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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.

Q: Hello 5i,
Where can I find risk ratios such as the Sharpe ratio?
Thank you,
Stanley
Read Answer Asked by STANLEY on March 22, 2023
Q: I am 74, retired with a good pension. 20% of my investment holdings are in laddered GICs, 6% in HFR. Remaining portfolio is in equities. If interest rates are expected to level out over the next year or 2, would you consider moving some fixed income funds into longer term fixed income? Keeping the same ration of fixed to equities.

Thanks very much,

Mike
Read Answer Asked by Michael on March 22, 2023
Q: Dear 5i
Do you think its important to hold more than one general market S&P 500 ETF in an RRSP account ? If so what Canadian and what US listed ETF`s would you recommend ? Is it important to hold both or just one or the other in an RRSP with regards to withholding taxes ?
Also if you own a Canadian listed ETF such as ZSP which holds individual US stocks , do those stocks held count towards the $100,000 foreign investment limit where a special tax form has to be submitted if above that limit in a nonregistered account ?
Thanks
Bill C
Read Answer Asked by Bill on March 22, 2023
Q: OMFL Is this ETF a good long term investment? Please educate me what is their "Dynamic Multifactor" method? Does any other ETF use similar method? How has the method performed? Thank you.
Read Answer Asked by David on March 21, 2023
Q: I am interested in your opinion of the eft's listed. With all the market turmoil I am looking for a basket of etf's with a high dividend and solid underlying holdings. I am also wondering if I am missing something in on your site where you evaluate ets's or do need to ask for that as an added service. Thanks for your help. Bob
Read Answer Asked by Robert on March 21, 2023
Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.
Read Answer Asked by Colleen on March 20, 2023
Q: What is your opinion on this new and other female ETF's

The Hypatia Women CEO ETF (WCEO) is the first ETF to focus strictly on women-run companies?

WOMN & SHE

Would you be interested in buying one of them?

Thank you.
Read Answer Asked by Ross on March 20, 2023
Q: What would be your top 3 bond ETF picks for both Canadian and US bonds? Is now a good time to put money into these?
Read Answer Asked by Dan on March 17, 2023
Q: AS A RETIRED AND CONSERVATIVE INCOME INVESTOR I AM CONSIDERING THE PURCHASE OF ZWB IN A TFSA AND WOULD APPRECIATE YOUR OPINION DETAILING THE PROS AND CONS OF SUCH AN INVESTMENT AT THIS TIME.
1.I NOTE IT IS DOWN ABOUT 20% THIS PAST YEAR WITH A PRESENT YIELD OF ABOUT 7/12 PERCENT, IS THIS YIELD NET OF TRADING AND MANAGEMENT FEES?
2.DOES THE ETF WRITE COVERED CALLS ON THE ENTIRE PORTFOLIO?
3.GIVEN THE RECENT DECLINE IN THE BANK SHARES AND THE MARKET IN GENERAL AND WITH A 5YEAR TIME HORIZON, WOULD YOU AGREE THERE IS MINIMAL DOWNSIDE RISK, OTHER THAN GENERAL MARKET RISK,AND
4.WHAT TYPE OF MARKET AND ECONOMIC CONDITIONS LEADS TO AN INCREASE OR DECREASE IN THE PERFORMANCE OF THE ETF.

THANKS BRIAN
Read Answer Asked by Brian on March 17, 2023
Q: hello 5i:
recently, I asked a question about LIFE; thanks for the quick response. In hindsight, what I should have asked might have been: which covered call ETF, in the health care space, provides the best dividend rate, with the lowest return of capital. As we're dealing in registered accounts, return of capital is not of interest to me.
thanks
Paul L
Read Answer Asked by Paul on March 17, 2023
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