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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: Thanks to 5i, I've had the best year ever in the stock market. I've recently been trimming some high beta stocks that have become overweight in my portfolio. Not knowing much about bonds, never owning any, I'm looking at ZBD to park the cash. In Feb 2019 you said" . Any mutual fund or ETF technically does not guarantee any capital, so although ZBD is very safe and provides a higher yield than a high-interest savings account, there is always a 'risk' with bond funds." Can you expand on what the risk is, does the current enviroment add to the risk?
Read Answer Asked by Charles on October 19, 2020
Q: Hi,
I wanted to increase international equity exposure by adding ETFs. I currently own VWO (about 3%). What is your view on VIGI and VEU? Could you suggest 2-3 other names? Thanks,

Martin
Read Answer Asked by Martin on October 19, 2020
Q: Morning Peter and Team,
Let's assume there are 2 ETFs holding identical underlying stocks but one utilizes covered call option and the other one does not. Under what circumstances would each of these 2 ETFs provide a better return than the other.
Thanks for your great work.

Read Answer Asked by Harry on October 16, 2020
Q: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?
Read Answer Asked by Mahdi on October 15, 2020
Q: 5i, thank you again for all the great advice! I saw someone asking a question about these bond / high interest ETFs earlier today. Do you have other suggestions for bond / high interest ETFs? I have a longer investment horizon, but currently are 40% equity and 60% cash. I want to put some of this cash to work in a relatively safer manner.
Read Answer Asked by Haifeng on October 15, 2020
Q: Good morning, thoughts on the new ETF HCAL that uses 25% leverage on Canadian bank stocks.
Will this ETF suffer similar long term erosion like the double and triple levered ETF'S?
Read Answer Asked by Robert on October 15, 2020
Q: May I get your overall impression of the newly launched Invesco NASDAQ Next Gen 100 ETF (QQQJ)? Is it wise to let it grow larger before considering a position? Could it be viewed as an advantageous alternative or complement to IWO for US small/mid cap exposure?
Read Answer Asked by Peter on October 15, 2020
Q: For a balanced portfolio with the next 3-5 years in mind, what are your suggested weightings in preferreds, utilities and high yield bonds. Given low interest rates preferreds in particular seem like a place investors will go to seek higher yields with some opportunity for growth.
Read Answer Asked by Curtis on October 15, 2020
Q: Hi 5iTeam,
TXF currently pays around 8.5% in dividend. From what I can gather, the underlying stocks in this etf pays minimal dividend and some don't pay a dividend at all. So I just wondering how TXF manage to pay such a high dividend. Your thoughts on this would be appreciated.
Also I would like to know the average yield of this etf going back the last 10 years.
Thanks again for your great work...
Read Answer Asked by Harry on October 15, 2020
Q: In general, what is your advice on covered calls in this market? If favourable, for technology QQQX and BST are on my watch list. There are many others. What do you advice as to most preferred ETF, if any?
As well, there are more complicated ETFs which factor in covered calls - RPAR, SWAN, and NTSK, for example. What is your view of such financial products?
Read Answer Asked by sam on October 15, 2020
Q: For international exposure in taxable account, what is your thought on:

EUFN: playing on european banks. pretty depressed but room to run with rebound?
EWT: a play on taiwan rebound?
EEM: emergering markets.

any other thoughts on CDN $ equivalents?

Should be aggressive in taking position now or buy in over time?

Read Answer Asked by Chris on October 15, 2020
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