Investment Q&A

• Vanguard Balanced ETF Portfolio (VBAL $37.61)
  • $37.61 P/E (TTM): 1.9X Cap: $4.69B
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• BMO Balanced ETF (ZBAL $15.18)
  • $15.18 P/E (TTM): 14.94X Cap: $490M
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Q: Which do you prefer for a 3 to 5 year hold and why? Looking forward minimum volatility and preservation of capital. Do you have other etf to look at? Thanx.

Upvote 1

Read Answer Asked by Steve on January 02, 2025

• PH&N High Yield Bond Fund Series F (PHN5280 $11.87)
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• iShares Flexible Monthly Income ETF (XFLI $40.01)
  • $40.01 P/E (TTM): 22.7X Cap: $434M
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Q: Hi Peter, I was looking for a low risk income product and wanted to get your thoughts of these two funds. Which one would you recommend for low risk income. I would like to diversify my holdings into some quality fixed income. If there is something else you prefer - I would appreciate it.

Thanks

Upvote 2

Read Answer Asked by Frank on January 02, 2025

Q: pls provide an analysis on QTUM etf as a play on Quantum computing & AI.
Happy New Year

Upvote 7

Read Answer Asked by WIB on January 02, 2025

• Simplify Managed Futures Strategy ETF (CTA $28.33)
  • $28.33 Cap: $228M
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Q: Hello, what is your opinion of the CTA ETF as a means of diversifying a portfolio away from strictly equities and bonds? In general, what would be the % allocation to this strategy in a 70% equities - 30% bonds balanced portfolio? Thanks

Upvote 2

Read Answer Asked by Martin on January 02, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $73.10)
  • $73.10 P/E (TTM): 25.07X Cap: $968M
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• Vanguard Dividend Appreciation FTF (VIG $229.53)
  • $229.53 P/E (TTM): 25.07X Cap: $104.49B
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Q: Happy new year 5I! (this question is not urgent),

Given how far the Canadian dollar has fallen, in an RRSP is there any merit to switching a VIG to VGH if one thinks the CAD will bottom soon and then slowly work its way up by 9-10% in value over the coming years?

Thank you for all your insight in 2024!

Upvote 3

Read Answer Asked by Kat on January 01, 2025

• Oaktree Specialty Lending Corporation (OCSL $12.14)
  • $12.14 P/E (TTM): 31.1X Cap: $1.06B
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• Schwab US Dividend Equity ETF (SCHD $31.47)
  • $31.47 P/E (TTM): 16.79X Cap: $82.77B
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• Blue Owl Capital Corporation (OBDC $11.46)
  • $11.46 P/E (TTM): 7.74X Cap: $5.85B
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Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin

Upvote 3

Read Answer Asked by Colin on January 01, 2025

• Harvest Premium Yield Treasury ETF (HPYT $8.42)
  • $8.42 Cap: $420M
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Q: Can you explain the dynamics of this ETF declining some 18 % this year. Thanks. Derek

Upvote 2

Read Answer Asked by Derek on December 31, 2024

• Purpose Premium Yield Fund (PYF $16.57)
  • $16.57 P/E (TTM): 25.75X Cap: $395M
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Q: Curious what your thoughts are on PYF for some income? Also, how is it taxed in a registered account? How are ROC and option income taxed?

Upvote 2

Read Answer Asked by Carla on December 31, 2024

• Peyto Exploration & Development Corp. (PEY $25.64)
  • $25.64 P/E (TTM): 13.5X Cap: $4.99B
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• Tourmaline Oil Corp. (TOU $62.66)
  • $62.66 P/E (TTM): 17.84X Cap: $24.25B
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• Advantage Energy Ltd. (AAV $11.00)
  • $11.00 P/E (TTM): 32.94X Cap: $1.83B
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• Birchcliff Energy Ltd. (BIR $7.14)
  • $7.14 P/E (TTM): 26.15X Cap: $1.93B
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Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year

Upvote 7

Read Answer Asked by mitchell on December 31, 2024

• BMO Ultra Short-Term Bond ETF (ZST $49.07)
  • $49.07 Cap: $3.91B
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• Dynamic Active Ultra Short Term Bond ETF (DXV $19.75)
  • $19.75 Cap: $338M
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Q: What do you think about swapping dxv for zst for 1% higher yield.

Thank you

Upvote 2

Read Answer Asked by JACK on December 31, 2024

• Global X S&P 500 Covered Call & Growth ETF (XYLG $27.75)
  • $27.75 P/E (TTM): 25.77X Cap: $65M
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• Global X Russell 2000 Covered Call & Growth ETF (RYLG $23.25)
  • $23.25 P/E (TTM): 14.88X Cap: $8M
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Q: QYLG and XYLG dropped "extremely more" than the market ( close to 16%) on December 30th ,and it seems that RYLG had about the same pattern. Thanks for any explanation..

