Investment Q&A

Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Q: Regarding HSAV I would appreciate an explanation on what impact "premium to NAV or discount to NAV" should have on my decision on when to buy this ETF. It is currently showing "Premium/Discount to NAV" of 0.68. I would like to buy now but I am not sure if this is an ideal time.
Thank you.

Q: Hi, Canadian Bitcoin ETFs seem to lose traction against the new US ETFs.
You had many comments on Bitcoin (halving,etc ..) in the QA.
What about the fate of Etherum ETFs ? Different enough or same path ? Why ?
Merci, Denise

Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you

Q: Do you have a preference between these two etf’s or is there another name you would recommend? Will become a 5percent holding in a non registered account. Thanks for your input.. Lesley

Q: Question from yesterday the entry points was missed. Thanks
Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks
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Asked by Brian on April 19, 2024
5I RESEARCH ANSWER:
We would rank: VTI, VUS, SPY, SPGP, VIG. This ranking is based on the belief that markets will 'broaden out' over the next couple of years with less focus on mega-cap companies. VUN is the unhedged version of VUS.

Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??

Q: Hi, There has been a lot of talk about Japanese stock market witnessing a strong recovery after almost a lifetime. In your view, what are the factors causing this rebound ?

Many portfolio managers on CNBC and BNN have recommended to have an exposure to Japanese markets. Mr Buffet, for one, as always, started early, taking sizable positions in some well known Trading and Industrial companies. Over past 2-3 years, they have also issued many tranches of Japanese Yen denominated Bonds, with interest rates higher than usually offered by Japanese issuers, once such large issue just announced.

What is your view and if you concur, is EWJ a decent investment vehicle to invest at current levels ?

Thank You

Q: Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.

Thanks

Q: If interest rates drop would short term bonds be better than longer term ,which ever is better do you have any suggestions on bonds .

Q: I am retired and comfortable with the mix of stocks I have but with the increase in chatter about bitcoin I wonder if I am missing something. I have looked at bitcoin as a pyramid scheme and avoided it. Can you comment on its value and if you think is has any, maybe suggest some options to buy into this new commodity.

Q: Recently sold a rental house and am looking for investment in low risk but monthly payment in a non registered account. I’m not comfortable with bonds and so far have come up with either laddered GICs ( paid out every 6 months) or combination of PFL, XFR, and ZMMK. Do you have any thoughts on any of this. Which would have a the best tax rate implications? And would you have any other suggestions that would work best in the current reduced rate environment we are heading in the next few years.
Thanks

Q: Hello,

GEQT vs XEQT vs VEQT vs FEQT, which one is the better buy in the all in one all equity ETFs category and why?

The sector allocations of WSRI and WSRD are quite different than the typical ETFs, with top 3 sectors being consumers goods, healthcare, consumers services. Do you think these sectors will provide some good returns compare to high technology focus ETFs?

Thanks.

Thanks.

Q: Peter and staff I am looking at HBIG and or HBIE. Your thoughts please. Are they expensive to own? 76 years retired and looking for stability of income and holding its original value. Thanks Ken

Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Q: I was surprised you suggested a maximum SPY weighting of 10% in response to Jim’s question on April 10.

Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.

Can you please expand on the suggested 10% maximum weighting?

Thank you

Q: In your answer to me on the BMO and Hamilton covered call ETF's regarding " return of capital " you refer to ZWB having a return of capital of 75% and HMAX as 84% .... Your answer basically addressed taxation which in my case is inside a RRIF account...... And in a follow up question from Bruce you give a brief explanation. I don't think I understand what the term means as to me it sounds like I am getting my own money back which strikes me as a bad thing. Could 5i explain just what exactly the term means ? And whether or not it is a good thing, bad thing , or nothing to be concerned about ..... Thank you as always for your sound advice .....

Q: I'd build a sizeable position in XEI - can you suggest a strategy to do this over time?

Q: With the proliferation of ETFs using covered calls there have been numerous questions about the return of capital classification of the distributions. Many of the questioners seem to think that Return of Capital means that they are simply getting their own money back. And while this may be true in some cases in many ETFs this is a tax classification of certain types of distributions and not the erosion of capital. Many of your answers do not fully explain this and often leaves the impression that the questioners belief that they are simply getting their money back and their capital is being eroded is correct when in many cases it is not. I think an article from yourselves more fully explaining this popular group of ETFs is in order.
After much research I have recently embraced ETFs using covered calls as a means of funding my retirement. For someone younger, focusing on growth, this may not be the right choice but as a retiree I’m looking for income without having to sell investments during market downturns to fund my retirement

Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks