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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: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?
Read Answer Asked by Mahdi on October 15, 2020
Q: 5i, thank you again for all the great advice! I saw someone asking a question about these bond / high interest ETFs earlier today. Do you have other suggestions for bond / high interest ETFs? I have a longer investment horizon, but currently are 40% equity and 60% cash. I want to put some of this cash to work in a relatively safer manner.
Read Answer Asked by Haifeng on October 15, 2020
Q: Good morning, thoughts on the new ETF HCAL that uses 25% leverage on Canadian bank stocks.
Will this ETF suffer similar long term erosion like the double and triple levered ETF'S?
Read Answer Asked by Robert on October 15, 2020
Q: May I get your overall impression of the newly launched Invesco NASDAQ Next Gen 100 ETF (QQQJ)? Is it wise to let it grow larger before considering a position? Could it be viewed as an advantageous alternative or complement to IWO for US small/mid cap exposure?
Read Answer Asked by Peter on October 15, 2020
Q: For a balanced portfolio with the next 3-5 years in mind, what are your suggested weightings in preferreds, utilities and high yield bonds. Given low interest rates preferreds in particular seem like a place investors will go to seek higher yields with some opportunity for growth.
Read Answer Asked by Curtis on October 15, 2020
Q: Hi 5iTeam,
TXF currently pays around 8.5% in dividend. From what I can gather, the underlying stocks in this etf pays minimal dividend and some don't pay a dividend at all. So I just wondering how TXF manage to pay such a high dividend. Your thoughts on this would be appreciated.
Also I would like to know the average yield of this etf going back the last 10 years.
Thanks again for your great work...
Read Answer Asked by Harry on October 15, 2020
Q: In general, what is your advice on covered calls in this market? If favourable, for technology QQQX and BST are on my watch list. There are many others. What do you advice as to most preferred ETF, if any?
As well, there are more complicated ETFs which factor in covered calls - RPAR, SWAN, and NTSK, for example. What is your view of such financial products?
Read Answer Asked by sam on October 15, 2020
Q: For international exposure in taxable account, what is your thought on:

EUFN: playing on european banks. pretty depressed but room to run with rebound?
EWT: a play on taiwan rebound?
EEM: emergering markets.

any other thoughts on CDN $ equivalents?

Should be aggressive in taking position now or buy in over time?

Read Answer Asked by Chris on October 15, 2020
Q: Just read your email update on preparing for potential increased volatility. One of the measures was to focus on lower beta stocks, which I do anyway. I went though all of my holdings (easy because beta is one of the metrics I track).

I was surprised with one of my holdings = CDZ, the Canadian Dividend Aristocrats ETF, whose beta is 1.1. I would have thought that with the very nature of this ETF that it would have a much lower beta. Can you explain why the beta is as high as it is?

Thanks for your help...Steve
Read Answer Asked by Stephen on October 15, 2020
Q: What are your thoughts on ONLN, an ETF for online retailers?

Thanks!
Read Answer Asked by TK on October 14, 2020
Q: What are the best bond etfs to own in Canada and US in your opinion? Please provide several options in both countries. Thank You.
Read Answer Asked by Mirjana on October 14, 2020
Q: What is your take on SPYC (sp 500 ETF with options overlay) ? Thanks ..Martin.
Read Answer Asked by Martin on October 14, 2020
Q: Hi 5i,

Thank you in advance for you guidance. It is much appreciated. So, I am very bullish for gold and silver. I have invested in physical gold and but I want to take advantage of gold and silver companies as well. I love The Gold Fund at EuroPacific Asset Management (https://europacificfunds.com/funds/gold-fund/) that is managed by Adrian Day, but it requires a $100K minimum investment for Canadians. Can you recommend a really great ETF or Mutual Fund that is similar?
Read Answer Asked by Tye on October 14, 2020
Q: Hello, a new ETF (stock symbol: HCAL Hamilton Canadian bank 1.25 x leverage ETF) is going to be released in the market soon. At the moment, I don't have too many Canadian bank stocks in my portfolio. The 1.25x leverage and 6% yield seems interesting, especially as the price of Canadian bank stocks are quite low now. What are your thoughts on this ETF? Thanks
Read Answer Asked by Esther on October 14, 2020
Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Read Answer Asked by Marty on October 14, 2020
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