Investment Q&A

Q: Good morning 5i,

With your vast experience with ETFs, im looking for 2 US ones?

1) market cap weighted ?

2) Equal weighted ?

thanking you in advance

SG

Q: David Rosenberg recently wrote an article relating to the outsized US debt situation.
One of his recommendations is high quality bonds. Would you agree with this assessment?
What high quality bonds would you purchase and what length of time - short or long term?
Thank you!

Q: I'd like some information on the ETF MSTE ....... Looking on the Harvest website they offer the following explanation of what the ETF is .......

" The Harvest MicroStrategy Enhanced High Income Shares ETF invests all its assets, directly or indirectly, in Class A shares of MicroStrategy. MicroStrategy provides business intelligence, mobile software, and cloud-based services. The company’s securities have developed into a Bitcoin treasury holding company, due to its substantial holdings in the world’s premier digital currency."

I take it from the last sentence that it has evolved into a " proxy for Bitcoin " . Is that correct ? And from it's historical high to it's current trading level it has fallen 9.9% . Is that correct ? And looking at it's history of dividend payments { it has paid four dividends . Two of .66 and two of .60 } I come up with a 40% dividend { based on the lessor of the two dividend rates } ..... Is that correct ?

Personally I am from the Jamie Dimon school of crypto-currency ..... The stuff has no value whatever. But I can't deny the steady growth since someone came up with the idea of " Let's make a currency for criminals the government hasn't regulated " ......

So what am I buying here ? A less volatile method of investing in Bitcoin with a honking big dividend ? Or if one is so interested, is Bitcoin itself the better choice ? .....

Thanks for your terrific service ......

Q: Snap shoot of the two ETF
SHLD Can 52 wks range $21 to $24 and volume of 20,000 to 60,000
SHLD US 52 wks range $33 to $61 and volume of 1 M +
Why so much discrepancy ? Should I buy Can or US
PS I have 1/2 position in EUAD and would like to be expose outside EU market
Your comment plus.
Ray

Q: Seems to be on a steady downward= could you comment on same ?

Q: For a 32 year old just starting to save via a TFSA with monthly contributions of $300 - can you please suggest how to invest this money.
If ETF’s- which one(s) specifically

Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?

Q: What are your thoughts on the prospects of this ETF?
Is it worth holding? What other suggestions might you have?

Q: I am very concerned with the performance of Berkshire Hathaway since the announcement of Buffett's retirement—it is down 11% in the past two months, while the S&P 500 is up 12% during these two months. Thanks to BRK-B’s performance in the past few years, it is the biggest single holding in my taxable portfolio. I am considering biting the bullet, paying capital gains taxes, and replacing it with the FT Vest Laddered Buffer ETF (BUFR). Can you share your thoughts on this?

Q: Please comment on this closed end fund. Is it worth holding for the interest? What are the disadvantages?is there something similar in this category that you’d prefer?
Thanks.

Q: Hi, new hear and would like to know the best place to park some money for each account type. Money will be needed between 3 to 12 months. Also if selling in which order would you sell the following ZWK, ZPW, UMAX, ENCC, TD, NA, FC, SLF.
Thank you

Q: Hi 5i,
With reference to your response to Les's question July 08 you say :"The criteria is pretty intense if one is looking for 4% dividends and 10% appreciation. There is nothing in this category that would not come with significant equity risks. VIU qualifies on historical numbers, trades in Canada, is international, and has a yield of 5.02% indicated and five year return 10.22%. "

How do you calculate or find these numbers?
My broker shows dividend at 2.39 % (.95 cents)
Does the annualized 5 yr return of 10.22% include dividend or reinvestment of the dividend.?

thx

Q: Having some funds to invest in bonds are there other bond funds like HBB that would fit in a taxable account not paying distribution but rather transfer into capital gains. I currently own HBB.

Thank you
Yves

Q: Hi Gang
What are your top 4 tech ETFs

Thanks Mike B

Q: Is it possible to invest in private markets through ETF?

Q: Hi 5i team,

I currently hold a large position in Whitecap Resources (WCP), which pays a consistent monthly dividend. While I enjoy the steady income, the position has grown too large and is throwing my portfolio out of balance. I’m also increasingly concerned about the company-specific risk, especially being concentrated in the Oil & Gas sector.

I’m looking for a safer alternative that still provides monthly income — ideally a dividend-focused ETF with a yield reasonably comparable to Whitecap, but with better diversification and lower volatility.

Are there any dividend ETFs or other options you would recommend for reliable monthly income without being overly tied to one sector?

Thanks in advance for your guidance!

Q: I have been trying to find a high yield bond fund for the last year, and was looking at zhy and xhy, and was shocked when I saw their 10 yr charts.
Can you explain why the dramatic share price decline from about June 2014, until about Sept. 2022.

Thanks

Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.

Q: Have had XCD for years and done ok. I’m looking to trim/replace on theory consumer spending is not as robust and there are etfs in better sectors going forward. Can you name a few sectors and best etfs that will be better performers going forward.

Q: I'm seeking to buy 3 or four ETFs that would give me stable dividend distributions in the 4% range with the possibility of capital appreciation yearly at about 10%. I also seek global diversification and I would like to pay for my investments in Canadian dollars. I am interested in return on capital not return of capital. Please advise if you have ETF's that you can suggest.