Q: What percentage of a RRIF account would you recommend having exposed to a covered call strategy using ZWC, the said account has Enbridge, Superior plus, XTR and FIE, with the two latter having the largest percentage
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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.
Q: The Energy sector in general but particularly the Canadian portion is avoided and therefore undervalued. Is it a reasonable place for non speculative investments considering the political and sunset industry climate?
Q: I have a relatively large cash infusion (an additional 20% of my overall portfolio value) to invest. Over what timeframe would you recommend that I gradually add to/start positions with this cash? Do you have any other general advice re: how best to invest the cash as part of my portfolio?
Q: Just curious as to what your opinion is on Michael Burry's views on index funds. He's been saying they're in a bubble similar to the subprime CDOs that caused the 2008 crash. Thanks.
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iShares Russell 2000 Growth ETF (IWO $327.12)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.12)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $70.44)
Q: Hi,
What US ETF's do you think would be a good way to play the US market for the next 2-3 years. I really for longer than that but I think there's going to be a lot volatility in the next couple years. I'm underrepresented in cyclicals, consumer discretionary, banks, energy and big Pharma, but not technology. I own QQQ.
What US ETF's do you think would be a good way to play the US market for the next 2-3 years. I really for longer than that but I think there's going to be a lot volatility in the next couple years. I'm underrepresented in cyclicals, consumer discretionary, banks, energy and big Pharma, but not technology. I own QQQ.
Q: Since the fund will be delisted, what would you suggest as equivalent replacements?
Merci
RM
Merci
RM
Q: What your opinion on this ETF?
Thanks
Thanks
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BMO Low Volatility US Equity ETF (ZLU $57.26)
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BMO S&P 500 Index ETF (ZSP $103.09)
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iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.38)
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Vanguard Mega Cap Value ETF (MGV $142.44)
Q: Would appreciate your view on this etf as a long term hold for some relative safety and income using US dollars. Secondly what would you suggest as a Canadian dollar version of this etf holding a similar array of US large caps with a similar yield and low mer - would you recommend these for purchase or another pair instead - finally would you suggest averaging in for a fairly aggressive portfolio percentage (as high as 20%) or just buy and hold given the holdings -all the best - Ken
Q: It is my understanding that ZST.L does not pay out any interest or dividends but rather reinvests them. If that is the case, when one eventually sells their holdings would the gain in share price be treated as a capital gain instead of interest or dividends?
Looking at both PSA and ZST.L, apart from the face one pays out regularly and the other does not, does one stand out as a better place to park some cash to you?
Looking at both PSA and ZST.L, apart from the face one pays out regularly and the other does not, does one stand out as a better place to park some cash to you?
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Vanguard S&P 500 ETF (VOO $628.30)
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Vanguard Total Stock Market ETF (VTI $336.31)
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Vanguard High Dividend Yield Indx ETF (VYM $144.76)
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iShares Core Dividend Growth ETF (DGRO $69.80)
Q: Hi Peter & 5i,
I have these US ETF's in an RRSP, is there any duplication here, if so, could you suggest an alternative. As always
I do appreciate your input.
Thanks
Ivan
I have these US ETF's in an RRSP, is there any duplication here, if so, could you suggest an alternative. As always
I do appreciate your input.
Thanks
Ivan
Q: Do you consider XGD good for an investor who does not want to select different companies in gold sector.Hold for 2 years 500 shares approx. 4% of portfolio.Any other suggestions
Q: I have owned this Canadian Small/Midcap in my RRSP since 1995, but in the last few years it was switched to this TML3892. It is way down and I am in the process of replacing my high MER mutual funds with efficient ETF's. What is your opinion of hanging on until it recovers $2 to $3 dollars versus selling it, and what would you recommend instead?
Q: Would you have any issues with these 3 ETF's taking up 50% of a portfolio, the other 50% is 25% growth and 25% div stocks that have operations in both US and CDN.
Thanks
PF
Thanks
PF
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BMO Low Volatility US Equity ETF (ZLU $57.26)
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iShares MSCI World Index ETF (XWD $109.75)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.35)
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Vanguard Balanced ETF Portfolio (VBAL $36.95)
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Vanguard Growth ETF Portfolio (VGRO $43.14)
Q: I currently own 200K in vbal, 200K in vgro, 150K in xwd and 50K in vee, I am thinking of switching out vee with zlu as zlu performs better in the long run and also vee is covered in vgro and vbal.
Thoughts?
Thanks
SF
Thoughts?
Thanks
SF
Q: Having been doing some research on couch potato investing as opposed to me being actively involved.
As such, I am considering VGRO for myself and VBAL for my spouse's TFSAs. 4-5 year investment time frame.
Do you think this a good idea in putting all eggs in Vanguard's basket? What alternatives would you suggest?
Appreciate the insights and information you have provided and continue to provide.
JOhn
As such, I am considering VGRO for myself and VBAL for my spouse's TFSAs. 4-5 year investment time frame.
Do you think this a good idea in putting all eggs in Vanguard's basket? What alternatives would you suggest?
Appreciate the insights and information you have provided and continue to provide.
JOhn
Q: Any thoughts about their latest offering?
Q: Hi,
I have 2k of that fund and they closed it by september 19th. Is it better to wait to the end and have eventually a better price or have I to sell now ?
Thanks,
Francois
I have 2k of that fund and they closed it by september 19th. Is it better to wait to the end and have eventually a better price or have I to sell now ?
Thanks,
Francois
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Miscellaneous (MISC)
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CI Morningstar Canada Value Index ETF (FXM $35.29)
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Vanguard Global Value Factor ETF (VVL $62.17)
Q: Can you please recommend a value ETF in Canadian and USA dollars. Which one is your favourite value ETF
Canada
Global
USA
Thanks for your great service
Hector
Canada
Global
USA
Thanks for your great service
Hector
Q: Hi 5i team,
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!
lil
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!
lil
Q: Please advise if the distributions are treated as a dividend or interest or capital gain. On psu.u ETF ,would you recommend a term deposit from td bank at 1.75% or this etf