Investment Q&A

Q: I would like your opinion on etf. Thx J

Q: I have held this healthcare ETF for a couple years, and added some more in the market mayhem last year. It pays a healthy dividend and I have some capital gains. Relative to the fund's market cap my shares are of course insignificant, however, it seems to be a light trader and I have noticed that on several days my holdings exceed the daily trading volume. Should I be concerned about this? Would it make any sense to sell part or all and move the funds into a similar ETF like HHL (or any others you might suggest)?
Thank-you

Q: Is there an ETF, either in the US or Canada, that you would favour if one wanted to focus on data centers. If there is no ETF are there any specific stocks, again US or Canada.

Q: I was looking at this ETF for income purposes only. It is up 11% for the year so far. Can you please comment on the appropriateness of using this ETF for income only purposes?

Thanks

Q: Although I currently hold VYM and VIG in my RRSP, SCHD has been on my radar for a few years and would appreciate your thoughts on adding this particular US$ ETF in my US$ Non Registered account. More specifically,
Q1. Would the withholding tax be eligible for the foreign tax credit when filing my tax return,
Q2. Would the US dividends be taxed as income, and
Q3. Of the three ETFs mentioned above, which one would you recommend for a US$ Non Registered account and your reason for the recommendation.
As usual, your sage advice is much appreciated.

Q: Hello Everyone at 5i!!!! Could you please suggest both a Canadian and Us growth ETF that invest in international companies. Thank you, Tamara

Q: With commodities expected to benefit as we come out of this Covid induced lockdown, Is there one or two commodity ETFs that you afre comfortable recommending?
GU R

Q: am a senior looking to invest for income with preservation of capital, do preferred EFT fill this requirement? already own CPD, looking at PGX for US exposure. what other names might fill this requirement

Q: I hold Eric's Energy Fund (NPP314) in my TFSA and have averaged down multiple times in the past. I understood I was probably catching a falling knife, but I believed in his expertise and was also building a position. Now I am up roughly 20% and believe there is more room for his Fund to run. NPP314 represents about 40% of my energy exposure. Most of the balance is held within my ETF exposures (CDZ, ZWC, etc.).

With the recent creation of Eric's ETF (NNRG), what do you recommend? Should I wait until the ETF has been around for a while (like you recommend for other new ETFs) or should I just switch now? What are the Pros vs Cons (aside from the 2.5% vs 1.5% fee that I see in the May 18/21 question)? Will the holdings be identical? Could you please add NNRG to your data base...thanks.

Thanks for your help...Steve

Q: What are your thoughts on how to invest in the story legalization of marijuana in the USA. I'd like to get in early with a small position in something, and just sit on it for a few years. Perhaps an ETF, or one or two stocks. Thanks.

Q: Hi Peter & Ryan,
Are there any ETF's that cover Semiconductors in Canada or the US, which would you prefer .
Thanks
Ivan

Q: I just upgraded to portfolio analytics and one of the suggested is upping my US market exposure plus adding to Healthcare and Industrials. I was looking at the XGI, ZUH, HHL to do this but am open to other suggestions.

Q: I am looking for a US etf with long term growth. This in order to balance out the over-weighted Canadian portfolio of blue chip dividend stocks. This investment is long term, no short term plans for this allocation and do not want dividends for tax efficiency. This question applies to both RRSP and non registered accounts. Could you provide me with 3 suggestions please.

Q: Hi Peter & 5i,
Is there any ETF's in Canada or the US that concentrate on Semiconductor Equipment Manufacturers. If so which would you recommend.
Thanks Guys,
Ivan

Q: Good morning,

I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.

Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.

Q: How long do you think it will take for tech:ca to start making a significant positive move? Thanks

Q: Is now a good time to be buying small caps? I am thinking of taking a position with XCS.

Thanks for your help and advice.

Q: Hi team,
I am wondering how ETFs collect their fees. For example, I am attracted by PDC's dividend of $4.27%, but it has a relatively high MER of 0.56%. Should I deduct the MER from the dividend to get a more realistic value of the return I can expect from PDC?

Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!