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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: Are these etf's better to be held in registered accounts for tax purposes. Since there will be ROC when sold, how difficult is it to calculate or are tax forms supplied with that info upon sale. I'd like yo add it to my non registered account to collect the nice dividends but worried about how to handle after a sale. Thanks
Read Answer Asked by Luca on October 17, 2018
Q: Folks can you recommend one or a few ETFs that trade in US dollars that would compare with the ETFs listed. I want to put some US cash into lower beta equities and strategies and am thinking that the ETF fees may be worthwhile to gain the covered call approach and enhanced income that results at the additional cost of sacrificing upside in rising markets. Also any comments on this intended approach for an equity investor who is transitioning from a balanced to an income tilt is appreciated - all the best.
Read Answer Asked by Ken on September 04, 2018
Q: Hi, 5i
I have been baling out since the past 2 months .... so the cash is quickly accumulating. I found some good replacements and do not think it is so bad to get a solid 5% than a potential future 20% loss.
This morning, Berman has suggested zwu as a good investment.
Your opinion would be appreciated, and your reason why you like it/ do not like it very helpful.
CDJ
Read Answer Asked by claude on August 14, 2018
Q: Hi Peter, Ryan, and Team,
What is your opinion of a recent suggestion by Larry Berman that "If you want to replace it (BCE), he would look at ZWU-T because it gives you all the Telco's. It gives you a couple in the US as well as pipelines and utilities. He is not looking for a lot more downside. It pays north of 6%".
We own BCE in my RRIF (up slightly) and my wife's RRSP (down quite a bit) and am wondering about Berman's strategy. As always, your advice is valued immensely.
Read Answer Asked by Jerry on June 19, 2018
Q: Hi 5i, In a previous Q/A you said "covered call ETFs can underperform in a bull market" can you please elaborate on this?.
Would you please rate: ZWU XUT ZWC (best first)
I own ZWU, but down 10%.
Thanks
Read Answer Asked by Fernando on March 19, 2018
Q: Hello 5i Team.
I own these stocks for the dividend, in sectors that are currently getting hit due to rising interest rates (I assume). From your point of view, is it best, if one needs the income, to not be concerned with losing equity value and just continue collecting the dividend and hope that over time, these stocks will recover? Or is it best to sell and research other options. (I am 66 years young). Please also rate these stocks from best to least in terms of dividend safety and growth potential. Thank you for your wise advice.
Read Answer Asked by Jocelyne on February 27, 2018
Q: I am retired living on dividend income. I am interested in ZWU to increase my dividend income with its yield of 6.30%.
However, I noticed that it's cash distribution has been decreasing since Jan 2017. How is its cash distribution determined? With rising interest rates, will it's cash distribution continue to decrease? What income etf yielding over 4.5% would you recommend in this market? What percent position would you recommend for income ETFs?
Read Answer Asked by Curtis on January 29, 2018
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