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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: 5i

What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.

Wayne
Read Answer Asked by Wayne on March 22, 2017
Q: My wife and I have decided to move our investments from our current advisor to a more self directed option. We have looked at Tangerine and are intrigued but also heard about Wealthsimple. I can't seem to find much for reviews on Wealthsimple and what I've found sounds more like an ad rather than a review. What are your thoughts on Wealthsimple and further what are your thoughts on Tangerine? Is there something better out there than either of them? Thank you very much for your time.
Read Answer Asked by Chris on March 21, 2017
Q: Hello.
I need some advice on ETF, one Canadian and one US. I was thinking Spy for US but not sure for Canadian ETF. I own 27 equities 65% CDN & 35% US. I have two accounts that I would like each one to contain an ETF. I would then twice a year take all my dividends and repurchase shares in the same ETF. Seeing that the ETF holds many equities in different sectors to my way of thinking I would not have to think of asset allocation nor the size of my position.? Or should I? Right now all my positions are below 5%. Good Strategy?

Regards.
Read Answer Asked by Robert on March 20, 2017
Q: I've never had any interest in ETFs until yesterday a friend told me the error of my ways. He gave me two names ZSP and ZWB that both have annual combined returns (yield & growth) exceeding 20%. It was a real eye opener for sure.

Do you know where can I find reports on line that rate the performance of most Canadian traded ETFs? As well, do you have other ETF names that are comparable in combined returns with ZWB and ZSP that you can recommend?

Thanks.
Read Answer Asked by Victor on March 20, 2017
Q: 5i

I am 75 years old, retired and do not have any funds in my portfolio. Am looking at ZDV,ZRE,ZWH,ZPR,HPR. Looking at income and safety. How would you rate these funds for income and safety in today's environment and the environment you percieve in the next year. Any other suggestions appreciated.

Read your Q&A every morning, great info is generated through readers questions and your response.

W
Read Answer Asked by Wayne on March 17, 2017
Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.
Read Answer Asked by Austin on March 16, 2017