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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: Good Morning
In my wife,s riff she has the following etf,s VCNS VBAL VGRO all a small position. What would your opinion be to sell all 3 and buy XAW to make a more significant position and also to help increase her international exposure?

Thks
Marcel
Read Answer Asked by Marcel on February 01, 2021
Q: Hi 5i,

XTR's January distribution looks like its gone down to $0.04/unit rather than $0.05. I can't find any info on it, wondering if any of your tools allow you to see - did they reduce the distributions permanently going forward or was Jan a 1-off?

If permanent, that would bring yield down to approx. 4.5%. I've got a sizable position in this for my retired mother, who lives off dividends and interest. Can you suggest a comparable ETF with slightly better yield? I've liked XTR in general as its pretty diversified, lots of bonds, has held very steady over time (yes I know a lot of return of capital too)...its been good for a retiree portfolio to pay groceries and property tax...

Thanks!
Ryan
Read Answer Asked by Ryan on February 01, 2021
Q: I am interested in investing in the Chinese market particularly in the technology and internet sectors. What would be the best way to invest. It can either be in US or Can $. Also I have a Chinese stock, SMIC, a overcounter stock that is being delisted, how can I convert to the HK stock as I would like to stay in the stock.
Thanks
Read Answer Asked by Joanne on February 01, 2021
Q: I am trying to diversify my US portfolio with both growth and dividends in mind. Trying to build a solid portfolio using single stocks is difficult especially in this environment. I have IWM, SPY and XLK already. Which ETF would best fit my existing portfolio; DGRO or FHLC. Perhaps you have a better suggestion.

Rick
Read Answer Asked by Rick on February 01, 2021
Q: Are well managed covered call ETF(ex BMO) including Cies out of Canada , still OK to have in my nonregistered account on a fiscal point of vue( with 5-7% div.)
Read Answer Asked by Jean-Yves on February 01, 2021
Q: Hi Guys,

I would like to add one more eft to my balance (75%) and growth (25%) portfolio, what would be your top North American pick for a 3 to 5 year hold? I already hold Arkk 3%, Dxg 7%, Arkg 2% and Tan 3.5%. Or should I just add to one of the ones already inside my portfolio.

thanks
Jim
Read Answer Asked by jim on January 31, 2021
Q: Hello 5i Team,

Thanks for all your excellent suggesstions/advice in the past and have made good returns.
The current allocation for ZIN in my RRSP is 3.5% and the value has increased by 25%. I was wondering if it is prudent to sell ZIN now and buy XGI so that I can DRIP and add the profits from ZIN to VUN.
Read Answer Asked by Ravindra on January 29, 2021
Q: Hello. I am looking for an investment opportunity that aligns itself with sustainability and the environment. I am a conservative investor with a time horizon of 10-15 years. What are your thoughts on NEI Environmental Leaders Fund? Would you have other suggestions instead? ETF’s? Stock? Other mutual fund? Many thanks for your insight and guidance.
Read Answer Asked by Heather on January 29, 2021
Q: Two questions:
1) I don't have much understanding of how royalties companies in general, and OR specifically, earn their revenue. Can you provide a simple explanation please.
2) Is OR a reasonable (diversified?) choice for the only gold (or "metals") exposure in a Cdn dividend-focused portfolio? I'm reluctant to buy a mining company directly. Is there an alternative ETF with equivalent distributions?
Thank you.
Read Answer Asked by Lotar on January 29, 2021
Q: I have CQQQ in a tax-deferred account. Given uncertainties over China-US relations (and concerns about China’s aggressive stand on Hong Kong and her claims over Taiwan) would you buy any China ETF?
If yes , would you buy KWEB or simply add to an existing holding in CQQQ ? Or would you be fine buying both?
Read Answer Asked by Adam on January 29, 2021
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