Q: After listening to Larry Berman on BNN yesterday I looked for the symbols for the small cap etf representing S&P 600 and couldn't find them .What ETF do you feel best represents the S&P 600 or US small caps ?
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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.
- Tesla Inc. (TSLA)
- Global X Equal Weight Canadian Bank Covered Call ETF (BKCC)
- Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC)
- Telsa Yield Shares Purpose ETF (YTSL)
Q: Please rank the above in terms of risk/reward and technicals
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: A little while ago I asked 5i what the current yield was for UMAX and HMAX as I wanted to target the yield for an entry point . Could 5i give me the formula to use so I can do this on my own ? Use HMAX as an example to illustrate using the formula ..... Thanks Garth
Q: I am transferring a work RRSP in cash and need to invest the proceeds. $80k for a 63 year old. I am thinking of allocating this into ETF’s. Please recommend which ones and the allocation.
Can take on reasonable risk.
Can take on reasonable risk.
Q: What are your thoughts on this ETF for retirement income ? Thanks Steve
Q: For a hold through the end of the year, to capitalize on any potential ‘santa claus’ rally:
SMCI vs TQQQ? Thanks
SMCI vs TQQQ? Thanks
- AbbVie Inc. (ABBV)
- Danaher Corporation (DHR)
- Eli Lilly and Company (LLY)
- Zoetis Inc. Class A (ZTS)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- WELL Health Technologies Corp. (WELL)
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.
Outside of Canada to get USA or World exposure.
Or would you stick with XHC?
Thanks.
Do you have some other healthcare names that are solid but growing. With or without dividend.
Outside of Canada to get USA or World exposure.
Or would you stick with XHC?
Thanks.
Q: Hello 5i team,
CPD has jumped up a bit in the past few weeks. Just curious about what is pushing the preferred ETF up? Is it the assumption that rate increases have halted(slowed down)?
Andrew
CPD has jumped up a bit in the past few weeks. Just curious about what is pushing the preferred ETF up? Is it the assumption that rate increases have halted(slowed down)?
Andrew
- Eli Lilly and Company (LLY)
- Novo Nordisk A/S (NVO)
- Arrowhead Pharmaceuticals Inc. (ARWR)
- BridgeBio Pharma Inc. (BBIO)
Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?
Thank you, Mike
Mike
Thank you, Mike
Mike
Q: I know you don't like comparing ETFs to single stocks...but I'm going to put a question out there anyway. I currently hold TELUS in a non-registered account. As I've held it for a very long time, I'm up 20%, but I feel the stock is stalled for a number of reasons. Given that I bought it for the dividend as well as some growth, I would appreciate your advice on trading it for HMAX. Please compare total estimated growth for both T and HMAX over the next 3-5 years. Additionally, with interest rates expected to begin falling next year, how would that impact the price of HMAX? Thank you.
- Global X S&P 500 Index Corporate Class ETF (HXS)
- Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
- Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM)
Q: MoneySense recommended HXT as one of the best Canadian ETFs for years, but not in 2023. Is there any concerns that the government may crack down on Horizon's Total return funds that do not pay out any dividends?
Thanks!
Thanks!
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Are these ETFs worth holding for income in a diversified portfolio? I realize that the covered call strategy limits the upside potential.
Q: I have been investigating a fairly new ETF, namely QQQT from Evolve. It seems to provide good representation of most of the magnificent seven as well as several others. Your thoughts on the management fee (0.25%) and whether you would prefer the hedged or non-hedged product.
- BMO Low Volatility US Equity ETF (ZLU)
- BMO Low Volatility US Equity ETF (ZLU.U)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Growth ETF Portfolio (VGRO)
Q: In my open (unregistered) account, I currently own VGRO and am looking to invest some funds in ETFs . What is the difference between ZLU and ZLU.U? How would your rate the above ETFs for growth over the next 5 years? Do these ETFs hold similar investments (stocks, bonds, etc)? If I invested in 2 ETFs, which ETFs would be complimentary? Can you suggest similar ETFs with better growth potential in the next 5 years? Thank you
Q: Hi, my question is which etf to buy in the Sprott precious metal group? I’m selling my bullion and buying a etf. I can buy gold, gold and silver, platinum and palladium or uranium.
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
Q: RIF account looking for consistent income and some growth
Getting the feeling we are at or nearing the end of rate hikes (CDA and US). However, I'm also feeling we are in for a longer period of higher normalized (current) rates
Question: Is long term bond XLB worth holding on in the higher for longer environment? I'm contemplating a switch to equity and BIP.UN (preferring the currency diversification). Your thoughts on rates and the switch
Getting the feeling we are at or nearing the end of rate hikes (CDA and US). However, I'm also feeling we are in for a longer period of higher normalized (current) rates
Question: Is long term bond XLB worth holding on in the higher for longer environment? I'm contemplating a switch to equity and BIP.UN (preferring the currency diversification). Your thoughts on rates and the switch
- BMO Covered Call Utilities ETF (ZWU)
- CI Tech Giants Covered Call ETF (TXF)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
- Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
Q: I am an income investor. I believe that umax and zwu are similar.
Would umax (14% yield) not be preferred to zwu at 8.2%
Same for qmax (11.8%) vs. txf at 8.3%
thank you for your comments
Would umax (14% yield) not be preferred to zwu at 8.2%
Same for qmax (11.8%) vs. txf at 8.3%
thank you for your comments
- iShares MSCI World Index ETF (XWD)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Health Care Select Sector SPDR (XLV)
Q: I have the above ETF's in my TFSA and am wondering if these belong in a TFSA? On reading your newsletter "Investments to hold in your TFSA" , I interpreted this to mean they do not belong in the TFSA. Am I right?
Thanks for your response.
Thanks for your response.
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- iShares S&P/TSX Composite High Dividend Index ETF (XEI)
Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.
- iShares U.S. Aerospace & Defense ETF (ITA)
- SPDR S&P Aerospace & Defense ETF (XAR)
- iShares U.S. Aerospace & Defense Index ETF (XAD)
Q: Hi. I'm looking at enhancing the defense portion of my portfolio and I'd like your thoughts on XAD. Or would I be better going with XAR or ITA?
Thank you.
Thank you.