Investment Q&A

Q: As a value investor, I've been liking the performance of the AVDV small cap ETF which I presently own. I'm not sure if you are familiar with AVES from the same ETF family. I'd like to add a bit of Emerging market exposure, and since this ETF option is another value type, I was drawn to it. Do you see AVES as being acceptable relative to the usual VWO's and VEE's of the Emerging Market world of ETF's ?

Q: Hi Peter,
This is for a TFSA account.
Option 1 - start a position in either EFN or GSY.
Option 2 - start a position in either ZSML or XMH.
Which would you choose of the two options and which stock/ETF for the highest growth for 10 years?

Q: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David

Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. Thanks.

Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers

Q: I am holding a lot of cash in anticipation of buying a condo in the next 6 months. My main concern is capital preservation. What is safer: short term bonds or HISAs? Assuming a significant decrease in interest rates during the next 6-8 months, would short term bonds offer a greater total return than HISAs?
Thanks!

Q: I have these bond funds: PGF510, CVC, ZAG, XLB, along with mostly GIC's in my fixed income side of portfolio. Do these Bond funds pay interest the same as the GIC's or do they pay Dividends so I would get the Dividend Tax credit? All are in my margin account. Would any of these be worth adding to now that they have gone up somewhat? Thanks so much!

Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again

Q: H i5i,

I have a question about opening $10,000 RESP for our granddaughter who is 11 yrs old. An extra $2,500 will be added each year to qualify for the $500 from the gov't.

We are newbies to RESP's so pardon our ignorance for our lack of knowledge. Our current service is through a CDN bank so each transaction costs $. That is ok for us as a buy and hold strategy. For an RESP, is it best to open an account with Wealth Simple to avoid fees? We would like a DRIP stock(ETF) and then a suggestion how to manage the additional funds that are added each year. Do you have any suggestions?

Thank you for your service. Without question, 5i is the best value that I have ever found. It is our go to reference and we let everyone know if they pay for one service, 5i is the best choice.

D&J

Q: I am a retiree and looking for conservative growth stocks with target of 3 to 5 years hold. Dividend is nice, but, not important. Based on the current market condition and valuations, could you recommend 5 Canadian stocks and 3 global ETFs? Please suggest an entry point with a note for the reason of recommendations. Thanks so much.

Q: Can you pls recommed 3 hedged CDN ETFs that focus on US high dividend stocks, with an estiated 10% yield including both dividend and capital appreciagtion for over the next 1 year?

Q: Writing in again because I keep hesitating about how to start a high growth all equity portfolio..

For context, I am 39 years of age, with a comfortable income, and planning on working about 25 years. This would be for retirement money.

You previously answered you would be comfortable with an SP500 index fund as VFV of SPY as opposed to an all in one equity fund such as VEQT or XEQT, from what I understood.

Can you please suggest a porfolio of 5 to 7 all equity ETFs that you believe to be superior to the all in one variety. I don’t necessarily care about the truisms about absolutely needing to be geographically diverse. And I certainly prefer to avoid Canadian home bias.

Thank you.

Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK

Q: I've decided to buy VIG and SCHD to increase my US portion of my portfolio. What is a fair entry point for them? I tend to wait until stocks go "on sale" but have watched these go up and up over the last few months. VIG's top holdings are Apple and Microsoft, so if the Tech sell-off continues it could go down. SCHD has not hit it's all time high but is getting close. What are your thoughts? Thanks so much!

Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?

Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general

Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?

Thank you- Jim

Q: Grayscale Ethereum Trust is this a good investment.

Q: Is this a good ETF for consumer discretionary if someone does not want to own stocks in this sector? Would a 5% weight be ok or would it be considered too low for a ETF ?

Thanks

Q: The tax gross-up effect of my Canadian dividend paying stocks is creating an OAS clawback concern in my non-registered account. Looking for tax-efficient US and International ETF’s. I don’t want ex-Canada ones because I want to have the flexibility to adjust weightings between these two.

Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?

Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS