Investment Q&A

Q: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.

Q: For a RESP would you be comfortable with a 20% holding for both of these 2 ETF?

Thanks

Q: Recently, Vaneck Digital Transformation ETF has come to my attention. What are your thoughts on it? Are there other options that you prefer to it? thx,

Q: If the canadian dollar is presently low against the us dollar AND I want to buy the S and P 500 (with the expectation that the dollar will revert to historical values in the future), AM I BETTER TO BUY THE S and P in US dollars or hedged ?

thanks

Ernie

Q: NEOE:BRKY (Berkshire Hathaway (brk) Yield Shares Purpose ETF)

The pro's & con's of long term buy on this one?

Thank you.

Q: TSX:QQCL (Global X Enhanced Nasdaq-100 Covered Call ETF)

Another pro's & con's question to buy or not?

The chart looks good on it.

Thank you.

Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.

Q: I know there is overlap with these 2 ETFs
Would it still make sense to own both, or is there another more complimentary Canadian Hedged US ETF to hold with either of those ETFs?
Thank you

Q: Some ETF's collect dividends from their underlying assets, but also employ yield-enhancement strategies. We might expect that such ETF's would account their distributions as some combination of 'pass through' dividends plus (for example) return-of-capital, but it is apparent that some ETF's retain essentially all dividends, and account distributions as (for example) return-of-capital alone. I can see how this policy might be attractive in the short- to medium-term - or even in the long-term, depending on the rate of inflation, and capital gains rules - but a notably cost of this policy is to deprive the investor of the considerable benefits of the dividend tax credit.

Is there a rule-of-thumb one can apply, here, to evaluate the implied trade-off, or is this the sort of thing the determination of which needs an accounting degree? Further (and without implying any judgment), can the ETF itself benefit from the dividend tax credit, or is the credit only available to individual taxpayers?

Q: Hello, For both registered and unregistered accounts for say 10 years time frame, which one would you recommend ? QQQ or S&P500.? Also, would you suggest hedged or unhedged?
Thanks
Carlo

Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Q: Can you please rank your top 3 Global X
total return funds with no distributions, in order of preference?

Q: Could you suggest some ETFs in a non registered account ($100k) and in TFSA ($60k) for a retired person who would not need those funds for the next 10 years?

Q: As per Tom Czitron in today's Globe:

An index ETF of long-term bonds should perform well, especially one with U.S. bonds but with the currency hedged back to Canadian dollars.

Please comment Mr. Czitron' point and name your favorite ETFs if there are such any available currently.

Thanks

Yves

Q: I submitted this question on Sunday, so now re-submitting...

Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)

She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.

Q: I have an enigma for you….
CALL.TO closed at C$4.13 today while CALL.U.TO closed at US$16.01.
If these are identical shares, both listed in Toronto, then the price difference should be the exchange rate - correct?
However, the equivalent USD shares are far more expensive than the CAD shares. This is the puzzle.
Could you explain this?
Which is the better buy, or would you not recommend either one?

Q: Here is a challenge for investors to beat financing charges. The financing is 2.4% for 36 months and I need better than 2.6% to pay taxes on unregistered account. With a ladder of tbills, bonds and strips one can obtain 3.1% with very little risk. If one could live with a bit more risk ( say possibility -5% over the term) are there any other options such as a low volatility income fund or preferred shares?

Q: I am setting up a TFA for my son. As the initial amount is less than $10k i will be investing in ETF/Index funds.

60% of amount will go to broad based fund such as VFV
20% of amount will go to Div paying fund such as VDY
20% Of amount will go to global large mid/large cap fund

Question:

1. I noticed some p/e ratio for various S&P 500 funds vary greatly . The PE for VFV is currently 32 but last week it was 22 ?. Any S&P 500 fund that you prefer over VFV suitable for TFSA?

2. Any suggestions for a global fund geared to mid/large growth companies suitable for TFSA long term?

3. Does my allocation seem reasonable ?

Take whatever credits required, thank you for great service

Q: Can you please recommend a few few USA treasury bill ETFs?

Carl

Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.