Q: I am getting older and I am trying to simplify my accounts in case my wife or daughter have to take over for whatever reason. I am moving to VBAL and VGRO as all in one type ETFs to make that happen. My question is about taxing: how are these viewed by the CRA?
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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: Hello 5i Guys
I have GIC maturing soon and looking for substitute as rates are too low.
I've looked at ZCS and ZLC as replacement.
I understand Bond funds are not without risk compared to GCI
But do these 2 Bonds funds look like suitable (Low Risk) investments rather than a low rate GIC?
Thanks as ever
Ken
I have GIC maturing soon and looking for substitute as rates are too low.
I've looked at ZCS and ZLC as replacement.
I understand Bond funds are not without risk compared to GCI
But do these 2 Bonds funds look like suitable (Low Risk) investments rather than a low rate GIC?
Thanks as ever
Ken
Q: I would like to confirm that income from covered call ETFs is treated as capital gains and/or ROC, and income from preferred shares is treated as eligible dividends. If this is correct, I would see them as candidates for both non-registered and registered accounts.
Thank you.
Thank you.
Q: I'm interested in possibly buying Giax but would like your assessment of this etf. Thanks for your valuable information/opinion
Q: Peter; New ETF - do you have any thoughts on management-does it more assets to make it tradeable by institutions.? is it ok for retail players to? thanks.
Rod
Rod
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.
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 $92.11)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $196.68)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.11)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $39.60)
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 $13.84)
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Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $26.45)
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JPMorgan US Equity Premium Income Active ETF (JEPI $24.52)
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JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $28.10)
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 $66.71)
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TD Canadian Equity Index ETF (TTP $39.46)
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Vanguard S&P 500 Index ETF (VFV $179.96)
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Vanguard Global Dividend Fund Series F (VIC200 $17.26)
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 $111.04)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.77)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $71.65)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.71)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $44.90)
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 $337.16)
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Powell Industries Inc. (POWL $308.05)
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Vistra Corp. (VST $146.87)
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Constellation Energy Corporation (CEG $293.60)
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Defiance AI & Power Infrastructure ETF (AIPO $32.63)
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 $14.06)
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iShares Core Canadian Universe Bond Index ETF (XBB $27.90)
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 $27.83)
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Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $18.03)
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