Investment Q&A

Q: Peter, I’m also tiring of underperformance of MAW funds. Could you suggest alts for these two please? Thanks,
Rod

Q: What do you think about UMAX in a TFSA to generate monthly tax free income. Are there any issues related to ROC with this ETF in a TFSA.

Q: What two ETFs would you recommend for my Canadian part of my portfolio?

Q: Best junior gold ETF? Silver? In Canadian dollars please.
Thank you!

Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.

Q: Can you please suggest US equivalents to these two CDN covered call utilities etf's ?
Thx

Q: Your comments please about this fund for global bond exposure in a diversified portfolio. Are there any ETF's that would be similar in scope and performance.
Thanks, Brian

Q: What ETF would you recommend for a US dollar TFSA that would similar to VUSB?
My understanding is any US interest earned in a non registered account has a 15% withholding tax.

Q: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.

Q: What are your thoughts on CNYE. How can they offer to pay 32% dividend. Is this worth investing.

Thanks for your excellent service

Q: I have held the Mawer Small Cap Global fund for several years. performance hasn't been too good in my mind. I am just about flat since original investment. How does this compare to other similar funds? Can you suggest other choices that may be a better choice?

Q: I would like to set up a portfolio of approximately $250,000 for my son who is in his mid forties who has zero interest or ability to manage the portfolio. Half the money would be in a TFSA and the other half in a 'cash' account. One possible option is to invest in a number of ETF's along the lines of the MoneySaver, Model Portfolio but not certain that this would be a good option as rebalancing would be required on a regular basis.
The other option that I am considering is to invest in one or more balanced ETF's or mutual funds such as VBAL, VGRO, XBAL, ZBAL, etc, or perhaps MF's such as the TD Balance Index Fund or the CIBC Balanced index Fund.

How would you structure a portfolio that would require little / preferably no maintenance over a long time frame. Thanks

With ETF's such as VBAL, XBAl, are dividends or interest payments reinvested by the 'fund. or is reinvesting of any proceeds necessary?

Q: your thoughts on BTGD

Q: I missed the “rush on gold” and now seeking a method to buy a basket of goods required for EV market. Is there a specific ETF or other type of investment you would recommend?

Q: My son has US$100K to invest in a non-registered account. He would like to keep it simple and invest in a low fee ETF for balanced growth. Please suggest suitable investment vehicle in USD denomination.

Q: Generally speaking, within one's bond portfolio what percentages of the portfolio would you allocate to the three ETF's mentioned.

Q: I don't have any uranium stocks. Would Cameco fit the bill or should I look at an etf to be more diversified. thanks and Greetings, Peter

Q: Two part question:

What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?

Would it be possible to suggest equivalent covered call etf(s) for US market?

Thank you.

Q: I have a 16% position in the GRNY etf which I recognize as higher risk however it does hold 30 plus equities with a tech tilt but with a level of diversity so that my view is I hold approximately one-half of 1% of each equity. Am considering adding perhaps a 2% holding of Gene Munster's LOUP etf which doesn't show up in your system but has been around for 7 years. Could you provide your opinion of LOUP as a 3 year hold with regard to its approach to equity selection, the current holdings, its performance, its level of risk, and whether you would buy it as a worthwhile high growth potential etf. Do you like it?

Q: Can you please give me your opinion on the prospects of GARP. It seems to have performed well since inception, but not without volatility (25% drop in 2021/2022). With this in mind, would it be appropriate for a growth portion of a portfolio? Would now be a good time to initiate a position, or wait for a pullback.
Thank you.