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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: Can you please provide proxies for tax loss selling for the above noted stocks/ETFs
Please deduct as many credits as necessary.
Thanks for your insight.
Read Answer Asked by Terry on November 08, 2023
Q: Can you please tell me how the 10-year total return of XEI compares with XIU and XIC? Do you know methodology used for selecting holdings in the S&P/TSX Composite High Dividend index? Where can I find a complete list of the holdings in XEI?
Thank you!!
Read Answer Asked by Grant on November 07, 2023
Q: I'm reducing the number of holdings in one of my RIF's. With cash to re deploy, which is better for long term hold and dividend appreciation with minimal downside. Probably an apples to orange comparison but EIF is it's own mini etf with it's various holdings. Leaning toward XEI, what is your take? Both already owned btw
Read Answer Asked by Harry on September 21, 2023
Q: Good morning, I’m wondering if you could provide a list of a few dividend ETFs for a TFSA. Looking to contribute every two weeks. Currently hold XEI. Thanks
Read Answer Asked by Seamus on September 20, 2023
Q: When deciding what to hold in a non-registered account, is it more important to maintain adequate exposure to the US with something like VUS, or to keep the dividend tax credit with a CDN option like CDZ or XEI?
Read Answer Asked by Alan on August 23, 2023
Q: I am looking for the top 2 Canadian dividend ETFs to hold mostly in registered accounts. I screened for MERs less than about 0.4 and current yields of about 4.5% or more and came up with: ZDV, XEI and VDY. How would you rank these for long-term holdings; best first. XEI is tied for the lowest MER and has the highest yield, with 29% energy, 29% financial and 17% utilities. VDY has the largest AUM at $2B but high financials at 54% and low utilities at 6%. Finally, I would like to invest in HXH in unregistered accounts but I am concerned about the low daily trading an small AUM at $92M. Thank you!!
Read Answer Asked by Grant on July 13, 2023
Q: 5I team: Being a retired income investor and stuck on the nice yield for this fund I can still not be keen on it's substantial return of capital. Can you advise on a better alternative etf or fund for hands off solid yield as a replacement? Tks. Larry
Read Answer Asked by Larry on July 13, 2023
Q: I need assistance deciding which of these stocks I should put in a regular acct and which should be in a TFSA in other words, can you tell me if DIR.UN has a much higher taxable capital gains (and therefore should be ideally in a TFSA)?

Thanks
Read Answer Asked by Mark on July 13, 2023
Q: Hi, I'm slowly transitioning from a growth portfolio to a dividend portfolio for retirement, starting with positions in JEPI and JEPQ. Can you suggest a couple of US and a couple of Canadian ETFs with high dividends (+6%) that would complement these two? Thanks!
Read Answer Asked by TK on July 10, 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: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).

Are there any others that don't have much overlap with the above that you would recommend?
Read Answer Asked by Alexander on January 31, 2023
Q: Could you suggest a few dividend focused ETFs for a taxable account to 'park' money that will not be needed for a few years ? I purchased UTIL because I liked its holdings but am concerned about its trading volume. I already own XEI and ZDV.
Read Answer Asked by Paul on September 07, 2022
Q: I'm looking to increase the dividends in my portfolio and wonder if there is an ETF that you would recommend for dividends?

thanks as always,
Paula
Read Answer Asked by Paula on August 22, 2022
Q: Hi 5i,
In regards to XEI and VDY ETF's.
I looked at their T3's for the last couple of years using the CDS services site
and found that: XEI seems to consistently have ROC and for VDY it is inconsistent from year to year. These are supposed to be Canadian equity income ETF's so why do they pay a portion of their distribution as ROC? Can you help explain why this might be happening to other ETF's?
Read Answer Asked by Ian on July 12, 2022
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Read Answer Asked by Graeme on May 20, 2022
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