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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: I am about to become a Canadian non-resident for tax purposes. (once borders reopen). I understand I can keep my TFSA in Canada with no tax issues, but cannot contribute anything more to the TFSA. Does that make sense to you? If so, would ZGQ be a good all purpose ETF to leave in my TFSA. Any issues with this etf being in a TFSA? Any other ideas? Thanks.
Read Answer Asked by David on May 26, 2020
Q: Dear 5i,

Many MSCI Index ETF's rebalance and reconstitute semi-annually at the end of May and November. In your opinion, would this move the prices for the following MSCI ETF's; ZUQ, ZEQ and ZGQ? These three ETF's have relatively low assets under management with BMO.

thanks

Ian
Read Answer Asked by Ian on May 25, 2020
Q: can you please name a good copper etc and some companies thanks
Read Answer Asked by andre on May 22, 2020
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.....
Read Answer Asked by Garth on May 22, 2020
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
Read Answer Asked by Stephen on May 22, 2020
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
Read Answer Asked by Ken on May 22, 2020
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?
Read Answer Asked by Thomas on May 22, 2020
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!
Read Answer Asked by Patrik on May 21, 2020
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?
Read Answer Asked by Greyhair on May 21, 2020
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
Read Answer Asked by Fernando on May 21, 2020
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
Read Answer Asked by Ted on May 21, 2020
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!

Read Answer Asked by Adam on May 21, 2020
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
Read Answer Asked by Ian on May 21, 2020
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