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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: Hi team:

since mid-Sept, this ETF has gone up by 2 dollars which is substantial as it is an
ETF for utilities

is there any seasonal trade for utility stocks ?
are new money shifting from another sector to utilities in general?

I made some small gains, should I add more or hold or sell?
aim for some capital gains but main goal is income from dividends as I am
retired
thanks for your wisdom and insight in this matter
Michael
Read Answer Asked by Michael on November 13, 2020
Q: What would be the best equal weight TSX ETF (CDN $) and also S&P (US dollars) Low fees for both.
Thanks!
Read Answer Asked by Maria on November 02, 2020
Q: For a balanced portfolio with the next 3-5 years in mind, what are your suggested weightings in preferreds, utilities and high yield bonds. Given low interest rates preferreds in particular seem like a place investors will go to seek higher yields with some opportunity for growth.
Read Answer Asked by Curtis on October 15, 2020
Q: I have a TFSA with about $33K that I plan to give to my daughter for graduate school in about 2 years. ZWU looks like a good investment, with YTD return of -14.25% and yield of about 7.95%. Would appreciate your comments on ZWU and any other suggestions you could provide.
Thanks!
Read Answer Asked by Grant on September 08, 2020
Q: What are your 2 best choice ETF's in Healthcare; Technology and Utiliites in US or Canada?
Read Answer Asked by Terry on July 24, 2020
Q: My husband and I are in our mid 60's and were hoping to retire in the next 2-3 yrs (however we may need to postpone depending on how 2020/2021 goes). At the moment our asset allocation is 67% equities and 33% fixed income and we feel we need to shift toward fixed income.
2 questions:
1. Undercurrent conditions, would you suggest a 60/40 split,a 50/50 split or do nothing for next 6 months?
2. If it make sense to make some adjustments now, which of the following fixed assets would you add to and which equities would you recommend trimming: current fixed positions are 10% each in XBB, PMO005, ZIC; equities over 5% are TD(6%), ZUT(8%) and XIC (7%).
Read Answer Asked by Rosemin on June 25, 2020
Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you
Read Answer Asked by satish on May 15, 2020
Q: Hi
I have held Emera for a few years in a TFSA (~2% of total portfolio). You seem to prefer other companies in the utilities sector. What is your preferred pick(s) for this sector and would you recommend switching out of EMA? I also have ~1.5% in ZUT. My other holding primarily consist of a split of broad market ETFs.

thanks,
Read Answer Asked by Everett on May 06, 2020
Q: I wish to buy a defensive utility in a non-reg acct that will qualify for DTC (not sure if ETFs above qualify for DTC). I am aware of different div yields. Is there any significant difference in risks that stand out to you? Plse rank in your order of pref for purchase (already own EMA but would purchase more).
Read Answer Asked by Bob on April 14, 2020
Q: Please rank the above ETFs in order of preference for income and safety. Thanks.
Read Answer Asked by Paul W on April 08, 2020
Q: Hi 5i team,
I want to buy ETFs for my RRSP to capture the eventual market recovery. I'm thinking of the utilities and banks sectors. I understand that 'covered call' ETFs are not ideal to capture market gain in an upswing. Which ETF would you recommend for Canadian utilities industry? And which one for Canadian banks? Thanks.
Read Answer Asked by Willie on March 16, 2020
Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
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