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Investment Q&A

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Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.
Read Answer Asked by Derek on December 22, 2022
Q: I am considering HTA for my RRIF. I understand the higher than dividend income received is because of their covered call practice.
Is their covered call income impacted by the recent sector decline and how so ? Does this income vary depending upon their practice and if so, how do they maintain their consistent distribution? HTA has been touted as an investment vehicle safer ( less decline) than owning the individual stocks because of the covered call strategy , has this proven to be true ? Thanks Derek
Read Answer Asked by Derek on June 16, 2022
Q: I have invested in both of these ETFs, one being in CAD, the other in USD.
On Thursday, the value of the CAD version was $16.03; the value of the USD version was 16.62.
This difference in value does not adequately address the current exchange rate of about 1.28.
It seems that the US version is underpriced and that the CAD version is much better value. Could you please explain why there is this discrepancy?
Thank you!
Read Answer Asked by Catherine Ann on March 01, 2022
Q: Do Canadian ETFs that track US tech firms underperform? I was looking at these and a few others on the G&W and the Canadian ETFs with the exception of HTA and HTA.B (up 35%ytd) seem to have significantly lower returns. And I think HTA uses covered calls.

XLK is up 32% ytd, IYW 35%, IGN 31%. The most popular Canadian ETFS seem to be ZQQ(ZQN) 26%, XQQ and HQQ 26% and TEC 25%. Some of this is due to currency moves, but the hedging costs of the hedged ETFs surely aren't that large. Is it better to just buy XLK or are HTA/HTA.B a better alternative?
Read Answer Asked by John on December 08, 2021
Q: I am looking at either ( or both) for initial tech position in conservative high income non registered portfolio. HTA, covered call, hedged, equal weight 20 large caps, MER 0.85 ,yield 4.75 , One year return 44%, ROC tax efficient. ZNQ, Nasdaq 100, hedged, cap weighted, MER 0.38, yield 0.34, one year return 39 %, normal tax.
Which would you prefer and why? Thanks
Derek
Read Answer Asked by Derek on April 29, 2021
Q: Hi 5i,
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? I’ll mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies I’d be targeting with this question. Thanks!
Read Answer Asked by Lance on December 09, 2020
Q: please provide your opinion on these two etf's
both etf's are near all time highs, is it to late to invest here?
i am retired and seeking income ...growth is also appreciated
etf choice will enter unregistered accounts
i currently do not have any tech stocks and very little usa exposure
thank you in advance
Read Answer Asked by john on August 14, 2020
Q: Hi there,

I read an article in The Toronto Star this weekend by Gordon Pape. He mentioned a company called Harvest Portfolio Group and referenced the performance of a few of the ETFs they run. I was interested in your take on their Tech Achievers Growth & Income ETF. How would you compare this against something like a ZQQ/XQQ/HXQ and which would you suggest in owning?

Thanks!
Read Answer Asked by Michael on March 05, 2018
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