Investment Q&A

Q: Left my employee that had a target date pe sion option. I had to move my money out of Omers into TD. Looking for a target date ETF or equivalent preferably with a drip option. Every fund I find is in the wrong currency and won't let me order the etf. Does anyone know a target dates Ticker in Canadian funds I can explore??

Q: Hi Your opinion please : US fonds TDB 410.

Fonds Fidelity Situations spéciales Série F
Categorie Fidelity Innovations mondiales Serie F
thanks
Jean Guy

Q: Hi there, I recently asked “ Can you suggest any principal-protected US ETFs? For parking USD cash to earn a yield in a securities account. (The only product I can think of that has this profile is a HISA ETF.)”

Seems like there is no HISA equivalent in the US from your response. What is the next best thing that is US listed? A money market fund? If so which would you suggest?

Thanks!

Q: Hello
I'm looking to include this company in my rrsp account. I would like to hear your analytical opinion on holding this long term. I am however curious to know how can they pay such a juicy dividend when most of their holdings pay less in distribution and has been lagging in the markets lately. Finaly, is this something you could see yourself including in an income portfolio.

Q: Is there a comparable CHAT ETF that trades on the CDN market.

Thanks for the great service.

Q: Hi,

I've gone through the questions/answers but I don't see this precise question before.

What would you recommend holding between VFV and VUN?

Thanks,
Robert

Q: Hi,

What do you recommend between XIC and XIU for a typical investor?

Thanks,
Robert

Q: With TD,BMO and BNS stock prices levelling off from their decline, could you suggest 2-3 ETF's to invest in for the potential recovery with a 1-2 year hold period?

Thank you

Q: This is about the Van Eck MREIT etf symbol MORT. Good buy here, with a high dividend and rates about to come down? Outlook for the dividend and share price please over the next few years as rates come down. Thx.

Q: Could this stock be a good play on AI over the next 10 years?

Q: Calamos has started these structured etf's the first of which commenced May 1. They are based on the S&P or the Nasdaq or the Russell. A new monthly fund starts each month with the aim to protect all the invested capital if the etf is held for one year with a capped upside of approximately 10%. They are targeting retirees who cannot replace lost capital as an alternative to holding cash. Structured investing isn't new however the etf wrapper providing capital gains after a one year hold for US residents and a 100% protection rather than some lessor protection as well as a .7% MER all seem to provide substantial improvement compared with other prior structured offerings regarding fees and advertised protection as well as tax treatment on gains in a cash account. Calamos also seems to have a long history of options and hedging investment and claims a significant expertise. As a retiree I am seeking, respectfully and if possible, Peter's assessment of this series of etf's as a way to seek equity-like returns based on the S&P etf set up Calamos is offering as an alternative to a money market holding or even an HSAV.CA corporate class holding which provides capital gains but at around 5% instead of the greater potential on offer. Any comment on the reset of downside protection and upside cap each year would be appreciated. Finally if there is any possible liquidity issue that needs consideration please comment. I recognize this as a big ask however these etf's should have wide interest among retirees seeking a US equity play which aims to protect against any capital loss while providing double the current return of a risk-free holding which likely applies to a substantial portion of your subscription base. Thank you in advance Peter. Hope you're not taking the summer off!!!

Q: Is there a comparable (covered call strategy, risk, rate of return, and multi-sector approach) etf that trades on the US market?
Thank you

Q: Looking at ETF SPYG for my $US Acct. Holdings are sub-set (about 228) of S&P 500 said to have better growth. MER=0.04%.

Appears similar to VOO, VUG, MER also similar. Looking for growth, not income. For 3-5 year hold, Please comment on SPYG and compare to the two Vanguard ETFs.

Thank you,
IslandJohn

Q: Hello 5i
Your answer to Brian on July 3 , you recommended VUG what would be the Canadian equivalent ETF or the closest to it.
Thanks

Q: A final (?) adjustment to my RRIF. I would like to add some Tech with a dividend component. I would appreciate your thoughts on HTA as an option. If you have other comments or suggestions they would be most welcome. Thanks Dan.

Q: I presently have these underwater stocks in a RESP. BCE, BEP.UN, ENB, FTS, LMN, XIC, ZEB, ZRE. The RESP will not be need for the next 10 years. I would like to sell some of these underwater stocks. Which stocks would you recommend keeping & which stocks would you recommend selling. Thanks … Cal

Q: I will be providing some funds for my grandson to invest in the market. My grandson is 15 years old and is interested in investing some funds for his retirement years (40+ year time frame). He has indicated that he has a moderate to aggressive investment risk level. Please provide your top 5 large cap ETFs and top 5 small cap ETFs with a comment on each ETF. Please provide your top 5 large cap companies and top 5 small cap companies with a comment on each company. Please include general comments on the anticipated returns for the ETFs and companies. Thank you. We

Q: It seems to me that one one of the major themes going forward that we as investors must pay attention to is on-shoring or the re-industrialization of the United States and the western world. Please share with me some of the global and Canadian companies that should benefit if this trend continues. I'm interested in both individual companies and ETFs.

Q: The iShares Large Cap Max Buffer Jun ETF started trading on Monday under the ticker symbol 'MAXJ' with a net expense ratio - expenses after waivers and reimbursements - of 0.50%.

Your opinion/advise for the investor who knows nothing about the stock market? Buy, don't buy?

Don't like the expense ratio.

Thank you.

Q: Does 5i prefer one over the other for US staples exposure: VDC vs IYK ?
Thank you!