Investment Q&A

• Vanguard Total Stock Market ETF (VTI)
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• Eaton Vance Tax-Managed Global Diversified Equity Income Fund of Beneficial Interest (EXG)
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Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn

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Read Answer Asked by Dawn on February 20, 2020

• BMO US High Dividend Covered Call ETF (ZWH)
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Q: Good afternoon 5i.

I'm looking for a Canadian income ETF that invests in US stocks and best fit with ZWH.

Steve

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Read Answer Asked by Stephen on February 20, 2020

Q: Ok now i am 70 i feel myself being dragged kicking and screaming into more fixed income. My 5% exposure to fixed (money loosing) income over the last 10 years has made for a wonderful ride with equities but please recommend your favorite international ETF.

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Read Answer Asked by GRAHAM on February 20, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: SHOP is almost 30% of this ETF now. Shouldn't the "manager" be adjusting the weightings of this Fund? I realize it's slim pickings in the Cdn Tech sector but the other holdings could be beefed up and SHOP could be shaved back a bit. With a bad Q, SHOP could drag this ETF thru the mud.

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Read Answer Asked by Carl on February 20, 2020

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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• Horizons Enhanced Income International Equity ETF (HEJ)
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• iShares Diversified Monthly Income ETF (XTR)
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• abrdn Asia-Pacific Income Fund VCC (FAP)
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• BMO Canadian High Dividend Covered Call ETF (ZWC)
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Q: Hello 5i
3 analysis requests per above : can you comment on these ETFs in regards to North American holdings overlap and geography overlap for the international exposure etfs (all are 1/2 to full positions). If you have replacement etf options please feel free to comment. Finally in regards to respective sector identification / allocation what would 5i recommend for the north american focused etfs (source the fund fact disclosure or simply enter as an index?) Thanks for the innovative hi level investment platform & your service.

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Read Answer Asked by Brant on February 20, 2020

• iShares MSCI World Index ETF (XWD)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ)
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• iShares MSCI EAFE Growth ETF (EFG)
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Q: I am looking for an international equity ETF that has a portion (+/-25%) of its holdings in technology but a good balance of other areas? thanks, Jean

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Read Answer Asked by Jean on February 19, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
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• BMO Asset Management Inc (ZTL)
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Q: What is the advantage or disadvantage in investing in ZTL versus TLT? Are they ok in TFSA? Are there other bond ETFs you would prefer.
Thank you

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Read Answer Asked by Linda on February 19, 2020

• Vanguard Health Care ETF (VHT)
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Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?

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Read Answer Asked by Elizabeth on February 19, 2020

• Vanguard Total International Stock (VXUS)
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Q: forgot to mention that my request for 5 dividend arristocrat positions were for an account outside a registered account, you suggested BNS, BEP.UN, FTS, SLF, ENB, do these still hold true and I would like to have your 5 ETF choices in a new unregistered account for a 10 yr hold
Thanks for the help

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Read Answer Asked by James on February 19, 2020

Q: Can I please get your opinion of this ETF. Thanks

Dave

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Read Answer Asked by David on February 19, 2020

• BMO Equal Weight Industrials Index ETF (ZIN)
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Q: Greetings!
I am looking to add some solid industrials weighting to my TFSA. 5 yr plus time frame. Can you offer your top 5 stocks , and top 5 Canadian focused ETFs please with rationale? Also, interested in any Canadian based ETFs that focus on US industrials. I could use some additional US focus, so how would your top picks in each ETF category compare with each other in terms of geographic region?

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Read Answer Asked by KEN on February 19, 2020

• CI High Interest Savings ETF (CSAV)
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Q: TD claims I cannot hold PSA in my SDRIF. Is this correct? Could you suggest an alternative? Thanks.

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Read Answer Asked by Bill on February 19, 2020

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard Total International Stock (VXUS)
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Q: We have given our 19 year-old Son $12K to maximize his TFSA. I have advised him to watch North American ETFs, now that we are at the top of the economic cycle. Can you recommend a few individual Canadian stocks with a 6+ year time horizon? Would you recommend any International, European or developing world ETFs?
Thank you!!
Grant

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Read Answer Asked by Grant on February 18, 2020

• BMO US High Dividend Covered Call ETF (ZWH)
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Q: Investorsedge says tech.B.O.with a TP of $22.65-22.85. Is this a good Buy?2)If so,buy in Tfsa,Rif or Investment a/c? 3)Any withholding tax on the monthly distribution? 4)Payment in US or Canadian $? 5)Is there a currency hedged? Txs for u usual great advices & services.

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Read Answer Asked by Peter on February 18, 2020

• BMO Ultra Short-Term Bond ETF (ZST)
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Q: The BMO Ultra Short-Term Bond ETF (ZST) has a 10 year chart that has gone down over the period (about 16%) and in the last year it has followed a regular monthly zig-zag chart pattern up in the beginning weeks of the month but down rapidly near the ex-dividend date. Any comments regarding this pattern or this ETF in general?

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Read Answer Asked by Douglas on February 18, 2020

• iShares Global Water Index ETF (CWW)
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Q: CWW holds a lot of utilities but doesn't pay that high of a yield (.67%). Is there any unusual reason for this like a swap or something or do the holdings just not pay out that much for dividends? Also how badly do you think a slight increase in interest rates would hurt this etf?

Thanks

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Read Answer Asked by Dennis on February 18, 2020

• iShares S&P/TSX Capped Financials Index ETF (XFN)
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Q: I have 10K to invest & presently have no shares in the financial sector. Would you suggest purchasing 2 or 3 financial companies or just purchase a financial ETF, such as XFN. If I did invest in financial companies, what 3 or 4 companies would you recommend. Thanks … Cal

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Read Answer Asked by cal on February 18, 2020

Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.

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Read Answer Asked on February 18, 2020

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• Purpose High Interest Savings Fund (PSA)
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Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.

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Read Answer Asked by Bill on February 18, 2020

• BMO Aggregate Bond Index ETF (ZAG)
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Q: Can you please give me your opinion of ZAG. For one's bond allocation in a portfolio, could this serve as a one stop option ? Thanks!

Just renewed my membership for another great year !! Thanks Gentlemen !!

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Read Answer Asked by David on February 15, 2020