: Good day team,

First things first, thanks for your steady advice during this downturn. A calming voice is very much appreciated.

My portfolio so far is adequately diversified. Believe it or not it is still up on the year. I have some play money which Im planning on using to make a bet against commodities, in particular copper and/or oil and gas. One idea comes to mind is buying puts against TECK. Any other suggestions? Either stocks or ETFs?

Q: I am thinking of investing in these three ETFs because I believe we are getting near the bottom of the market and all three of these ETFs have good growth prospects over the next 2 years. Would you agree with my thinking?

Thanks. David

Q: I am considering HTA for my RRIF. I understand the higher than dividend income received is because of their covered call practice.
Is their covered call income impacted by the recent sector decline and how so ? Does this income vary depending upon their practice and if so, how do they maintain their consistent distribution? HTA has been touted as an investment vehicle safer ( less decline) than owning the individual stocks because of the covered call strategy , has this proven to be true ? Thanks Derek

Q: Hi team,

The Globe recently published an article on high-interest savings account ETFs. It included this sentence: "A recent report by Canadian Imperial Bank of Commerce (CIBC) Capital Markets pegs the after-fee yield from these funds at between 1.8 and 1.9 per cent, which is far better than most other cash alternatives available to the typical investor."

Link: https://www.theglobeandmail.com/investing/personal-finance/article-this-cash-parking-spot-for-investors-has-never-looked-better/

Does this look right to you? I'm seeing more like 0.6% as the yield on these products.

Thanks.

Q: Based of a previous comment from you, I bought ZRR as a hedge against rising interest rates. I am down 10% since buying it. Perhaps I misunderstood what you said. Why is it dropping? Thanks.

Q: Hi Peter

Is there an inverse copper ETF or an inverse commodity ETF that you are aware off?

Thanks

Q: Hi there, I hold a large amount of my portfolio in these broad based ETFs. I have about 30% in cash. At these levels, would you be adding to these indexes for a long term hold? How likely do you think it is that we would see SPY at 3300 to 3400 range? What would your strategy be to deploy my cash position into equities? Thank you!

Q: Hello, would appreciate your thoughts on this ETF as a potential long-term hold, which also has a small dividend. Thank you as always! Aaron

Q: I understand that you, generally, are not fans of ultra-short etfs and their ilk for various (very valid) reasons. However, if an exception were to be made, would it apply to the "Advisorshares Dorsey Wright Short"? Running it through the excellent Qtrade Portfolio Simulator in conjunction with my current portfolio produces excellent downside risk protection and diversification numbers with minimal reductions in performance, income and fee numbers. Your perspective would be much appreciated.
Regards
David

Q: Dear 5i.

I like the idea of investing in the Data theme but would like to take the single co risk out by looking for an ETF that has several of the ones you like imbedded? Can you help me identify one (or more) please.
If none available, which 3-4 of the names you like would create a suitable basket?

Thanks for your help.

Q: I have held XSB in my fixed income portion of my RRSP for a year now down 7% plus dividend. In your opinion with rates maybe peaking this year would a move to XLB or CBO make sense or just hold XSB. Will not be touching for 4 years.

Thanks

Q: UVXY Please educate me on this ETF. When would it be suitable for part of a portfolio. I do not understand why it is not higher considering the volatility in the market. If one holds it currently, would you keep holding? Thank you.

Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?

Q: For a ultra conservative retired income based investor can you please give us your 10 best portfolio building blocks starting a new portfolio?...many thanks...

Q: Could you offer an opinion of XOP vs IEO (not in your database). The ishares IEO has outperformed in the last year, though with a slightly higher MER.

https://www.ishares.com/us/products/239517/ishares-us-oil-gas-exploration-production-etf

Q: I guys is this stock worth buying and holding for awhile thanks LARRY

Q: Hi There, what do you think about a position in China within a diversified portfolio right about now…and this particular ETF?

Thank you!

Q: Good Day to 5iteam: Would you consider this fund a good candidate to crystallize a loss or a better to hold if other options are available? Down about 9 to 10%. May consider buy back in 30 days but in no hurry for the income I bought it for in retirement. Tks. Larry

Q: Hello 5i
I hold the above covdered call ETF's as well as at least two individual companies from each (from before I bought these). also have over 10 ETF's that are not cover call. I have 51 positions with 49 stocks. These have performed well during this period of unrest. No they do not hit the high notes but not even close to bottom notes either but steadil;y increase in value aside from the dividends. My question is: with these new covered call ETF's at 12% of my investing portfolio (not including GIC's) might this be considered too much? Each is between 1.5% and 2% of the portfolio as are most of my holdings. The dividends are great and have kept up for the last three months. These also hold great companies that I would hold if I had room (and funds to buy them!) as a value investor. Please take as many credits as required.
Thank you
Stanley