skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own ZWA.TO and it has drastically underperformed anything close to the benchmark dow. IYY, a Dow proxy listed in USD, is up 34% in past year while ZWA is up less than 10% on a price basis. Being a covered call ETF, yielding less than 6%, does not explain this huge %-point performance difference. Nor the fact that it is CAD-hedged. How can it be so poorly managed? What is going on with these BMO etfs? Can you recommend a broad CAD denominated global equity covered call ETF so I can replace ZWA?
Read Answer Asked by Patrick on January 08, 2025
Q: Hi,

My partner has some CAD and USD to invest in a TFSA starting now can you please recommend some ETFs that are CAD hedged and USD that would give diversified exposure and good potential for the next 3-5 years? Thinking Mid-cap ETFs may have room to grow. To balance the portfolio can you also recommend some bond funds as well. Thank you!
Read Answer Asked by Mark on January 08, 2025
Q: Interested in your thoughts .... PIMCO DYNAMIC INCOME FUND (PDI). I've held it for almost 3 years now ...down about 20% on my original purchase price of $ 23.40. I know this is income focused so I've probably made a few dollars (I estimate I've made about $ 8.00 a share in dividends over 3 years .and I'm down about $5.00 per share on my cost). Does this have any chance for recovery to $ 21.00 or $ 22.00 this year. Or do I simply move on and look for something more attractive ... if so, any suggestions on something in USD paying at least a 6% dividend ...stock or ETF.
Read Answer Asked by Randy on January 07, 2025
Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?

Thank you in advance for your response.
Read Answer Asked by Yves on January 07, 2025
Q: I have both ZWU and ZUT in an RRSP account. For the next 5+ years, should I continue to hold both, or only one. If one, please supply your reasons. ZWU pays a much higher dividend, and has ZUT as it's largest holding, but over the last 5 years it has underperformed ZUT. Is it a case of deciding whether I want more potential growth or more potential income?
Read Answer Asked by Grant on January 07, 2025
Q: Hello 5i Research
Is there a etf that I purchase in Canadian dollars the replicates the VGT in the USA.
Thank you
Read Answer Asked by claudio on January 06, 2025
Q: I am considering ETF’s VFV & VSP.

Could you give me your assessment of these two ETF’s.

Would you prefer U.S. or CDN hedge versions? Would there be any tax considerations for either of them?

Would there be other ETF’s that you prefer other than VFV and VSP?

Thank you
Read Answer Asked by kim on January 06, 2025
Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?
Read Answer Asked by John on January 06, 2025
Q: Hello
I would like your opinion on managed bond ETF's vs passive bond ETF's? Are they worth the extra fees in your opinion?

Also I have some short duration bond ETF's and 5 year ladder ETF's in my portfolio, should I just sell these and replace them with longer duration bond ETF's?

Thank you
Read Answer Asked by Stephane on January 06, 2025
Q: Hi, can you tell us how covered call, and leveraged ETFS will behave in a market pull back, will they follow the benchmark indexes, and to what extent.
Thank's
Read Answer Asked by James on January 06, 2025
Q: ETF investing is new to me. I have invested a bit of monies with Harvest etf in the last couple of months. Could I have your opinion on Harvest please. Are some of their funds better than others? Are their leveraged funds really risky. Do you like a better company and if so why?
Just renewed membership. It is getting too many to count. Thanks for your advice Ken
Read Answer Asked by Ken on January 03, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!