Investment Q&A

Q: I'm looking to increase the dividends in my portfolio and wonder if there is an ETF that you would recommend for dividends?

thanks as always,
Paula

Q: Dear 5i
My mother-in-law has a substantial amount of GIC money coming due and was wondering what to do with it re reinvesting . At 93 she is very conservative with her money with all investments being in GICs , Bonds and some mutual funds . She relies on her bank for investing information and investing which concerns me a bit .
She mentioned wanting to get more investment earnings from dividends as opposed to interest income because of the more favourable tax treatment . I did mention to her that she could achieve that with large cap dividend paying stocks or possibly ETFs but at a little greater risk .
I think she would be better off with an ETF rather than a mutual fund but was not sure which ETF might suite her the best . Should she invest in municipal , gov`t bonds or a Bond ETF ? With interest rates not yet peaking i`m concerned that buying bonds now may not be the best time as bond prices go down with rising interest rates as you know . GIC rates are higher now so i`m thinking that may be the way to go for her .
I realize you can`t personalize your answer but a general guideline would be much appreciated . She does not have high income needs as her CPP and OAS covers most of her monthly expenses except maybe for $300-$350 .
Thanks
Bill C

Q: Howdy 5i,

My small business has a corporate investment account with funds sitting in cash that I'd like to invest for the next 1 to 3 years. GICs are not an option as I need liquidity if/when recession arrives. Do you have recommendations for relatively stable ETFs/SPDRs with high dividends?

Regards,
Garth

Q: Which Canadian Index ETF would you suggest holding in your portfolio?

Thanks for the great service.

Q: What do you think of JPM funds like JEPI, JEPQ ? Would you consider them relatively safe, income bearing ETFs ?

I am always weary about high dividend products, but, maybe JPM gives them some street cred.

Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.

Q: Can I please have your thoughts on this fund to add exposure to the Energy sector. What is your outlook on the sector currently say 1-3 year outlook.
Thank you!

Q: 58 year old seeking yield. Want at least 5% and general "safety" but respecting nothing is 100% safe in equities. Thoughts on GLCC as a way to play gold ?

Q: Hello 5i,

With the rise in the USD and decline in Asian and European stocks and ETF's, is this a good time to purchase ETF's for those zones with the anticipation that the ETF's will increase if the usd declines in value in the next 2-3 years?

If so, can you recommend one ETF for each zone for the cdn and us exchanges?

Thank you.
Debbie and Jerry

Q: What is the FTSE index and is it a decent method for an investor to allocate some bond exposure through an applicable ETF?

Q: What is the difference between ETHE/Grayscale Etherium Trust & ETHC/Ether Capital Corp? Is ETHC the CDR of ETHE?
Thanks!

Q: I am considering selling XHC and replacing it with HHL in my RSP to add income. Is this a wise move and do you see any other issues with this change? Thx James

Q: Dear 5i
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C

Q: Would you comment generally on ZWT
Can the covered call feature in any sense be viewed as "defensive"
What would be an alternative ETF that would have much the same stock portfolio as ZWT, but without the covered call feature?

Q: I have had the impression that covered calls were a riskier type of investment but when I look at the beta, std dev, alpha, sharpe ratio, etc I don't see much difference between the two ETFs listed. Are they both considered about equal?

Q: Was reviewing the 5i Income Portfolio and the type of bond funds in portfolio. Then was looking at the dividend payments on the two ETFs, the convertible bond (which is in the portfolio) is double of the laddered bond (which isn't in portfolio). Are convertible bond funds considered a much higher risk over laddered bond fund?

Q: Hello
Just read the Aug ETF publication. Can you give 5i s thoughts on the above bond position comparison?

Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

Q: Hi all,

I have full or close to full positions in 3 of the big 6 banks. Smaller positions in the others.

How do you feel ZWB would fit into the mix for income and potentially some growth?

Would it be a good compliment or would you just recommend sticking with the individual banks.

Thanks.

Q: Retired and I’am considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks