Q: Your thoughts about purchasing the above in my TFSA and/or RRIF accounts . Do you see any major downsides?
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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: I've been trying to find a Canadian based ETF that includes Canadian "growth companies" to no avail. There's a small cap one (XCS I believe) with volume that is too low for me and isn't really growth oriented in any event. Are you aware of anything that is similar in structure to your own growth portfolio (ignoring mutual funds which are way too greedy fee wise for my liking)?
Dave from Montreal
Dave from Montreal
Q: I looked at the graph for XHY on your site and noticed that it is different from the one I find on the TMX site. For example on the 5i site the closing value for February 2nd is listed as $15.469 and for the TMX site it is $16.53. That is substantial.
Q: I really don't understand how bonds work.
But I sense there is a good opportunity to purchase bonds now that interest rates are close to peaking.
It took me about 2 years to come to an understanding of the stock market. My first stock purchase was a pretty frightening experience, and the next 10 or so were not much easier.
I'd be grateful if you can guide me to some good literature which I can study on bonds and which also covers the current market backdrop.
Thanks a lot.
But I sense there is a good opportunity to purchase bonds now that interest rates are close to peaking.
It took me about 2 years to come to an understanding of the stock market. My first stock purchase was a pretty frightening experience, and the next 10 or so were not much easier.
I'd be grateful if you can guide me to some good literature which I can study on bonds and which also covers the current market backdrop.
Thanks a lot.
Q: Can you please help me understand HISA ETFs - for instance, I see HSAV dipped down to $108.75 on Oct 30, then bounced back up. In an ETF where there are no distributions, what would explain the dips? In theory, shouldn’t it continuously increase in price?
Q: I have held KRBN in a registered account since early 2022. At the end of last year they paid out a huge dividend representing about 20%. I recall being very surprised at the time and couldn’t really find a lot of info or a clear explanation. Could you shed some light on why the fund paid out such a large dividend last year and is this a regular occurrence that can be expected again at the end of this year?
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WisdomTree Japan Hedged Equity Fund (DXJ)
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iShares MSCI India ETF (INDA)
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iShares S&P India Nifty 50 Index Fund (INDY)
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iShares MSCI Japan ETF (EWJ)
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iShares Core MSCI EAFE ETF (IEFA)
Q: Hello 5i,
As always, thanks for your sage advice.
I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.
And if no, could you advise what you think would be a better path?
Much appreciated,
Ralph
As always, thanks for your sage advice.
I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.
And if no, could you advise what you think would be a better path?
Much appreciated,
Ralph
Q: I have a RESP for my son with equal weighting of IWO and VGRO. With money to deploy I was thinking of splitting it between these two ETFs. Any concerns with that approach?
Q: Do you think ESG investing still make sense today? If so please provide the best ESG ETF candidates and whether right now is a good time to invest in those ETFs. I am a long term investor. Thank you very much!
Q: Hi Team
Would you advise HYGH as a small position (2-5%) for RIF income. With the rise in interest rates , its hedging seems to have protected its unit value and should continue to do so if there are further increments upward or is it just too risky for an older guy. Best Regards. gary
Would you advise HYGH as a small position (2-5%) for RIF income. With the rise in interest rates , its hedging seems to have protected its unit value and should continue to do so if there are further increments upward or is it just too risky for an older guy. Best Regards. gary
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard S&P 500 Index ETF (VFV)
Q: Hi Peter,
I am helping my kids who are in the mid-twenties to invest. The funds will be in RRSP & in TFSA for long term. Would you please recommend a list of ETFs and/or Stocks to invest in for growth. I would like to have the portfolio diversified globally and invested into various sectors.
Thank you,
I am helping my kids who are in the mid-twenties to invest. The funds will be in RRSP & in TFSA for long term. Would you please recommend a list of ETFs and/or Stocks to invest in for growth. I would like to have the portfolio diversified globally and invested into various sectors.
Thank you,
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
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iShares 20+ Year Treasury Bond ETF (TLT)
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Dynamic Active Preferred Shares ETF (DXP)
Q: Which do you prefer to invest today: TLT or preferred stock ETFs. For preferred stock ETFs, could you suggest a few? Please explain the reason. Thank you.
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WisdomTree Japan Hedged Equity Fund (DXJ)
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Xtrackers MSCI Japan Hedged Equity ETF (DBJP)
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iShares MSCI Japan ETF (EWJ)
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The iShares MSCI Japan Value ETF (EWJV)
Q: Do you still think right now is a good time to invest in Japan? If so... How do you compare these ETFs? Which one are best for a long term investor? Thank you.
Q: Good day, 5i. I am looking for your opinion of Hamilton Technology
Yield Maximizer ETF. Thank you.
Yield Maximizer ETF. Thank you.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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iShares S&P/TSX 60 Index ETF (XIU)
Q: Can you please tell me how the 10-year total return of XEI compares with XIU and XIC? Do you know methodology used for selecting holdings in the S&P/TSX Composite High Dividend index? Where can I find a complete list of the holdings in XEI?
Thank you!!
Thank you!!
Q: Are the distributions taxed as income?
Q: What can you tell me please about Global Dividend Growth Split? Is it worth my attention? Can you please recommend better alternatives that are somewhat similar please? Thanks.
Q: Would like your opinion on Forstrong Global Income. I know it has no track record as it is a new offering.
Your thoughts on the expenses? The MER as stated, would it be the true expenses as the ETF itself holds other ETF's that make up the holdings? Can you please give me some idea of the true expenses?
Thank you
Your thoughts on the expenses? The MER as stated, would it be the true expenses as the ETF itself holds other ETF's that make up the holdings? Can you please give me some idea of the true expenses?
Thank you
Q: What would you recommend for an ETF that holds a broad base of US stocks (such as S&P 500) but is sold in CDN dollars, non-hedged. Also, a similar ETF that is priced in USD. Thanks
Q: I want to invest in Japan's semiconductor industry, do you know what ETF I can use?
Thanks.
Thanks.