Investment Q&A

• INVESCO QQQ Trust (QQQ)
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Q: Thoughts on the valuation of QQQ right now? It's had a nice run YTD. Is HXQ a good Canadian listed choice?

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Read Answer Asked by Joe on July 31, 2023

• BMO Equal Weight Utilities Index ETF (ZUT)
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Q: What are your thoughts on owning ZUT or owning in individual stocks. If your preference is individual stocks could you recommend 10 stocks and a good entry point.

Thanks Brian

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Read Answer Asked by Brian on July 30, 2023

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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Q: The covered call strategies I have seen discussed to date are exclusively equity-oriented (e.g. QYLD, XYLD, RYLD, etc.) What do you think of the potential of TLTW assuming the relative volatility of the bond market stays high-ish?
Do you have alternatives to TLTW with a longer track record?

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Read Answer Asked by David on July 30, 2023

• Global X Copper Miners ETF (COPX)
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• Global X Copper Producers Index ETF (COPP)
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Q: What is the best etf to play copper?

Carl

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Read Answer Asked by Carl on July 30, 2023

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• iShares S&P/TSX Global Base Metals Index ETF (XBM)
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Q: If you're looing for exposure to metals & the potential electrication boom wouldnt a more diversified way be to own XBM? Especially given that their can be so much more company specific risks in metal business's. Similar to XGD on the gold side.

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Read Answer Asked by Michael on July 30, 2023

• CI Energy Giants Covered Call ETF (NXF.B)
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• RBC Global Energy Fund Series F (RBF613)
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Q: Please compare total return for last 3 years and

outlook for next 3 years.

thanks ralph

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Read Answer Asked by ralph on July 30, 2023

• S&P/TSX Composite Index (TSX)
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• iShares MSCI China ETF (MCHI)
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Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?

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Read Answer Asked by adam on July 28, 2023

• BMO Equal Weight US Banks Index ETF (ZBK)
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Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you

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Read Answer Asked by Richard on July 28, 2023

• Pacer US Cash Cows 100 ETF (COWZ)
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Q: How do you guys think about an ETF like this that uses FCF as its screener ? Is this just another fad to avoid ?

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Read Answer Asked by Robbie on July 28, 2023

• BMO Covered Call Utilities ETF (ZWU)
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Q: Hi,

Do you think now is a good entry point for a long term hold on ZBU - or in your opinion it would be better to wait until rates start to decline?

Thanks as always for your advice.

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Read Answer Asked by Brad on July 27, 2023

Q: Any problems putting a commodity etf like PALL inside an RRSP or a TFSA

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Read Answer Asked by lynn on July 27, 2023

• Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
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Q: Hello,

What is your take on this fund ? Thanks.

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Read Answer Asked by Robbie on July 27, 2023

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard S&P 500 Index ETF (VFV)
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Q: Hi,

I'm looking to buy an S&P 500 ETF in Canadian dollars traded on the TSX.

What's your suggested ETF and which account should I hold it in?

I bank at BMOInvestorline if that makes any difference.

Thanks,
Robert

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Read Answer Asked by Robert on July 26, 2023

• Global X High Interest Savings ETF (CASH)
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Q: Wondering what your favourite/safest High Interest savings ETF would be to park cash for a few months or maybe a little longer.
Are there any risks associated with these ETFs?
I note for CASH, todays price is 2% greater then the 200 day moving average. Can these drop in value?
CASH management fee is .11%-is this high?
Why are the distributions variable on a monthly basis?

Thanks
Jeff

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Read Answer Asked by JEFF on July 26, 2023

• JPMorgan Equity Premium Income ETF (JEPI)
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Q: Can you please provide some comments about the following very high yield ETFs: HYLD.TO, JEPI and JEPQ? The yields seem extremely high and I wonder about the risks associated with these ETFs. Thanks!

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Read Answer Asked by Grant on July 26, 2023

• Purpose High Interest Savings Fund (PSA)
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• CI High Interest Savings ETF (CSAV)
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• Global X Cash Maximizer Corporate Class ETF (HSAV)
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• Global X High Interest Savings ETF (CASH)
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• Premium Cash Management Fund (MCAD)
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Q: For the High interest savings etf's listed, which has the best net yield (or if another has a better yield that is not listed please let me know)?
With the HSAV product not paying a distribution, how do you find its yield? (In an answer to a previous question recently, it had the highest gross yield at that time of 5.25%)

And lastly, for funds held within a corporation, what would be the best tax advantaged way to go (pay tax on the dividend or the capital gain on HSAV)?

Thanks very much,

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Read Answer Asked by Dustin on July 26, 2023

Q: Hey guys
Did you ever get the ETF focused newsletter off the ground?
I’m finding I am getting more interested in them!
Cheers
Peter

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Read Answer Asked by Peter on July 26, 2023

• SPDR S&P 500 ETF Trust (SPY)
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• ProShares S&P 500 Ex-Technology ETF (SPXT)
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Q: Hello Peter,
Is there an ETF that one can buy such as SPY less the technology stocks? In other words, get exposure to the index but subtract out the tech names. Much appreciated.

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Read Answer Asked by umedali on July 25, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• Harvest Tech Achievers Growth & Income ETF (HTA)
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• TD Global Technology Leaders Index ETF (TEC)
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Q: ETF to invest in AI in Canada .

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Read Answer Asked by Scott on July 25, 2023

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Covered Call Canadian Banks ETF (ZWB)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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• BMO Equal Weight Utilities Index ETF (ZUT)
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• BMO MSCI Emerging Markets Index ETF (ZEM)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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• iShares S&P/TSX Global Base Metals Index ETF (XBM)
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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Q: I listed in descending order securities that under performed since their 2022 highs. Please rank the securities in order of the best chance to recover their losses when we get back to the risk on mode. Thank you

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Read Answer Asked by Richard on July 25, 2023