Investment Q&A

Q: I'm currently trying to diversify my RIF account for 2021. I've trimmed some over weight holdings to free up some cash. I have NA covered with stocks in Canada and a couple of ETF's for the US but, nothing for the rest of world.
How would you currently rate the above now, hopefully for the coming recovery post COVID. I note, South America is not represented. do I need to consider it separately?
I'm inclined to go with 2 positions @ about 6% ......your opinion please!
All the best to you and everyone at 5i for the new year!

Q: Hello, is there is US ETF you would consider purchasing in a non registered corporate account? Would you replace DVY? Presently overweight in financials.
Minimum 5 year hold. As a customer noted thank you for providing us with stability in these unusual time.

Q: Can you recommend a Canadian oil ETF? as well as an agriculture etf?
thanks

Q: ARKK: bought in October - tiny % of USD portfolio. Shows no dividend payment; however, when I was going through my accounts to-day I noticed a dividend payment of $124.97 and $488.52? Confused.

Q: I know you are not big fans of short etf's but what in your opinion are the best un-leveraged managed and unleveraged index short etf's ? Should an investor be concerned if the etf is using derivatives ?

Q: Hi 5i,
I've recently seen a market summary which indicates that over both the past 3 months and the past year the S&P/TSX Venture Composite Index has outperformed each of the S&P/TSX Composite Index, the DJIA, the Standard & Poors 500 and even the NASDAQ, significantly.
Accordingly, I'm wondering if there are ETFs that track the S&P/TSX Venture Composite Index exclusively and, if so, what your comments are about them?
Thanks,
Peter

Q: Hi,

Can you name a few CDN etf's that you'd recommend for a long term hold that emphasize CDN high growth companies?

Can you name a few US etf's that you'd recommend for a long term hold that emphasize CDN high growth companies?

Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?

Q: Happy New Year to all at 5i!!!! I would like to make a TFSA investment for a long term hold in both QQQ and ARKK. Does this seem alright to do at this time? Should I chose one over the other, or would both investments compliment each other? Cheers, Tamara

Q: I know Solar companies in this ETF and a giant cruise line are completely different but looking forward for growth in my TFSA which one would get the nod and why over the next year ???
Thank you and Happy New Year!!

Q: WHAT IS THE BEST BITCOIN EXCHANGE TRADED FUND (ETF)?
HAPPY NEW YEAR FOR 5i RESEARCH

Q: In a taxable account, for a US ETF(ex: IEMG) with no US stock in it ,(bought alone or even included in a canadian ETF like XAW ) : is it considered as a US equity, and submbitted to the US withholding tax on dividends ?

Q: Peter;As per your weekend article which silver investment choice would you prefer- single stock, etf, or royalty fund? And could you suggest one in each category? Thanks. No rush. Rod

Q: Happy New Year Peter and the 5i team! Thank you for another year of useful steady independent information flow to guide 5i members.

I am considering adding 5 large-cap or mid-cap Canadian sustainable dividend growth stocks that are currently under-valued in unloved sectors and now yielding at least 3%. MFC and SU stand out. What is your opinion about both as medium risk investments over the next 3-5 years?

In addition, please indicate your 3 best stock alternatives, and 3 best ETFs, in the medium risk large cap or mid-cap Canadian space with a solid record of dividend growth.

I realize this is a broad request so please deduct points as you deem appropriate.
Thank-you.

Q: BMO Notice about ZRE ETF reinvested distributions. Amount they quote is 1.05 on their web site.

TORONTO, Dec. 18, 2020 /CNW/ - BMO Asset Management Inc. and BMO Investments Inc. today announced the 2020 annual reinvested distributions for BMO Exchange Traded Funds (BMO ETFs) and ETF Series of the BMO Mutual Funds (ETF Series)1. These annual reinvested distributions generally represent realized capital gains and special income within the BMO ETFs and ETF Series, and are paid to unitholders, as required, to ensure that the BMO ETFs and ETF Series are not liable for ordinary income tax.

Unitholders of record at close of business on December 30, 2020 will receive the 2020 annual reinvested distributions. The actual taxable amounts, including the tax characteristics, will be reported in 2021.

Please note that the cash distributions will be reported separately and may be applicable to some ETFs and/or ETF series making annual reinvested distributions.

Q: Happy holidays to Peter and Ryan and the team!

In addition to the BE portfolio, I'm trying to ensure we have good international exposure. To cover that need, we so far have positions in OUSA, ZWE, and ZZZD (was really just parking cash here to get some yield without too much risk so happy to move out of this). I am thinking that exposure to the big internet names might be a good idea and was looking at OGIG. Of course, I worry adding this now will be buying the top. Any thoughts on the sector and the ETF? Any other thoughts for better international exposure?

Q: I have a notice from my broker saying, 'A 1.048 : 1 stock split for ZRE has occurred, effective December 29, 2020
I have done some digging but cannot find any information as to why it is occuring. Can you help?

Q: hi,
I am planning to convert my high MER cost BMO MFs to EFTs. These MF (Approx $35000) are in RESP and the withdrawal horizon will be spanned between 2 to 15 years. Please suggest 1 or 3 ETFs.

Thanks,

Q: Two questions however no need to answer until new year but first, before I forget, where do I find current year information on ROC for this ETF? I have checked i-share web site, fund prospectus , fact sheet but cannot find the info. Seems I only learn about the current ROC payout in the following year when I receive the tax statements from TD Direct Investing. Finally, where is XTR best held by a retiree with a DB pension: TFSA or non-registered account?

Q: I would like to invest some funds in a TFSA account for a long term hold. I am considering QQQ or QQC.F. Which ETF do you recommend and why? Thank you very much. Best wishes for the Holiday Season and safe 2021.