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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: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike
Read Answer Asked by Mike on April 23, 2021
Q: I have received $ 170,000 USF Can you suggest 5 or 6 ETFs for diversification I dont need any more Canada coverage

Thank you
Paul
Read Answer Asked by Paul on April 22, 2021
Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.
Read Answer Asked by Arthur on April 22, 2021
Q: May I please have the names of 3 or 4 recommended non-North American, non-European ETFs and one European ETF?
With appreciation,
Ed
Read Answer Asked by Ed on April 21, 2021
Q: Hello 5i Team,
A good friend of mine has all his investments in 2 funds.  

RESP: CIBC Managed Aggressive Growth Portfolio

RRSP: BMO SelectTrust Equity Growth Portfolio - Series A

He has everything in those two funds. Are they worth holding? What do you suggest I advise him?  I've talked to him about ETF's and doing something different than mutual funds.
Thank you for helping out. Brent
Read Answer Asked by Brent on April 21, 2021
Q: Hi, Would you have an opinion on this etf VFMO Vanguard U.S. Momentum Factor ETF? Can this be used to add some extra torque to a diversified portfolio? I thank-you in
advance. Sam
Read Answer Asked by sam on April 21, 2021
Q: What is the difference between ETHH.TO & ETHH.B? Thank You!
Read Answer Asked by Austin on April 21, 2021
Q: I have some US dollars that I would like to invest for a few months and I'm looking for a simple etf or stock that will give me more return than the zero interest I'm getting in my USD account. I don't mind a little risk but still want low risk. If you could suggest 3 potential options I would appreciate it. Thanks!
Read Answer Asked by PETER on April 21, 2021
Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.
Read Answer Asked by Bill on April 21, 2021
Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.
Read Answer Asked by Mike on April 21, 2021
Q: Can you help me regarding how to determine fees/yields for ETFs?
I'm presently looking at is HMMJ

What is the "total" management fee?
Their website has manage fee of 0.75% plus tax and a MER of 0.85%

I don't know where Google finance comes up with a dividend yield of 7.47%? Horizon's website has the following:
Most Recent Distribution per Unit : 0.03433
Estimated Annualized Yield : 1.16%
12-Month Trailing Yield: 2.83%
Distribution Frequency : Quarterly

Also, for the most recent distribution, would you multiply the stock price at time of distribution by 0.03433
For example using stock price $10.65. 10.65 times 0.03433 or 36.6 cents for most recent quarter times number of stocks held?

thanks for all your help?
Paul
Read Answer Asked by Paul on April 20, 2021
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