Q: SPHQ ETF seems to have a good long term total return performance compared to SPY. When I looked in more detail it looks like Invesco changed the index 3 times since it's December 6, 2005 inception date. I'm trying to validate the active strategy but it's seems difficult to make any assumptions. Is it common for ETF providers to change underlying indexes? I looked at other Invesco ETF's and it seems like they in particular do it for some of there other ETF's as well. I would appreciate your thoughts.
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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.
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BMO Long Corporate Bond Index ETF (ZLC $15.51)
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BMO Long Provincial Bond Index ETF (ZPL $12.37)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.13)
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.18)
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iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIG $19.96)
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BMO High Yield US Corporate Bond Index ETF (ZJK $19.18)
Q: Looking to add some longer duration bonds with inflation and interest rates dropping. You think this is a good move. Already own lpay, zst and cbil and looking for diversification, any other suggestions are welcome.
Thanks and have a great day.
Thanks and have a great day.
Q: I'm considering buying HDIV ETF. On the ETF website it shows a 2023 total distribution of $1.974 and a ROC (return of capitol) of $ 1.66201 . After watching a video of ROC sometimes the ROC is not a reduction of NAV but just for tax purposes. And in some instances it is actually a return of your own capital and your NAV is reduced. Can you give some clarity on ROC. And how to determine if an ETF in my investment account has dropped in value from return of my own capital or loss of the underlying securities of ETF? My personal situation all my investment accounts are RRSP and TSFSA.
Thanks, Brian.
Thanks, Brian.
Q: HBIL is new. etf Can you tell me the yield and how safe should it be for 10% of my portfolio? Thanks, James
Q: My question on the (former?) ETF XOUT. I held it not too long ago, but sold it. I've made the decision to re-invest in this ETF for the long term, but see that it seems to no longer exists. Do you know what happened to it?
It invested in the US large cap index subtracting any companies that would not do well in a future of disruption. If it no longer exists, is there any type of ETF like this available out there?
It invested in the US large cap index subtracting any companies that would not do well in a future of disruption. If it no longer exists, is there any type of ETF like this available out there?
Q: Hi 5i,
I accumulate cash in my TFSA until I have enough to purchase a meaningful position in a stock. What are some good options you'd recommend for holding the cash in to generate interest while it accumulates?
Thanks for all you do -
Evan
I accumulate cash in my TFSA until I have enough to purchase a meaningful position in a stock. What are some good options you'd recommend for holding the cash in to generate interest while it accumulates?
Thanks for all you do -
Evan
Q: I wonder if you can tell me the yield on DYN6004, the ISA - F savings account/fund from Bank of Nova Scota Itrade.
Shortly I will have about $150K to park for 6 months inside an Itrade TFSA, and think this is where I should put it.
Any other suggestions for a 3 to 9 month 'parking' inside of Itrade TFSA (or could be taken out to non-registered acct) would be appreciated!
Thanks!
Paul
Shortly I will have about $150K to park for 6 months inside an Itrade TFSA, and think this is where I should put it.
Any other suggestions for a 3 to 9 month 'parking' inside of Itrade TFSA (or could be taken out to non-registered acct) would be appreciated!
Thanks!
Paul
Q: What do you think of the RBC Target Bond Index funds. These are designed to synthesize the return on a single bond for a specific year of maturity. Are they likely to be a good place to put some cash for the next year or two ?
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BMO Low Volatility Canadian Equity ETF (ZLB $55.73)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.99)
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Vanguard Growth ETF (VUG $484.48)
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Berkshire Hathaway Inc. (BRK.B $499.06)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $113.77)
Q: My husband mainly holds ETF's in his TFSA - ZLB, VXC, ZNQ, and some BRK. ZNQ accounts for around 5% with the others split about evenly. Which one would you add new cash to today? Another option we have been looking at is adding VUG. I think there is a lot of overlap between VXC, ZNQ, and VUG. Of the three, which one or two do you like best? Thanks!
