skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello, I'm recently retired. I am seeking income generating vehicles for my various, registered plans (RRSP, LIRA, TFSA) to invest in. I'm considering an investment in ZWU. I'm wondering if there might be a similar, utilities based, covered call, ETF available for the American market?

Lastly, if any of these ETFs might also be available without the covered call overlay and if you believe that those versions of the ETFs might provide better, mid-term probability of a greater Total Return; I'd be interested in your opinion, as well.

Thank you!
Read Answer Asked by Richard on November 29, 2022
Q: Could I get your favourite enhanced income etfs for a registered and non registered account
Read Answer Asked by Terry on April 23, 2022
Q: If a person was looking for income only with a lesser amount of capital gains what are your thoughts on these candidates for 20 % of an overall portfolio ?
Read Answer Asked by STEVE on July 13, 2021
Q: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.
Read Answer Asked by Donald on July 02, 2021
Q: In answer to Bruce on Jan 7 you said:
In an RRSP, we would prefer to hold US-listed ETFs due to withholding taxes on US dividends being exempt (not the case with CDN-listed ETFs).

This would mean that ZWK/CALL is not as efficient as it could be. Is there an equivalent US listed ETF that you would recommend? I am looking for an ETF that would let me drip the dividends. From your other answers I believe this type of ETF would be good in 2021: flat or slowly rising market.

Read Answer Asked by JR on February 09, 2021
Q: Hi
Would it be a wise to replace the 4 mentioned above with ITOT in my RRSP.

Thank you Mike.
Read Answer Asked by Mike on June 02, 2020
Q: Hi

Thinking of changing the above mentioned for PHYS.CA in my RRSP accounts for some protection in the virus situation and what is going to occur after.

I do not need the dividends.

Comments please

Thank you

Mike
Read Answer Asked by Mike on April 03, 2020
Q: Should I continue to hold these 3 in both cash and RRSP accounts.
What would be a good replacement
I can use the loss for capital gains in my cash accounts make in January 2020.
Thank you
Sincerely
Mike
Read Answer Asked by Mike on March 24, 2020
Q: ZWK has fallen dramatically in this oil and coronavirus crisis. It now yields more than 10% with a 16 cent monthly distribution. Is this higher yield now a red flag for this ETF and U.S. Banks in general? Your thoughts are appreciated on the risks for it going forward, and given it's holdings and exposure to this downturn, and history, the likelihood that it may cut it's distribution. Thank you.
Read Answer Asked by Will on March 17, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!