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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: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley
Read Answer Asked by STANLEY on April 25, 2022
Q: Could I get your favourite enhanced income etfs for a registered and non registered account
Read Answer Asked by Terry on April 23, 2022
Q: What ETFs/mutual funds ( not limited to Canadian equities ) would you recommend for a young couple (in their early 30s) for their TFSA. It will be for a long term hold. If more than 1 ETF is advised, what percentage in each ETF. Thank you
Read Answer Asked by Teresa on April 22, 2022
Q: Hello,

I own the whole list (weights 1% to 2%) thinking I was being diversified but maybe went too far.

1) I am on the right track to reduce to about 3 names?
2) Which names optimise income?
3) Alternative names that I might have missed?

Many thanks!
Read Answer Asked by Arzoo on April 22, 2022
Q: All my fixed income is in XCB,XRB and VAB. All are held in tax sheltered RSPs and distributions are in DRIP programs. My question is " would you continue with the DRIP programs as I have to start withdrawals in 5 years when I turn 71? " These bond ETFs are all in serious down trends.
Read Answer Asked by Ronald on April 22, 2022
Q: I want to reduce my foreign investments to less than $100,000.

I'm interested in momentum strategies and now own MTUM. Is there a TXS listed ETF which gives me the same result? How about a momentum ETF that replicates the world's stock momentum?
Read Answer Asked by John on April 22, 2022
Q: Dear 5i,
Roundhill Investments in US just launched a new cannabis ETF called WEED.
Their description says that they may invest in US cannabis companies using Total Return Swaps. I don't understand why they just don't buy the stocks directly instead of using a derivative structure. Can you give me your thoughts?

thanks
Read Answer Asked by Ian on April 21, 2022
Q: is there an etf that closely mimics the income portfolio? or do you suggest an etf for a income, thanks, Jean
Read Answer Asked by Jean on April 20, 2022
Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.

Thanks Valter
Read Answer Asked by Valter on April 20, 2022
Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?
Read Answer Asked by Ernie on April 20, 2022
Q: I think I misunderstood your previous answers on ZPR to mean it was the better preferred ETF to be in considering it holds rate resets, which should go up as interest rates rise. However, your last answer indicated it holds significant long exposure preferreds, which would cause it to fall more heavily under the current environment?

To be clear, what is your best idea for a preferred ETF right now?
Read Answer Asked by Curtis on April 19, 2022
Q: As a 50 year old with a defined benefits pension, to kick in when I retire in about 5 years, would ZGRO be ok, switching to ZBAL over the years?

Is the only difference between ZGRO and ZBAL the allocation between equities and bonds?

Thanks,
Robert
Read Answer Asked by Robert on April 19, 2022
Q: With more concern about an economic slow down or hopefully not, recession on the horizon, I have been thinking about being more defensive than I have been in the past.
So, I was wondering how well did the Low Volatility ETF's hold up during the big meltdown of 2020, and did they actually do the job that the name implies, and not go down as much as the rest of the TSX.
Would you be more inclined to just hold some XIU, or just ZLB, or both, along with 10-15 individual highest conviction stocks, and try to enjoy the next 6-12 months some what worry free.

Thanks
Read Answer Asked by Greg on April 19, 2022
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