Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $332.38)
  • $332.38 P/E (TTM): 22.36X Cap: $12.44B
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• Vanguard Dividend Appreciation FTF (VIG $221.00)
  • $221.00 P/E (TTM): 24.38X Cap: $105.30B
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• State Street SPDR S&P 500 ETF Trust (SPY $674.41)
  • $674.41 P/E (TTM): 26.17X Cap: $661.61B
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• INVESCO QQQ Trust (QQQ $605.81)
  • $605.81 P/E (TTM): 33.2X Cap: $379.81B
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• State Street SPDR Dow Jones Industrial Average ETF Trust (DIA $478.41)
  • $478.41 P/E (TTM): 21.3X Cap: $41.90B
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Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c

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Read Answer Asked by Claus on December 05, 2022

• BMO Equal Weight Banks Index ETF (ZEB $61.72)
  • $61.72 P/E (TTM): 15.44X Cap: $5.08B
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• Hamilton Canadian Bank Mean Reversion Index ETF (HCA $35.47)
  • $35.47 P/E (TTM): 14.78X Cap: $83M
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• Hamilton Enhanced Canadian Bank ETF (HCAL $38.77)
  • $38.77 P/E (TTM): 15.2X Cap: $815M
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Q: Do you think these ETF's are worthwhile investments in the Cdn. Bank area?
They both have high yields - are they sustainable
What is difference between the two? Which one is the preferred investment?
If neither are preferred - can you suggest an alternative?
Thanks

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Read Answer Asked by Reg on December 05, 2022

Q: I'm pondering dipping my toe into ETFs. The reason for this is that I got the feeling from another 5iR response that given the current stock market turbulence, it is better to buy diversification via an ETF rather than buy new US or Canadian stocks positions or top up existing equity positions. What say you, 5iR? Like did I "read" that response right???......Tom

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Read Answer Asked by Tom on December 05, 2022

• Amplify Cybersecurity ETF (HACK $79.50)
  • $79.50 P/E (TTM): 32.58X Cap: $1.97B
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• Palo Alto Networks Inc. (PANW $174.19)
  • $174.19 P/E (TTM): 89.48X Cap: $138.61B
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• CrowdStrike Holdings Inc. (CRWD $436.92)
  • $436.92 Cap: $107.33B
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Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

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Read Answer Asked by Peter on December 05, 2022

• Ninepoint Energy Fund (NNRG)
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• Ninepoint Energy Income FUnd (NRGI)
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Q: Can I have the beta #'s for NNRG and NRGI?

I am doing an overall portfolio beta rating.

Thanks...Steve

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Read Answer Asked by Stephen on December 05, 2022

• Broadcom Inc. (AVGO $345.85)
  • $345.85 P/E (TTM): 66.2X Cap: $1.58T
  • View AVGO Profile
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• NVIDIA Corporation (NVDA $181.67)
  • $181.67 P/E (TTM): 36.25X Cap: $4.32T
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.03)
  • $61.03 P/E (TTM): 32.77X Cap: $4.35B
  • View XQQ Profile
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• Advanced Micro Devices Inc. (AMD $229.11)
  • $229.11 P/E (TTM): 83.09X Cap: $361.16B
  • View AMD Profile
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• INVESCO QQQ Trust (QQQ $605.81)
  • $605.81 P/E (TTM): 33.2X Cap: $379.81B
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• Vanguard Information Technology ETF (VGT $740.75)
  • $740.75 P/E (TTM): 36.76X Cap: $110.28B
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Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?

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Read Answer Asked by Brucey on December 02, 2022

• iShares S&P India Nifty 50 Index Fund (INDY $44.69)
  • $44.69 P/E (TTM): 19.17X Cap: $574M
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• Aberdeen India Fund Inc. (IFN $11.64)
  • $11.64 Cap: $346M
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Q: Which are the best vehicles for positioning a portfolio for any anticipated Indian growth?

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Read Answer Asked by David on December 02, 2022

• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $56.31)
  • $56.31 Cap: $123M
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• State Street Energy Select Sector SPDR ETF (XLE $57.36)
  • $57.36 P/E (TTM): 17.33X Cap: $42.16B
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Q: A 3 year chart shows HXE up 107% and XLE up 52%, both based upon the same index. Does XLE not include dividends? If HXE includes re-invested dividends, when is that increase included in the share price?

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Read Answer Asked by James on December 02, 2022

• Public Storage (PSA $286.92)
  • $286.92 P/E (TTM): 31.18X Cap: $49.01B
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Q: How safe if the PSA? I ask because I know some commentators are talking about a “credit event” perhaps happening sometime in the next few years, and I remember some money market mutual funds having some kind of unexpected difficulty in the past.

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Read Answer Asked by Michael on December 02, 2022

Q: Is this iShares 25+ Year Treasury STRIP Bond ETF
buyable now or is it better to wait for interest rates to rise further?

