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Investment Q&A

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Q: I've held a full position in HAL for just over 3yrs all dividends reinvested, gain of 12%. My original plan was to hold for the longer term, DCA reinvesting any dividends. The annual portfolio turnover 78% is twice the category average for the group as per Morningstar. I'm not sure how you make better returns with that amount of trading.
Can you share your thoughts on portfolio turnover
Offer other options on this type of ETF
Regards,
Tom
Read Answer Asked by Thomas on February 15, 2023
Q: From a dividend growth and overall return perspective, could you please rank the above etfs ? I do not need the income so my preference would go to HXT. Am I getting exposed to a lot more volatility in your opinion ?
Read Answer Asked by Paul on February 06, 2023
Q: "Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?"
Sorry to repeat the question..
Concerning this recent question,I meant : a CDN ETF composed of Canadian stocks only,since the selection method of US stocks for SCHD is excellent,I wonder if there is a best Canadian ETF equivalent for CDN stocks
Read Answer Asked by Jean-Yves on December 15, 2022
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 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
Q: Am looking to invest in a Canadian Dividend ETF.
I have researched the above ETF's, they all have pros & cons.
Am leaning slightly towards VDY at this point.
Criteria: Will be in a non-registered account, am after monthly dividend income with
some moderate growth potential. Am not overly concerned with a high weighting in financials, ideally would have a lower MER but am after solid 3-5 year growth.
If forced to choose one only, which ETF would you recommend?
Thanks for the great service,
Steve
Read Answer Asked by STEVEN on November 11, 2021
Q: Please name half dozen of your top choices for an income portfolio.
Read Answer Asked by Roy on November 02, 2021
Q: If you were adding a dividend producing ETF to a pipeline, insurance and bank-focused portfolio (North American bias), which ETF would you use for:
a) dividend/total return
b) diversification?
Read Answer Asked by David on July 26, 2021
Q: I am looking for retirement monthly cash flow to supplement retirement. Can you please recommend some etfs and dividend aristocrats. About $400,000.
thank you.
Read Answer Asked by Pradip on July 09, 2021
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: what are your favoured Precious metals ETFs and you favoured CDN Dividend ETFs?
Read Answer Asked by john on January 29, 2020
Q: Hello 5i, I currently own the BMO Monthly Income Fund (25% of porfolio) and some xtr(2%). I wish to liquidate the fund and get another etf or 2 to replace it and am considering the above dividend etfs. I would like the best of both worlds high yield/low fees and some growth with low volatility Which of the 4 would you consider adding to my xtr etf and why? Should I also increase my xtr holding. I have some GIC and am trying to be on the conservative side with this account but do hold some reits and utility etfs.
Thanks
Read Answer Asked by pietro on April 30, 2019
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