Q: On July 19/24, you indicated buying IWM before the election would be risky. So, does one wait until the elections are completely over, or gradually start buying now. I appreciate your insight on this matter. Is their website for seasonality that you would recommend. Thank very much appreciate your good service.
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BMO Equal Weight Banks Index ETF (ZEB $53.63)
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Global X S&P/TSX Capped Financials Index Corporate Class ETF (HXF $104.01)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.42)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $58.48)
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Hamilton Enhanced Canadian Financials ETF (HFIN $24.07)
Q: Hey team. I'm a senior, dividend investor and I have been investigating both Ishares XEI (S&P Comp High Div ETF) and Vanguards VDY (Vangaurd FTSE Canadian High Div Yield Index ETF).
They look pretty much the same with slightly different holdings with XEI having a slightly higher dividend. Looking for your advice as to which one has the edge on the other. I own XEI now.
My second question is on the Ishares ETF- FIE (Canadian Financial Monthly Income) Yield of 6.49% when I looked. I'm not real happy with the high MER of .80 Would you know of an equivalent ETF with a lower MER that I could research? Cheers and thanks for your expertise and advice. Bill
They look pretty much the same with slightly different holdings with XEI having a slightly higher dividend. Looking for your advice as to which one has the edge on the other. I own XEI now.
My second question is on the Ishares ETF- FIE (Canadian Financial Monthly Income) Yield of 6.49% when I looked. I'm not real happy with the high MER of .80 Would you know of an equivalent ETF with a lower MER that I could research? Cheers and thanks for your expertise and advice. Bill
Q: PLease recommend a hedged ETF that holds international assets, and that can yield 10% in the first year, including both dividends and capital appreciation.
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Vanguard Dividend Appreciation FTF (VIG $215.64)
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iShares Core Dividend Growth ETF (DGRO $67.76)
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Schwab US Dividend Equity ETF (SCHD $26.72)
Q: Can you suggest 2 or 3 U.S. dividend ETFs that trade in U.S. dollars ? Preferably low volatility. Thanks. Joe
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iShares Russell 2000 Growth ETF (IWO $321.04)
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iShares Core S&P Mid-Cap ETF (IJH $64.93)
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ISHARES TRUST (IJT $139.83)
Q: Hello 5i,
We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?
Are small caps too risky for a TFSA?
Thank you
D&J
We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?
Are small caps too risky for a TFSA?
Thank you
D&J
Q: Is there an ETF which tracks the CDN $? I would like to play an increase in the currency without having to buy a futures contract.
Q: what info do you have about this company.
thanks
ralph.
thanks
ralph.
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BMO US High Dividend Covered Call ETF (ZWH $24.74)
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Global X S&P 500 Covered Call ETF (XYLD $39.83)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.04)
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Harvest Diversified Monthly Income ETF (HDIF $8.74)
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Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $23.55)
Q: Good Morning,
Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.
Thanks very much.
Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.
Thanks very much.
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Canoe EIT Income Fund (EIT.UN $15.40)
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iShares MSCI USA Quality Factor Index ETF (XQLT $44.30)
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Fidelity All In One Growth ETF (FGRO)
Q: In the growth portion of my RRIF i like the above three ETFs. Do you see any issues with any of these? Is there much overlap? Other stocks and ETFs focus on dividends, although Canoe is included in that group. Thanks.
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iShares Core Canadian Government Bond Index ETF (XGB $19.54)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.57)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.68)
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iShares 7-10 Year Treasury Bond ETF (IEF $96.69)
Q: If you were going to build my bond portion (40% +/-) portion of my portfolio using ETFs, how would you build that? Is there one ETF that provides a broad mix of corporate / municipal / provincial / federal, a broad laddering of periods, a mix of risk, a mix of regions, etc? Or would you build it using multiple ETFs that specialize in specific products?
Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE