Q: Can you please tell me a bit about IWO in the Growth Portfolio? P/E is listed at 1.5 on Yahoo finance - is that accurate?? I would like to add to a very my current small holding, recognizing that this appears to a high risk, high reward investment. 5i purchased in the Growth Portfolio at about $179 and currently at about $229. Looks to me like a good time to buy more.
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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.
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BMO Real Return Bond Index ETF (ZRR $14.41)
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iShares Canadian Real Return Bond Index ETF (XRB $23.34)
Q: I have too much cash and too little fixed income investments. We are facing inflation headwinds and the GIC rates I'm looking at ( sub four per cent) don't come close to this years forecast inflation. My pref shares are slumping. Can you suggest any inflation adjusted investments that are as safe or nearly as safe as GICs? In the US the treasury offers i-bonds in limited amounts. Do we have any equivalents here in our fine country? Thanks, al
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BMO Equal Weight REITs Index ETF (ZRE $21.86)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.35)
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iShares S&P/TSX Capped Materials Index ETF (XMA $38.39)
Q: Which ETFs trading on the TSX would you use for Real Estate, Materials, and Industrials exposure?
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BMO Aggregate Bond Index ETF (ZAG $14.03)
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BMO Short Corporate Bond Index ETF (ZCS $14.14)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.11)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.34)
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Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.43)
Q: What is your suggestion for bonds or a bond fund in this market climate? Thanks
Q: Hi, Would ZWC’s payout be considered eligible dividends? What about the other BMO covered call etf? Thanks.
Q: Hi
Using yahoo charts, I compared ZWB to each of the big 5 banks for 1 year, 2 year and 5 year intervals. Each of the big 5 banks outperformed ZWB for all the intervals. It seems the only time ZWB might outperform the individual banks would be when the market is going down for a long time.
Why is ZWB a popular etf?
Thanks
Greg
Using yahoo charts, I compared ZWB to each of the big 5 banks for 1 year, 2 year and 5 year intervals. Each of the big 5 banks outperformed ZWB for all the intervals. It seems the only time ZWB might outperform the individual banks would be when the market is going down for a long time.
Why is ZWB a popular etf?
Thanks
Greg
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.82)
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BMO US High Dividend Covered Call ETF (ZWH $25.15)
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iShares Diversified Monthly Income ETF (XTR $11.76)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.68)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.75)
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BMO Canadian High Dividend Covered Call ETF (ZWC $20.33)
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Vanguard Information Technology ETF (VGT $739.21)
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BMO Covered Call Technology ETF (ZWT $60.50)
Q: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley
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BMO Covered Call Canadian Banks ETF (ZWB $23.95)
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BMO Covered Call Utilities ETF (ZWU $11.36)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.82)
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BMO US High Dividend Covered Call ETF (ZWH $25.15)
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BMO Covered Call US Banks ETF (ZWK $26.05)
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BMO Covered Call Technology ETF (ZWT $60.50)
Q: Could I get your favourite enhanced income etfs for a registered and non registered account
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.40)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.20)
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SPDR S&P 500 ETF Trust (SPY $675.02)
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INVESCO QQQ Trust (QQQ $608.89)
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iShares Core Growth ETF Portfolio (XGRO $34.98)
Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you
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BMO Covered Call Canadian Banks ETF (ZWB $23.95)
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BMO Covered Call Utilities ETF (ZWU $11.36)
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BMO Equal Weight REITs Index ETF (ZRE $21.86)
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.82)
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BMO Canadian High Dividend Covered Call ETF (ZWC $20.33)
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Global X Marijuana Life Sciences Index ETF (HMMJ $8.15)
Q: Hello,
I own the whole list (weights 1% to 2%) thinking I was being diversified but maybe went too far.
1) I am on the right track to reduce to about 3 names?
2) Which names optimise income?
3) Alternative names that I might have missed?
Many thanks!
I own the whole list (weights 1% to 2%) thinking I was being diversified but maybe went too far.
1) I am on the right track to reduce to about 3 names?
2) Which names optimise income?
3) Alternative names that I might have missed?
Many thanks!
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iShares Core Canadian Corporate Bond Index ETF (XCB $20.40)
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iShares Canadian Real Return Bond Index ETF (XRB $23.34)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.34)
Q: All my fixed income is in XCB,XRB and VAB. All are held in tax sheltered RSPs and distributions are in DRIP programs. My question is " would you continue with the DRIP programs as I have to start withdrawals in 5 years when I turn 71? " These bond ETFs are all in serious down trends.
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Vanguard Global Momentum Factor ETF (VMO $78.33)
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iShares MSCI USA Momentum Factor Index ETF (XMTM $41.93)
Q: I want to reduce my foreign investments to less than $100,000.
I'm interested in momentum strategies and now own MTUM. Is there a TXS listed ETF which gives me the same result? How about a momentum ETF that replicates the world's stock momentum?
I'm interested in momentum strategies and now own MTUM. Is there a TXS listed ETF which gives me the same result? How about a momentum ETF that replicates the world's stock momentum?
Q: Lithium prices are near all time highs and the demand outlook is extremely strong. Please comment on why the price for the LIT ETF is trending down/sideways.
Thanks
Glenn
Thanks
Glenn
Q: Dear 5i,
Roundhill Investments in US just launched a new cannabis ETF called WEED.
Their description says that they may invest in US cannabis companies using Total Return Swaps. I don't understand why they just don't buy the stocks directly instead of using a derivative structure. Can you give me your thoughts?
thanks
Roundhill Investments in US just launched a new cannabis ETF called WEED.
Their description says that they may invest in US cannabis companies using Total Return Swaps. I don't understand why they just don't buy the stocks directly instead of using a derivative structure. Can you give me your thoughts?
thanks
Q: II am 14% in the hole with ZAG. Should I throw in the towel and add to a blue chip good paying dividend equity or just stay, Funds are not needed with a 5 to 10 year outlook. Value investor with a balanced portfolio in all 11 sectors age 76 with good pensions.
Stanley
Stanley
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BMO Canadian Dividend ETF (ZDV $26.76)
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iShares Diversified Monthly Income ETF (XTR $11.76)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.20)
Q: is there an etf that closely mimics the income portfolio? or do you suggest an etf for a income, thanks, Jean
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Intuitive Surgical Inc. (ISRG $578.87)
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AbbVie Inc. (ABBV $231.80)
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Elevance Health Inc Com (ANTM)
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Pfizer Inc. (PFE $25.72)
Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.
Thanks Valter
I do not currently own any health care stocks or ETFS.
Thanks Valter
Q: Can I have your thoughts on this stock URA as an etf play on the energy space. Do you expect the dividend to be reliable too.
Thanks.
Thanks.
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iShares Residential and Multisector Real Estate ETF (REZ $86.63)
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Pacer Industrial Real Estate ETF (INDS $37.67)
Q: I’m wondering if there are any Canadian and/or US listed sector specific REIT etfs for multi-family, residential, and industrial only (no office or retail)? Thanks
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iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
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WisdomTree Japan Hedged Equity Fund (DXJ $138.27)
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iShares MSCI Japan ETF (EWJ $81.92)
Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?