Investment Q&A

Q: I just got my monthly dividend for GDXY in my account dated June 23/25 ..... Multiplying the amount by 12 and then dividing it by the current value of the position { and then multiplying by 100 } I came up with a 68.62%% yield { annualized } for the month of May. { April was up too at 59% } ..... That is considerably higher than the 42% the ETF is shooting for .... First, are my figures correct ? ..... And second can this increase be attributed to what I call the " Trump Option Premium " ? .... Trump's on again off again tariffs, and whichever country he decides to threaten or bomb the snot out of ...... This makes for a volatile market which makes for higher option premiums ? ..... If not to what does 5i attribute these two months of higher than the norm yields to ? ...... { In a few days my SLVO dividend will be deposited. It will be interesting to see what that annualized return will be . It was 32.5% for April } ...... Thanks for your terrific service .....

Q: Follow-up to todays PID Q&A, how does Cambria Global Value ETF (GVAL) compare and which do you think would offer better long term potential/upside?

Q: Could you give me your top 3 favorite covered call Canadian energy ETFs.

TY

Q: Hi

I'm looking to invest $5K/month in an equity fund. You previously sided with VEQT for its history and slightly better long term returns versus ZEQT.

However, I can buy ZEQT for free, whereas I'm charged $10 a trade for VEQT.

Would saving the $120/year in fees be short sighted if VEQT will appreciate more in the long run? Or will the $120/year add up to even it out?

Thanks,
Robert

Q: If I were to buy VIU, then what benchmark would you suggest???.....tom

Q: Reliable dividend hunting
I currently hold a variety of solid dividend payers like ENB, PPL, some banks, MSTY - and a few more. With MSTY I have taken on extra risk and counting on the current high monthly dividend to justify that risk.

I am looking to add substantially to these and specifically NLY, JPMO (which shows a yield of 30% on RBC DI, and JPM.PR.O (6%).

Your assessment of the these candidates in light of my objectives to increase dividend income and reduce the growth portions of my portfolios.

Thanks

Q: What is your opinion on DXID (Dynamic Active Innovation and Disruption ETF) for the aggressive side of a portfolio? Do you have other options that you prefer in this space? thx

Q: Would you chose PID or ZDI for international exposure? Looking for dividends with some growth, X-Canada and X-USA. Thanks Ron

Q: Can you please comment on Sprott Silver Miners & Physical Silver ETF (SLVR). The ETF is new as of early 2025: does it pay a dividend? I am looking for small cap silver miner exposure and SLVR appears to hold 64% small caps less than $2B. Most of the holdings are in Canada. I don't know how much Eric Sprott has control over the holdings. Or is SILJ a safer bet: it has about 34% small caps, $300M to $2B and pays a nice dividend of about 5%.

Q: Which one of these three bitcoin ETFs on the TSX is best? Its for a non-registered account if that makes a difference.

Q: Hi 5i team. I've been watching the price of silver move higher in 2025 and am wondering if there is an ETF that you like that invests in junior silver miners.

Q: Could I get your opinion on this? Thx

Q: Hello Peter / 5i Team,

NDM has been on quite a run lately. I previously held this name back in 2016 for a short-term trade, during a time when there was renewed optimism around exploration and the potential development of the Pebble Project.

I’d appreciate hearing your current insights and outlook on NDM. How do you view its valuation and broader expectations moving forward? I understand that some of the recent movement may be linked to the “Trump trade” narrative—do you see any real merit to this as a viable trade or longer-term hold? Do you have any updated price targets?

Also, are there any other names in this space that you currently prefer?

Thanks in advance.

Q: Good Morning;

I am looking for two ETF (preferred) recommendations that as a stand along investment product would include first, holdings representing a well rounded Growth portfolio (for a TFSA) and second, holdings reflecting a well structured Balanced portfolio for an FHSA. My preference for these products is because there is not enough money in either to create that portfolio of stocks and bonds, and I do not want to be trying to pick a solitary stock "winner". The holders of these portfolios do not have the time to learn investing at present, so this approach seems "easiest".

Thanks very much

Q: Hi,

If you had to choose between the two for "total return" in the present economic environment, which of the two would you choose?
Do you have any other suggestion for covered call income that you would prefer over these two?
Regards

Q: I wonder whats happening with this? any ideas?

Q: I currently hold Life and HHL ETFs for their dividends.

How would you compare HHIS to these 2 ETFs? Hhis has a yearly of +20%, payable monthly . Does HHIS return capital as part of their monthly payment? Are those payments taxable as interest only?

If I am comfortable holding Life and HHL, should be comfortable holding HHIS?

Q: Is there a Cdn $ etf that benefits from US$ strength and the higher (vs Cdn) US short term bond rates ? Thank you.

Q: I have a question about "asset decay" assuming the underlying stocks remain stable or rise modestly in value - why would the units fall? Is the income generated not from dividends and option premiums only?

Q: Do you think the MAGS ETF is a buy right now? Do you think it will continue to do well over the long term?