Investment Q&A

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

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

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.

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.

Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

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.

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?

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

Q: Hi, I would appreciate if you could suggest a best ETF to invest in China. Also, if you can suggest an ETF for Emerging Markets with less focus on China.

Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Hello 5i,
Welcome to carnage-Day 3 with a roller coaster as a side-show.

Denise had a good point on self-directed accounts. How much effect do Robo advisors have on buying and selling via variables in their programs? I am curious if anyone can provide insight into the theoretical programming that is used to buy and sell.

Before subscribing to 5i, our self-directed methodology was simple. We used the KISS method. I give my wife a kiss and an apology when I mess up!
Now that we have 5i helping us, she gets less kisses (she reminds me of that), but has more money to spend (happy wife)!

Thank you 5i for your knowledge and support to keep it real when chaos is in control.

D&J

Q: If I invest in an index ETF at this time or soon, would I buy a growth oriented or a value ETF? For example, VOT or VOE ?

Q: Is this a good time to buy XQQ? I only have a 2.5% current holding at this time?

Thanks

Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.

Q: Hello 5i,
I meant to send you a question but I am unsure as to whether or not it actually went through. I am only marking this "Private" in case it ends up being a duplicate, otherwise, "Public" is fine. If it is a duplicate, my apologies!!! Now to the questions:
What do you - and others - feel the Bank of Canada may do on April 16: raise, lower, or hold on interest rates? I know there is a *lot* going on at the macro level, but is there any consensus as to what we might reasonably expect?
In terms of the current environment, I have two questions about Covered Call ETF's:
Is the current environment good, bad, or indifferent for (un-leveraged) C.C. ETF's or is the individual performance of the underlying holdings far more important?
And, in this environment, what is the likelihood of C.C. ETF's needing to cut their dividends? What kind of factors have the geatest impact on a dividend cut decision for these ETF's? I hold a few of these ETF's and over the years have seen dividend cuts in some instances come and go, while in others, the cut has seemed more permanent.
Many thanks for any insights you can provide!! Have a great weekend, all!!
Cheers,
Mike

Q: Good morning,

Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.

Q: As a retired mainly income investor am I okay to keep holding these ETFs in the current market?

Q: Oil stocks have not decreased proportionally to the drop in oil prices. Is there an inverse ETF specifically for oil company stocks (e.g. move with downward price of CNQ etc rather than simply oil price)

Q: What ETF do you recommend to mirror the S&P 500?