Also I don't understand how there is a yield of 3.95% (according to yahoo finance) if the underlying bonds are zero coupon bonds.

I would appreciate your overall opinion on GOVZ. Thank you

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Read Answer Asked by Yvonne on December 01, 2022

• iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged) (XSTH $37.38)
  • $37.38 Cap: $2.31B
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Q: Can you tell me why there hasn’t been a dividend paid on this ETF for the last two months? Would you know when the dividend will start being paid again?
Thanks

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Read Answer Asked by David on December 01, 2022

• Apple Inc. (AAPL $258.66)
  • $258.66 P/E (TTM): 32.77X Cap: $3.72T
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• Amazon.com Inc. (AMZN $221.42)
  • $221.42 P/E (TTM): 29.68X Cap: $2.29T
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• Alphabet Inc. (GOOG $314.41)
  • $314.41 P/E (TTM): 27.54X Cap: $3.69T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $379.14)
  • $379.14 P/E (TTM): 23.32X Cap: $2.76T
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• Netflix Inc. (NFLX $98.91)
  • $98.91 P/E (TTM): 39.12X Cap: $417.23B
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• Evolve FANGMA Index ETF (TECH $19.56)
  • $19.56 P/E (TTM): 28.75X Cap: $99M
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Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

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Read Answer Asked by richard on December 01, 2022

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $87.99)
  • $87.99 Cap: $4.83B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $99.09)
  • $99.09 P/E (TTM): 33.18X Cap: $1.32B
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Q: Hi Team,

Can you please provide your opinion on valuations and adding to positions in these two ETF's at current levels?

Which would you view as more compelling at current prices?

Thank you

Upvote 0

Read Answer Asked by Keith on November 30, 2022

• Purpose Gold Bullion Fund (KILO.B $78.62)
  • $78.62 Cap: $373M
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• Purpose Gold Bullion Fund (KILO $68.39)
  • $68.39 Cap: $539M
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Q: Can you please explain the difference between KILO and KILO.B. With the gold price being set internationally, I do not understand how there can be a benefit to dollar hedging? Which of these two ETFs would you recommend?

Thank you for your excellent advice.

Upvote 1

Read Answer Asked by Dale on November 30, 2022

• Harvest Canadian Equity Income Leaders ETF (HLIF $12.03)
  • $12.03 P/E (TTM): 15.16X Cap: $159M
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Q: Hello 5i
I recently asked a question about covered call etf’s and you mentioned ZWU as a good choice. I have recently read about Harvest covered calls being a good choice because they have a more concentrated portfolio. I would appreciate your opinion on the comparison of the two
Thanks

Upvote 0

Read Answer Asked by joseph on November 30, 2022

• iShares Biotechnology ETF (IBB $171.17)
  • $171.17 P/E (TTM): 20.63X Cap: $8.13B
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• VANECK ETF TR (BBH $188.24)
  • $188.24 P/E (TTM): 20.86X Cap: $367M
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Q: Hi there. Can you please comment on Biotech as a sector. Particularly the U.S. Would you say that it has been crashed equally or greater that Software. How do you like it’s potential over the next 12-24 months

Upvote 0

Read Answer Asked by Chris on November 30, 2022

• iShares S&P/TSX Capped Materials Index ETF (XMA $49.16)
  • $49.16 P/E (TTM): 31.72X Cap: $736M
  • View XMA Profile
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• Vanguard Materials ETF (VAW $232.68)
  • $232.68 P/E (TTM): 21.72X Cap: $3.20B
  • View VAW Profile
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• State Street Materials Select Sector SPDR ETF (XLB $51.14)
  • $51.14 P/E (TTM): 26.04X Cap: $6.37B
  • View XLB Profile
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Q: Hi Peter,
Further to my question posted previously on investing in basic materials in ETFs, do you have any Canadian ETFs similar to XLB you would recommend?

Many Thanks,
Roger

Upvote 0

Read Answer Asked by Roger on November 30, 2022

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.89)
  • $26.89 P/E (TTM): 45.21X Cap: $3.91B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.35)
  • $23.35 Cap: $1.52B
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Q: What short term bond etf would you recommend?

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Read Answer Asked by Susan on November 30, 2022

Q: Just reading the ETF/mutual fund newsletter, and the changes to the growth portfolio. I am wondering where I can find longer term returns for the 3 ETF portfolios? Only the 3 month and YTD returns are displayed in the charts, whereas most investors would need longer term info before taking the plunge.
Thanks. Peter

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Read Answer Asked by Peter on November 30, 2022

• Purpose Bitcoin Yield ETF (BTCY $5.03)
  • $5.03 Cap: $80M
  • View BTCY Profile
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Q: How does the current collapse in the valuation of bitcoin affect covered call products like BTCY? Is there a thoughtful argument to be made for a recovery trade in bitcoin, and if so, is there any safety added by doing so via a derivative product?

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Read Answer Asked by John on November 30, 2022