Investment Q&A

Q: What are the best bond etfs to own in Canada and US in your opinion? Please provide several options in both countries. Thank You.

Q: What is your take on SPYC (sp 500 ETF with options overlay) ? Thanks ..Martin.

Q: Hi 5i,

Thank you in advance for you guidance. It is much appreciated. So, I am very bullish for gold and silver. I have invested in physical gold and but I want to take advantage of gold and silver companies as well. I love The Gold Fund at EuroPacific Asset Management (https://europacificfunds.com/funds/gold-fund/) that is managed by Adrian Day, but it requires a $100K minimum investment for Canadians. Can you recommend a really great ETF or Mutual Fund that is similar?

Q: Hello, a new ETF (stock symbol: HCAL Hamilton Canadian bank 1.25 x leverage ETF) is going to be released in the market soon. At the moment, I don't have too many Canadian bank stocks in my portfolio. The 1.25x leverage and 6% yield seems interesting, especially as the price of Canadian bank stocks are quite low now. What are your thoughts on this ETF? Thanks

Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you

Q: What is your anaysis and rating of this ETF? Is it a recommended buy?
Thank you.

Q: Hi,

Do you have a preference between these 2 ETFs?

I'm holding HTA but I noticed that the TXF yield is quite a bit higher. Do you have any concerns regarding a swap from HTA to TXF?

Thanks,

Gord

Q: I have been following 5i advice for a few years now and it has served me well. Thanks! However, this is the first time I have had a question that I haven't seen an answer too in the forum; I some capital that I need to invest shorter term 1 - 1.5 years. Everything fixed pays next to nothing, so where should I be looking at this time? Bank stocks with a safe dividend? Other high dividend slow growth companies? If so, which would you recommend? Thanks, Dan

Q: Could I have your views on the Emerge suite of etfs; EAUT, EARK, EAGB, EAFT and EAAI. Returns so far seem to be pretty good but wondering if some of those could become part of a personal portfolio. Haven't heard very many questions on these particular etfs.

Jacques

Q: Hello 5i Team. My question relates to the dividend on HFR. My plan is to use this ETF as a cash savings fund in hopefully a tax efficient manner. As such, can you confirm or comment on the following: from the Horizon web site (T3 Tax Distribution 2019) it lists the dividend as 93% "other income" and 7% as "foreign income". Can one assume that other income would be taxed as interest income by the CRA? If my assumption is correct, what other ETF options might one look that combines safety and tax efficiency? Many thanks. Steve

Q: Hello why is ZWU still down nearly 20% from peak, but XUT is only down about 5%? Does it have something to do with the large yield on ZWU?

Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.

Q: Can u explain the concept of a strip bond
Do u consider it a good investment and why?
Can you use an example to illustrate the pros and cons
Where would I purchase a strip bond and can u suggest a few?
Thanks

Q: Hello 5i Team
I want to invest in an Emerging Markets Bond Fund or ETF. My preference is to invest in Canadian Funds. Choices I have found are:
iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) – Symbol XEB.CA
BMO Emerging Markets Bond Hedged to CAD Index ETF – Symbol ZEF.CA
RBC Emerging Markets Bond Fund Series D – Fund Code RBF1097:CA

Questions I have are:
1 – It is not clear from BlackRock’s website, but is XEB 100 % invested in BlackRock’s US ETF EMB:US ?
1 – XEB and ZEF net assets are $97M and $380M, is the lower net assets a concern?
2 - XEB and ZEF average trading volume is 1,707 and 2,664, is the lower daily average volume a concern?
3 – Although the MER for RBF1097 is 1.07% is this a better choice than XEB/ZEF whose MER is 0.54% and 0.55 % as the net assets for RBF1097 is approximately $1.7B?
4 – Any other ETF/MF that I should review?
Thanks

Q: In general, what type of strategy would u guys recommend if a person wanted to stay involved in the Stock Market with a four to five year time horizon, but still wanted to preserve his capital mostly, thanks?

Q: Hi gang, any suggestions for individual stocks or ETF in Canada or USA. Thanks Alnoor

Q: please suggest a health car etf

Q: Which is better for an RESP in terms of growth and returns within the next 2-3 years? Perhaps a ranking?

Q: Which one of these would be the best choice for a RESP. Beneficiary is an older child (grandson) who will start to draw funds from mid 2021 onwards. Looking for the best return within the 2 to 5 years remaining before total drawdown of funds would be completed.

I plan to establish a new RESP for a great granddaughter soon. She is not yet 2 years so has a long time horizon. Any suggestions?

Q: While Canadian dividend stocks are my preference due to their favourable tax treatment, etc. some emerging market exposure can't be all bad, especially if you can get a reliable dividend. Is BBVA an example of a suitable emerging market dividend payer to your mind? Thanks.