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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: Anticipating a downturn in '25 I promised myself that I wouldn't ride the market down like I did in '22 so I bailed on most of my tech holdings, at least temporarily. I am looking to park the cash with the following criteria:

1. Immediate access i.e. no locked in GICs.
2. Highest reasonable yield
3. Modest volatility

What is your current view of the highest yielding Hamilton ETFs and can you recommend any competitors or other options?

Thank you
Read Answer Asked by Kim on March 10, 2025
Q: I'm trying to assess unit price movement of HYPYT under certain scenarios ..... I have HYPT not HYPT.U ......

1} The Bank of Canada reduces rates in response to Trump's tariffs. Tariff inflation cannot be battled with interest rate increases .....

2} The US Fed also reduces rates as raising them would have no affect on tariff inflation and a possible recession would be Powell's main concern ......

Please comment on my theory and what price action you would expect if I am correct ? Thanks for your terrific service ......
Read Answer Asked by Garth on March 10, 2025
Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service
Read Answer Asked by joseph on March 07, 2025
Q: Dear 5i
If it's not too much to ask could you give me the most accurate yield that you possibly can on the above stated ETF's . It's very frustrating obtaining this information acurrately as different web sites give different numbers . If you were to rely on just one non prescription website what would that website be to obtain reasonably accurate yield information ? I'm sure you get tired of being asked this question on a fairly regular basis .
If you have other suggestion on similar like ETF's i would be all ears .
I also assume that all these ETF's are quite safe and that no more than 100K should be put into any one of them .
Thanks greatly
Bill C
Read Answer Asked by Bill on March 07, 2025
Q: I hold a significant position of ZWU ( less ZUT) for stability of the sector during crisis and stable dividends .ZWU holds around 40% of US stocks .In a non registered account, considering various factors: 1) NAV of ZWU is normally dropping over time 2) dividends are higher 3) no dividend tax credit for the US proportion 4) having a US proportion offers some kind of diversification : Alltogether would you consider one of those ETF a better choice for value + dividends? if not ,any ideal proportion of the 2 ? Many thanks ,JY
Read Answer Asked by Jean-Yves on March 06, 2025
Q: I know 5i doesn't like to give portfolio weighting advice so I will approach this is a different way ..... Hypothetical situation . YOU have a RRIF with no fixed income component. You have chosen HPYT to represent that sector . You would be comfortable between "X" and no more than "Y" weighting of HPYT ..... Please solve the equation and provide a value for X and Y ? .... Thanks for your terrific service .....
Read Answer Asked by Garth on March 06, 2025
Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo
Read Answer Asked by Carlo on March 04, 2025
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