Investment Q&A

Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?

Q: Annually I review my portfolio following a great book I read years ago, called "Master Your Retirement" by Douglas V. Nelson. One calculation I perform is to calculate the average beta for my entire portfolio.

I hold these two legacy funds. I haven't been able to find their beta for a number of years. The last data I had was 1.00 for RBF1018 and 0.40 for CIG50217. Can you check your search engines for anything more recent...thanks.

I also hold Eric's Nine Point Energy ETF (NNRG). I can't find a beta for it either. As a proxy I used the beta for XEG (2.33). Do you have anything better...thanks.

Thanks for your help...Steve

Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.

Q: Good morning 5i,
I'd like to put some funds into healthcare for a what expect to be 3 to 5 years. Currently, HHL will provide around 8.6% per annum income, but capital gain potential seems limited. DHT.UN meanwhile is currently yielding 2.4% but the analysts I have access to appear optimistic for future share price growth.
I definitely like the HHL income (which I would reinvest in the name quarterly) but wonder if, in your opinion based on current available info, whether or not it would be overly risky to lock down some DHT.UN at current levels instead. I guess an earnings report or two from DHT.UN illustrating how 2021 has gone so far might be helpful in looking ahead, but I'm not aware of any ...?
Thanks for your thoughts.
Peter

Q: In my grandchildren RESP I currently own IWO and VRO. I would like to add a third ETF, which would be better VGG or ZQQ? Money not needed for 12 years. At what $ amount would you start to invest in individual stocks?
Thanks

Q: Hi Peter, Ryan, and Team,

We need to increase our Telecom exposure in our non-registered account. Is Telus investable today for a long-term hold, or should we wait for a pullback? Alternatively, since we also need to increase our US exposure, would you be OK with VOX (or similar ETF) instead of T, or would tax consequences make VOX or another US-based ETF a poor choice in an unregistered account? As always, thanks for your valued advice.

Q: Could you please comment on Closed end Municipal Bond Funds in the U.S.? How are they leveraged, and are they a good safe investments as a hedge against more troubled times next year? Any picks?

Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

Q: For safety ZWC or HDIV? THX. JAMES

Q: Hello 5i Team

I currently hold PH&N High Yield Bond Fund Series D (RBF1280) in a RRSP account.

I would like to transition from this mutual fund to an equivalent ETF.

What ETF would be a suitable replacement for this mutual fund, trading in Canadian dollars on the TSX?

Thank you

Q: Hi, would these two ETF's compliment each other or would they have too much overlap, thanks for your very valuable service?

Q: Are you aware of an ETF that includes copper, graphite, nickel, lithium and cobalt in the ETF?

Thank you.

Q: ZSML the BMO small cap US ETF trades in very very small volume. Is there a risk of this being folded into another ETF? Is there another US small cap ETF you would consider?

Q: A question by Daniel the other day about this etf caught my eye; your answer was quite positive, referring to its good results. Can you pls give information about its prospects to provide downside protection in the event of an adverse market event. How does their hedging work? How much protection would there be with different event eg a 10% pullback compared to a 20%. I looked at the website and couldn't glean any ideas about that. If one was to look at this like gold, ie a form of insurance, what portfolio weight would you think an average investor might have? Thank you for your excellent service.

Q: How would IShares Preferred share ETF (CPD) and IShares Convertible Bond ETF (CVD) perform in a rising rate environment?

Thanks, Mike

Q: Hi 5i
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks

Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD

Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

Q: I've been looking for historical data on index-wide PE ratios for the Nasdaq to help put the current bull market in better historical perspective. I was able to find a report published this week on S&P 500 and Russell 2000 indicies going back many decades which 5i readers might find useful (here: https://www.yardeni.com/pub/stockmktperatio.pdf), but haven't been able to find similar data on the Nasdaq. Do you know where I might be able to find it?

I'm also interested in hearing your thoughts on how the current exuberance related to crypto might factor into an overall equities "bubble"? Feel free to deduct as many questions as required here.

Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks