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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: Good Morning

I would like to increase my US position in my RRSP. I currently cover this US exposure through VBAL(core position) VFV approx 4.5%, Legacy positions of ZLU and ZWH approx, 3%, totaling approx. 31% US. My thoughts were to replace ZLU/ZWH and increase VFV and add EQL to gain broader exposure to US market. Would this give me a good exposure without over duplication? I am retired and 65 and would like a balanced plus approach. Your thoughts or other ideas would be appreciated.

Thank you,
Mike
Read Answer Asked by Mike on January 24, 2025
Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.



Read Answer Asked by Dave on January 03, 2025
Q: Good Morning,

Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.

Thanks very much.
Read Answer Asked by Dave on September 16, 2024
Q: Looking for an ETF that you feel would be a good candidate for growth plus a fairly high dividend (5% or more).
Thank you for your good service, looking forward to your answer.
Earl
Read Answer Asked by Earl on July 10, 2024
Q: Just opened a new TFSA. Looking for advice on how to invest the 15K. I am retired and would like a yield of 7% or higher while at the same time protecting the capital (I do hold PSA in my RRSP account and it offers ~5% limited risk return ... so if I can't get at least 7% from something else then why bother). I'm thinking an ETF might be the best route for diversification. I want to avoid ETF's with high ROC,"higher" risk, etc. Not adverse to covered calls. Any words of wisdom for me ?
Read Answer Asked by Randy on June 10, 2024
Q: Retiring income investor. Do you have a preference between ZWH and HYLD? HYLD has a significantly higher yield but not sure if I'm missing something as far as risk/stability or fees. Also, would you have a concern holding both VFV for growth as well as HYLD for income?
Read Answer Asked by Samir on April 01, 2024
Q: All different holdings, but what would be your order of preference (based on expected total return) with the next 12 months in mind. Thanks as always, great service.
Read Answer Asked by Curtis on March 06, 2024
Q: Hello, just wanted your updated opinion on HLIF to generate income. I would also appreciate another choice of covered call ETF with more history and with which you would be comfortable for maximum income without undue risk. Thanks.
Read Answer Asked by Martin on June 08, 2023
Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?
Read Answer Asked by Henry on November 23, 2022
Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.
Read Answer Asked by David on November 23, 2022
Q: I am a vlaue investor, 76 years old, good pension. 43 stocks, 16 ETF's including the above covered call ETF's. I do have some growth holdings (IWO, LNF, WSP).All are doing well except ZIM and SYZ (not worried). My question is the covered call holdings are 10% of my portfolio. Is 10% too much? I do enjoy the $650 a month dividends which have been consistent for the past five months.
Thank you
Stanley
Read Answer Asked by STANLEY on September 07, 2022
Q: I have the above in my TFSA along with 5 individual stocks currently.
Any gapes or duplication in the ETFs, Should I just add to each equally with any new contributions to an approx 10-12 % weighting for all and thereafter considerate on individual stocks for more growth torque.
Read Answer Asked by Henry on June 17, 2022
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