Upvote 1

Read Answer Asked by Jean-Yves on December 31, 2024

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Vanguard Dividend Appreciation FTF (VIG $229.53)
  • $229.53 P/E (TTM): 25.07X Cap: $104.49B
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• iShares Expanded Tech-Software Sector ETF (IGV $82.46)
  • $82.46 P/E (TTM): 41.52X Cap: $5.53B
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• Invesco NASDAQ 100 ETF (QQQM $251.01)
  • $251.01 P/E (TTM): 29.76X Cap: $71.99B
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• Invesco S&P 500 Momentum ETF (SPMO $119.84)
  • $119.84 P/E (TTM): 25.66X Cap: $13.60B
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Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on December 31, 2024

• iShares MSCI Singapore ETF (EWS $28.49)
  • $28.49 P/E (TTM): 10.79X Cap: $776M
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Q: Peter; A happy,safe and prosperous 2025. It’s been a great ride since 2012 - your Mawer recommendation then has been exceptionally beneficial.
Is there a way to participate in Singapores growth? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on December 31, 2024

• Global X 0-3 Month T-Bill ETF (CBIL $50.02)
  • $50.02 Cap: $1.76B
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• High Interest Savings Account ETF (HISA)
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Q: How safe is CBIL? Can it be used instead of a HISA? It has a great yield.

Upvote 2

Read Answer Asked by Carla on December 31, 2024

• iShares Asia 50 ETF (AIA $109.77)
  • $109.77 P/E (TTM): 54.99X Cap: $2.25B
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• iShares MSCI Pacific ex Japan ETF (EPP $54.35)
  • $54.35 P/E (TTM): 30.92X Cap: $1.94B
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• iShares MSCI All Country Asia ex Japan Index Fund (AAXJ $101.71)
  • $101.71 P/E (TTM): 11.44X Cap: $3.66B
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Q: Hello,
can you recommend an etf that is asia ex Japan - preferably that trades in CAD?
there is no rush to respond.
happy holidays

Upvote 1

Read Answer Asked by Mary on December 31, 2024

• iShares Core MSCI EAFE IMI Index ETF (XEF $49.27)
  • $49.27 P/E (TTM): 15.62X Cap: $18.56B
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• iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) (XFH $40.20)
  • $40.20 P/E (TTM): 15.62X Cap: $2.62B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.33)
  • $46.33 P/E (TTM): 23.36X Cap: $8.80B
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Q: Which of these three ETFS do you prefer if I was to pick one? I have 25% of my portfolio in USD Equity ETFS so already have some currency diversification.

Upvote 4

Read Answer Asked by Carla on December 27, 2024

• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $37.68)
  • $37.68 P/E (TTM): 12.05X Cap: $4.02B
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• iShares Core Growth ETF Portfolio (XGRO $35.80)
  • $35.80 P/E (TTM): 11.85X Cap: $4.26B
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Q: Can both of these be held in a long term balanced portfolio? Is there overlap between them?

Upvote 5

Read Answer Asked by Gary on December 22, 2024

• BMO MSCI USA High Quality Index ETF (ZUQ $99.48)
  • $99.48 P/E (TTM): 25.45X Cap: $1.28B
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• Fidelity U.S. High Quality ETF (FCUQ $68.43)
  • $68.43 P/E (TTM): 26.02X Cap: $1.93B
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• BMO MSCI USA High Quality Index ETF (ZUQ.F $60.26)
  • $60.26 P/E (TTM): 25.45X Cap: $84M
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• BMO MSCI USA High Quality Index ETF (ZUQ.U $64.25)
  • $64.25 P/E (TTM): 25.45X Cap: $19M
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• Fidelity U.S. High Quality ETF (FCUQ.U $49.77)
  • $49.77 P/E (TTM): 26.02X Cap: $1.39B
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Q: Which would you recommend, investment account or TFSA.

Upvote 4

Read Answer Asked by James on December 22, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
  • $51.84 P/E (TTM): 14.32X Cap: $23.87B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $66.01)
  • $66.01 P/E (TTM): 18.19X Cap: $13.58B
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Q: Which one do you prefer for a 5 year hold? Thanks

Upvote 3

Read Answer Asked by David C. on December 22, 2024

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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Q: What's your opinion on buying GraniteShares 2x Long NVDA Daily ETF , NVDL.

Or other Long ???? Daily ETF's.

Thank you.

Upvote 5

Read Answer Asked by Ross on December 22, 2024