Q: Hello 5i. I'm below on my fixed income. ZAG is almost 7% of my total portfolio but I am looking to increase this to almost 10%. Is this too high for a single ETF, and/or are you still happy with ZAG, or would you suggest an alternative. I'm looking for something fairly safe with a reasonable yield. Thanks again for your excellent service. John.
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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: Is there an international small cap ETF or do I need to combine something like IWM + CGro + ACWX?
Q: Excepting the evidently low growth potential for this fund, why would an income investor not get 4% or so for their portfolio? Is there a Canadian fund that is its approximate equal? Thank you.
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Descartes Systems Group Inc. (The) (DSG $94.16)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $198.43)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.71)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $40.18)
Q: Happy New Year! I have held ZQQ:CA for several years and am looking switch to an unhedged fund that covers the Nasdaq 100. Is this a good time to switch or given that the US dollar is under pressure right now should I wait to make this switch? Is there an ETF you would recommend in the same category?
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.
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Global X Nasdaq-100 Covered Call ETF (QQCC $13.87)
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Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $26.53)
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JPMorgan US Equity Premium Income Active ETF (JEPI $24.39)
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JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $28.15)
Q: Regarding the monthly distributions paid by these ETF's, are these subject to 15% witholding tax or net of them since the etf's trade in Canada? Thx
Q: Clarification on my question on copper stocks and ETFs.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
Q: Hello, The Sprott Physical Silver Trust quotes in USD, but when you go to buy on the TSX it converts to CAD. If you don't have a USD account, then the order execution is in CAD funds, etc. Do you foresee this as an issue, or do you only recommend this fund if buying in USD. Is there a separation with the fund for USD and CAD denominated holdings. What is your recommendation on method to buy this fund. I did buy a position already in the CAD converted option.
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BMO Equal Weight Banks Index ETF (ZEB $66.36)
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TD Canadian Equity Index ETF (TTP $39.29)
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Vanguard S&P 500 Index ETF (VFV $179.89)
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Vanguard Global Dividend Fund Series F (VIC200 $17.24)
Q: I'm looking for a lo-volatilty ETF with some growth for a long term hold. Which would u recommend or do you have a better option?
Q: Greetings 5i,
Your thoughts on this etf for a TD customer in a tfsa. Building the wife's portfolio with safer broader market products as we get 10 years out from retirement. What would be your max % for this product in such a portfolio? What other etfs might you consider for a portfolio 10 years out from the big day? I realize you cant personalize advice but I would like your / the industries general thoughts on the subject. Take as many credits as you need,
Cheers!
Your thoughts on this etf for a TD customer in a tfsa. Building the wife's portfolio with safer broader market products as we get 10 years out from retirement. What would be your max % for this product in such a portfolio? What other etfs might you consider for a portfolio 10 years out from the big day? I realize you cant personalize advice but I would like your / the industries general thoughts on the subject. Take as many credits as you need,
Cheers!
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BMO S&P 500 Index ETF (ZSP $111.08)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.55)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $70.96)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.29)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $45.00)
Q: I am a retired investor of 60 living comfortably off my pension. I have done very well with your advice over the years, but want to be a more passive investor.. I have read many of your answers regarding etf's. I am thinking of moving my investments towards etfs in the future. For US ZSP and VGG 40% XIC/VDY Canada 40% and International 20% VIDY. Thoughts on my choices and percentages. Any other suggestions? Thank you for your great service over the years. Also any thoughts or preference between BMO vs Vanguard. Thanks Stephen Deduct a few extra credits if needed.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $328.95)
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Powell Industries Inc. (POWL $322.05)
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Vistra Corp. (VST $152.05)
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Constellation Energy Corporation (CEG $299.69)
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Defiance AI & Power Infrastructure ETF (AIPO $33.24)
Q: Relate to a AI driven energy demand, any investable companies or ETF you could suggest? Thanks.
Q: What are your thoughts on this ETF ? Good investment if one feels banks are quite highly priced at this point ? Are there other similar ETFs out there ?
Thanks,
Mark
Thanks,
Mark
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $14.08)
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iShares Core Canadian Universe Bond Index ETF (XBB $27.99)
Q: Thoughts on CPD for the coming year? How much more volatile is than XBB. Trying to understand how it fits into my portfolio between equities and bonds,
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BMO Covered Call Canadian Banks ETF (ZWB $27.70)
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Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $17.95)
Q: Which would you prefer and why? Is there any need to hold both?
Thanks
Thanks
Q: 5i. Can you comment on a Direct indexing portfolio offered by Wealth Simple. You can choose Canadian or US. It includes tax loss harvesting.With a few of .15% Any thought thoughts appreciated.Thanks Larry
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iShares Canadian Select Dividend Index ETF (XDV $44.08)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $37.79)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.40)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $70.96)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $41.97)
Q: Would you please recommend some high dividend ETF for low risk. It can be either only Canadian stocks or mixed with US and Canada. May thanks
Q: Happy New Year to all of you at 5I. What are your thoughts on MCHI? I've owned it for a while and it has done nada. China is an export juggernaut with a domestic market in a shambles. The real estate vortex continues. Would India offer better prospects than China, at this time and for say a three to five year hold. Or, back to Japan? I want some exposure to Asia but what say you? Many thanks
al
al
Q: Hello everyone
For a 3-5 year hold, what would be your top 5 picks in order for each.
Canadian small cap
Canadian mid cap
Canadian large cap
Canadian listed total return ETF
Canadian listed income ETF
Thank you so much
For a 3-5 year hold, what would be your top 5 picks in order for each.
Canadian small cap
Canadian mid cap
Canadian large cap
Canadian listed total return ETF
Canadian listed income ETF
Thank you so much
Q: I am looking for income replacement for BCE - I am chasing dividends. I looked at HDIV and noticed most of the 10 holdings are covered call ETFs (HMAX, AMAX, QMAX, EMAX, UMAX, RMAX, CDAY,,,).
Given the 2026 climate, is it better to have HDIV with its broader sector diversification but many covered call ETFs or pick one.
Given the 2026 climate, is it better to have HDIV with its broader sector diversification but many covered call ETFs or pick one.
Q: Hello 5i Team,
I was looking at the performance of ZSP vs. SPY on the Google Finance site.
ZSP shows a 1-yr return of 13.33%, and a 5-yr return of 97.04%
SPY shows a 1-yr return of 17.67%, and a 5-yr return of 81.69%
Why are the returns so different if both are looking to replicate the returns of the S&P 500?
For a long term hold within my RRSP, would it be better to take a position in one vs. the other, or take a half-position in each?
Many thanks,
Brian
I was looking at the performance of ZSP vs. SPY on the Google Finance site.
ZSP shows a 1-yr return of 13.33%, and a 5-yr return of 97.04%
SPY shows a 1-yr return of 17.67%, and a 5-yr return of 81.69%
Why are the returns so different if both are looking to replicate the returns of the S&P 500?
For a long term hold within my RRSP, would it be better to take a position in one vs. the other, or take a half-position in each?
Many thanks,
Brian