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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: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.
Read Answer Asked by Will on April 14, 2025
Q: I have cash in my portfolio. I am looking for a multi asset ETF. Ideally, I would like a 1 ticket multi asset ETF that has a category / asset class of "alternatives". (ie private equity) Is this available on the TSX? Could suggest 2-3 multi asset ETFs. If these ETF do not include "alternatives", are there any ETF that specialize in "alternatives" ie private equities not tied into the market. I understand liquidity may be an issue for such an ETF. Thank you
Read Answer Asked by Dick on April 11, 2025
Q: Hello Peter and the 5i Team,

With China apparently selling vast amounts of US Treasuries, which in turn has caused yields to rise dramatically, resulting in a corresponding drop in price of this ETF, I'm concerned that an ETF like HPYT won't be able to mitigate the losses, even with its covered-call strategy. Since HPYT is scheduled to pay its distribution today, I'm patiently waiting to determine if my recent steep losses will be somewhat reduced by the distribution. I'm seriously considering getting out of HPYT entirely due to the unintended consequences.

Am I correct in my thinking? I don't have a lot of experience with ETFs of this type.

Thanks as always for your guidance.
Read Answer Asked by Jerry on April 10, 2025
Q: Hi 5i, in mid-December 2024 I trimmed my overweight Mag 7 holdings and put the cash into a US high interest savings account. I am now concerned about a decline in the US$. My question: should I be and if so, can you suggest some alternative holding/investment suggestions? Thanks!
Read Answer Asked by Martha on April 10, 2025
Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.
Read Answer Asked by Pierre on April 10, 2025
Q: Hi,

We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.

In such a scenario, which would be the best stocks or ETFs to favour ?

Many thanks,

Jacques IDS
Read Answer Asked by Jacques on April 09, 2025
Q: Given the current volatile market, option selling etfs seems to offer some tax efficient income while waiting for things to cool down somewhat. What is your opinion on investing in these vehicles? What is the risk / reward equation in an uncertain market. Is there one that you would prefer if you were considering for your income portfolio. Thanks
Read Answer Asked by mitchell on April 09, 2025
Q: Someone asked a question about T1135s and ETFs and your response was that if the fund is domiciled in Canada a T1135 wasn't required. Could you publish a list of which funds are and aren't? This would be helpful in selecting which ones to avoid if you want to reduce your tax paperwork.
Read Answer Asked by Robert on April 08, 2025
Q: With the current downturn in the market, could you please recommend 5 global ETFs (not US based equities) and rank them from 1st to 5th.
Read Answer Asked by Don on April 08, 2025
Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well
Read Answer Asked by Don on April 08, 2025
Q: If you own (cost basis) over $100,000 (I believe) of foreign stock, you need to fill out a T1135 form. My question is, if you owned EFTs for foreign companies, and purchased those EFTs on a Canadian market, will those EFTs need to be included on the T1135?

I know this is a tax question, but I hope it has an easy answer. Thanks.
Read Answer Asked by Brad on April 07, 2025
Q: A large portion of my portfolio is VOO, QQQM and SCHD. Would you recommend buying QQQ, VOO or SCHD when they are currently available for less from their highs?
Read Answer Asked by Don on April 07, 2025
Q: Hi,

I'm a conservative, almost 60yr old inverter who, last Friday, panicked and shifted about half of my portfolio into ETF bonds as a safer haven for now due to Trump's global tariff mayhem. Now, of course, I'm considering the unthinkable - Canadian inverse bear ETF's to try to get some money back from the crash. I may never have the nerve to do such a thing since I realize there is a high-risk gamble, no dividend and high fees involved. Is there anything else I should be aware of before I dip my toe into such extreme ETF's ?? Is it better to stay in CAD or shift to USD ?

Thanks - Nick
Read Answer Asked by Nick on April 07, 2025
Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.
Read Answer Asked by Harpinder on April 07, 2025
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