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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: Here is an excerpt from my Disnat statement with entries and exits of $$.

02/24/2023 01/05/2023 DIVIDEND IN ISHARES SHARES NASDQ 100 IDX ETF -78.43

02/24/2023 01/05/2023 DIVIDEND COMPANY TRUST 200 ISHARES NASDQ 100 IDX ETF 78.43

I don't know where the money is going.
I would like to understand why these amounts were credited and then debited from my account. I asked the question to Disnat.
The answer was:
These are distributions from exchange-traded funds (ETFs).

My questions:
Is there any follow up to do from my part? Does that change my average cost?
Thank you
Read Answer Asked by Serge on March 10, 2023
Q: Could you give some suggestions for ETF's that track the Nasdaq and DOW? What account would you hold them in and are there any that trade in Canadian dollars?

Thanks
Read Answer Asked by Kolbi on January 10, 2023
Q: Hi 5i Team,

I am in the process of setting up an investment account for my nephew and would like to stick to indexes for the time being until he is comfortable with individual equities.

Given the current market climate and your best guess, what % would you attribute in a portfolio (out of 100%) to the following indices: VFV, XQQ, XIC, IWO, XGRO. Please feel free to suggest any other index that was not mentioned in the list above.

Thank you!
Read Answer Asked by David on December 23, 2022
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
Read Answer Asked by Brucey on December 02, 2022
Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.
Read Answer Asked by Mauro on November 14, 2022
Q: Hi 5i Team - Could you provide a couple (or more) ETF's related to the NASDAQ, with a long term horizon in mind. In particular are there any that reinvest their dividends rather than distribute them to their investors. Also what are the tax implications of reinvesting rather than distributing. Is there an ETF that covers all the listings on the the NASDAQ itself. Thanks.
Read Answer Asked by Rob on July 06, 2022
Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.

thanks,

Paul
Read Answer Asked by Paul on June 23, 2022
Q: I have about 10% of my portfolio in NVDA currently, and am . I have a 20+ year time horizon. Is this too risky of a position to take? Would I be better to put some or all of the money into XQQ, VUG, or GOOG to de-risk and position myself for long term returns?
Read Answer Asked by Brucey on May 27, 2022
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
Read Answer Asked by JR on May 19, 2022
Q: Dear 5i team.

Further to Cyril's question where you "hand selected a few of your favs from the three portfolios", is this a diversified enough list to put a small ETF portfolio together based on? Can you suggest which ETFs may be appropriate?

I recently upgraded to include your ETF portfolios. Can you "handpick your favs" in these given the current market backdrop, risks, and opportunities ahead?

Many thanks.
Read Answer Asked by Arthur on March 30, 2022
Q: I would like an ETF to take advantage of the pull back in tech stocks. I generally like the holdings of XIT except for the huge position in CSU (I bought some anyway because I've always been wrong on CSU). Its a small position which I would like to build on but I would also like to add some US exposure - preferably CAD since I don't feel like exchanging more funds right now. Suggestions?

Also, what is your current opinion of PTF? I only recognize a few of their holdings and have no idea how to assess, apart from noting their reasonably good history.

Read Answer Asked by Peter on February 03, 2022
Q: I notice that XQQ does not seem to have the same performance as compared to ZNQ and HXQ over the last week, month and 3 months according to Globe and Mail.

XQQ seems to track the NASDAQ or QQQ "better" .

Can you help me understand this please.
Read Answer Asked by Ernest on January 20, 2022
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