Investment Q&A

Q: can you please name a good copper etc and some companies thanks

Q: Hi Peter
I hold ZSP in my TFSA account. Is it a good idea to add XMC to compliment ZSP? The US equivalent of XMC is rated gold rated by Morningstar. Can you comment on XMC and if it is a good core buy for a long term hold?

Q: My TD Waterhouse account currently shows QYLD as yielding 12.4 %. Pretty sure it didn't yield that much when I bought it for a lesser price. Could you confirm that yield is correct and explain it for me ? I know the yield is a combination of dividends and writing covered calls but suspect the ETF uses a strategy to achieve a yield between a certain range. If that is accurate I would like to know what that range is ? Also I realize portfolio weightings are a personal thing but could you give me a range of low to comfortable high for a weighting in this ETF in an RRIF ? I currently have a 4% position and am considering increasing it to 6 % or 7% Could go higher depending on what 5I's advice is . ...... Thank you for your sage advice during these volatile market times.....

Q: I'm looking for one ETF for emerging market exposure. What would your pick be please.

Q: Morning Team. Question relating to VIG (NY) vs VGG (TSE). From my review of both funds, it appears that the holdings are the same or very very close in both. So the question then comes down to currency. Assuming that the $CDN stays weaker as compared to the USD for the forseable future, what are your thoughts on either VIG or VGG as a core holding for the US market. Or perhaps both might be recommended to cover off currency. Many thx. Steve

Q: Greetings - kindly provide your opinions on all issues relating to this healthcare etf including but not limited to its assets under management, the advisability of it's maximum 33% covered call strategy, your view on future performance, the appropriateness of this particular etf if combined with one other single stock healthcare equity as a supplement to the healthcare portion of a portfolio, any cautions on it and whether another Cdn dollar etf in the sector is a better choice in your view. Many many thanks - Ken

Q: On yahoo finance charts, When I compare Mawer global equity fund vs enzl/ewl it shows that it outperforms those etfs.

But If you consider the currency conversion is it fair to say enzl and ewl have outperformed the Mawer Global fund?

Q: Good morning! I would like to add to the fixed income side of my portfolio ... pls recommend the best fixed income investment today (retired, long-term hold, dividend investor). Thank you for this Q&A service!

Q: I am an income oriented investor looking to start withdrawing dividend 5 years from now. If I am looking for a good US high dividend ETF, is SPYD a good choice? I have a small portion, but unsure if I should build it to be a core holding. I liked it because it selects 80 high dividend paying companies from S&P 500. I also have SCHD in my portfolio. There is a small overlap between the two. If SPYD is not good for core holding, can you suggest alternates?

Q: 5i Hello,
I have these EFTs on my RRSP and not feeling happy with them, can you suggest some possible candidates I could switch to, or just sell them all and with profits buy CSU LSPD SHOP GOOG AMZN.
Thank
F

Q: Could you please recommend a couple of funds in Canadian dollars. Interested in yield not particular about growth. Thanks

Q: Hi 5i,
We are older retirees and have held ZWB and ZWH
in our RRIFs for income for many years. I just ran a Quicken report on performance and neither performed particularly well. I am about to switch ZWB for ZEB and ZWH for VGG. We can live without the monthly covered call income and I am assuming the replacements will outperform the covered call ETFs in a recovery. Your comments or suggestions are welcome. Thanks for the service.
Ted

Q: Hey 5i,
Despite the downturn and possibly another.
Dividends have been cut and some more are possible. Oil potentially being the longer rebound.
Is their a recommended best "overall" US Dividend ETF.
Overall taking into account Yield. Growth. MER. Somewhat balanced exposure and or limited oil holdings.

Great work as always. Thank you!

Q: Wondering what you think of this BMO ETF, hedged to Cdn dollars. Volume seems to be anemic. It is a world ETF, 66% US, 31% EAFE, 3.5% Canada. Would you prefer one with solely US S&P 500 companies?
Thanks
Steve

Q: Dear 5i,

I wish to purchase the following US listed ETF's;
VGT, VIG, ARKK, ARKW

Can they be held in a TFSA and NonReg account?
Is there a rule of thumb one can use to determine the eligibility of other US listed ETF's?
Who will provide me with the year-end tax statement for the NonReg account? Is it the online broker or the ETF provider? In this case TD Direct Investing or Vanguard and Ark?

thanks

Q: I am going to buy some bitcoin. Could you guide me please
Many thanks. Btw 1%

Q: Would you please recommend a couple of dividends ETFs issued in Canadian dollars - containing Cdn and or US stocks. The objective is yield more than growth with medium or lower risk. Thanks

Q: i would like your opinion on these 3 US ETFs. Do you think DXU and ZUQ are too expensive right now to purchase? Can you recommend one or two US ETFs with long term growth potential?
thanks

Q: I have held this for a while in my cash account and is well under underwater (65%). I could sell at a loss to offset gains. In your opinion what are the chances it will recover in the short to medium term? Would it be better to harvest the loss and buy something with better prospects for growth? What would you buy in its place, sector not an issue? I have a fairly well diversified portfolio including some gold.
Please deduct as many credits as appropriate.
Thank you.

Q: With an outlook that there is substantially more downside risk than upside potential in the markets, does it make sense to set up some pairs trades to reduce market risk. I don't short stocks, so I was thinking to use bull and bear ETF's. I had in mind (1) long NASDAQ (QQQ) / short Russell (RWM) and (2) long Investment Grade Bonds (LQD) / short High Yield (SJB). First of all, what do you think of the strategy and second, do my selections seems reasonable? Thanks for your valued advice.