Q: I presume distributions are taxed as income from these funds. Are there any other tax items with these ETF's, such as Return Of Capital?
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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.
- KraneShares CSI China Internet ETF (KWEB)
- Invesco China Technology ETF (CQQQ)
- Mackenzie All China Equity Fund Series D (MFC5302)
Q: How does one invest in the Chinese stock market and high tech in particular? I am not looking for a general index fund but a fund with active management that investigates and only invests in hiqh quality growth and dividend stocks in China and with a proven track record.
Q: What can you tell me about this company? I have held it for about 10 years in a registered account. Not sure what the yield is either. Is there another similar bond fund that is better?
Q: Is ZWU a relatively safe place to park money while waiting for new opportunities? What makes it go up and what are the risks? Thanks.
Q: Hello team- am considering buying VT for the global exposure for my tfsa as well as for my non registered account. Questions: 1)what are the tax implications for each account, as well as pros and cons. Of course, your suggestions
of other ETFs (pros and cons) to consider would be most welcome.
Thank you- jane
of other ETFs (pros and cons) to consider would be most welcome.
Thank you- jane
Q: hello 5i,
I have generally done well with your stocks but I bought tlt:US only a couple of weeks ago. I am already down 4 percent. I imagine I bought at a bad time because it has gone up for the year. Now stock markets are moving up and bonds, I guess are moving down. I am at a bit of a loss regarding how to proceed with this. I suppose I should buy something like gst's with fixed income to make sure i don't lose money. so, the question is what to do with tlt now. Do you still consider it worthwhile in the current situationÉ
thanks
I have generally done well with your stocks but I bought tlt:US only a couple of weeks ago. I am already down 4 percent. I imagine I bought at a bad time because it has gone up for the year. Now stock markets are moving up and bonds, I guess are moving down. I am at a bit of a loss regarding how to proceed with this. I suppose I should buy something like gst's with fixed income to make sure i don't lose money. so, the question is what to do with tlt now. Do you still consider it worthwhile in the current situationÉ
thanks
Q: What do you think of the current situation in Chile from an investment standpoint? Some of the banks have been hit hard as has ECH, the US Chile ETF. Do you know of any Canadian ETFs with a decent Chilean concentration? Thank-you.
Q: Hi, I feel like I'm light on Agriculture/Food exposure and seeking a recommendation if you think there's some good opportunities here. I have a small portion of COW but not sure if I should add or select another name to increase my exposure?
Q: Hello 5i team,
My 33 year old son is looking at rebalancing. He has a defined benefit pension. He would like to use VTI and VXUS for non cad exposure. What percentage would you propose for cad, Vti and Vxus? And is there any ETFs that trade in canada that you would consider replacements of those two?
Thanks for all you do!
Wes
My 33 year old son is looking at rebalancing. He has a defined benefit pension. He would like to use VTI and VXUS for non cad exposure. What percentage would you propose for cad, Vti and Vxus? And is there any ETFs that trade in canada that you would consider replacements of those two?
Thanks for all you do!
Wes
Q: I'm looking to add exposure to the growing E-Sports and digital entertainment industries, not sure where to start.
- Covalon Technologies Ltd. (COV)
- Chartwell Retirement Residences (CSH.UN)
- Knight Therapeutics Inc. (GUD)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: Can you recommend a safer play in the Health Care space than tCOV and GUD? I'm invested in two health care ETFs (CSH and NWH) but I'm holding these for the dividends rather than growth.
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!
Q: I am very conservative with a target asset allocation of 20% equity. I have a substantial cash position and would like to make some equity investments. My core investment is VCIP and I want to make some satellite investments. Please give me some ETF and individual stock ideas. Our defined benefit pensions cover our living expenses. Protection of capital is important to me. Thank you.
Q: A follow up question on XTR. Given that the yield is roughly 40% return of capital as you indicate, what does this suggest for the value of the fund? Will it erode over time? Is this sustainable? Are there any conditions that an investor should be watching out for? Thank-you.
Q: There were a couple of questions recently about dividends/distributions being 'return of capital' (ROC) which made me wonder how a company raises money to pay ROC? Does it sell shares ahead of the dividend date?
Q: In response to my last question you suggested adding ESGD and ESGE to the portfolio with CRBN and ZLB. Would VSGX effectively do the same thing? I would want to keep the number of etfs to manage to a minimum.
Weights:
25% ZLB
60%CRBN
15% VSGX
Thanks.
Weights:
25% ZLB
60%CRBN
15% VSGX
Thanks.
- BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- SPDR EURO Stoxx 50 ETF (FEZ)
Q: Hi, could you list ETFs that you would recommend that hold mainly European companies & ETFs that hold European indexes. Thanks … Cal
Q: Hi,
Do you agree that there is a value gap between large and small cap stocks? BNN said ..."Michael Burry of The Big Short fame recently called this phenomenon the index bubble or ETF vortex and he is investing heavily in small-cap value stocks worldwide. "
Would you try to exploit this? Are there any CDN or US small cap ETF's you'd recommend?
Do you agree that there is a value gap between large and small cap stocks? BNN said ..."Michael Burry of The Big Short fame recently called this phenomenon the index bubble or ETF vortex and he is investing heavily in small-cap value stocks worldwide. "
Would you try to exploit this? Are there any CDN or US small cap ETF's you'd recommend?
Q: Financial Post: Posthaste: Canadian dollar poised to become the ‘hottest money’ in the industrialized world.
https://business.financialpost.com/executive/posthaste-canadian-dollar-poised-to-be-the-hottest-money-in-the-industrialized-world
What are your thoughts and is there an ETF in Canada where I can hedge so I can benefits if Canadian dollar rises
Thanks for your great service
Hector
https://business.financialpost.com/executive/posthaste-canadian-dollar-poised-to-be-the-hottest-money-in-the-industrialized-world
What are your thoughts and is there an ETF in Canada where I can hedge so I can benefits if Canadian dollar rises
Thanks for your great service
Hector
Q: Can you please explain how XTR pays out such a high yield when not one single of its constituent ETFs pays this much? Thank-you.
- iShares Global Healthcare ETF (IXJ)
- Health Care Select Sector SPDR (XLV)
- iShares U.S. Medical Devices ETF (IHI)
Q: Hi 5i team,
Given the volatile market and demographic, what will be the suggested % for healthcare sector? Currently I don't have much in healthcare and I want to add healthcare etf to my TFSA account, what's the differences between XLV , IHI and IXJ? In terms of valuation and growth, which one will be best to buy now for TFSA? Thanks.
Given the volatile market and demographic, what will be the suggested % for healthcare sector? Currently I don't have much in healthcare and I want to add healthcare etf to my TFSA account, what's the differences between XLV , IHI and IXJ? In terms of valuation and growth, which one will be best to buy now for TFSA? Thanks.