Q: Happy New Year 5i. Do you think investors should have a portion of their portfolio invested in the Chinese economy? Can you provide a recommendation on the best way to get exposure to China for a small portion of our portfolio? Something that we can just buy-and-forget for 10+ years? Thanks
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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.
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.81)
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Vanguard Balanced ETF Portfolio (VBAL $36.83)
Q: I have 5,000 cash in my RRSP come available. I plan to retire in 4-5 years and am looking for a reliable dividend paying stock(s) or ETF(s) to put this money into and forget about it.
Can you please provide a recommendation for this cash. Thank you.
Can you please provide a recommendation for this cash. Thank you.
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iShares S&P/TSX Global Gold Index ETF (XGD $51.12)
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iShares S&P/TSX Capped Energy Index ETF (XEG $19.22)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.83)
Q: What ETF's follow the 12 sectors of the Canadian market and which ones would you invest in.
Thanks for the great help and have an excellent 2022
Thanks for the great help and have an excellent 2022
Q: Hi Team
When I read previous questions on US S and P 500 etf, you most commonly recommend spy over voo. why is that? are they not the same and voo has a lower mer ?
THANKS
ERNIE
When I read previous questions on US S and P 500 etf, you most commonly recommend spy over voo. why is that? are they not the same and voo has a lower mer ?
THANKS
ERNIE
Q: Hello 5i Team,
I have a mixed basket of ETFs across assets types (equity, bond, preferred, etc...) in my TFSA for income.
I was looking at the dividend growth over the past 5 years and noticed that many of the ETFs have had a negative growth. Namely, bond indexes (VAB,XHY, HYI, and ZEF) have trended downward as well as prefs, REITs and europe/emerging equities (CPD, XRE, and ZWE).
I was wondering why that is? Is it because of low interest rates over the years or rising debt levels(or something worse)?
Thank You,
Andrew
I have a mixed basket of ETFs across assets types (equity, bond, preferred, etc...) in my TFSA for income.
I was looking at the dividend growth over the past 5 years and noticed that many of the ETFs have had a negative growth. Namely, bond indexes (VAB,XHY, HYI, and ZEF) have trended downward as well as prefs, REITs and europe/emerging equities (CPD, XRE, and ZWE).
I was wondering why that is? Is it because of low interest rates over the years or rising debt levels(or something worse)?
Thank You,
Andrew
Q: Hello 5i,
Have a half position in BTCC as an inflation hedge. Down significantly so is it a good time to go to full? Generally I'm a long term holder.
Thanks for the service.
Have a half position in BTCC as an inflation hedge. Down significantly so is it a good time to go to full? Generally I'm a long term holder.
Thanks for the service.
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $99.56)
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Invesco NASDAQ 100 Index ETF (QQC.F $196.46)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $111.90)
Q: The above is for a long term hold in a non registered account.
1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?
thanks
Ernie
1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?
thanks
Ernie
Q: If you were to follow one or two index funds that held most of your capital which ones would you follow and what funds interest you the most? Thank you
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.85)
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BMO Aggregate Bond Index ETF (ZAG $13.78)
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iShares 1-5 Year Laddered Government Bond Index ETF Advisor Class (CLF.A $17.72)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.64)
Q: I currently own CLF,CPD,ZAG and HLY in a LIRA account. The weight of these 4 ETFs are all 2 %. each. I would like to sell 2 and then use the cash to increase the weight of the other 2 that I will keep. Which 2 ETFs would you sell?
Thanks
Thanks
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Enbridge Inc. (ENB $65.68)
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Parkland Corporation (PKI $39.84)
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Global X Crude Oil ETF (HUC $18.69)
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United States Oil Fund (USO $69.16)
Q: Hi Peter, Ryan, and 5i Team,
Do you have a recent opinion of HUC? I'm thinking of it as a way to use dividends from our other holdings to periodically buy shares, as we can buy and sell HUC at no cost with iTrade. Being underweight in the energy sector, holding only ENB and PKI, I'm thinking that it's a good way to "dip our toes" into this commodity ETF. I do understand that HUC can be volatile, and has relatively high fees, but as a managed ETF, its MER doesn't seem to me to be excessive.
