Investment Q&A

Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul

Q: I'm looking for a Global (ex North America) ETF for growth that I can purchase in Cdn funds. Any suggestions?

Q: What metals etfs do you like and why? (or why not)

Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.

Q: I'm looking for suggestions for an RESP account for an eight month child. Much appreciated guys.
Dave

Q: Good afternoon 5i,
I have a RRIF payment coming due and prefer to hold on to my individual stocks at this time. I have XIU, XSP, and XSU with lovely gains over the long term. Which would you consider selling at this point?

Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed

Q: Hello 5i Team,
A good friend of mine has all his investments in 2 funds.  

RESP: CIBC Managed Aggressive Growth Portfolio

RRSP: BMO SelectTrust Equity Growth Portfolio - Series A

He has everything in those two funds. Are they worth holding? What do you suggest I advise him?  I've talked to him about ETF's and doing something different than mutual funds.
Thank you for helping out. Brent

Q: Hi, Would you have an opinion on this etf VFMO Vanguard U.S. Momentum Factor ETF? Can this be used to add some extra torque to a diversified portfolio? I thank-you in
advance. Sam

Q: What is the difference between ETHH.TO & ETHH.B? Thank You!

Q: I have some US dollars that I would like to invest for a few months and I'm looking for a simple etf or stock that will give me more return than the zero interest I'm getting in my USD account. I don't mind a little risk but still want low risk. If you could suggest 3 potential options I would appreciate it. Thanks!

Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.

Q: Thoughts on the new Ether etfs.

Thanks
Mark

Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.

Q: VGG has an expense of .28 but holds 100% VIG at an expense of .06. Why is there such a difference in expenses? What factors should an investor use to decide between the two.
Mike

Q: Can you help me regarding how to determine fees/yields for ETFs?
I'm presently looking at is HMMJ

What is the "total" management fee?
Their website has manage fee of 0.75% plus tax and a MER of 0.85%

I don't know where Google finance comes up with a dividend yield of 7.47%? Horizon's website has the following:
Most Recent Distribution per Unit : 0.03433
Estimated Annualized Yield : 1.16%
12-Month Trailing Yield: 2.83%
Distribution Frequency : Quarterly

Also, for the most recent distribution, would you multiply the stock price at time of distribution by 0.03433
For example using stock price $10.65. 10.65 times 0.03433 or 36.6 cents for most recent quarter times number of stocks held?

thanks for all your help?
Paul

Q: Hi - I'm wondering if you could share some thoughts on this new ETF. Thanks.

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Q: Good afternoon, I understand this is an active, concentrated ETF. The past performance looks good and it looks like the fund managed through the March 2020 downturn quite well. David Fingold from Dynamic is the portfolio manager. I've seen him numerous times on BNN and he seems insightful and level headed. I was wondering if you had any perspectives or insights on him as a portfolio manager as well as the mandate of the fund itself. I am thinking of making this ETF a core part of my portfolio (about 33% weighting). Thank you!

Q: JEPI is a fairly new actively managed ETF (it is not in your data base). In its description of that JEPI ETF.com says JEPI “... is invests in large-cap US stocks and.... ” .

1. What are equity-linked notes and what do ELNs do risk vs. reward?
2. Would you agree with the following statements:
(a) If any investors are uneasy about current valuations, the covered call strategy the manager uses would likely be acceptable.
(b) JEPI would not be good to have in a major draw down, but...
( c) JEPI would not necessarily be a safety net in a major draw down, but would likely be something of a net in routine dips of up to 15%.

If you have other ETFs that you consider better, I would appreciate if you gave some symbols that one could do further research on.