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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: Good afternoon 5i
A number of people have asked about the best small cap etf. You have sometimes mentioned ijt as a good one. But, lately you have been recommending ijr. In the answers 5i always mentions whether or not someone on staff holds the given stock or etf. I was curious as to wht you would say that ijr is your preferred but not own it and own ijt, though
Thanks
Read Answer Asked by joseph on August 02, 2024
Q: My wife is currently doing a little experiment ($2000) with this fund because we can't believe what we see.

This month the fund is paying out 1.447 per share and has paid out more than a dollar every month this year, though less in previous years. Given the share price of $20-22, that puts the dividend at around 7.5% per month which would be a pretty good yearly payout.

I'm of the mind that if something seems too good to be true, it probably is.

Can you walk me through this one?

I am of the mindset
Read Answer Asked by Kevin on August 02, 2024
Q: Can you please let me know if SOXS, FNGU and MAGS could be traded in TFSA account? Thank you!
Read Answer Asked by Frank on August 02, 2024
Q: I have US cash to manage to fund our snowbird expenses. I need lower risk, liquidity, with a decent return and HISU.U seems to meet this criteria. Do you think there is a benefit to diversify the cash portfolio into equal amounts of other similar ETF's like PSU.U, ZUP.U, ZMI.U or ZWB.U? Can you recommend a US ETF with moderate risk and opportunity for growth that I could allocate 20% of this cash portfolio for a 5 to 10 year hold? Thanks!
Read Answer Asked by ALAN on August 02, 2024
Q: Hello 5i Team

For the reader asking for US$ denominated money market funds at RBC Direct Investing - suggestions are:

RBF2014 a US$ investment savings account with Royal Bank of Canada ($100k CDIC insurance) - trades as a mutual fund but no commission. Interest rate is competitive (4.90 %)

Any of the TSX listed US cash etf listed - RBCD charges $9.95 per buy or sell - as long as buying/selling greater than $1,000 the percentage charged is cheaper than the mutual fund charge (1 % to max $50).

Thanks
Read Answer Asked by Stephen on August 02, 2024
Q: Good morning team, I’m contributing to a non registered account for the first time as I’m maxed out in my tfsa and rrsp. My goal is to invest in dividend paying etfs and select dividend stocks while trying to take advantage of the dividend tax credit. I’m looking for yields north of 4%. XDIV looks good to me so far. How would HDIV and HYLD be taxed? Thoughts and suggestions? Thanks
Read Answer Asked by Seamus on August 02, 2024
Q: Thank you for your precious advice you made me a much better investor VS trader over the years with much more success. Now is the time for a loooooong term view of my portfolio. I am retired and just need to allocate the right amount in the right positions. Within the US part of my investment what percentage would you allocate to each of the above?

Thank you

Yves
Read Answer Asked by Yves on August 02, 2024
Q: I look after a RESP for my grandchildren and I have IWO, VFV, VGG, at equal weight. XIC, XQQ at a lower weight and only 2 stocks BN and LMN. Is there any more ETF that you would recommend to go with the ones I currently own? What 2 stocks would you recommend as well? The funds are not needed for 10 years,

Thanks
Read Answer Asked on August 02, 2024
Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!
Read Answer Asked by Camille on August 02, 2024
Q: Question about discrepancy in price action between these two SP500 index ETFs.

As of 10:50 AM, SPY is up 1.45% while VFV is up 1.23%, lagging SPY by 22 basis points.

What explains the discrepancy in price action between these two very liquid funds? For index funds such as these, is there a mechanism that exists to correct and adjust these funds to the actual price movement of their indexes? Especially when it comes to VFV.

Thank you for your excellent service.
Read Answer Asked by Karim on August 01, 2024
Q: As a value investor, I've been liking the performance of the AVDV small cap ETF which I presently own. I'm not sure if you are familiar with AVES from the same ETF family. I'd like to add a bit of Emerging market exposure, and since this ETF option is another value type, I was drawn to it. Do you see AVES as being acceptable relative to the usual VWO's and VEE's of the Emerging Market world of ETF's ?
Read Answer Asked by James on August 01, 2024
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