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Investment Q&A

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Q: further to my question which you answered very quickly, thank you. The information was from your website"Business Description-
The investment seeks to track the investment results of the NYSE FactSet U.S. Tech Breakthrough Index. The fund seeks to track the investment results of the NYSE FactSet U.S. Tech Breakthrough Index (the underlying index), which measures the performance of U.S. listed companies engaged in cutting edge research and development of products and services in the areas of robotics and artificial intelligence, cyber security, cloud and data tech, financial technology, and genomics and immunology. It generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified. The Fund seeks to track the investment results of the ICE 0-3 Month US Treasury Securities Index, which measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of less than or equal to three months." I don't understand why the TBills are related to this index. Is the debt incurred by these companies comprising the index?
Read Answer Asked by Tom on March 25, 2025
Q: Dear 5i
If it's not too much to ask could you give me the most accurate yield that you possibly can on the above stated ETF's . It's very frustrating obtaining this information acurrately as different web sites give different numbers . If you were to rely on just one non prescription website what would that website be to obtain reasonably accurate yield information ? I'm sure you get tired of being asked this question on a fairly regular basis .
If you have other suggestion on similar like ETF's i would be all ears .
I also assume that all these ETF's are quite safe and that no more than 100K should be put into any one of them .
Thanks greatly
Bill C
Read Answer Asked by Bill on March 07, 2025
Q: Can I get your thought on DLR/DLR.U vs. SGOV or BIL for parking $300K in US cash for a 4 months period? The yields are very close and additional consideration for DLR/DLR.U is that the distributions are paid every 3 months, so the holdings can be sold prior to ex-dividend date to get capital gains instead of income.
Read Answer Asked by Ken on February 28, 2025