Your thoughts please, and thanks in advance.
Do you have a recent opinion of HUC? I'm thinking of it as a way to use dividends from our other holdings to periodically buy shares, as we can buy and sell HUC at no cost with iTrade. Being underweight in the energy sector, holding only ENB and PKI, I'm thinking that it's a good way to "dip our toes" into this commodity ETF. I do understand that HUC can be volatile, and has relatively high fees, but as a managed ETF, its MER doesn't seem to me to be excessive.
Your thoughts please, and thanks in advance.
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $172.77)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $79.92)
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iShares Equal Weight Banc & Lifeco ETF (CEW $27.52)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.66)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.86)
Q: My unregistered investment account has a 50% core of VEQT and 5 equally weighted satellites; CEW, VGG, XSU, ZEO and ZQQ. I am considering overweighting CEW and ZEO. Do you think this is a good idea, would you use some of the other satellites or just stick with equal weighting. I would like to maximize the return without unduly increasing the risk. Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.87)
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BMO US High Dividend Covered Call ETF (ZWH $24.59)
Q: My son has $5k to put into his TFSA. He has CU, BCE, BEP.UN, WCP, ZWH, AC & BB as higher risk plays. For a 5 to 7 year conservative hold after which he will need funds for loan repayments etc (which is why his stock choices are mostly conservative), would you recommend more ZWH or a CAR.UN or... ?
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Apple Inc. (AAPL $271.86)
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Amazon.com Inc. (AMZN $230.82)
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Activision Blizzard Inc (ATVI)
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Meta Platforms Inc. (META $660.09)
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Intel Corporation (INTC $36.90)
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Microsoft Corporation (MSFT $483.62)
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NVIDIA Corporation (NVDA $186.50)
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Roblox Corporation Class A (RBLX $81.03)
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Roundhill Ball Metaverse ETF (METV $18.78)
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Evolve Metaverse ETF (MESH $7.74)
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Global X Metaverse Index ETF (MTAV $29.62)
Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?
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iShares Russell 2000 Growth ETF (IWO $323.01)
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ARK Innovation ETF (ARKK $76.92)
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iShares U.S. Insurance ETF (IAK $136.15)
Q: With the market rotation and possible interest rates impacting growth stock valuations.
Is ARKK becoming hit too hard to ignore?
What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.
This is an added boost for my portfolio which is otherwise balanced.
Thank you very much!!!
Is ARKK becoming hit too hard to ignore?
What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.
This is an added boost for my portfolio which is otherwise balanced.
Thank you very much!!!
Q: Are you aware of an EM dividend focused ETF that excludes or has a small exposure to China?
Thanks for your help.
Thanks for your help.
Q: Will these 2 ETFs have the same performance? Or will one direction better?
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BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $72.83)
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BMO Equal Weight Banks Index ETF (ZEB $58.30)
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Global X S&P 500 Index Corporate Class ETF (HXS $97.00)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.36)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.64)
Q: My wife has set up a small non registered account. She has chosen the above ETF's. She would like to add an ETF that covers the Dow Jones. Long term hold. Your suggestions. Thanks
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Open Text Corporation (OTEX $44.70)
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Rapid7 Inc. (RPD $15.20)
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Evolve Cyber Security Index ETF Unit (CYBRB)
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Palantir Technologies Inc. (PLTR $177.75)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)
What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Q: Good day and Happy New Year,
What do you think of XQQ? Do you have a different preference for that scope of ETF?
Thanks,
Robert
What do you think of XQQ? Do you have a different preference for that scope of ETF?
Thanks,
Robert
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BMO Aggregate Bond Index ETF (ZAG $13.78)
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Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.09)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.64)
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Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.29)
Q: I have the following bond ETF's: HFR,VSC, ZAG and XHY. They total 22% of my portfolio. My question is do I move out, reduce or shift into different bond investments. I am 70 and they are split evenly in registered and non registered accounts.
Cheers and thanks for your great work. Bob
Cheers and thanks for your great work. Bob