Investment Q&A

Q: In a previous answer you said HCAL MER is 2.08%, on the ETF web site (https://hamiltonetfs.com/etf/hcal/) it says Management Fee 0.65%
Which one it is?

Thanks

Q: Just a question about the 14% yield,my info shoes only 6.7% give or take???

Q: This ETF ( a mix of single stock covered call etfs + modest leverage + reasonable fees) , seems to shows an impressive performance since its share issuance last year ,would you consider it as a core long term holding ?

Q: I need to hold cash for 1 yr (HSAV is interesting but it needs to avoid a significant premium vs NAV + yield is quite modest...) .Could you suggest 3 stocks + 3 ETFs with dividends and with a very favorable entry price at the present time,that would meet this objective and would offer "acceptable stability" in this volatile world politico- economic environment ? Hoping that this is not an "impossible question " to answer !

Q: I have good tech exposure in my portfolio through GOOGL, MSFT, NVDA, SOXX, XIT and market exposure through VCN, WXM, and XEQT.
I would like to know your suggestions for the above mentioned ETF's for a time frame of 2-5 Years.

Q: Hi, I’m looking for 2 ETF’s suggestions, that is mostly out of Canada, as all my stocks are on the TSX. ( RY,ENB,BN,CSU,etc.) Looking at a mix of U.S. and other countries. Retired so has to be somewhat conservative with a 2%+ dividend while I wait. Could be a balanced etf for a little growth and safety. I was looking at TGRO, as an example, but maybe it is too much risk? your thoughts, thanks

Q: Do you have any preference re these balanced all-in-ones?

Q: Dear 5i team.

Of the three listed Water ETFs, please provide your rank order to buy and comment on recent weakness if other than markets in turmoil.

many thanks for your help.

Q: I hold 2 bond funds in my RSP, ZAG and BND. Both bought last summer after a GIC matured and I didn't want to lock in funds again at that time. Both ETFs are slightly under water on the stock price, and getting worse. Interest payments don't do much more than make me even. With a low yield (esp. ZAG), market movements can be a killer and has me thinking a money market type fund might have been better, despite lower yields still. I know you seem to think rates will be coming down - which I assume will be a plus - but the market seems to be pointing the other way. Questions:
1) would you continue to hold these funds
2) do these complement each other, which was my thinking
3) do you see either of these funds changing their monthly payments
4) are there better alternatives
Thank-you

Q: I will appreciate your recommendation for a few ETFs for starting an RESP for an 8 year old. Thanks

Q: Hello,

Can I please get your view on BMAX. Thank You.

Dave

Q: So Trump is bombing Iran because of nuclear capabilities.With AI needing all the energy it can get why such a sell off in the stocks.Time to steep in?

Q: Hi, can you please do the same comparison between $ARTY and $BOTZ? THANKS!

Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks

Q: Is there an ETF where you can short crude oil on a longer term basis? What would likely happen if you purchased this ETF if the price of crude hit $105 and you held it for a few months and theoretically the crude price dropped to $80. Would this ETF work for a longer period of time or is it only meant for short term fluctuations? Do you have any other ideas for this type of trade without using futures?
Thanks

Q: Can you please compare HLYD and HDVI to BIGY and CANY in terms of leverages, dividends, NAV decay and which one would you recommend to own ?

Q: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill

Q: hello, wonder what you suggest for global diversification, currently my portfolio is about half Canadian (XIU, FCCM) and a third international (EWY,ILF,VEU, VA.TO, VIU.TO)
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO

Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.