Investment Q&A

Q: Good Morning,

Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.

Thanks very much.

Q: In the growth portion of my RRIF i like the above three ETFs. Do you see any issues with any of these? Is there much overlap? Other stocks and ETFs focus on dividends, although Canoe is included in that group. Thanks.

Q: If you were going to build my bond portion (40% +/-) portion of my portfolio using ETFs, how would you build that? Is there one ETF that provides a broad mix of corporate / municipal / provincial / federal, a broad laddering of periods, a mix of risk, a mix of regions, etc? Or would you build it using multiple ETFs that specialize in specific products?

Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE

Q: Retired dividend income investors. We prioritize asset allocation in all of our portfolio decisions. We plan on capturing some income tax savings by selling the remaining shares of my wife's BNS, thereby offsetting other capital gains. I need to replace these funds in the same sector...ie: financials.

She leans more on the conservative side. Combined, we already have a full position in RY and other financials contained within ZLB, CDZ, ZWC, as well as AD.UN.

In the current declining interest rate environment, does HMAX fit the bill? As interest rates decline, what impact will this have on the share price? Should I assume that the capital appreciation will be fairly minimal, while the dividend maintains roughly where it is now?

I appreciate your help...as always.
Steve

Q: Can I ask your opinion on the new NIXT - Research Affiliates Deletions ETF?

I listened to an interview with Rob Arnott and the thesis of taking advantage of an index quirk makes a lot of sense at first glance.

Thank you!

Q: Hello 5i
Do you know of an ETF that tracks the TSX30?
Thank you
Dave

Q: In a non-registered account give me your pick in preference order HMAX or XTR or XDIV? Thanks so much.

Q: What is the best covered call option ETF in your option today?

Q: This one year new ETF holds around 100 US small caps and tries to select the most profitable in the field thus ideally removing what many experts lament as the main issue with holding broadly the Russell 2000 namely the large number of high debt unprofitable companies therein. Would appreciate your view on the strategy, the managers, and the holdings of this ETF and of course any other comment. Thank you.

Q: I'm looking for some options for a low volatility etf. Would you recommend ZLB or is there something else that might be a better choice.

Thank you.

Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter

Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris

Q: I am curious what you would recommend a retiree with regular monthly pension invest their non-registered funds without chasing unrealistic high yield such as with leverage and CC unless you don't see their risks as unreasonable. Thanks

Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY

Q: May I have your thoughts on this ETF please for a long term investment.

Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?

Q: hello 5i:
we've owned JPIE for just under a year now and am very happy with returns, and low volatility. Two questions:
One: is performance mostly due to timing eg. expectations of lower interest rates, meaning if expectations reverse, price would fall?
Two: what would you consider to be direct competitors to JPIE, possibly with less risk, when (not if) rates begin to rise again?
thanks
Paul L

Q: You had some previous thoughts on this one. I'm attracted to the 9-10% dividend but concerned about your previous comments that this one could be "hurt" by lowering interest rates. I guess that is why it is near a 52 week low. Any thoughts on this one now and as we head into 2025 ... is the ~ 9% dividend safe...it's been at ~ $ 17 for almost 2 years ... is the share price safe at around that level ?

Q: As a retiree with no pension, I am a dividend oriented investor, and over the last couple years have acquired some of the high yielding covered call ETFs. The yields are often twice what one could get without the covered call, and the ROC helps with OAS clawback. However, there seem to be more and more of these ETFs popping up, which makes me wonder - how big is the options market relative to the options trading by these funds? Now obviously they don't sell/buy options on all their holdings, but is there any chance they could end up basically betting against each other? Who are the major players in options trading? Do you see any problems with the proliferation of these funds, here or in the US?
Thank-you