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Q: I am down significantly on these ETF's, down 17% with distribution included on ZPR with it representing 3.6% of my portfolio and down 7% on ZLI or 0.8% with distribution with ZLI representing 3.1% of the portfolio. These were added prior to the rising interest rate environment with the desire for income. Given the unit price have declined so significantly on ZPR (24%), would it be a good move to average down on this ETF in this interest rate sensitive environment? At least the ZPR is mainly held outside registered accounts so the significant capital loss could be used to offset other gains if I was to sell? What would you do with these funds at this point? Hold, Sell, Average down or...?
Read Answer Asked by Andrew on July 15, 2023
Q: could your recommend a low volatility ETF for the Canadian, US and International market? would you prefer a Canadian or International ETF over the US given that the US has had such a large run?
thanks
Read Answer Asked by Mary on December 10, 2021
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